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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 181,701 | $1,670 萬 | 0.07% | +8,357+4.8% | 加碼 |
| Pinnacle Financial Partners, Inc. | 180,572 | $1,666 萬 | 0.11% | −4,831−2.6% | 減碼 |
| Poehling Capital Management, LLC | 179,671 | $1,658 萬 | 3.56% | +3,421+1.9% | 加碼 |
| UniSuper Management Pty Ltd | 178,691 | $1,649 萬 | 0.09% | +51,252+40.2% | 加碼 |
| Asset Advisors Investment Management, LLC | 175,731 | $1,621 萬 | 1.49% | −663−0.4% | 減碼 |
| North Reef Capital Management LP | 175,000 | $1,615 萬 | 0.62% | −175,000−50.0% | 減碼 |
| Venturi Wealth Management, LLC | 174,703 | $1,612 萬 | 0.62% | +256+0.1% | 加碼 |
| Baker Avenue Asset Management, LP | 174,367 | $1,609 萬 | 0.31% | +47,739+37.7% | 加碼 |
| Goodman Financial Corp | 172,783 | $1,594 萬 | 2.46% | +4,717+2.8% | 加碼 |
| Atlantic Union Bankshares Corp | 172,406 | $1,591 萬 | 0.27% | +6,787+4.1% | 加碼 |
| PDT Partners, LLC | 172,200 | $1,589 萬 | 0.83% | +172,200 | 新進 |
| Ascent Group, LLC | 171,658 | $1,584 萬 | 0.47% | +42,869+33.3% | 加碼 |
| SNS Financial Group, LLC | 170,873 | $1,577 萬 | 0.30% | +167,820+5,496.9% | 加碼 |
| Wealthfront Advisers LLC | 170,462 | $1,573 萬 | 0.03% | −12,281−6.7% | 減碼 |
| Empower Advisory Group, LLC | 169,932 | $1,568 萬 | 0.04% | +6,089+3.7% | 加碼 |
| Blume Capital Management, Inc. | 169,578 | $1,565 萬 | 2.32% | +1,623+1.0% | 加碼 |
| Baxter Bros Inc | 168,229 | $1,552 萬 | 1.80% | +17,458+11.6% | 加碼 |
| GenTrust, LLC | 167,924 | $1,549 萬 | 0.60% | +4,120+2.5% | 加碼 |
| HFR Wealth Management, LLC | 167,634 | $1,547 萬 | 3.78% | −2,632−1.5% | 減碼 |
| Kinsale Capital Group, Inc. | 167,370 | $1,544 萬 | 2.05% | +16,900+11.2% | 加碼 |
| Trajan Wealth LLC | 166,044 | $1,532 萬 | 0.58% | +15,581+10.4% | 加碼 |
| GWM Advisors LLC | 165,885 | $1,531 萬 | 0.05% | +36,051+27.8% | 加碼 |
| Yousif Capital Management, LLC | 164,935 | $1,522 萬 | 0.17% | −14,950−8.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 161,596 | $1,491 萬 | 0.02% | −5,964−3.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 161,254 | $1,488 萬 | 0.03% | −11,632−6.7% | 減碼 |
| Elgethun Capital Management | 161,024 | $1,486 萬 | 2.07% | +5,448+3.5% | 加碼 |
| State of Alaska, Department of Revenue | 160,179 | $1,478 萬 | 0.15% | −5,424−3.3% | 減碼 |
| IMC-Chicago, LLC | 159,940 | $1,476 萬 | 0.14% | +69,277+76.4% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 159,656 | $1,473 萬 | 0.32% | +14,246+9.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 158,660 | $1,464 萬 | 0.19% | +90,427+132.5% | 加碼 |
| Lighthouse Investment Partners, LLC | 158,043 | $1,458 萬 | 0.45% | +139,814+767.0% | 加碼 |
| Brevan Howard Capital Management LP | 156,731 | $1,454 萬 | 0.20% | −624,924−79.9% | 減碼 |
| Walleye Trading LLC | 157,053 | $1,449 萬 | 0.20% | +93,765+148.2% | 加碼 |
| Silicon Valley Capital Partners | 156,949 | $1,448 萬 | 1.17% | +30,981+24.6% | 加碼 |
| Picton Mahoney Asset Management | 156,808 | $1,447 萬 | 0.13% | −196,821−55.7% | 減碼 |
| Jacobs & Co | 156,494 | $1,444 萬 | 1.24% | −2,589−1.6% | 減碼 |
| AIA Group Ltd | 156,431 | $1,443 萬 | 0.18% | −26,034−14.3% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 155,449 | $1,434 萬 | 2.34% | −4,398−2.8% | 減碼 |
| Atria Investments LLC | 153,187 | $1,413 萬 | 0.14% | −16,584−9.8% | 減碼 |
| Great Lakes Retirement, Inc. | 152,299 | $1,405 萬 | 1.25% | +3,074+2.1% | 加碼 |
| Horizon Investments, LLC | 149,606 | $1,380 萬 | 0.15% | +11,646+8.4% | 加碼 |
| Perigon Wealth Management, LLC | 149,554 | $1,380 萬 | 0.22% | +36,835+32.7% | 加碼 |
| Advocacy Wealth Management Services, LLC | 147,436 | $1,360 萬 | 0.49% | −4,771−3.1% | 減碼 |
| United Capital Financial Advisers, LLC | 147,353 | $1,360 萬 | 0.08% | +1,643+1.1% | 加碼 |
| Winslow Asset Management Inc | 147,075 | $1,357 萬 | 2.36% | −999−0.7% | 減碼 |
| 1248 Management, LLC | 146,646 | $1,353 萬 | 5.29% | +380+0.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 145,478 | $1,342 萬 | 2.04% | −5,307−3.5% | 減碼 |
| Polar Asset Management Partners Inc. | 144,804 | $1,336 萬 | 0.24% | +106,119+274.3% | 加碼 |
| M&G Plc | 145,187 | $1,336 萬 | 0.07% | +25,006+20.8% | 加碼 |
| Snowden Capital Advisors LLC | 144,587 | $1,334 萬 | 0.32% | −2,907−2.0% | 減碼 |
| Soapstone Management L.P. | 143,750 | $1,326 萬 | 9.65% | +143,750 | 新進 |
| Hancock Whitney Corp | 143,134 | $1,321 萬 | 0.22% | +1,812+1.3% | 加碼 |
| Avanza Fonder AB | 142,386 | $1,314 萬 | 0.29% | +8,927+6.7% | 加碼 |
| Abn Amro Investment Solutions | 142,245 | $1,312 萬 | 0.11% | +4,971+3.6% | 加碼 |
| Van Cleef Asset Management,Inc | 141,930 | $1,310 萬 | 1.33% | −2,904−2.0% | 減碼 |
| Banque Pictet & Cie SA | 140,236 | $1,294 萬 | 0.13% | −5,015−3.5% | 減碼 |
| Peapack Gladstone Financial Corp | 140,026 | $1,292 萬 | 0.15% | −57,398−29.1% | 減碼 |
| Skylands Capital, LLC | 139,835 | $1,290 萬 | 1.59% | +40,185+40.3% | 加碼 |
| Financial Avengers, Inc. | 139,334 | $1,286 萬 | 5.33% | −1,065−0.8% | 減碼 |
| Aquatic Capital Management LLC | 138,025 | $1,274 萬 | 0.44% | +138,025 | 新進 |
| Modera Wealth Management, LLC | 137,947 | $1,273 萬 | 0.14% | −7,008−4.8% | 減碼 |
| Tocqueville Asset Management L.P. | 137,307 | $1,267 萬 | 0.17% | +1,899+1.4% | 加碼 |
| Cornerstone Capital, Inc. | 135,580 | $1,251 萬 | 1.12% | −600−0.4% | 減碼 |
| Principal Securities, Inc. | 135,377 | $1,249 萬 | 0.15% | −1,765−1.3% | 減碼 |
| Omers Administration Corp | 134,547 | $1,241 萬 | 0.07% | +5,282+4.1% | 加碼 |
| McGuire Investment Group, LLC | 133,809 | $1,235 萬 | 1.08% | +200+0.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 133,461 | $1,231 萬 | 0.08% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 133,408 | $1,231 萬 | 0.19% | +776+0.6% | 加碼 |
| Fishman Jay A Ltd | 133,287 | $1,230 萬 | 0.98% | +71,167+114.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 120,385 | $1,227 萬 | 0.23% | −3,087−2.5% | 減碼 |
| Parthenon LLC | 132,340 | $1,221 萬 | 1.27% | +850+0.6% | 加碼 |
| Advisors Capital Management, LLC | 132,224 | $1,220 萬 | 0.13% | +951+0.7% | 加碼 |
| RMB Capital Management, LLC | 131,889 | $1,217 萬 | 0.19% | −6,886−5.0% | 減碼 |
| Jamison Private Wealth Management, Inc. | 131,823 | $1,216 萬 | 1.26% | +740+0.6% | 加碼 |
| CX Institutional | 131,640 | $1,215 萬 | 0.35% | +79,621+153.1% | 加碼 |
| Gabelli Funds LLC | 130,740 | $1,206 萬 | 0.08% | −2,697−2.0% | 減碼 |
| Los Angeles Capital Management LLC | 129,913 | $1,199 萬 | 0.04% | −587,353−81.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 128,401 | $1,185 萬 | 0.23% | −2,253−1.7% | 減碼 |
| Mizuho Securities USA LLC | 127,985 | $1,181 萬 | 0.19% | +27,007+26.7% | 加碼 |
| BNP Paribas | 125,718 | $1,160 萬 | 0.31% | +46,230+58.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,674 | $1,160 萬 | 0.17% | +9,373+8.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 125,392 | $1,157 萬 | 1.52% | −1,206−1.0% | 減碼 |
| Bright Rock Capital Management, LLC | 125,000 | $1,153 萬 | 2.31% | 00.0% | 不變 |
| Terry L. Blaker | 124,909 | $1,153 萬 | 0.41% | +1,664+1.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 124,548 | $1,149 萬 | 2.21% | +7,191+6.1% | 加碼 |
| Motco | 124,117 | $1,145 萬 | 0.98% | +815+0.7% | 加碼 |
| Brinker Capital Investments, LLC | 123,183 | $1,137 萬 | 0.09% | −7,556−5.8% | 減碼 |
| Hanson & Doremus Investment Management | 122,781 | $1,133 萬 | 1.15% | −3,803−3.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 122,466 | $1,130 萬 | 3.12% | +515+0.4% | 加碼 |
| Patten & Patten Inc | 122,344 | $1,129 萬 | 0.60% | +12,856+11.7% | 加碼 |
| ASR Vermogensbeheer N.V. | 122,174 | $1,127 萬 | 0.12% | −44,872−26.9% | 減碼 |
| Pacer Advisors, Inc. | 121,987 | $1,126 萬 | 0.03% | +38,353+45.9% | 加碼 |
| Vestor Capital, LLC | 47,192 | $1,121 萬 | 0.95% | +45,883+3,505.2% | 加碼 |
| Tower Bridge Advisors | 121,059 | $1,117 萬 | 1.01% | −2,731−2.2% | 減碼 |
| First National Bank of Omaha | 120,276 | $1,098 萬 | 0.31% | +2,077+1.8% | 加碼 |
| Glenview Trust Co | 118,279 | $1,091 萬 | 0.15% | −2,271−1.9% | 減碼 |
| Premier Fund Managers Ltd | 119,287 | $1,080 萬 | 0.98% | −78,953−39.8% | 減碼 |
| Boston Common Asset Management, LLC | 116,937 | $1,079 萬 | 0.64% | +44,644+61.8% | 加碼 |
| Thompson Investment Management, Inc. | 115,819 | $1,069 萬 | 1.23% | +12,902+12.5% | 加碼 |
| Argent Trust Co | 115,626 | $1,067 萬 | 0.31% | −346−0.3% | 減碼 |