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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 31,269 | $288.5 萬 | 0.13% | −13,749−30.5% | 減碼 |
| Signaturefd, LLC | 31,293 | $288.7 萬 | 0.04% | −1,321−4.1% | 減碼 |
| GPM Growth Investors, Inc. | 31,304 | $288.8 萬 | 1.21% | −2,349−7.0% | 減碼 |
| Gill Capital Partners, LLC | 31,620 | $291.8 萬 | 0.77% | −44−0.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 31,637 | $291.9 萬 | 0.02% | −3,939−11.1% | 減碼 |
| Cary Street Partners Financial LLC | 31,648 | $292.0 萬 | 0.06% | −780−2.4% | 減碼 |
| Smithbridge Asset Management Inc | 31,655 | $292.1 萬 | 0.40% | −416−1.3% | 減碼 |
| Parsonex Advisory Services, Inc. | 31,672 | $292.2 萬 | 2.54% | +1,874+6.3% | 加碼 |
| Tema ETFs LLC | 31,695 | $292.4 萬 | 0.09% | +3,045+10.6% | 加碼 |
| Chaney Capital Management, Inc. | 31,840 | $293.8 萬 | 0.92% | +133+0.4% | 加碼 |
| Strata Wealth Advisors, LLC | 31,904 | $294.4 萬 | 0.72% | +73+0.2% | 加碼 |
| Beacon Financial Group | 32,102 | $296.2 萬 | 0.27% | −194−0.6% | 減碼 |
| Oakmont Investment Advisors, Inc. | 32,113 | $296.3 萬 | 2.06% | +32,113 | 新進 |
| CWA Asset Management Group, LLC | 32,141 | $296.6 萬 | 0.09% | −958−2.9% | 減碼 |
| Decatur Capital Management, Inc. | 32,459 | $299.5 萬 | 1.02% | +32,459 | 新進 |
| Finer Wealth Management, Inc. | 32,665 | $301.4 萬 | 1.35% | +246+0.8% | 加碼 |
| Harfst & Associates, Inc. | 32,702 | $301.7 萬 | 0.47% | +760+2.4% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 32,732 | $302.0 萬 | 0.26% | +5,934+22.1% | 加碼 |
| Lakehouse Capital Pty Ltd | 32,894 | $303.5 萬 | 3.35% | 00.0% | 不變 |
| Choate Investment Advisors | 32,941 | $303.9 萬 | 0.05% | −1,128−3.3% | 減碼 |
| Crux Wealth Advisors | 32,981 | $304.3 萬 | 1.05% | −1,137−3.3% | 減碼 |
| Partners Capital Investment Group, LLP | 32,995 | $304.4 萬 | 0.11% | −5,628−14.6% | 減碼 |
| Chemistry Wealth Management LLC | 33,326 | $307.5 萬 | 0.49% | −183−0.5% | 減碼 |
| Agf Management Ltd | 33,386 | $308.1 萬 | 0.01% | +33,386 | 新進 |
| Meeder Advisory Services, Inc. | 33,408 | $308.3 萬 | 0.11% | −627−1.8% | 減碼 |
| Webster Bank, N. A. | 33,435 | $308.5 萬 | 0.27% | −1,441−4.1% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 33,715 | $311.1 萬 | 0.18% | 00.0% | 不變 |
| LRT Capital Management, LLC | 33,756 | $311.5 萬 | 2.02% | +13,880+69.8% | 加碼 |
| Financial Advisory Partners, LLC | 33,906 | $312.9 萬 | 0.82% | −135−0.4% | 減碼 |
| Broderick Brian C | 34,152 | $315.1 萬 | 0.49% | +2,890+9.2% | 加碼 |
| American Trust | 34,292 | $316.4 萬 | 0.24% | −3,170−8.5% | 減碼 |
| Cascade Investment Advisors, Inc. | 34,445 | $317.8 萬 | 1.73% | +545+1.6% | 加碼 |
| Twin City Private Wealth, LLC | 34,446 | $317.8 萬 | 2.23% | +264+0.8% | 加碼 |
| Signal Advisors Wealth, LLC | 34,464 | $318.0 萬 | 0.17% | +7,519+27.9% | 加碼 |
| Resonant Capital Advisors, LLC | 34,666 | $319.9 萬 | 0.15% | −1,025−2.9% | 減碼 |
| Ally Financial Inc. | 35,000 | $322.9 萬 | 0.42% | +19,000+118.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 35,009 | $323.0 萬 | 0.06% | −6,419−15.5% | 減碼 |
| Everence Capital Management Inc | 35,800 | $330.3 萬 | 0.17% | 00.0% | 不變 |
| Annandale Capital, LLC | 35,848 | $330.8 萬 | 0.49% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 35,882 | $331.1 萬 | 0.06% | −5,617−13.5% | 減碼 |
| FSB Premier Wealth Management, Inc. | 35,941 | $331.6 萬 | 0.93% | −4,835−11.9% | 減碼 |
| Sepio Capital, LP | 36,204 | $334.1 萬 | 0.17% | −3,356−8.5% | 減碼 |
| Central Bank & Trust Co | 36,272 | $334.7 萬 | 0.47% | +218+0.6% | 加碼 |
| Notis-McConarty Edward | 36,470 | $336.5 萬 | 1.45% | +6,285+20.8% | 加碼 |
| Linscomb & Williams, Inc. | 36,567 | $337.4 萬 | 0.15% | +727+2.0% | 加碼 |
| Inkwell Capital LLC | 36,570 | $337.4 萬 | 3.51% | −40−0.1% | 減碼 |
| Fearless Solutions, LLC dba Best Invest | 36,736 | $339.0 萬 | 1.79% | −770−2.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 36,843 | $340.0 萬 | 0.03% | −5,742−13.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 36,912 | $340.6 萬 | 0.02% | −380−1.0% | 減碼 |
| Fiduciary Financial Group, LLC | 37,152 | $342.8 萬 | 0.39% | −2,088−5.3% | 減碼 |
| Vestcor Inc | 37,205 | $343.3 萬 | 0.08% | −1,881−4.8% | 減碼 |
| Stonebridge Capital Advisors LLC | 37,354 | $344.7 萬 | 0.22% | −572−1.5% | 減碼 |
| Rathbone Brothers plc | 37,504 | $346.0 萬 | 0.01% | −63,296−62.8% | 減碼 |
| Parallel Advisors, LLC | 37,553 | $346.5 萬 | 0.05% | −5,233−12.2% | 減碼 |
| Twin Capital Management Inc | 37,773 | $348.5 萬 | 0.38% | −150.0% | 減碼 |
| Rothschild Investment LLC | 37,778 | $348.6 萬 | 0.13% | +22,557+148.2% | 加碼 |
| Summit Financial, LLC | 37,802 | $348.8 萬 | 0.04% | −77−0.2% | 減碼 |
| Johnson Investment Counsel Inc | 37,835 | $349.1 萬 | 0.03% | +3,357+9.7% | 加碼 |
| GeoWealth Management, LLC | 37,919 | $349.9 萬 | 0.11% | −1,779−4.5% | 減碼 |
| Stableford Capital II LLC | 37,961 | $350.3 萬 | 1.21% | −470−1.2% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 38,245 | $352.9 萬 | 2.82% | −2,064−5.1% | 減碼 |
| Means Investment Co., Inc. | 38,433 | $354.6 萬 | 0.27% | −1,504−3.8% | 減碼 |
| Nelson Capital Management, LLC | 38,450 | $354.8 萬 | 0.39% | +517+1.4% | 加碼 |
| Kidder Stephen W | 38,865 | $358.6 萬 | 0.91% | +555+1.4% | 加碼 |
| Fiduciary Group LLC | 38,870 | $358.7 萬 | 0.28% | −1,232−3.1% | 減碼 |
| Marble Wealth, LLC | 39,246 | $362.1 萬 | 0.55% | +94+0.2% | 加碼 |
| Montag A & Associates Inc | 39,480 | $364.3 萬 | 0.15% | −4,500−10.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 39,508 | $364.5 萬 | 0.18% | −3,507−8.2% | 減碼 |
| Community Trust & Investment Co | 39,709 | $366.4 萬 | 0.19% | +39,709 | 新進 |
| Bryn Mawr Trust Co | 39,757 | $366.8 萬 | 0.08% | −701−1.7% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 40,174 | $370.7 萬 | 1.03% | +136+0.3% | 加碼 |
| Pine Haven Investment Counsel, Inc | 40,379 | $372.6 萬 | 2.50% | −397−1.0% | 減碼 |
| TCW Group Inc | 40,500 | $373.7 萬 | 0.03% | −5,048−11.1% | 減碼 |
| Bleakley Financial Group, LLC | 40,794 | $376.4 萬 | 0.05% | +4,698+13.0% | 加碼 |
| Asio Capital, LLC | 40,827 | $376.7 萬 | 0.48% | +3,600+9.7% | 加碼 |
| Verition Fund Management LLC | 40,859 | $377.0 萬 | 0.03% | +38,643+1,743.8% | 加碼 |
| Lantern Wealth Advisors, LLC | 40,907 | $377.4 萬 | 1.73% | −1,719−4.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 40,951 | $377.8 萬 | 0.06% | +1,467+3.7% | 加碼 |
| Mengis Capital Management, Inc. | 41,058 | $378.8 萬 | 0.58% | −49−0.1% | 減碼 |
| Chicago Partners Investment Group LLC | 37,381 | $379.8 萬 | 0.08% | +3,122+9.1% | 加碼 |
| Wesbanco Bank Inc | 41,170 | $379.9 萬 | 0.09% | +35,074+575.4% | 加碼 |
| HF Advisory Group, LLC | 41,262 | $380.7 萬 | 1.18% | +2,890+7.5% | 加碼 |
| Conscious Wealth Investments, LLC | 38,151 | $381.5 萬 | 1.96% | −689−1.8% | 減碼 |
| Apollon Wealth Management, LLC | 41,677 | $384.6 萬 | 0.05% | −365−0.9% | 減碼 |
| Courier Capital LLC | 41,684 | $384.6 萬 | 0.19% | +655+1.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 41,700 | $384.8 萬 | 0.09% | +2,000+5.0% | 加碼 |
| Brighton Jones LLC | 41,755 | $385.3 萬 | 0.07% | −2,562−5.8% | 減碼 |
| Goelzer Investment Management, Inc. | 41,758 | $385.3 萬 | 0.17% | −582−1.4% | 減碼 |
| Diversify Wealth Management, LLC | 37,110 | $386.6 萬 | 0.06% | +3,546+10.6% | 加碼 |
| Diversify Advisory Services, LLC | 37,110 | $386.6 萬 | 0.06% | +37,110 | 新進 |
| Destination Wealth Management | 41,976 | $387.3 萬 | 0.09% | −2,839−6.3% | 減碼 |
| Quadrant Capital Group LLC | 41,980 | $387.3 萬 | 0.11% | +26+0.1% | 加碼 |
| LGT Group Foundation | 41,986 | $387.4 萬 | 0.04% | +2,819+7.2% | 加碼 |
| Buttonwood Financial Advisors Inc. | 42,083 | $388.3 萬 | 1.18% | −23−0.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 42,207 | $389.4 萬 | 0.08% | −8,540−16.8% | 減碼 |
| Elefante Mark B | 42,214 | $389.5 萬 | 1.68% | +9,375+28.5% | 加碼 |
| First Long Island Investors, LLC | 42,429 | $391.5 萬 | 0.28% | +36,476+612.7% | 加碼 |
| Arkadios Wealth Advisors | 42,544 | $392.6 萬 | 0.06% | −25,550−37.5% | 減碼 |
| Anchor Investment Management, LLC | 42,549 | $392.6 萬 | 0.30% | +3,917+10.1% | 加碼 |
| AE Wealth Management LLC | 42,736 | $394.3 萬 | 0.02% | −5,209−10.9% | 減碼 |