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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 4,541 | $41.9 萬 | 0.05% | −354−7.2% | 減碼 |
| Fielder Capital Group LLC | 4,540 | $41.9 萬 | 0.09% | −433−8.7% | 減碼 |
| Atwood & Palmer Inc | 4,529 | $41.8 萬 | 0.02% | −25−0.5% | 減碼 |
| Colonial River Wealth Management, LLC | 4,529 | $41.8 萬 | 0.12% | −588−11.5% | 減碼 |
| Gerald Baker Financial Group LLC | 4,507 | $41.6 萬 | 0.12% | +12+0.3% | 加碼 |
| Welch & Forbes LLC | 4,502 | $41.5 萬 | 0.01% | −119−2.6% | 減碼 |
| Octavia Wealth Advisors, LLC | 4,478 | $41.3 萬 | 0.04% | −252−5.3% | 減碼 |
| SmartHarvest Portfolios, LLC | 4,465 | $41.2 萬 | 0.13% | −359−7.4% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,459 | $41.1 萬 | 0.02% | +197+4.6% | 加碼 |
| Onefund, LLC | 4,454 | $41.1 萬 | 0.23% | −138−3.0% | 減碼 |
| Waddell & Associates, LLC | 4,448 | $41.0 萬 | 0.02% | −300−6.3% | 減碼 |
| Noble Wealth Management PBC | 4,439 | $41.0 萬 | 0.19% | −511−10.3% | 減碼 |
| Hantz Financial Services, Inc. | 4,409 | $40.7 萬 | 0.01% | −2,538−36.5% | 減碼 |
| Kuhn & Co Investment Counsel | 4,396 | $40.6 萬 | 0.23% | 00.0% | 不變 |
| Davidson Trust Co | 4,379 | $40.4 萬 | 0.16% | −155−3.4% | 減碼 |
| Transcend Wealth Collective, LLC | 4,373 | $40.4 萬 | 0.03% | −2,668−37.9% | 減碼 |
| Capital Performance Advisors LLP | 4,371 | $40.3 萬 | 0.03% | −2,996−40.7% | 減碼 |
| Greenspring Advisors, LLC | 4,346 | $40.1 萬 | 0.02% | +588+15.6% | 加碼 |
| Peoples Bank | 4,331 | $40.0 萬 | 0.39% | +113+2.7% | 加碼 |
| Inscription Capital, LLC | 4,331 | $40.0 萬 | 0.04% | −2,684−38.3% | 減碼 |
| Heritage Wealth Advisors | 4,322 | $39.9 萬 | 0.01% | −258−5.6% | 減碼 |
| Acropolis Investment Management, LLC | 4,313 | $39.8 萬 | 0.02% | −153−3.4% | 減碼 |
| Capital Management Associates, Inc | 4,309 | $39.8 萬 | 0.08% | +500+13.1% | 加碼 |
| RDA Financial Network | 4,301 | $39.7 萬 | 0.09% | +327+8.2% | 加碼 |
| Trillium Asset Management, LLC | 4,292 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 4,282 | $39.5 萬 | 0.06% | −416−8.9% | 減碼 |
| Souders Financial Advisors | 4,278 | $39.5 萬 | 0.04% | −352−7.6% | 減碼 |
| Catalyst Private Wealth, LLC | 4,274 | $39.4 萬 | 0.19% | −49−1.1% | 減碼 |
| Broyhill Asset Management | 4,270 | $39.4 萬 | 0.35% | 00.0% | 不變 |
| Storgate, LLC | 4,264 | $39.3 萬 | 0.08% | +4,264 | 新進 |
| Athena Investment Management | 4,250 | $39.2 萬 | 0.23% | −3,458−44.9% | 減碼 |
| OneAscent Family Office, LLC | 4,248 | $39.2 萬 | 0.20% | +329+8.4% | 加碼 |
| MONECO Advisors, LLC | 4,214 | $38.9 萬 | 0.02% | +751+21.7% | 加碼 |
| Bradley Foster & Sargent Inc | 4,200 | $38.8 萬 | 0.01% | +268+6.8% | 加碼 |
| Violich Capital Management, Inc. | 4,200 | $38.8 萬 | 0.04% | +1,800+75.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 4,161 | $38.5 萬 | 0.01% | −613−12.8% | 減碼 |
| Peterson Wealth Services | 4,163 | $38.4 萬 | 0.08% | +39+0.9% | 加碼 |
| Telos Capital Management, Inc. | 4,162 | $38.4 萬 | 0.03% | +10.0% | 加碼 |
| Avantax Planning Partners, Inc. | 4,151 | $38.3 萬 | 0.01% | −183−4.2% | 減碼 |
| Abel Hall, LLC | 4,137 | $38.2 萬 | 0.07% | −562−12.0% | 減碼 |
| South State Corp. | 4,129 | $38.1 萬 | 0.02% | −189−4.4% | 減碼 |
| Sun Financial Inc | 3,514 | $37.9 萬 | 0.18% | −214−5.7% | 減碼 |
| HHM Wealth Advisors, LLC | 4,112 | $37.9 萬 | 0.04% | −100−2.4% | 減碼 |
| Smithfield Trust Co | 4,106 | $37.9 萬 | 0.02% | −80−1.9% | 減碼 |
| CoreCap Advisors, LLC | 4,104 | $37.9 萬 | 0.01% | +434+11.8% | 加碼 |
| Klingenstein Fields & Co LP | 4,093 | $37.8 萬 | 0.01% | +390+10.5% | 加碼 |
| Armstrong Henry H Associates Inc | 4,091 | $37.7 萬 | 0.04% | −2,000−32.8% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 4,089 | $37.7 萬 | 0.07% | +38+0.9% | 加碼 |
| Opinicus Capital, Inc. | 4,086 | $37.7 萬 | 0.20% | −46−1.1% | 減碼 |
| Bernard Wealth Management Corp. | 4,075 | $37.6 萬 | 0.14% | −1,009−19.8% | 減碼 |
| Prosperity Bancshares Inc | 4,067 | $37.5 萬 | 0.25% | +265+7.0% | 加碼 |
| Ashton Thomas Securities, LLC | 4,063 | $37.3 萬 | 0.06% | −33−0.8% | 減碼 |
| Impact Capital Partners LLC | 4,036 | $37.2 萬 | 0.10% | −144−3.4% | 減碼 |
| 55 North Private Wealth, LLC | 4,032 | $37.2 萬 | 0.07% | −4−0.1% | 減碼 |
| Broadway Wealth Solutions, Inc. | 4,025 | $37.1 萬 | 0.17% | +165+4.3% | 加碼 |
| Muirfield Wealth Advisors LLC | 4,024 | $37.1 萬 | 0.24% | +196+5.1% | 加碼 |
| Evermay Wealth Management LLC | 4,016 | $37.1 萬 | 0.04% | −600−13.0% | 減碼 |
| Romano Brothers and Company | 4,015 | $37.0 萬 | 0.04% | +50+1.3% | 加碼 |
| Aristotle Atlantic Partners, LLC | 4,000 | $36.9 萬 | 0.02% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,995 | $36.9 萬 | 0.04% | +49+1.2% | 加碼 |
| Childress Capital Advisors, LLC | 3,968 | $36.6 萬 | 0.06% | −1,105−21.8% | 減碼 |
| Vista Private Wealth Partners. LLC | 3,289 | $36.5 萬 | 0.12% | −79−2.3% | 減碼 |
| Ariston Services Group | 3,958 | $36.5 萬 | 0.20% | +3,958 | 加碼 |
| Ambassador Advisors, LLC | 3,956 | $36.5 萬 | 0.04% | −8−0.2% | 減碼 |
| Purus Wealth Management, LLC | 3,955 | $36.5 萬 | 0.10% | +37+0.9% | 加碼 |
| Van Strum & Towne Inc. | 3,950 | $36.4 萬 | 0.10% | 00.0% | 不變 |
| Opus Capital Group, LLC | 3,950 | $36.4 萬 | 0.04% | −167−4.1% | 減碼 |
| Cambient Family Office, LLC | 3,932 | $36.3 萬 | 0.04% | −1,020−20.6% | 減碼 |
| Nova R Wealth, Inc. | 3,930 | $36.3 萬 | 0.11% | +40+1.0% | 加碼 |
| Prelude Capital Management, LLC | 3,914 | $36.1 萬 | 0.03% | +3,914 | 新進 |
| Alliance Wealth Advisors, LLC | 3,913 | $36.1 萬 | 0.07% | −197−4.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 3,912 | $36.1 萬 | 0.03% | −1,947−33.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 3,868 | $35.7 萬 | 0.13% | +92+2.4% | 加碼 |
| Red Door Wealth Management, LLC | 3,848 | $35.5 萬 | 0.03% | +375+10.8% | 加碼 |
| Horizon Bancorp Inc | 3,834 | $35.4 萬 | 0.17% | −104−2.6% | 減碼 |
| Semus Wealth Partners LLC | 3,832 | $35.4 萬 | 0.17% | +13+0.3% | 加碼 |
| Wrapmanager Inc | 3,830 | $35.3 萬 | 0.11% | −248−6.1% | 減碼 |
| Professional Financial Advisors, LLC | 3,829 | $35.3 萬 | 0.06% | −17,962−82.4% | 減碼 |
| Foresight Capital Management Advisors, Inc. | 3,815 | $35.2 萬 | 0.17% | −482−11.2% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 3,812 | $35.2 萬 | 0.05% | +71+1.9% | 加碼 |
| Baron Wealth Management LLC | 3,783 | $34.9 萬 | 0.09% | −27−0.7% | 減碼 |
| Forum Financial Management, LP | 3,782 | $34.9 萬 | 0.00% | +26+0.7% | 加碼 |
| Cornerstone Advisory, LLC | 3,745 | $34.6 萬 | 0.03% | +69+1.9% | 加碼 |
| First Horizon Corp | 3,740 | $34.5 萬 | 0.01% | −141−3.6% | 減碼 |
| Southern Financial Group, LLC | 3,739 | $34.5 萬 | 0.09% | −30−0.8% | 減碼 |
| River Wealth Advisors LLC | 3,737 | $34.5 萬 | 0.04% | −125−3.2% | 減碼 |
| Gemmer Asset Management LLC | 3,733 | $34.4 萬 | 0.02% | −57−1.5% | 減碼 |
| Florida Financial Advisors, LLC | 3,723 | $34.4 萬 | 0.06% | −498−11.8% | 減碼 |
| First Western Trust Bank | 3,703 | $34.2 萬 | 0.02% | −3,625−49.5% | 減碼 |
| OneAscent Investment Solutions LLC | 3,699 | $34.1 萬 | 0.32% | −1,262−25.4% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 3,693 | $34.1 萬 | 0.20% | 00.0% | 不變 |
| Sym Financial Corp | 3,693 | $34.1 萬 | 0.03% | +45+1.2% | 加碼 |
| Private Client Services, LLC | 3,691 | $34.1 萬 | 0.09% | +61+1.7% | 加碼 |
| Diversified Enterprises, LLC | 3,689 | $34.0 萬 | 0.02% | −269−6.8% | 減碼 |
| Studio Investment Management LLC | 3,687 | $34.0 萬 | 0.06% | +12+0.3% | 加碼 |
| TriaGen Wealth Management LLC | 3,677 | $33.9 萬 | 0.09% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 3,660 | $33.8 萬 | 0.01% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 3,654 | $33.7 萬 | 0.03% | −15−0.4% | 減碼 |
| Confluence Wealth Services, Inc. | 3,645 | $33.6 萬 | 0.01% | +3,645 | 新進 |
| Dala Group, LLC | 3,625 | $33.4 萬 | 0.28% | −394−9.8% | 減碼 |