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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 3,622 | $33.4 萬 | 0.02% | −282−7.2% | 減碼 |
| Fulcrum Wealth Advisors, LLC | 3,616 | $33.4 萬 | 0.25% | +11+0.3% | 加碼 |
| Triumph Capital Management | 3,602 | $33.2 萬 | 0.06% | −372−9.4% | 減碼 |
| Fire Capital Management LLC | 3,600 | $33.2 萬 | 0.14% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 3,589 | $33.1 萬 | 0.08% | +30+0.8% | 加碼 |
| Arwa LLC | 3,215 | $33.1 萬 | 0.14% | −2,100−39.5% | 減碼 |
| Founders Capital Management | 3,582 | $33.1 萬 | 0.14% | 00.0% | 不變 |
| New Hampshire Trust | 3,571 | $32.9 萬 | 0.06% | −158−4.2% | 減碼 |
| RAM Investment Partners, LLC | 3,550 | $32.8 萬 | 0.05% | −15−0.4% | 減碼 |
| Strategic Investment Advisors | 3,548 | $32.7 萬 | 0.02% | −470−11.7% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 3,536 | $32.6 萬 | 0.19% | +559+18.8% | 加碼 |
| Perennial Investment Advisors, LLC | 3,532 | $32.6 萬 | 0.02% | −417−10.6% | 減碼 |
| Prosperitas Financial LLC | 3,530 | $32.6 萬 | 0.10% | +28+0.8% | 加碼 |
| Quent Capital, LLC | 3,529 | $32.6 萬 | 0.02% | −105−2.9% | 減碼 |
| Guardian Wealth Advisors, LLC | 3,524 | $32.5 萬 | 0.02% | −375−9.6% | 減碼 |
| Prosperity Consulting Group, LLC | 3,524 | $32.5 萬 | 0.01% | +32+0.9% | 加碼 |
| Hudson Bay Capital Management LP | 3,510 | $32.4 萬 | 0.00% | −197,716−98.3% | 減碼 |
| Wellington Shields Capital Management, LLC | 3,507 | $32.4 萬 | 0.04% | +4+0.1% | 加碼 |
| Brave Asset Management Inc | 3,505 | $32.3 萬 | 0.07% | 00.0% | 不變 |
| Edgewood Management LLC | 3,500 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 3,500 | $32.3 萬 | 0.15% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 3,499 | $32.3 萬 | 0.19% | −177−4.8% | 減碼 |
| Delaney Capital Management Ltd. | 3,495 | $32.2 萬 | 0.05% | 00.0% | 不變 |
| Quattro Advisors LLC | 3,490 | $32.2 萬 | 0.21% | +174+5.2% | 加碼 |
| LCM Capital Management Inc | 3,490 | $32.2 萬 | 0.14% | 00.0% | 不變 |
| Proactive Wealth Strategies LLC | 3,489 | $32.2 萬 | 0.05% | +11+0.3% | 加碼 |
| Chilton Investment Co LLC | 3,488 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 3,471 | $32.0 萬 | 0.04% | +56+1.6% | 加碼 |
| Godsey & Gibb Associates | 3,455 | $31.9 萬 | 0.03% | 00.0% | 不變 |
| Eaton Financial Holdings Company, LLC | 3,453 | $31.9 萬 | 0.09% | −807−18.9% | 減碼 |
| OneAscent Wealth Management LLC | 3,439 | $31.7 萬 | 0.09% | −1,385−28.7% | 減碼 |
| Abacus Planning Group, Inc. | 3,434 | $31.7 萬 | 0.04% | +65+1.9% | 加碼 |
| Flywheel Private Wealth LLC | 3,425 | $31.6 萬 | 0.16% | +400+13.2% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 3,424 | $31.6 萬 | 0.09% | −87,851−96.2% | 減碼 |
| Sagewood Asset Management LP | 3,421 | $31.6 萬 | 0.07% | −110−3.1% | 減碼 |
| TrueWealth Advisors, LLC | 3,415 | $31.5 萬 | 0.07% | −4−0.1% | 減碼 |
| Annex Advisory Services, LLC | 3,408 | $31.4 萬 | 0.01% | +59+1.8% | 加碼 |
| Fortune Financial Advisors, LLC | 3,400 | $31.4 萬 | 0.13% | 00.0% | 不變 |
| Thompson David Blair | 3,398 | $31.4 萬 | 0.16% | +314+10.2% | 加碼 |
| Howard Bailey Securities, LLC | 3,392 | $31.3 萬 | 0.12% | −508−13.0% | 減碼 |
| Brio Consultants, LLC | 3,391 | $31.3 萬 | 0.04% | +54+1.6% | 加碼 |
| Mendel Money Management | 3,390 | $31.3 萬 | 0.11% | +3,390 | 新進 |
| CWS Financial Advisors, LLC | 3,385 | $31.2 萬 | 0.07% | +9+0.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,383 | $31.2 萬 | 0.01% | −193−5.4% | 減碼 |
| AlphaGrep UK Ltd | 3,370 | $31.1 萬 | 0.09% | −5,375−61.5% | 減碼 |
| Wellspring Financial Advisors, LLC | 3,382 | $31.0 萬 | 0.02% | −1,222−26.5% | 減碼 |
| Lantz Financial LLC | 3,364 | $31.0 萬 | 0.06% | +23+0.7% | 加碼 |
| Perfromance Wealth Partners, LLC | 3,364 | $31.0 萬 | 0.01% | −15,665−82.3% | 減碼 |
| Westshore Wealth, LLC | 3,342 | $30.8 萬 | 0.10% | +58+1.8% | 加碼 |
| Bull Harbor Capital LLC | 3,318 | $30.6 萬 | 0.06% | −1,119−25.2% | 減碼 |
| Wayfinding Financial, LLC | 3,323 | $30.6 萬 | 0.12% | +25+0.8% | 加碼 |
| Veratis Advisors, Inc. | 3,314 | $30.6 萬 | 0.22% | +3,314 | 新進 |
| IMA Wealth, Inc. | 3,313 | $30.6 萬 | 0.02% | +2,084+169.6% | 加碼 |
| Kovack Advisors, Inc. | 3,222 | $30.5 萬 | 0.01% | −507−13.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,301 | $30.5 萬 | 0.02% | −689−17.3% | 減碼 |
| McMillan Office, Inc. | 3,300 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 3,298 | $30.4 萬 | 0.00% | +742+29.0% | 加碼 |
| Boothbay Fund Management, LLC | 3,298 | $30.4 萬 | 0.01% | −8,052−70.9% | 減碼 |
| Range Advisory, LLC | 3,295 | $30.4 萬 | 0.04% | −456−12.2% | 減碼 |
| Integrity Financial Corp | 3,281 | $30.3 萬 | 0.14% | 00.0% | 不變 |
| Lewis Asset Management, LLC | 3,261 | $30.1 萬 | 0.11% | +3,261 | 新進 |
| BOS Asset Management, LLC | 3,257 | $30.1 萬 | 0.07% | 00.0% | 不變 |
| Canal Capital Management, LLC | 3,255 | $30.0 萬 | 0.04% | −42−1.3% | 減碼 |
| Fort Point Capital Partners LLC | 3,249 | $30.0 萬 | 0.03% | −132−3.9% | 減碼 |
| Sunpointe, LLC | 3,246 | $30.0 萬 | 0.09% | −2,729−45.7% | 減碼 |
| Financial Management Professionals, Inc. | 3,236 | $29.9 萬 | 0.03% | −51−1.6% | 減碼 |
| Stokes Family Office, LLC | 3,232 | $29.8 萬 | 0.03% | −3,476−51.8% | 減碼 |
| Axiom Investment Management LLC | 3,229 | $29.8 萬 | 0.20% | +10.0% | 加碼 |
| AdvisorNet Financial, Inc | 3,228 | $29.8 萬 | 0.01% | +1,677+108.1% | 加碼 |
| Paradigm Financial Partners, LLC | 3,227 | $29.8 萬 | 0.03% | +735+29.5% | 加碼 |
| Marshall Financial Group LLC | 3,225 | $29.8 萬 | 0.04% | +110+3.5% | 加碼 |
| Thrive Wealth Management, LLC | 3,223 | $29.7 萬 | 0.04% | −207−6.0% | 減碼 |
| LM Advisors LLC | 3,280 | $29.7 萬 | 0.03% | +2,963+934.7% | 加碼 |
| Legacy Private Trust Co. | 3,210 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| Acorns Advisers, LLC | 3,210 | $29.6 萬 | 0.00% | +519+19.3% | 加碼 |
| Voisard Asset Management Group, Inc. | 3,202 | $29.5 萬 | 0.06% | −249−7.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,193 | $29.5 萬 | 0.03% | −4,868−60.4% | 減碼 |
| ARS Wealth Advisors Group, LLC | 3,190 | $29.4 萬 | 0.02% | −102−3.1% | 減碼 |
| Johnson Financial Group, LLC | 3,182 | $29.4 萬 | 0.02% | +3,182 | 新進 |
| Tradition Wealth Management, LLC | 3,180 | $29.3 萬 | 0.02% | +92+3.0% | 加碼 |
| Oarsman Capital, Inc. | 3,179 | $29.3 萬 | 0.03% | −123−3.7% | 減碼 |
| Werba Rubin Papier Wealth Management | 3,168 | $29.2 萬 | 0.04% | −751−19.2% | 減碼 |
| Blodgett Wealth Advisors, LLC | 3,167 | $29.2 萬 | 0.20% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,166 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| Jackson Thornton Asset Management, LLC | 3,163 | $29.2 萬 | 0.02% | +3,163 | 新進 |
| Raab & Moskowitz Asset Management LLC | 3,159 | $29.1 萬 | 0.06% | 00.0% | 不變 |
| Apella Capital, LLC | 2,856 | $29.1 萬 | 0.00% | −8−0.3% | 減碼 |
| Alteri Wealth LLC | 3,155 | $29.1 萬 | 0.08% | −69−2.1% | 減碼 |
| SeaBridge Investment Advisors LLC | 3,153 | $29.1 萬 | 0.04% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 3,142 | $29.0 萬 | 0.03% | 00.0% | 不變 |
| Stonebridge Financial Group, LLC | 3,140 | $29.0 萬 | 0.19% | +11+0.4% | 加碼 |
| BKD Wealth Advisors, LLC | 3,138 | $29.0 萬 | 0.00% | −204−6.1% | 減碼 |
| Curated Wealth Partners LLC | 3,120 | $28.8 萬 | 0.03% | +790+33.9% | 加碼 |
| Legacy Wealth Advisors, LLC | 3,117 | $28.8 萬 | 0.12% | +756+32.0% | 加碼 |
| LJI Wealth Management, LLC | 3,112 | $28.7 萬 | 0.04% | +49+1.6% | 加碼 |
| Benin Management CORP | 3,103 | $28.6 萬 | 0.06% | 00.0% | 不變 |
| Calton & Associates, Inc. | 3,103 | $28.6 萬 | 0.04% | −394−11.3% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,100 | $28.6 萬 | 0.19% | +3,100 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 3,093 | $28.5 萬 | 0.01% | +15+0.5% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,092 | $28.5 萬 | 0.03% | +3+0.1% | 加碼 |