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
2026 年第 3 季的資料還在陸續進來，目前 6 家機構申報持有 SCHW。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 63,127 | $571.6 萬 | 0.07% | +31,442+99.2% | 加碼 |
| Private Advisor Group, LLC | 62,141 | $573.4 萬 | 0.03% | −42,892−40.8% | 減碼 |
| IFP Advisors, Inc | 62,623 | $577.8 萬 | 0.10% | −1,191−1.9% | 減碼 |
| Savant Capital, LLC | 61,009 | $580.0 萬 | 0.02% | +31,874+109.4% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 62,936 | $580.7 萬 | 0.02% | −3,165−4.8% | 減碼 |
| Conning Inc. | 63,081 | $582.0 萬 | 0.17% | +6,672+11.8% | 加碼 |
| National Philanthropic Trust | 63,328 | $584.3 萬 | 0.08% | −460−0.7% | 減碼 |
| Bokf, NA | 63,347 | $584.5 萬 | 0.08% | +4,325+7.3% | 加碼 |
| Metis Global Partners, LLC | 63,624 | $587.1 萬 | 0.13% | −8,162−11.4% | 減碼 |
| Scotia Capital Inc. | 63,745 | $588.2 萬 | 0.02% | −675−1.0% | 減碼 |
| AMG National Trust Bank | 63,906 | $589.6 萬 | 0.12% | −36,272−36.2% | 減碼 |
| MUFG Securities EMEA plc | 63,986 | $590.4 萬 | 0.06% | −4,490−6.6% | 減碼 |
| Siemens Fonds Invest GmbH | 64,494 | $595.1 萬 | 0.29% | +297+0.5% | 加碼 |
| American Trust Investment Advisors, LLC | 64,855 | $598.4 萬 | 2.95% | +13,367+26.0% | 加碼 |
| Plato Investment Management Ltd | 65,701 | $602.7 萬 | 0.35% | +8,662+15.2% | 加碼 |
| Twin Lakes Capital Management, LLC | 65,320 | $602.7 萬 | 2.30% | −386−0.6% | 減碼 |
| Integrated Wealth Concepts LLC | 65,440 | $603.8 萬 | 0.04% | +37,821+136.9% | 加碼 |
| Legal Advantage Investments, Inc. | 65,960 | $608.6 萬 | 2.13% | −700−1.1% | 減碼 |
| LaFleur & Godfrey LLC | 66,139 | $610.3 萬 | 0.72% | −1,773−2.6% | 減碼 |
| Prentiss Smith & Co Inc | 66,695 | $615.4 萬 | 3.38% | −933−1.4% | 減碼 |
| Condor Capital Management | 66,818 | $616.5 萬 | 0.46% | +66+0.1% | 加碼 |
| Central Pacific Bank - Trust Division | 66,848 | $616.8 萬 | 0.63% | −3,339−4.8% | 減碼 |
| Pacific Capital Partners Ltd | 67,044 | $618.6 萬 | 5.35% | 00.0% | 不變 |
| Americana Partners, LLC | 67,179 | $619.9 萬 | 0.14% | −2,390−3.4% | 減碼 |
| Citizens Business Bank | 67,276 | $620.8 萬 | 0.93% | −2,644−3.8% | 減碼 |
| Investment Research & Advisory Group, Inc. | 67,427 | $622.7 萬 | 1.94% | +503+0.8% | 加碼 |
| Salvus Wealth Management, LLC | 67,597 | $623.7 萬 | 3.49% | −4,084−5.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 68,834 | $635.1 萬 | 0.15% | −4,300−5.9% | 減碼 |
| Merit Financial Group, LLC | 70,252 | $648.2 萬 | 0.04% | −3,032−4.1% | 減碼 |
| Oliver Luxxe Assets LLC | 71,774 | $662.3 萬 | 0.98% | +8,821+14.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 72,127 | $665.5 萬 | 0.43% | +57,410+390.1% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 72,757 | $671.3 萬 | 0.57% | +230.0% | 加碼 |
| Cloverfields Capital Group, LP | 72,957 | $673.2 萬 | 2.04% | +1,862+2.6% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 73,190 | $675.3 萬 | 0.25% | +5,190+7.6% | 加碼 |
| Ravenswood Partners LP | 73,282 | $676.2 萬 | 2.16% | +16,200+28.4% | 加碼 |
| Integrated Advisors Network LLC | 73,637 | $679.4 萬 | 0.31% | +36,179+96.6% | 加碼 |
| Capricorn Fund Managers Ltd | 73,700 | $680.0 萬 | 0.54% | +73,700 | 新進 |
| CAPROCK Group, Inc. | 73,931 | $682.2 萬 | 0.13% | −6,356−7.9% | 減碼 |
| Advisory Resource Group | 74,203 | $684.7 萬 | 1.03% | +4,206+6.0% | 加碼 |
| Kavar Capital Partners Group, LLC | 74,442 | $686.9 萬 | 0.85% | +2,004+2.8% | 加碼 |
| We Are One Seven, LLC | 74,619 | $688.5 萬 | 0.11% | −7,221−8.8% | 減碼 |
| Wright Investors Service Inc | 74,625 | $688.6 萬 | 1.88% | +2,841+4.0% | 加碼 |
| Birch Capital Management, LLC | 74,765 | $689.9 萬 | 3.37% | +4,132+5.8% | 加碼 |
| Radnor Capital Management, LLC | 75,710 | $698.6 萬 | 0.98% | −7,300−8.8% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 75,780 | $699.2 萬 | 0.77% | +28,700+61.0% | 加碼 |
| Gilman Hill Asset Management, LLC | 75,825 | $699.6 萬 | 0.96% | +1,477+2.0% | 加碼 |
| Farther Finance Advisors, LLC | 76,446 | $705.0 萬 | 0.06% | +3,509+4.8% | 加碼 |
| Marco Investment Management LLC | 76,668 | $707.4 萬 | 0.47% | −210.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 76,969 | $710.2 萬 | 0.06% | −5,806−7.0% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 79,758 | $735.9 萬 | 1.08% | −2,661−3.2% | 減碼 |
| Wealthspire Advisors, LLC | 80,222 | $740.2 萬 | 0.04% | +38,125+90.6% | 加碼 |
| Capital Investment Counsel, Inc | 81,255 | $749.7 萬 | 0.81% | −1,699−2.0% | 減碼 |
| Naples Global Advisors, LLC | 81,562 | $752.6 萬 | 0.46% | +6,021+8.0% | 加碼 |
| Baldwin Brothers Inc | 81,615 | $753.1 萬 | 0.49% | −11,345−12.2% | 減碼 |
| 1832 Asset Management L.P. | 81,760 | $754.4 萬 | 0.01% | −65,899−44.6% | 減碼 |
| NewEdge Wealth, LLC | 81,949 | $756.1 萬 | 0.08% | +499+0.6% | 加碼 |
| Oppenheimer & Co Inc | 82,536 | $761.6 萬 | 0.08% | −1,138−1.4% | 減碼 |
| New Mexico Educational Retirement Board | 83,087 | $766.6 萬 | 0.19% | +4,400+5.6% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 83,125 | $767.0 萬 | 0.89% | +29,810+55.9% | 加碼 |
| Louisiana State Employees Retirement System | 83,500 | $770.5 萬 | 0.11% | −1,600−1.9% | 減碼 |
| Krilogy Financial LLC | 83,505 | $770.5 萬 | 0.23% | +14,765+21.5% | 加碼 |
| Xcel Wealth Management, LLC | 83,623 | $771.6 萬 | 1.84% | +56,952+213.5% | 加碼 |
| Redmond Asset Management, LLC | 83,966 | $774.8 萬 | 1.93% | −1,218−1.4% | 減碼 |
| Hamilton Capital Partners Inc. | 84,573 | $780.4 萬 | 0.23% | +28,438+50.7% | 加碼 |
| Sendero Wealth Management, LLC | 84,898 | $783.4 萬 | 0.78% | +17,585+26.1% | 加碼 |
| Fagan Associates, Inc. | 85,286 | $786.9 萬 | 0.97% | +1,740+2.1% | 加碼 |
| Balyasny Asset Management LLC | 85,847 | $792.1 萬 | 0.01% | −727,602−89.4% | 減碼 |
| Oak Harvest Investment Services | 85,893 | $792.5 萬 | 0.74% | −44,048−33.9% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $799.7 萬 | 0.48% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 86,812 | $801.0 萬 | 0.36% | +4,068+4.9% | 加碼 |
| Mark Asset Management LP | 87,107 | $803.7 萬 | 0.81% | +17,661+25.4% | 加碼 |
| Maryland State Retirement & Pension System | 87,258 | $805.1 萬 | 0.14% | +2,931+3.5% | 加碼 |
| Pring Turner Capital Group Inc | 75,036 | $807.8 萬 | 4.63% | +211+0.3% | 加碼 |
| Commerce Bank | 88,912 | $820.4 萬 | 0.04% | +1,395+1.6% | 加碼 |
| Southeast Asset Advisors Inc. | 90,283 | $833.0 萬 | 0.85% | +12,945+16.7% | 加碼 |
| Hartford Investment Management Co | 90,623 | $836.2 萬 | 0.24% | −4,932−5.2% | 減碼 |
| Allianz SE | 91,848 | $847.5 萬 | 0.09% | +1,370+1.5% | 加碼 |
| Colonial Trust Advisors | 91,978 | $848.7 萬 | 0.59% | +2,024+2.3% | 加碼 |
| SRS Capital Advisors, Inc. | 92,395 | $852.5 萬 | 0.06% | +67,701+274.2% | 加碼 |
| Aviance Capital Partners, LLC | 92,462 | $853.1 萬 | 0.89% | +751+0.8% | 加碼 |
| KCM Investment Advisors LLC | 93,216 | $860.1 萬 | 0.26% | −127−0.1% | 減碼 |
| Warren Averett Asset Management, LLC | 93,682 | $864.4 萬 | 0.05% | −33,895−26.6% | 減碼 |
| Ci Investments Inc. | 95,338 | $879.7 萬 | 0.03% | +35,261+58.7% | 加碼 |
| Lafayette Investments, Inc. | 95,470 | $880.9 萬 | 1.62% | +610+0.6% | 加碼 |
| Advocate Group LLC | 95,814 | $884.1 萬 | 1.33% | −2,459−2.5% | 減碼 |
| Caisse des Depots Et Consignations | 96,292 | $888.5 萬 | 0.15% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 96,731 | $892.5 萬 | 0.18% | +263+0.3% | 加碼 |
| GHP Investment Advisors, Inc. | 97,007 | $895.1 萬 | 0.33% | +13,039+15.5% | 加碼 |
| First National Trust Co | 97,349 | $898.2 萬 | 0.30% | −12,693−11.5% | 減碼 |
| Univest Financial Corp | 98,042 | $904.6 萬 | 0.44% | +791+0.8% | 加碼 |
| Aptus Capital Advisors, LLC | 98,727 | $911.0 萬 | 0.07% | +2,301+2.4% | 加碼 |
| Evergreen Capital Management LLC | 99,476 | $917.9 萬 | 0.16% | −4,069−3.9% | 減碼 |
| Formuepleje A/S | 101,262 | $934.3 萬 | 0.73% | +22,842+29.1% | 加碼 |
| Nomura Holdings Inc | 101,417 | $935.8 萬 | 0.04% | +46,071+83.2% | 加碼 |
| GCM Grosvenor Holdings, LLC | 101,819 | $939.5 萬 | 0.41% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 102,186 | $942.9 萬 | 0.10% | −1,800−1.7% | 減碼 |
| Timber Creek Capital Management LLC | 103,265 | $952.8 萬 | 1.94% | −2,480−2.3% | 減碼 |
| Morningstar Investment Management LLC | 102,422 | $962.6 萬 | 0.59% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 105,228 | $970.9 萬 | 0.25% | +7,855+8.1% | 加碼 |
| Allstate Corp | 105,334 | $971.9 萬 | 0.10% | −25,741−19.6% | 減碼 |