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 26 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 |
|---|---|---|---|---|---|
| Tilson Financial Group, Inc. | 3,083 | $28.4 萬 | 0.08% | 00.0% | 不變 |
| Foster Group, Inc. | 3,072 | $28.3 萬 | 0.01% | +418+15.7% | 加碼 |
| Lifeworks Advisors, LLC | 3,069 | $28.3 萬 | 0.03% | +201+7.0% | 加碼 |
| Swiss Re Ltd | 3,056 | $28.2 萬 | 0.03% | +2,923+2,197.7% | 加碼 |
| Manuka Financial, LLC | 3,040 | $28.1 萬 | 0.15% | 00.0% | 不變 |
| Cypress Capital Group | 3,029 | $27.9 萬 | 0.03% | +84+2.9% | 加碼 |
| Onyx Bridge Wealth Group LLC | 3,026 | $27.9 萬 | 0.03% | −78−2.5% | 減碼 |
| Cornerstone Planning, LLC | 3,024 | $27.9 萬 | 0.06% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 3,018 | $27.8 萬 | 0.03% | −102−3.3% | 減碼 |
| First Business Financial Services, Inc. | 3,014 | $27.8 萬 | 0.02% | +133+4.6% | 加碼 |
| Plancorp, LLC | 2,709 | $27.7 萬 | 0.01% | −98−3.5% | 減碼 |
| BNB Wealth Management, LLC | 3,001 | $27.7 萬 | 0.15% | +245+8.9% | 加碼 |
| Sunflower Bank, N.A. | 2,998 | $27.7 萬 | 0.07% | +266+9.7% | 加碼 |
| Bernardo Wealth Planning LLC | 2,981 | $27.5 萬 | 0.05% | +42+1.4% | 加碼 |
| CFO4Life Group, LLC | 2,979 | $27.5 萬 | 0.04% | −203−6.4% | 減碼 |
| Core Alternative Capital | 2,973 | $27.4 萬 | 0.08% | +435+17.1% | 加碼 |
| Quantessence Capital LLC | 2,963 | $27.3 萬 | 0.80% | +2,963 | 新進 |
| Wealth Group, Ltd. | 2,950 | $27.2 萬 | 0.07% | −902−23.4% | 減碼 |
| Physicians Financial Services, Inc. | 2,950 | $27.2 萬 | 0.07% | −100−3.3% | 減碼 |
| Cornerstone Wealth, LLC | 2,645 | $27.2 萬 | 0.14% | +2,645 | 新進 |
| CRA Financial Services, LLC | 2,926 | $27.0 萬 | 0.03% | +71+2.5% | 加碼 |
| Trust Co of the South | 2,922 | $27.0 萬 | 0.04% | +612+26.5% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,921 | $27.0 萬 | 0.02% | −49−1.6% | 減碼 |
| Tempo Wealth, LLC | 2,916 | $26.9 萬 | 0.04% | +2,916 | 新進 |
| Keynote Financial Services LLC | 2,913 | $26.9 萬 | 0.13% | +2,913 | 新進 |
| Baker Tilly Wealth Management, LLC | 2,910 | $26.9 萬 | 0.06% | +2,910 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 2,664 | $26.8 萬 | 0.08% | +7+0.3% | 加碼 |
| Interchange Capital Partners, LLC | 2,893 | $26.7 萬 | 0.05% | +2,893 | 新進 |
| nVerses Capital, LLC | 2,889 | $26.7 萬 | 0.41% | +2,889 | 新進 |
| Mayfair Advisory Group, LLC | 2,610 | $26.6 萬 | 0.08% | +385+17.3% | 加碼 |
| New Wave Wealth Advisors LLC | 2,884 | $26.6 萬 | 0.07% | +665+30.0% | 加碼 |
| McAdam, LLC | 2,883 | $26.6 萬 | 0.01% | −504−14.9% | 減碼 |
| James J. Burns & Company, LLC | 2,882 | $26.6 萬 | 0.03% | +2,882 | 新進 |
| Pines Wealth Management, LLC | 2,881 | $26.6 萬 | 0.08% | −143−4.7% | 減碼 |
| Catalyst Investment Management LLC | 2,876 | $26.5 萬 | 0.24% | +203+7.6% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 2,871 | $26.5 萬 | 0.01% | −221−7.1% | 減碼 |
| Basso Capital Management, L.P. | 2,850 | $26.3 萬 | 0.06% | +2,850 | 新進 |
| Argos Wealth Advisors, LLC | 2,849 | $26.3 萬 | 0.07% | +2,849 | 新進 |
| Central Valley Advisors, LLC | 2,838 | $26.2 萬 | 0.07% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,833 | $26.1 萬 | 0.01% | −2,443−46.3% | 減碼 |
| Wedge Capital Management L L P | 2,830 | $26.1 萬 | 0.00% | −441−13.5% | 減碼 |
| Armis Advisers, LLC | 2,583 | $26.0 萬 | 0.02% | −1,063−29.2% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,813 | $26.0 萬 | 0.07% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,810 | $25.9 萬 | 0.11% | −157−5.3% | 減碼 |
| Traveka Wealth, LLC | 2,809 | $25.9 萬 | 0.09% | −79−2.7% | 減碼 |
| Financial Advisory Service, Inc. | 2,804 | $25.9 萬 | 0.01% | +7+0.3% | 加碼 |
| Stockman Wealth Management, Inc. | 2,800 | $25.8 萬 | 0.03% | −100−3.4% | 減碼 |
| Norway Savings Bank | 2,780 | $25.7 萬 | 0.11% | −400−12.6% | 減碼 |
| Second Line Capital, LLC | 2,773 | $25.6 萬 | 0.05% | −217−7.3% | 減碼 |
| BWM Planning, LLC | 2,772 | $25.6 萬 | 0.06% | +2,772 | 新進 |
| TFR Capital, LLC. | 2,769 | $25.5 萬 | 0.07% | +147+5.6% | 加碼 |
| Jacobi Capital Management LLC | 2,767 | $25.5 萬 | 0.01% | +197+7.7% | 加碼 |
| Verdence Capital Advisors LLC | 2,764 | $25.5 萬 | 0.01% | −207−7.0% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,764 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| W.H. Cornerstone Investments Inc. | 2,732 | $25.2 萬 | 0.14% | +9+0.3% | 加碼 |
| Berger Financial Group, Inc | 2,720 | $25.1 萬 | 0.01% | −15−0.5% | 減碼 |
| 111 Capital | 2,715 | $25.1 萬 | 0.04% | −1,085−28.6% | 減碼 |
| Davis Capital Management | 2,713 | $25.0 萬 | 0.15% | +1,695+166.5% | 加碼 |
| Riversedge Advisors, LLC | 2,709 | $25.0 萬 | 0.03% | +2,709 | 新進 |
| Creative Financial Designs Inc | 2,704 | $24.9 萬 | 0.01% | +114+4.4% | 加碼 |
| Riverbend Wealth Management, LLC | 2,698 | $24.9 萬 | 0.13% | +354+15.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 2,687 | $24.8 萬 | 0.02% | −41−1.5% | 減碼 |
| Grove Bank & Trust | 2,685 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 2,682 | $24.7 萬 | 0.13% | +1,058+65.1% | 加碼 |
| Lodestar Private Asset Management LLC | 2,681 | $24.7 萬 | 0.02% | +10.0% | 加碼 |
| Stonebrook Private Inc. | 2,679 | $24.7 萬 | 0.05% | +450+20.2% | 加碼 |
| Boyar Asset Management Inc. | 2,675 | $24.7 萬 | 0.14% | −130−4.6% | 減碼 |
| Cache Advisors, LLC | 2,675 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Oxinas Partners Wealth Management LLC | 2,672 | $24.7 萬 | 0.10% | +3+0.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 2,668 | $24.6 萬 | 0.01% | +196+7.9% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 2,665 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| Convergence Financial, LLC | 2,662 | $24.6 萬 | 0.02% | +2,662 | 新進 |
| Leigh Baldwin & Co., LLC | 2,660 | $24.5 萬 | 0.13% | −20−0.7% | 減碼 |
| Regent Peak Wealth Advisors LLC | 2,657 | $24.5 萬 | 0.05% | −124−4.5% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,651 | $24.5 萬 | 0.01% | +2,651 | 新進 |
| GTS Securities LLC | 2,650 | $24.5 萬 | 0.01% | −8,732−76.7% | 減碼 |
| Greystone Financial Group, LLC | 2,647 | $24.4 萬 | 0.07% | −418−13.6% | 減碼 |
| Broadleaf Partners, LLC | 2,640 | $24.4 萬 | 0.05% | 00.0% | 不變 |
| Allied Investment Advisors, LLC | 2,639 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 2,631 | $24.3 萬 | 0.02% | −7−0.3% | 減碼 |
| Birch Hill Investment Advisors LLC | 2,630 | $24.3 萬 | 0.01% | +2,630 | 新進 |
| Investment House LLC | 2,615 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 2,614 | $24.1 萬 | 0.02% | +32+1.2% | 加碼 |
| Asset Dedication, LLC | 2,611 | $24.1 萬 | 0.02% | −439−14.4% | 減碼 |
| Transamerica Financial Advisors, Inc. | 2,606 | $24.0 萬 | 0.02% | +218+9.1% | 加碼 |
| MJP Associates Inc | 2,603 | $24.0 萬 | 0.03% | −171−6.2% | 減碼 |
| Knuff & Co LLC | 2,600 | $24.0 萬 | 0.06% | +1,900+271.4% | 加碼 |
| Olistico Wealth, LLC | 2,599 | $24.0 萬 | 0.10% | +10.0% | 加碼 |
| Grandfield & Dodd, LLC | 2,589 | $23.9 萬 | 0.01% | +109+4.4% | 加碼 |
| Burns Matteson Capital Management, LLC | 2,588 | $23.9 萬 | 0.08% | −1,831−41.4% | 減碼 |
| Almanack Investment Partners, LLC. | 2,586 | $23.9 萬 | 0.03% | +50+2.0% | 加碼 |
| Wimmer Associates 1, LLC | 2,585 | $23.9 萬 | 0.11% | −325−11.2% | 減碼 |
| SMART Wealth LLC | 2,584 | $23.8 萬 | 0.05% | −6,176−70.5% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 2,581 | $23.8 萬 | 0.03% | +47+1.9% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 2,580 | $23.8 萬 | 0.06% | +73+2.9% | 加碼 |
| Prospera Capital Management, LLC | 2,358 | $23.7 萬 | 0.07% | +8+0.3% | 加碼 |
| D'Orazio & Associates, Inc. | 2,570 | $23.7 萬 | 0.03% | −59−2.2% | 減碼 |
| Simon Quick Advisors, LLC | 2,565 | $23.7 萬 | 0.01% | −152−5.6% | 減碼 |
| Five Oceans Advisors | 2,556 | $23.6 萬 | 0.08% | −9−0.4% | 減碼 |
| Wood Tarver Financial Group, LLC | 2,543 | $23.4 萬 | 0.06% | +4+0.2% | 加碼 |