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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 65,960 | $608.6 萬 | 2.13% | −700−1.1% | 減碼 |
| Integrated Wealth Concepts LLC | 65,440 | $603.8 萬 | 0.04% | +37,821+136.9% | 加碼 |
| Twin Lakes Capital Management, LLC | 65,320 | $602.7 萬 | 2.30% | −386−0.6% | 減碼 |
| Plato Investment Management Ltd | 65,701 | $602.7 萬 | 0.35% | +8,662+15.2% | 加碼 |
| American Trust Investment Advisors, LLC | 64,855 | $598.4 萬 | 2.95% | +13,367+26.0% | 加碼 |
| Siemens Fonds Invest GmbH | 64,494 | $595.1 萬 | 0.29% | +297+0.5% | 加碼 |
| MUFG Securities EMEA plc | 63,986 | $590.4 萬 | 0.06% | −4,490−6.6% | 減碼 |
| AMG National Trust Bank | 63,906 | $589.6 萬 | 0.12% | −36,272−36.2% | 減碼 |
| Scotia Capital Inc. | 63,745 | $588.2 萬 | 0.02% | −675−1.0% | 減碼 |
| Metis Global Partners, LLC | 63,624 | $587.1 萬 | 0.13% | −8,162−11.4% | 減碼 |
| Bokf, NA | 63,347 | $584.5 萬 | 0.08% | +4,325+7.3% | 加碼 |
| National Philanthropic Trust | 63,328 | $584.3 萬 | 0.08% | −460−0.7% | 減碼 |
| Conning Inc. | 63,081 | $582.0 萬 | 0.17% | +6,672+11.8% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 62,936 | $580.7 萬 | 0.02% | −3,165−4.8% | 減碼 |
| Savant Capital, LLC | 61,009 | $580.0 萬 | 0.02% | +31,874+109.4% | 加碼 |
| IFP Advisors, Inc | 62,623 | $577.8 萬 | 0.10% | −1,191−1.9% | 減碼 |
| Private Advisor Group, LLC | 62,141 | $573.4 萬 | 0.03% | −42,892−40.8% | 減碼 |
| Raiffeisen Bank International AG | 63,127 | $571.6 萬 | 0.07% | +31,442+99.2% | 加碼 |
| Laird Norton Trust Company, LLC | 61,797 | $570.2 萬 | 0.11% | −1,280−2.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 61,247 | $565.1 萬 | 0.05% | +30,528+99.4% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 60,771 | $560.7 萬 | 2.92% | +4,952+8.9% | 加碼 |
| Lincoln Capital Corp | 59,949 | $553.2 萬 | 1.80% | −127−0.2% | 減碼 |
| Graham Capital Management, L.P. | 59,890 | $552.6 萬 | 0.15% | +1,255+2.1% | 加碼 |
| GAM Holding AG | 59,343 | $547.6 萬 | 0.42% | −6,069−9.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 59,309 | $547.2 萬 | 0.17% | 00.0% | 不變 |
| BLI - Banque de Luxembourg Investments | 60,000 | $544.5 萬 | 0.19% | +60,000 | 新進 |
| Thompson Siegel & Walmsley LLC | 58,932 | $543.8 萬 | 0.10% | −3,046−4.9% | 減碼 |
| PEAK6 LLC | 58,780 | $542.4 萬 | 0.13% | +58,780 | 新進 |
| Commerzbank Aktiengesellschaft | 58,614 | $540.8 萬 | 0.11% | −2,457−4.0% | 減碼 |
| AlTi Global, Inc. | 58,184 | $536.9 萬 | 0.11% | +251+0.4% | 加碼 |
| William Allan, LLC | 57,834 | $533.6 萬 | 2.61% | −466−0.8% | 減碼 |
| Kingsview Wealth Management, LLC | 57,815 | $533.5 萬 | 0.06% | +51,154+768.0% | 加碼 |
| Resources Investment Advisors, LLC. | 57,720 | $532.6 萬 | 0.04% | +9,678+20.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 57,465 | $530.2 萬 | 0.15% | +1,441+2.6% | 加碼 |
| Lincoln Capital LLC | 57,109 | $526.9 萬 | 0.94% | −1,049−1.8% | 減碼 |
| Osmosis Investment Management UK Ltd | 57,016 | $526.1 萬 | 0.24% | −55,347−49.3% | 減碼 |
| Delaney Dennis R | 56,825 | $524.3 萬 | 1.67% | +6,685+13.3% | 加碼 |
| First American Bank | 56,704 | $523.2 萬 | 0.29% | +61+0.1% | 加碼 |
| Perkins Coie Trust Co | 56,704 | $523.2 萬 | 0.87% | −1,009−1.7% | 減碼 |
| Pittenger & Anderson Inc | 56,604 | $522.3 萬 | 0.19% | −3,085−5.2% | 減碼 |
| Somerville Kurt F | 56,560 | $521.9 萬 | 1.25% | +3,046+5.7% | 加碼 |
| Algert Global LLC | 55,892 | $515.7 萬 | 0.06% | −279−0.5% | 減碼 |
| GAMMA Investing LLC | 55,827 | $515.1 萬 | 0.19% | +9,496+20.5% | 加碼 |
| Provident Investment Management, Inc. | 55,700 | $513.9 萬 | 0.50% | −454,793−89.1% | 減碼 |
| Puzo Michael J | 55,627 | $513.3 萬 | 1.32% | +6,070+12.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 55,437 | $511.5 萬 | 0.10% | +40,140+262.4% | 加碼 |
| Harrington Investments, INC | 55,368 | $510.9 萬 | 2.47% | −1,387−2.4% | 減碼 |
| Red Spruce Capital, LLC | 55,267 | $509.9 萬 | 1.78% | +12,484+29.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 54,238 | $500.5 萬 | 0.09% | −14,817−21.5% | 減碼 |
| Equitable Holdings, Inc. | 54,020 | $498.4 萬 | 0.03% | −17,620−24.6% | 減碼 |
| NBC Securities, Inc. | 54,015 | $498.4 萬 | 0.34% | +691+1.3% | 加碼 |
| Brookstone Capital Management | 53,915 | $497.5 萬 | 0.05% | +2,202+4.3% | 加碼 |
| Hudson Valley Investment Advisors Inc | 53,830 | $496.7 萬 | 0.60% | +3,285+6.5% | 加碼 |
| HB Wealth Management, LLC | 53,661 | $495.1 萬 | 0.03% | −10,670−16.6% | 減碼 |
| Leelyn Smith, LLC | 53,425 | $493.0 萬 | 0.60% | +2,086+4.1% | 加碼 |
| Stenger Family Office, LLC | 52,772 | $486.9 萬 | 0.79% | +19,982+60.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 52,415 | $483.6 萬 | 0.06% | −1,031−1.9% | 減碼 |
| Daymark Wealth Partners, LLC | 52,332 | $482.9 萬 | 0.12% | +1,838+3.6% | 加碼 |
| Intrinsic Value Partners, LLC | 52,280 | $482.4 萬 | 3.30% | −90−0.2% | 減碼 |
| Dark Forest Capital Management LP | 52,214 | $481.8 萬 | 0.31% | +52,214 | 新進 |
| Independent Advisor Alliance | 52,052 | $480.3 萬 | 0.11% | +1,923+3.8% | 加碼 |
| Allworth Financial LP | 51,751 | $477.5 萬 | 0.02% | +727+1.4% | 加碼 |
| Bailard, Inc. | 51,322 | $473.5 萬 | 0.10% | −1,575−3.0% | 減碼 |
| Prospera Financial Services Inc | 51,294 | $473.4 萬 | 0.07% | +845+1.7% | 加碼 |
| Empirical Finance, LLC | 51,146 | $471.9 萬 | 0.20% | +2,009+4.1% | 加碼 |
| Colonial Trust Co | 51,070 | $471.2 萬 | 0.60% | −228−0.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 50,809 | $468.8 萬 | 0.05% | −8,545−14.4% | 減碼 |
| RNC Capital Management LLC | 50,724 | $468.0 萬 | 0.19% | +114+0.2% | 加碼 |
| Citizens Financial Group Inc | 50,667 | $467.5 萬 | 0.06% | −57,741−53.3% | 減碼 |
| Keybank National Association | 50,459 | $465.6 萬 | 0.02% | −2,576−4.9% | 減碼 |
| Coppell Advisory Solutions LLC | 82,321 | $465.0 萬 | 1.37% | +82,321 | 新進 |
| Natixis | 50,350 | $464.6 萬 | 0.02% | −329,914−86.8% | 減碼 |
| Arini Captial Management Ltd | 50,000 | $461.4 萬 | 0.47% | +50,000 | 新進 |
| Vise Technologies, Inc. | 49,754 | $459.1 萬 | 0.05% | +18,671+60.1% | 加碼 |
| Greenleaf Trust | 49,653 | $458.1 萬 | 0.04% | −653−1.3% | 減碼 |
| Clean Yield Group | 49,314 | $455.0 萬 | 1.13% | +2,043+4.3% | 加碼 |
| MUFG Securities Americas Inc. | 49,238 | $454.3 萬 | 0.23% | +3,020+6.5% | 加碼 |
| Voya Financial Advisors, Inc. | 49,992 | $452.7 萬 | 0.40% | −3,377−6.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 48,934 | $451.5 萬 | 0.46% | −40,564−45.3% | 減碼 |
| Nicolet Bankshares Inc | 46,455 | $450.1 萬 | 0.14% | −2,158−4.4% | 減碼 |
| Arq Wealth Advisors, LLC | 44,613 | $449.7 萬 | 0.56% | −4,097−8.4% | 減碼 |
| Hixon Zuercher, LLC | 48,603 | $448.5 萬 | 1.32% | −282−0.6% | 減碼 |
| Capital Analysts, LLC | 48,221 | $444.9 萬 | 0.10% | −2,276−4.5% | 減碼 |
| Strategic Global Advisors, LLC | 48,208 | $444.8 萬 | 0.63% | +1,650+3.5% | 加碼 |
| North Dakota State Investment Board | 48,181 | $444.6 萬 | 0.18% | −1,272−2.6% | 減碼 |
| Victrix Investment Advisors | 48,070 | $443.5 萬 | 1.86% | +2,807+6.2% | 加碼 |
| Hunter Perkins Capital Management, LLC | 47,856 | $441.6 萬 | 0.99% | 00.0% | 不變 |
| Securian Asset Management, Inc | 43,441 | $441.2 萬 | 0.16% | −1,872−4.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 47,751 | $440.6 萬 | 0.11% | −1,630−3.3% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 47,634 | $439.5 萬 | 0.14% | −700−1.4% | 減碼 |
| Secure Asset Management, LLC | 47,530 | $438.6 萬 | 0.62% | +4,544+10.6% | 加碼 |
| Malaga Cove Capital, LLC | 47,451 | $437.8 萬 | 1.39% | −525−1.1% | 減碼 |
| SGL Investment Advisors, Inc. | 40,332 | $435.5 萬 | 1.50% | +968+2.5% | 加碼 |
| Tandem Capital Management Corp | 46,778 | $431.6 萬 | 1.82% | −270−0.6% | 減碼 |
| Rossmore Private Capital | 46,454 | $428.6 萬 | 0.35% | 00.0% | 不變 |
| Delta Capital Management LLC | 46,425 | $428.4 萬 | 1.97% | +1,080+2.4% | 加碼 |
| SAM Advisors, LLC | 46,059 | $425.0 萬 | 1.16% | +1,388+3.1% | 加碼 |
| Huntington National Bank | 45,955 | $424.0 萬 | 0.02% | +1,126+2.5% | 加碼 |
| Main Street Research LLC | 45,887 | $423.4 萬 | 0.20% | −473−1.0% | 減碼 |
| DLK Investment Management, LLC | 57,186 | $421.4 萬 | 1.81% | +972+1.7% | 加碼 |