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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 5,491 | $50.7 萬 | 0.06% | −2,278−29.3% | 減碼 |
| Crescent Grove Advisors, LLC | 5,504 | $50.8 萬 | 0.04% | +54+1.0% | 加碼 |
| Burling Wealth Partners, LLC | 5,589 | $51.6 萬 | 0.08% | +20.0% | 加碼 |
| Delta Investment Management, LLC | 5,590 | $51.6 萬 | 0.08% | −1,049−15.8% | 減碼 |
| Biltmore Family Office, LLC | 5,625 | $51.9 萬 | 0.07% | −393−6.5% | 減碼 |
| Prairie Wealth Advisors, Inc. | 0 | $51.9 萬 | 0.12% | 0 | 新進 |
| Traynor Capital Management, Inc. | 5,631 | $52.0 萬 | 0.02% | −80−1.4% | 減碼 |
| Baader Bank INC | 5,634 | $52.0 萬 | 0.04% | +702+14.2% | 加碼 |
| Unify Financial Advisors | 5,636 | $52.0 萬 | 0.48% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 5,637 | $52.0 萬 | 0.06% | +3,333+144.7% | 加碼 |
| TIAA Wealth Investment Management LLC | 5,665 | $52.2 萬 | 0.00% | +771+15.8% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $52.3 萬 | 0.04% | 00.0% | 不變 |
| Intrust Bank NA | 5,675 | $52.4 萬 | 0.04% | −95−1.6% | 減碼 |
| Lebenthal Global Advisors, LLC | 5,675 | $52.4 萬 | 0.07% | −23,033−80.2% | 減碼 |
| Haverford Trust Co | 5,679 | $52.4 萬 | 0.00% | +854+17.7% | 加碼 |
| Mason & Associates Inc | 5,684 | $52.4 萬 | 0.08% | −100−1.7% | 減碼 |
| Centurion Wealth Management LLC | 5,705 | $52.6 萬 | 0.13% | −417−6.8% | 減碼 |
| First Bank & Trust | 5,733 | $52.9 萬 | 0.08% | −391−6.4% | 減碼 |
| Diligent Investors, LLC | 5,735 | $52.9 萬 | 0.12% | +250+4.6% | 加碼 |
| Steel Peak Wealth Management LLC | 5,737 | $52.9 萬 | 0.01% | +2,813+96.2% | 加碼 |
| LVW Advisors, LLC | 5,747 | $53.0 萬 | 0.05% | −865−13.1% | 減碼 |
| Canvas Wealth Advisors, LLC | 5,773 | $53.3 萬 | 0.07% | −533−8.5% | 減碼 |
| Forefront Wealth Partners, LLC | 5,777 | $53.3 萬 | 0.17% | +473+8.9% | 加碼 |
| Fiduciary Trust Co | 5,786 | $53.4 萬 | 0.01% | −2,284−28.3% | 減碼 |
| Jericho Financial, LLP | 5,793 | $53.5 萬 | 0.28% | −279−4.6% | 減碼 |
| Rosenberg Matthew Hamilton | 5,804 | $53.6 萬 | 0.10% | +154+2.7% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,818 | $53.7 萬 | 0.04% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 5,824 | $53.7 萬 | 0.04% | −111−1.9% | 減碼 |
| Gambit Capital Management, LLC | 5,856 | $54.0 萬 | 0.32% | −43−0.7% | 減碼 |
| Greenfield Savings Bank | 5,858 | $54.1 萬 | 0.21% | −180−3.0% | 減碼 |
| Simplicity Wealth,LLC | 5,862 | $54.1 萬 | 0.02% | −334−5.4% | 減碼 |
| LMR Partners LLP | 5,865 | $54.1 萬 | 0.00% | +5,865 | 新進 |
| Mayflower Financial Advisors, LLC | 5,870 | $54.2 萬 | 0.05% | −20.0% | 減碼 |
| WESPAC Advisors SoCal, LLC | 5,876 | $54.2 萬 | 0.10% | +71+1.2% | 加碼 |
| SS&H Financial Advisors, Inc. | 5,899 | $54.4 萬 | 0.14% | +5,899 | 新進 |
| Mission Creek Capital Partners, Inc. | 5,898 | $54.4 萬 | 0.10% | −1,365−18.8% | 減碼 |
| Sjbenen Advisory, LLC | 5,800 | $54.5 萬 | 0.32% | 00.0% | 不變 |
| Tompkins Financial Corp | 5,930 | $54.7 萬 | 0.04% | +3,000+102.4% | 加碼 |
| Sound Income Strategies, LLC | 5,939 | $54.8 萬 | 0.02% | +4,084+220.2% | 加碼 |
| WNY Asset Management, LLC | 5,978 | $55.2 萬 | 0.05% | +145+2.5% | 加碼 |
| PCM Encore, LLC | 5,980 | $55.2 萬 | 0.10% | −600−9.1% | 減碼 |
| Arista Wealth Management, LLC | 6,000 | $55.4 萬 | 0.06% | −103−1.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,002 | $55.4 萬 | 0.05% | −21−0.3% | 減碼 |
| Beta Wealth Group, Inc. | 6,010 | $55.5 萬 | 0.21% | +101+1.7% | 加碼 |
| PFG Advisors | 6,030 | $55.6 萬 | 0.03% | −533−8.1% | 減碼 |
| Investors Asset Management of Georgia Inc | 6,031 | $55.6 萬 | 0.19% | +1,904+46.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 6,045 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Alpha Family Trust | 6,070 | $56.0 萬 | 0.23% | 00.0% | 不變 |
| Rothschild Capital Partners, LLC | 6,077 | $56.1 萬 | 0.12% | +7+0.1% | 加碼 |
| Deseret Mutual Benefit Administrators | 6,080 | $56.1 萬 | 0.18% | −217−3.4% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 6,081 | $56.1 萬 | 0.20% | +136+2.3% | 加碼 |
| Severin Investments, LLC | 6,094 | $56.2 萬 | 0.42% | +261+4.5% | 加碼 |
| RMR Wealth Builders | 6,099 | $56.3 萬 | 0.03% | −195−3.1% | 減碼 |
| E Fund Management Co., Ltd. | 6,117 | $56.4 萬 | 0.01% | −55−0.9% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,134 | $56.5 萬 | 0.03% | +1,881+57.8% | 加碼 |
| Evolve Private Wealth, LLC | 6,173 | $57.0 萬 | 0.03% | −47,620−88.5% | 減碼 |
| Ofi Invest Asset Management | 7,079 | $57.1 萬 | 0.01% | −5,729−44.7% | 減碼 |
| Strategic Financial Services, Inc, | 6,199 | $57.2 萬 | 0.03% | 00.0% | 不變 |
| KRS Capital Management, LLC | 6,206 | $57.3 萬 | 0.27% | +51+0.8% | 加碼 |
| Garrison Point Advisors, LLC | 6,215 | $57.3 萬 | 0.23% | −425−6.4% | 減碼 |
| Virtue Capital Management, LLC | 6,216 | $57.4 萬 | 0.08% | −655−9.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,270 | $57.8 萬 | 0.02% | +416+7.1% | 加碼 |
| FMB Wealth Management | 6,272 | $57.9 萬 | 0.21% | +30.0% | 加碼 |
| Kera Capital Partners, Inc. | 6,285 | $58.0 萬 | 0.06% | −1,834−22.6% | 減碼 |
| Lazari Capital Management, Inc. | 6,312 | $58.2 萬 | 0.18% | +40+0.6% | 加碼 |
| Balboa Wealth Partners | 6,322 | $58.3 萬 | 0.08% | −2,079−24.7% | 減碼 |
| Cozad Asset Management Inc | 6,323 | $58.3 萬 | 0.04% | −589−8.5% | 減碼 |
| Basecamp Wealth Advisors LLC | 6,327 | $58.4 萬 | 0.11% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 5,710 | $58.5 萬 | 0.26% | +799+16.3% | 加碼 |
| Soltis Investment Advisors LLC | 6,337 | $58.5 萬 | 0.03% | +550+9.5% | 加碼 |
| Jackson Creek Investment Advisors LLC | 5,613 | $59.1 萬 | 0.20% | −1,576−21.9% | 減碼 |
| Boston Trust Walden Corp | 6,420 | $59.2 萬 | 0.00% | 00.0% | 不變 |
| Family Legacy, Inc. | 6,424 | $59.3 萬 | 0.16% | +12+0.2% | 加碼 |
| AlphaCore Capital LLC | 6,454 | $59.5 萬 | 0.01% | +66+1.0% | 加碼 |
| Landmark Wealth Management, LLC | 6,454 | $59.5 萬 | 0.14% | +5+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 6,481 | $59.8 萬 | 0.03% | −664−9.3% | 減碼 |
| Ellevest, Inc. | 6,510 | $59.8 萬 | 0.07% | −754−10.4% | 減碼 |
| WSFS Capital Management, LLC | 6,490 | $59.9 萬 | 0.03% | +169+2.7% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,560 | $60.5 萬 | 0.10% | −200−3.0% | 減碼 |
| CMG Global Holdings, LLC | 6,585 | $60.8 萬 | 0.26% | −43−0.6% | 減碼 |
| PFG Investments, LLC | 6,639 | $61.3 萬 | 0.02% | −276−4.0% | 減碼 |
| Apriem Advisors | 6,648 | $61.3 萬 | 0.05% | 00.0% | 不變 |
| Weaver Capital Management LLC | 6,535 | $61.4 萬 | 0.14% | 00.0% | 不變 |
| J. Team Financial, Inc. | 6,684 | $61.7 萬 | 0.60% | +341+5.4% | 加碼 |
| RW Investment Management LLC | 6,686 | $61.7 萬 | 0.05% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 5,986 | $61.7 萬 | 0.06% | −135−2.2% | 減碼 |
| WealthPLAN Partners, LLC | 6,691 | $61.7 萬 | 0.12% | +576+9.4% | 加碼 |
| Journey Advisory Group, LLC | 6,717 | $62.0 萬 | 0.05% | +2,663+65.7% | 加碼 |
| Gryphon Financial Partners LLC | 6,718 | $62.0 萬 | 0.05% | −413−5.8% | 減碼 |
| Aspetuck Financial Management LLC | 6,721 | $62.0 萬 | 0.37% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 6,733 | $62.1 萬 | 0.15% | +6,733 | 新進 |
| Blueshift Asset Management, LLC | 6,763 | $62.4 萬 | 0.14% | +6,763 | 新進 |
| Defined Wealth Management, LLC | 6,765 | $62.4 萬 | 0.32% | −84−1.2% | 減碼 |
| Alta Advisers Ltd | 6,770 | $62.5 萬 | 0.14% | 00.0% | 不變 |
| Client 1st Advisory Group, LLC | 6,792 | $62.7 萬 | 0.17% | +195+3.0% | 加碼 |
| Michael S. Ryan, Inc. | 6,802 | $62.8 萬 | 0.31% | +225+3.4% | 加碼 |
| Bahl & Gaynor Inc | 6,827 | $63.0 萬 | 0.00% | 00.0% | 不變 |
| TAGStone Capital, Inc. | 6,869 | $63.4 萬 | 0.20% | +143+2.1% | 加碼 |
| Palisade Capital Management LLC | 6,873 | $63.4 萬 | 0.03% | +139+2.1% | 加碼 |
| Oslo Pensjonsforsikring AS | 6,874 | $63.4 萬 | 0.07% | 00.0% | 不變 |