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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 167,924 | $1,549 萬 | 0.60% | +4,120+2.5% | 加碼 |
| Baxter Bros Inc | 168,229 | $1,552 萬 | 1.80% | +17,458+11.6% | 加碼 |
| Blume Capital Management, Inc. | 169,578 | $1,565 萬 | 2.32% | +1,623+1.0% | 加碼 |
| Empower Advisory Group, LLC | 169,932 | $1,568 萬 | 0.04% | +6,089+3.7% | 加碼 |
| Wealthfront Advisers LLC | 170,462 | $1,573 萬 | 0.03% | −12,281−6.7% | 減碼 |
| SNS Financial Group, LLC | 170,873 | $1,577 萬 | 0.30% | +167,820+5,496.9% | 加碼 |
| Ascent Group, LLC | 171,658 | $1,584 萬 | 0.47% | +42,869+33.3% | 加碼 |
| PDT Partners, LLC | 172,200 | $1,589 萬 | 0.83% | +172,200 | 新進 |
| Atlantic Union Bankshares Corp | 172,406 | $1,591 萬 | 0.27% | +6,787+4.1% | 加碼 |
| Goodman Financial Corp | 172,783 | $1,594 萬 | 2.46% | +4,717+2.8% | 加碼 |
| Baker Avenue Asset Management, LP | 174,367 | $1,609 萬 | 0.31% | +47,739+37.7% | 加碼 |
| Venturi Wealth Management, LLC | 174,703 | $1,612 萬 | 0.62% | +256+0.1% | 加碼 |
| North Reef Capital Management LP | 175,000 | $1,615 萬 | 0.62% | −175,000−50.0% | 減碼 |
| Asset Advisors Investment Management, LLC | 175,731 | $1,621 萬 | 1.49% | −663−0.4% | 減碼 |
| UniSuper Management Pty Ltd | 178,691 | $1,649 萬 | 0.09% | +51,252+40.2% | 加碼 |
| Poehling Capital Management, LLC | 179,671 | $1,658 萬 | 3.56% | +3,421+1.9% | 加碼 |
| Pinnacle Financial Partners, Inc. | 180,572 | $1,666 萬 | 0.11% | −4,831−2.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 181,701 | $1,670 萬 | 0.07% | +8,357+4.8% | 加碼 |
| Epoch Investment Partners, Inc. | 181,952 | $1,679 萬 | 0.10% | −47,678−20.8% | 減碼 |
| Lathrop Investment Management Corp | 182,238 | $1,682 萬 | 2.98% | −182−0.1% | 減碼 |
| TCTC Holdings, LLC | 183,241 | $1,691 萬 | 0.44% | +4,426+2.5% | 加碼 |
| Courant Investment Management LLC | 183,499 | $1,693 萬 | 16.43% | 00.0% | 不變 |
| Argent Capital Management LLC | 186,032 | $1,717 萬 | 0.54% | −64,717−25.8% | 減碼 |
| Cutler Investment Counsel LLC | 186,829 | $1,724 萬 | 1.62% | +498+0.3% | 加碼 |
| Mutual of America Capital Management LLC | 187,606 | $1,731 萬 | 0.17% | −751−0.4% | 減碼 |
| Woodline Partners LP | 188,597 | $1,740 萬 | 0.05% | −754,809−80.0% | 減碼 |
| WCG Wealth Advisors LLC | 188,964 | $1,744 萬 | 0.41% | −3,303−1.7% | 減碼 |
| Martingale Asset Management L P | 189,880 | $1,752 萬 | 0.41% | −1,662−0.9% | 減碼 |
| Davenport & Co LLC | 192,181 | $1,766 萬 | 0.09% | +10,466+5.8% | 加碼 |
| M&T Bank Corp | 191,686 | $1,769 萬 | 0.05% | −20,081−9.5% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 193,819 | $1,788 萬 | 1.22% | +4,335+2.3% | 加碼 |
| Empowered Funds, LLC | 193,980 | $1,790 萬 | 0.09% | −11,739−5.7% | 減碼 |
| Sanctuary Advisors, LLC | 194,796 | $1,797 萬 | 0.08% | −6,098−3.0% | 減碼 |
| OP Asset Management Ltd | 195,195 | $1,801 萬 | 0.19% | +10,606+5.7% | 加碼 |
| ProVise Management Group, LLC | 195,522 | $1,804 萬 | 1.21% | +2,124+1.1% | 加碼 |
| Ieq Capital, LLC | 195,776 | $1,806 萬 | 0.08% | −29,356−13.0% | 減碼 |
| United Asset Strategies, Inc. | 196,428 | $1,812 萬 | 1.28% | −210−0.1% | 減碼 |
| Pensionmark Financial Group, LLC | 192,951 | $1,813 萬 | 0.30% | −316−0.2% | 減碼 |
| First Foundation Advisors | 197,480 | $1,822 萬 | 0.65% | +2,070+1.1% | 加碼 |
| JustInvest LLC | 198,471 | $1,831 萬 | 0.15% | −6,822−3.3% | 減碼 |
| Private Wealth Partners, LLC | 198,719 | $1,834 萬 | 1.32% | −5,529−2.7% | 減碼 |
| Virginia Retirement Systems Et Al | 200,800 | $1,853 萬 | 0.11% | +8,700+4.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 201,018 | $1,855 萬 | 0.20% | +9,700+5.1% | 加碼 |
| Hemenway Trust Co LLC | 201,739 | $1,861 萬 | 1.30% | +17,444+9.5% | 加碼 |
| Addenda Capital Inc. | 202,662 | $1,870 萬 | 0.51% | −2,036−1.0% | 減碼 |
| Summit Trail Advisors, LLC | 203,416 | $1,877 萬 | 0.24% | −6,912−3.3% | 減碼 |
| Live Oak Private Wealth LLC | 203,521 | $1,878 萬 | 2.35% | −11,168−5.2% | 減碼 |
| Ethic Inc. | 204,339 | $1,885 萬 | 0.24% | +17,677+9.5% | 加碼 |
| Edgar Lomax Co | 205,215 | $1,894 萬 | 1.42% | −18,400−8.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 206,143 | $1,902 萬 | 0.16% | +13,576+7.1% | 加碼 |
| Pathstone Holdings, LLC | 207,550 | $1,955 萬 | 0.06% | +3,775+1.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 212,141 | $1,957 萬 | 0.07% | −9,235−4.2% | 減碼 |
| Cohen Capital Management, Inc. | 212,385 | $1,960 萬 | 2.66% | −1,981−0.9% | 減碼 |
| Vinva Investment Management Ltd | 216,732 | $1,963 萬 | 0.13% | +14,417+7.1% | 加碼 |
| Adviser Investments LLC | 213,349 | $1,969 萬 | 0.19% | −14,504−6.4% | 減碼 |
| Mairs & Power Inc | 216,288 | $1,996 萬 | 0.18% | −31,444−12.7% | 減碼 |
| Callan Family Office, LLC | 217,027 | $2,003 萬 | 0.39% | −8,690−3.8% | 減碼 |
| Toroso Investments, LLC | 217,249 | $2,005 萬 | 0.05% | +32,515+17.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 218,376 | $2,015 萬 | 0.09% | −10,201−4.5% | 減碼 |
| Prudential PLC | 218,889 | $2,020 萬 | 0.14% | +51,642+30.9% | 加碼 |
| Nissay Asset Management Corp | 219,725 | $2,027 萬 | 0.09% | +4,231+2.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 227,115 | $2,096 萬 | 0.10% | −63,568−21.9% | 減碼 |
| Davidson Investment Advisors | 234,899 | $2,167 萬 | 0.89% | −1,035−0.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 235,706 | $2,175 萬 | 0.15% | +1,033+0.4% | 加碼 |
| Clearstead Advisors, LLC | 235,801 | $2,176 萬 | 0.21% | −10,537−4.3% | 減碼 |
| Commonwealth Equity Services, LLC | 236,089 | $2,178 萬 | 0.03% | −29,676−11.2% | 減碼 |
| Everett Harris & Co | 237,657 | $2,193 萬 | 0.27% | +11,302+5.0% | 加碼 |
| GW Henssler & Associates Ltd | 238,027 | $2,196 萬 | 0.98% | +1,700+0.7% | 加碼 |
| Jain Global LLC | 239,497 | $2,210 萬 | 0.26% | −201,831−45.7% | 減碼 |
| Voleon Capital Management LP | 239,746 | $2,212 萬 | 0.40% | +175,363+272.4% | 加碼 |
| ExodusPoint Capital Management, LP | 240,346 | $2,218 萬 | 0.21% | +107,369+80.7% | 加碼 |
| Dudley & Shanley, Inc. | 240,933 | $2,223 萬 | 3.36% | 00.0% | 不變 |
| New York Life Investment Management LLC | 243,914 | $2,251 萬 | 0.16% | −4,411−1.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 244,772 | $2,259 萬 | 0.17% | −12,521−4.9% | 減碼 |
| Par Capital Management Inc | 245,000 | $2,261 萬 | 0.56% | −8,300−3.3% | 減碼 |
| Park National Corp | 245,025 | $2,261 萬 | 0.63% | +7,375+3.1% | 加碼 |
| Talbot Financial, LLC | 247,559 | $2,284 萬 | 1.68% | +5,393+2.2% | 加碼 |
| British Columbia Investment Management Corp | 247,592 | $2,285 萬 | 0.14% | −42,768−14.7% | 減碼 |
| Utah Retirement Systems | 248,161 | $2,290 萬 | 0.22% | −23,354−8.6% | 減碼 |
| Basswood Capital Management, L.L.C. | 250,998 | $2,316 萬 | 0.99% | −218,703−46.6% | 減碼 |
| Algebris (UK) Ltd | 252,717 | $2,324 萬 | 1.53% | +252,717 | 新進 |
| Steward Partners Investment Advisory, LLC | 258,576 | $2,386 萬 | 0.12% | +1,357+0.5% | 加碼 |
| QRG Capital Management, Inc. | 258,708 | $2,387 萬 | 0.20% | +10,980+4.4% | 加碼 |
| Midwest Trust Co | 259,689 | $2,396 萬 | 0.27% | −653−0.3% | 減碼 |
| Canada Post Corp Registered Pension Plan | 263,922 | $2,435 萬 | 0.85% | +26,258+11.0% | 加碼 |
| Rakuten Investment Management, Inc. | 268,961 | $2,435 萬 | 0.07% | +19,865+8.0% | 加碼 |
| Busey Wealth Management | 264,590 | $2,441 萬 | 0.59% | +439+0.2% | 加碼 |
| NEOS Investment Management LLC | 272,235 | $2,512 萬 | 0.09% | +32,369+13.5% | 加碼 |
| Bessemer Group Inc | 273,968 | $2,528 萬 | 0.03% | +515+0.2% | 加碼 |
| Barlow Wealth Partners, Inc. | 248,860 | $2,531 萬 | 2.73% | +4,867+2.0% | 加碼 |
| Hosking Partners LLP | 275,090 | $2,538 萬 | 0.84% | −8,823−3.1% | 減碼 |
| Andra AP-fonden | 277,772 | $2,563 萬 | 0.29% | +21,100+8.2% | 加碼 |
| Flputnam Investment Management Co | 278,750 | $2,572 萬 | 0.31% | −43,137−13.4% | 減碼 |
| Warther Private Wealth, LLC | 279,565 | $2,580 萬 | 5.66% | +64,362+29.9% | 加碼 |
| Capital Fund Management S.A. | 279,572 | $2,580 萬 | 0.18% | +164,081+142.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 282,327 | $2,605 萬 | 0.02% | −271,157−49.0% | 減碼 |
| Zurich Insurance Group Ltd | 283,389 | $2,615 萬 | 0.18% | −65,286−18.7% | 減碼 |
| Susquehanna International Group, LLP | 284,953 | $2,629 萬 | 0.02% | +149,473+110.3% | 加碼 |
| Amalgamated Bank | 285,274 | $2,632 萬 | 0.18% | −22,464−7.3% | 減碼 |
| Titan Global Capital Management USA LLC | 285,384 | $2,633 萬 | 3.34% | +1,884+0.7% | 加碼 |