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 13 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 |
|---|---|---|---|---|---|
| Bank of America Corp | 15,993,144 | $14.8 億 | 0.10% | +370,114+2.4% | 加碼 |
| Artisan Partners Limited Partnership | 18,930,716 | $17.5 億 | 2.85% | +1,479,668+8.5% | 加碼 |
| Fisher Asset Management, LLC | 21,952,062 | $20.3 億 | 0.60% | −266,029−1.2% | 減碼 |
| Norges Bank | 22,658,390 | $20.9 億 | 0.21% | +22,658,390 | 新進 |
| Morgan Stanley | 22,793,553 | $21.0 億 | 0.11% | +759,611+3.4% | 加碼 |
| Massachusetts Financial Services Co | 13,356,306 | $21.3 億 | 0.68% | −1,165,581−8.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 24,201,471 | $22.3 億 | 2.97% | +2,388,995+11.0% | 加碼 |
| Primecap Management Co | 25,120,895 | $23.2 億 | 1.37% | +1,678,980+7.2% | 加碼 |
| Vanguard Portfolio Management LLC | 26,889,062 | $24.8 億 | 0.11% | +316,992+1.2% | 加碼 |
| Franklin Resources Inc | 36,476,735 | $33.7 億 | 0.73% | +4,651,113+14.6% | 加碼 |
| Geode Capital Management, LLC | 37,293,274 | $34.3 億 | 0.18% | −1,398,992−3.6% | 減碼 |
| Price T Rowe Associates Inc | 43,292,139 | $39.9 億 | 0.40% | −5,345,090−11.0% | 減碼 |
| FMR LLC | 44,265,455 | $40.8 億 | 0.18% | +8,577,286+24.0% | 加碼 |
| JPMorgan Chase & Co | 49,165,186 | $44.5 億 | 0.26% | −24,682,956−33.4% | 減碼 |
| State Street Corp | 73,174,188 | $67.5 億 | 0.20% | +410,506+0.6% | 加碼 |
| Dodge & Cox | 76,968,323 | $71.0 億 | 3.72% | +1,965,442+2.6% | 加碼 |
| Vanguard Capital Management LLC | 107,329,957 | $99.0 億 | 0.21% | −1,024,038−0.9% | 減碼 |
| BlackRock, Inc. | 134,414,949 | $124.0 億 | 0.18% | +1,258,393+0.9% | 加碼 |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,955,657−100.0% | 清倉 |
| Newlands Management Operations LLC | 0 | $0 | 0.00% | −3,196,166−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −740,097−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −589,547−100.0% | 清倉 |
| Delta Global Management LP | 0 | $0 | 0.00% | −533,493−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −481,172−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −390,217−100.0% | 清倉 |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −349,153−100.0% | 清倉 |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −346,110−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −329,573−100.0% | 清倉 |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −322,800−100.0% | 清倉 |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −270,966−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −227,600−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −179,240−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −159,402−100.0% | 清倉 |
| Think Investments LP | 0 | $0 | 0.00% | −146,000−100.0% | 清倉 |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −136,726−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −123,360−100.0% | 清倉 |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −120,330−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −87,113−100.0% | 清倉 |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −68,857−100.0% | 清倉 |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −61,896−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −61,883−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −59,355−100.0% | 清倉 |
| Sculptor Capital LP | 0 | $0 | 0.00% | −53,000−100.0% | 清倉 |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −47,626−100.0% | 清倉 |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −47,558−100.0% | 清倉 |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −45,200−100.0% | 清倉 |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −36,859−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −35,293−100.0% | 清倉 |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −34,879−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −31,203−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −29,997−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −29,970−100.0% | 清倉 |
| Stony Point Wealth Management Inc. | 0 | $0 | 0.00% | −29,965−100.0% | 清倉 |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −28,762−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −26,841−100.0% | 清倉 |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −26,099−100.0% | 清倉 |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −23,283−100.0% | 清倉 |
| Element Squared LLC | 0 | $0 | 0.00% | −23,180−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −23,123−100.0% | 清倉 |
| Havemeyer Place LP | 0 | $0 | 0.00% | −22,788−100.0% | 清倉 |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −21,109−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,008−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −14,203−100.0% | 清倉 |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −13,791−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,268−100.0% | 清倉 |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −12,070−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −12,070−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,902−100.0% | 清倉 |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −9,584−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −9,425−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,028−100.0% | 清倉 |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −7,962−100.0% | 清倉 |
| Orser Capital Management, LLC | 0 | $0 | 0.00% | −7,936−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −7,838−100.0% | 清倉 |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −7,735−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −6,729−100.0% | 清倉 |
| Essex LLC | 0 | $0 | 0.00% | −6,373−100.0% | 清倉 |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −6,218−100.0% | 清倉 |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −5,650−100.0% | 清倉 |
| Focused Alpha, LLC | 0 | $0 | 0.00% | −5,626−100.0% | 清倉 |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0 | $0 | 0.00% | −5,291−100.0% | 清倉 |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Lester Murray Antman dba SimplyRich | 0 | $0 | 0.00% | −4,510−100.0% | 清倉 |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −4,214−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,199−100.0% | 清倉 |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −4,193−100.0% | 清倉 |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −4,101−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,051−100.0% | 清倉 |
| Prostatis Group LLC | 0 | $0 | 0.00% | −4,032−100.0% | 清倉 |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −3,940−100.0% | 清倉 |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −3,935−100.0% | 清倉 |
| Marion Wealth Management | 0 | $0 | 0.00% | −3,578−100.0% | 清倉 |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,384−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,305−100.0% | 清倉 |
| Farmers National Bank | 0 | $0 | 0.00% | −3,282−100.0% | 清倉 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −3,189−100.0% | 清倉 |
| Holderness Investments Co | 0 | $0 | 0.00% | −3,166−100.0% | 清倉 |