Schwab Charles Corp
SCHW- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
近 90 天，Schwab Charles Corp 內部人申報 0 筆公開市場買進、29 筆賣出；2026 年第 2 季末有 2,318 家機構在 13F 申報持有，市值合計 $1,338 億；Oakmark（Harris Associates）、維京全球投資等 6 位大師持有。
2026 年第 2 季 13F 持有人
Schwab Charles Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,318
- 較 2026 年第 1 季 +9 家
- 持有股數
- 14.4 億
- 較 2026 年第 1 季 +3,191 萬 (+2.3%)
- 總市值
- $1,338 億
- 較 2026 年第 1 季 +$5.43 億 (+0.4%)
- 新進機構
- 169
- 另有 906 家加碼
- 清倉機構
- 160
- 另有 963 家減碼
另有 31 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SCHW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,318 | $1,338 億 |
| 2026 年第 1 季 | 2,340 | $1,335 億 |
| 2025 年第 4 季 | 2,329 | $1,455 億 |
| 2025 年第 3 季 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $1,374 億 |
| 2025 年第 1 季 | 2,030 | $1,191 億 |
| 2024 年第 4 季 | 1,993 | $1,108 億 |
| 2024 年第 3 季 | 1,857 | $963.3 億 |
| 2024 年第 2 季 | 1,899 | $1,104 億 |
| 2024 年第 1 季 | 1,879 | $1,082 億 |
| 2023 年第 4 季 | 1,877 | $1,030 億 |
| 2023 年第 3 季 | 1,740 | $804.7 億 |
| 2023 年第 2 季 | 1,775 | $829.4 億 |
| 2023 年第 1 季 | 1,676 | $770.8 億 |
| 2022 年第 4 季 | 1,626 | $1,299 億 |
| 2022 年第 3 季 | 1,520 | $973.2 億 |
| 2022 年第 2 季 | 1,490 | $842.1 億 |
| 2022 年第 1 季 | 1,567 | $1,128 億 |
| 2021 年第 4 季 | 1,505 | $1,119 億 |
| 2021 年第 3 季 | 1,351 | $953.4 億 |
| 2021 年第 2 季 | 1,345 | $954.7 億 |
| 2021 年第 1 季 | 1,311 | $849.5 億 |
2026 年第 2 季持有機構
每家機構持有 Schwab Charles Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 23,141 | $213.5 萬 | 0.06% | +23,141 | 新進 |
| Aviso Wealth Management | 23,252 | $214.6 萬 | 0.84% | −540−2.3% | 減碼 |
| Jefferies Financial Group Inc. | 23,288 | $214.9 萬 | 0.02% | +2,225+10.6% | 加碼 |
| JFS Wealth Advisors, LLC | 23,357 | $215.5 萬 | 0.11% | −632−2.6% | 減碼 |
| Riverwater Partners LLC | 23,399 | $215.9 萬 | 0.64% | +1,714+7.9% | 加碼 |
| Edgestream Partners, L.P. | 23,747 | $219.1 萬 | 0.07% | +23,747 | 新進 |
| Quantbot Technologies LP | 23,802 | $219.6 萬 | 0.09% | −9,771−29.1% | 減碼 |
| Aspiriant, LLC | 23,847 | $220.0 萬 | 0.05% | +147+0.6% | 加碼 |
| Valley National Advisers Inc | 23,901 | $220.5 萬 | 0.25% | −334−1.4% | 減碼 |
| Cape Investment Advisory, Inc. | 23,929 | $220.8 萬 | 0.59% | −1,323−5.2% | 減碼 |
| Greenline Partners, LLC | 24,336 | $224.5 萬 | 0.23% | 00.0% | 不變 |
| Umb Bank N A | 24,434 | $225.5 萬 | 0.03% | −598−2.4% | 減碼 |
| Citizens & Northern Corp | 24,570 | $226.7 萬 | 0.52% | +3,197+15.0% | 加碼 |
| Argus Investors' Counsel, Inc. | 24,598 | $227.0 萬 | 1.75% | −3,309−11.9% | 減碼 |
| Columbia Asset Management | 24,616 | $227.1 萬 | 0.39% | −1,096−4.3% | 減碼 |
| Diversified Trust Co | 24,714 | $228.0 萬 | 0.04% | +798+3.3% | 加碼 |
| Whitener Capital Management, Inc. | 24,877 | $229.5 萬 | 0.49% | +3,608+17.0% | 加碼 |
| Salem Investment Counselors Inc | 24,931 | $230.0 萬 | 0.06% | −500−2.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 24,941 | $230.1 萬 | 0.43% | −292−1.2% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $230.7 萬 | 1.07% | 00.0% | 不變 |
| Anchor Bay Capital, Inc. | 21,366 | $230.7 萬 | 1.25% | +21,366 | 新進 |
| AustralianSuper Pty Ltd | 25,052 | $231.2 萬 | 0.01% | −998,569−97.6% | 減碼 |
| LOM Asset Management Ltd | 25,121 | $231.8 萬 | 0.60% | +1,510+6.4% | 加碼 |
| TritonPoint Partners, LLC | 25,260 | $233.1 萬 | 0.19% | +2,527+11.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 25,306 | $233.5 萬 | 0.10% | +3,236+14.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 25,348 | $233.9 萬 | 0.07% | +2,982+13.3% | 加碼 |
| Ancora Advisors, LLC | 25,476 | $235.1 萬 | 0.05% | −372−1.4% | 減碼 |
| VCI Wealth Management LLC | 25,509 | $235.4 萬 | 0.59% | +25,509 | 新進 |
| Westover Capital Advisors, LLC | 25,540 | $235.7 萬 | 0.39% | −287−1.1% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 25,565 | $235.9 萬 | 0.35% | +134+0.5% | 加碼 |
| Simmons Bank | 25,706 | $237.2 萬 | 0.14% | −2,165−7.8% | 減碼 |
| Trust Co of Vermont | 25,718 | $237.3 萬 | 0.09% | +25,718 | 新進 |
| Pinnacle Associates Ltd | 25,749 | $237.6 萬 | 0.03% | +1,636+6.8% | 加碼 |
| Aspen Investment Management Inc | 25,797 | $238.0 萬 | 0.64% | +520+2.1% | 加碼 |
| WealthPlan Investment Management, LLC | 25,881 | $238.8 萬 | 0.12% | −2,962−10.3% | 減碼 |
| Cannon Capital Management, Inc. | 25,895 | $238.9 萬 | 2.03% | +1,203+4.9% | 加碼 |
| LGT Fund Management Co Ltd. | 25,906 | $239.0 萬 | 0.10% | −3,037−10.5% | 減碼 |
| Insigneo Advisory Services, LLC | 26,043 | $240.3 萬 | 0.09% | +7,289+38.9% | 加碼 |
| Advisory Services Network, LLC | 26,157 | $241.3 萬 | 0.03% | −1,541−5.6% | 減碼 |
| Banque Cantonale Vaudoise | 26,197 | $241.7 萬 | 0.09% | +2,083+8.6% | 加碼 |
| iA Global Asset Management Inc. | 26,386 | $243.5 萬 | 0.03% | −83,277−75.9% | 減碼 |
| Coastline Trust Co | 26,421 | $243.8 萬 | 0.22% | −77−0.3% | 減碼 |
| Ballentine Partners, LLC | 26,461 | $244.2 萬 | 0.03% | −85−0.3% | 減碼 |
| Ascent Wealth Partners, LLC | 26,572 | $245.2 萬 | 0.25% | +947+3.7% | 加碼 |
| L2 Asset Management, LLC | 26,792 | $247.2 萬 | 0.26% | −1,452−5.1% | 減碼 |
| Correct Capital Wealth Management | 26,854 | $247.8 萬 | 0.43% | −1,398−4.9% | 減碼 |
| Kozak & Associates, Inc. | 25,933 | $248.4 萬 | 0.43% | −1,762−6.4% | 減碼 |
| HBK Sorce Advisory LLC | 23,120 | $249.7 萬 | 0.05% | −108−0.5% | 減碼 |
| Roberts Wealth Advisors, LLC | 27,086 | $249.9 萬 | 0.57% | +721+2.7% | 加碼 |
| Greenup Street Wealth Management LLC | 27,091 | $250.0 萬 | 0.30% | −12,648−31.8% | 減碼 |
| Hudson Canyon Capital Management | 27,139 | $250.4 萬 | 1.34% | −913−3.3% | 減碼 |
| Cetera Trust Company, N.A | 27,330 | $252.2 萬 | 1.27% | −25−0.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 27,340 | $252.3 萬 | 0.07% | −1,520−5.3% | 減碼 |
| Garrison Bradford & Associates Inc | 27,360 | $252.5 萬 | 2.74% | 00.0% | 不變 |
| Roundview Capital LLC | 27,397 | $252.8 萬 | 0.14% | −12,505−31.3% | 減碼 |
| Global Retirement Partners, LLC | 27,556 | $254.3 萬 | 0.04% | +27,556 | 新進 |
| Gs Investments, Inc. | 27,706 | $255.6 萬 | 1.85% | −9,787−26.1% | 減碼 |
| Valeo Financial Advisors, LLC | 27,938 | $257.7 萬 | 0.05% | −407−1.4% | 減碼 |
| Cypress Capital, LLC | 27,970 | $258.1 萬 | 0.70% | −786−2.7% | 減碼 |
| Mount Vernon Associates Inc | 28,000 | $258.4 萬 | 1.68% | −1,800−6.0% | 減碼 |
| Vaughan David Investments LLC | 28,087 | $259.2 萬 | 0.05% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 28,119 | $259.5 萬 | 1.36% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 28,129 | $259.5 萬 | 0.01% | −10,193−26.6% | 減碼 |
| Norden Group LLC | 28,238 | $260.5 萬 | 0.21% | +1,387+5.2% | 加碼 |
| Coldstream Capital Management Inc | 28,285 | $261.0 萬 | 0.03% | +1,244+4.6% | 加碼 |
| Buckingham Strategic Partners | 28,312 | $261.2 萬 | 0.02% | +9,476+50.3% | 加碼 |
| Wynn Capital, LLC | 28,315 | $261.3 萬 | 1.17% | +195+0.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 28,338 | $261.5 萬 | 0.09% | +198+0.7% | 加碼 |
| Dakota Wealth Management | 28,405 | $262.1 萬 | 0.05% | −88−0.3% | 減碼 |
| Centaurus Financial, Inc. | 28,472 | $262.7 萬 | 0.10% | +1,700+6.3% | 加碼 |
| TCG Advisory Services, LLC | 28,612 | $264.0 萬 | 0.05% | −12,887−31.1% | 減碼 |
| Bridgewater Associates, LP | 28,728 | $265.1 萬 | 0.01% | +6,134+27.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 28,863 | $266.3 萬 | 0.39% | +757+2.7% | 加碼 |
| Bridgeway Capital Management, LLC | 28,920 | $266.8 萬 | 0.05% | 00.0% | 不變 |
| Ritholtz Wealth Management | 29,058 | $268.1 萬 | 0.04% | −599−2.0% | 減碼 |
| JT Stratford LLC | 29,267 | $270.0 萬 | 0.30% | +3,578+13.9% | 加碼 |
| Sterling Investment Advisors, Ltd. | 29,271 | $270.1 萬 | 0.45% | −2,150−6.8% | 減碼 |
| Dempze Nancy E | 29,447 | $271.7 萬 | 1.30% | +3,804+14.8% | 加碼 |
| Texas Yale Capital Corp. | 29,459 | $271.8 萬 | 0.06% | +4,635+18.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 29,489 | $272.1 萬 | 0.23% | +29,489 | 新進 |
| FORA Capital, LLC | 29,544 | $272.4 萬 | 0.19% | +29,544 | 新進 |
| Capital International Inc | 29,528 | $272.5 萬 | 0.02% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 29,547 | $272.6 萬 | 0.22% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 29,597 | $273.1 萬 | 0.17% | +826+2.9% | 加碼 |
| V-Square Quantitative Management LLC | 29,685 | $273.9 萬 | 0.26% | −4,453−13.0% | 減碼 |
| IFG Advisory, LLC | 29,741 | $274.4 萬 | 0.10% | +29,741 | 新進 |
| Juno Financial Group LLC | 29,809 | $275.0 萬 | 0.98% | +2,228+8.1% | 加碼 |
| Savvy Advisors, Inc. | 29,938 | $276.2 萬 | 0.06% | −7,769−20.6% | 減碼 |
| Resolute Capital Asset Partners LLC | 30,000 | $276.8 萬 | 1.18% | −55,000−64.7% | 減碼 |
| Iowa State Bank | 30,099 | $277.7 萬 | 0.46% | −152−0.5% | 減碼 |
| Westview Management dba Westview Investment Advisors | 30,304 | $279.6 萬 | 1.37% | −308−1.0% | 減碼 |
| Scott & Selber, Inc. | 30,562 | $282.0 萬 | 0.60% | −110.0% | 減碼 |
| John G Ullman & Associates Inc | 30,595 | $282.3 萬 | 0.34% | +30,595 | 新進 |
| Capital Advisors Inc | 30,710 | $283.4 萬 | 0.04% | −942−3.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 30,794 | $284.1 萬 | 0.19% | +65+0.2% | 加碼 |
| Hager Investment Management Services, LLC | 30,840 | $284.6 萬 | 1.31% | +1,143+3.8% | 加碼 |
| Carmel Capital Partners, LLC | 30,862 | $284.8 萬 | 0.94% | −2,052−6.2% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 30,923 | $285.3 萬 | 0.41% | 00.0% | 不變 |
| Compass Wealth Management LLC | 30,946 | $285.5 萬 | 0.54% | −1,023−3.2% | 減碼 |
| Royal Palms Capital LLC | 31,257 | $288.4 萬 | 2.54% | +3,223+11.5% | 加碼 |