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 |
|---|---|---|---|---|---|
| Greenspring Advisors, LLC | 4,346 | $40.1 萬 | 0.02% | +588+15.6% | 加碼 |
| Capital Performance Advisors LLP | 4,371 | $40.3 萬 | 0.03% | −2,996−40.7% | 減碼 |
| Transcend Wealth Collective, LLC | 4,373 | $40.4 萬 | 0.03% | −2,668−37.9% | 減碼 |
| Davidson Trust Co | 4,379 | $40.4 萬 | 0.16% | −155−3.4% | 減碼 |
| Kuhn & Co Investment Counsel | 4,396 | $40.6 萬 | 0.23% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 4,409 | $40.7 萬 | 0.01% | −2,538−36.5% | 減碼 |
| Noble Wealth Management PBC | 4,439 | $41.0 萬 | 0.19% | −511−10.3% | 減碼 |
| Waddell & Associates, LLC | 4,448 | $41.0 萬 | 0.02% | −300−6.3% | 減碼 |
| Onefund, LLC | 4,454 | $41.1 萬 | 0.23% | −138−3.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,459 | $41.1 萬 | 0.02% | +197+4.6% | 加碼 |
| SmartHarvest Portfolios, LLC | 4,465 | $41.2 萬 | 0.13% | −359−7.4% | 減碼 |
| Octavia Wealth Advisors, LLC | 4,478 | $41.3 萬 | 0.04% | −252−5.3% | 減碼 |
| Welch & Forbes LLC | 4,502 | $41.5 萬 | 0.01% | −119−2.6% | 減碼 |
| Gerald Baker Financial Group LLC | 4,507 | $41.6 萬 | 0.12% | +12+0.3% | 加碼 |
| Colonial River Wealth Management, LLC | 4,529 | $41.8 萬 | 0.12% | −588−11.5% | 減碼 |
| Atwood & Palmer Inc | 4,529 | $41.8 萬 | 0.02% | −25−0.5% | 減碼 |
| Fielder Capital Group LLC | 4,540 | $41.9 萬 | 0.09% | −433−8.7% | 減碼 |
| LexAurum Advisors, LLC | 4,541 | $41.9 萬 | 0.05% | −354−7.2% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 4,544 | $41.9 萬 | 0.09% | −170−3.6% | 減碼 |
| TRB Wealth Management, LLC | 4,562 | $42.1 萬 | 0.06% | +312+7.3% | 加碼 |
| Everpar Advisors LLC | 4,568 | $42.2 萬 | 0.12% | +39+0.9% | 加碼 |
| Orca Investment Management, LLC | 4,569 | $42.2 萬 | 0.31% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 4,591 | $42.4 萬 | 0.03% | −5,271−53.4% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 4,627 | $42.7 萬 | 0.16% | −6,799−59.5% | 減碼 |
| Zacks Investment Management | 4,631 | $42.7 萬 | 0.00% | +1,765+61.6% | 加碼 |
| Aviso Financial Inc. | 4,680 | $43.2 萬 | 0.02% | −138−2.9% | 減碼 |
| BCJ Capital Management, LLC | 4,684 | $43.2 萬 | 0.02% | +311+7.1% | 加碼 |
| Old Mission Investment Co LLC | 4,715 | $43.5 萬 | 0.09% | 00.0% | 不變 |
| Hopwood Financial Services, Inc. | 4,717 | $43.5 萬 | 0.25% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 4,728 | $43.6 萬 | 0.02% | +256+5.7% | 加碼 |
| Commonwealth Retirement Investments LLC | 4,735 | $43.7 萬 | 0.12% | −126−2.6% | 減碼 |
| Brookwood Investment Group LLC | 4,744 | $43.8 萬 | 0.05% | +4,744 | 新進 |
| Clark Capital Management Group, Inc. | 4,752 | $43.8 萬 | 0.00% | −123−2.5% | 減碼 |
| Principle Wealth Partners LLC | 4,753 | $43.9 萬 | 0.02% | −1,513−24.1% | 減碼 |
| Eagle Wealth Strategies LLC | 4,755 | $43.9 萬 | 0.17% | +182+4.0% | 加碼 |
| Spears Abacus Advisors LLC | 4,763 | $43.9 萬 | 0.01% | −141−2.9% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 4,078 | $44.1 萬 | 0.26% | 00.0% | 不變 |
| DRW Securities, LLC | 4,803 | $44.3 萬 | 0.03% | −6,389−57.1% | 減碼 |
| West Family Investments, Inc. | 4,809 | $44.4 萬 | 0.13% | +272+6.0% | 加碼 |
| Clear Creek Financial Management, LLC | 4,810 | $44.4 萬 | 0.03% | −165−3.3% | 減碼 |
| Affinity Capital Advisors, LLC | 4,419 | $44.5 萬 | 0.05% | −627−12.4% | 減碼 |
| Anchyra Partners LLC | 4,828 | $44.5 萬 | 0.11% | −172−3.4% | 減碼 |
| Princeton Capital Management LLC | 4,831 | $44.6 萬 | 0.10% | +10+0.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,832 | $44.6 萬 | 0.09% | −791−14.1% | 減碼 |
| Lountzis Asset Management, LLC | 4,845 | $44.7 萬 | 0.14% | 00.0% | 不變 |
| Facet Wealth, Inc. | 4,858 | $44.8 萬 | 0.01% | −318−6.1% | 減碼 |
| ING Groep NV | 4,863 | $44.9 萬 | 0.00% | −15,268−75.8% | 減碼 |
| Quantum Financial Advisors, LLC | 4,874 | $45.0 萬 | 0.04% | −93−1.9% | 減碼 |
| Orrstown Financial Services Inc | 4,875 | $45.0 萬 | 0.07% | +602+14.1% | 加碼 |
| Westmount Partners, LLC | 4,894 | $45.2 萬 | 0.10% | +169+3.6% | 加碼 |
| Centiva Capital, LP | 4,895 | $45.2 萬 | 0.02% | −11,942−70.9% | 減碼 |
| Ocean Capital Management, LLC | 4,906 | $45.3 萬 | 0.08% | +6+0.1% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,949 | $45.7 萬 | 0.01% | +4,949 | 新進 |
| Azimuth Capital Investment Management LLC | 4,949 | $45.7 萬 | 0.02% | 00.0% | 不變 |
| Operose Advisors LLC | 4,964 | $45.8 萬 | 0.09% | −121−2.4% | 減碼 |
| Continuum Advisory, LLC | 4,966 | $45.8 萬 | 0.04% | +4,966 | 新進 |
| Keyvantage Wealth, LLC | 4,980 | $46.0 萬 | 0.17% | −826−14.2% | 減碼 |
| Advisory Alpha, LLC | 4,980 | $46.0 萬 | 0.01% | +1,039+26.4% | 加碼 |
| Viewpoint Capital Management LLC | 5,000 | $46.1 萬 | 0.24% | 00.0% | 不變 |
| BBR Partners, LLC | 5,002 | $46.2 萬 | 0.02% | −10.0% | 減碼 |
| New Republic Capital, LLC | 5,046 | $46.6 萬 | 0.11% | +956+23.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,050 | $46.6 萬 | 0.03% | −127−2.5% | 減碼 |
| Advisor OS, LLC | 5,053 | $46.6 萬 | 0.03% | −284−5.3% | 減碼 |
| Versant Capital Management, Inc | 5,058 | $46.7 萬 | 0.04% | −2,212−30.4% | 減碼 |
| Keystone Wealth Services, LLC | 5,095 | $47.0 萬 | 0.09% | +2,122+71.4% | 加碼 |
| David R. Rahn & Associates Inc. | 5,108 | $47.1 萬 | 0.11% | −20.0% | 減碼 |
| Fulton Bank, N.A. | 5,143 | $47.5 萬 | 0.01% | −5,340−50.9% | 減碼 |
| Ridgewood Investments LLC | 5,145 | $47.5 萬 | 0.18% | 00.0% | 不變 |
| Claro Advisors LLC | 5,160 | $47.6 萬 | 0.05% | −109−2.1% | 減碼 |
| Income Insurance Ltd | 5,166 | $47.7 萬 | 0.28% | 00.0% | 不變 |
| Trace Wealth Advisors, LLC | 5,200 | $48.0 萬 | 0.31% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 5,204 | $48.0 萬 | 0.05% | −156−2.9% | 減碼 |
| Smith, Moore & Co. | 5,207 | $48.0 萬 | 0.03% | −2,804−35.0% | 減碼 |
| Keel Point, LLC | 5,216 | $48.1 萬 | 0.03% | +39+0.8% | 加碼 |
| CNB Bank | 5,228 | $48.2 萬 | 0.19% | −12−0.2% | 減碼 |
| Ledyard National Bank | 5,240 | $48.3 萬 | 0.04% | −986−15.8% | 減碼 |
| Addison Advisors LLC | 5,255 | $48.5 萬 | 0.23% | −219−4.0% | 減碼 |
| Root Financial Partners, LLC | 5,267 | $48.6 萬 | 0.02% | +398+8.2% | 加碼 |
| Oakworth Capital, Inc. | 5,162 | $48.9 萬 | 0.02% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 5,300 | $48.9 萬 | 0.12% | 00.0% | 不變 |
| Third View Private Wealth, LLC | 5,309 | $49.0 萬 | 0.06% | +2,489+88.3% | 加碼 |
| Maridea Wealth Management LLC | 5,314 | $49.0 萬 | 0.05% | +5,314 | 新進 |
| Parcion Private Wealth LLC | 5,321 | $49.1 萬 | 0.03% | −41−0.8% | 減碼 |
| Montchanin Asset Management, LLC | 5,325 | $49.1 萬 | 0.50% | +5,325 | 新進 |
| BlackDiamond Wealth Management Inc. | 4,551 | $49.1 萬 | 0.20% | +1,129+33.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 5,336 | $49.2 萬 | 0.03% | −328−5.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,351 | $49.4 萬 | 0.01% | +36+0.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,365 | $49.5 萬 | 0.20% | +27+0.5% | 加碼 |
| DAGCO, Inc. | 5,378 | $49.6 萬 | 0.09% | +3+0.1% | 加碼 |
| Cromwell Holdings LLC | 5,381 | $49.7 萬 | 0.22% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 5,387 | $49.7 萬 | 0.07% | −837−13.4% | 減碼 |
| Palacios Wealth Management, LLC | 5,404 | $49.9 萬 | 0.29% | −12−0.2% | 減碼 |
| Quotient Wealth Partners, LLC | 5,416 | $50.0 萬 | 0.01% | −824−13.2% | 減碼 |
| Tempus Wealth Planning, LLC | 5,426 | $50.1 萬 | 0.10% | +49+0.9% | 加碼 |
| BSW Wealth Partners | 5,451 | $50.3 萬 | 0.06% | +1,574+40.6% | 加碼 |
| Keystone Financial Group | 5,456 | $50.3 萬 | 0.03% | +2,737+100.7% | 加碼 |
| Pointe Capital Management LLC | 5,461 | $50.4 萬 | 0.23% | +197+3.7% | 加碼 |
| Meridian Wealth Management, LLC | 5,472 | $50.5 萬 | 0.02% | +172+3.2% | 加碼 |
| Willow Creek Capital Management, Inc. | 5,475 | $50.5 萬 | 0.49% | +5,475 | 新進 |
| Enzi Wealth | 5,000 | $50.5 萬 | 0.16% | 00.0% | 不變 |