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。
2021 年第 2 季 13F 持有人
Schwab Charles Corp 在 2021/6/30 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
- 1,345
- 較 2021 年第 1 季 +47 家
- 持有股數
- 13.1 億
- 較 2021 年第 1 季 +1,814 萬 (+1.4%)
- 總市值
- $954.7 億
- 較 2021 年第 1 季 +$111.8 億 (+13.3%)
- 新進機構
- 130
- 另有 500 家加碼
- 清倉機構
- 83
- 另有 487 家減碼
另有 13 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Regentatlantic Capital LLC | 24,276 | $176.8 萬 | 0.05% | +5,135+26.8% | 加碼 |
| Richard Bernstein Advisors LLC | 24,438 | $177.9 萬 | 0.04% | +12,627+106.9% | 加碼 |
| Lincoln Capital Corp | 24,523 | $178.6 萬 | 1.02% | +3,341+15.8% | 加碼 |
| Aspiriant, LLC | 24,642 | $179.5 萬 | 0.10% | +352+1.4% | 加碼 |
| Colonial Trust Advisors | 24,763 | $180.3 萬 | 0.22% | −334−1.3% | 減碼 |
| Naples Global Advisors, LLC | 24,825 | $180.8 萬 | 0.25% | +725+3.0% | 加碼 |
| PNC Managed Account Solutions, Inc. | 24,984 | $181.9 萬 | 0.36% | +24,984 | 新進 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $182.0 萬 | 0.24% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $182.0 萬 | 0.25% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 25,023 | $182.2 萬 | 0.48% | +25,023 | 新進 |
| MAI Capital Management | 25,102 | $182.8 萬 | 0.04% | −608−2.4% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 25,277 | $184.0 萬 | 0.52% | +340+1.4% | 加碼 |
| Signet Investment Advisory Group, Inc. | 25,513 | $185.8 萬 | 1.20% | +5,749+29.1% | 加碼 |
| CWA Asset Management Group, LLC | 25,425 | $187.1 萬 | 0.15% | −16−0.1% | 減碼 |
| Altium Wealth Management LLC | 26,233 | $191.0 萬 | 0.14% | +8,810+50.6% | 加碼 |
| First Hawaiian Bank | 26,285 | $191.3 萬 | 0.08% | −1,401−5.1% | 減碼 |
| DuPont Capital Management Corp | 26,358 | $191.9 萬 | 0.05% | +676+2.6% | 加碼 |
| Frisch Financial Group, Inc. | 26,366 | $192.0 萬 | 0.60% | +196+0.7% | 加碼 |
| Garner Asset Management Corp | 26,461 | $192.7 萬 | 0.93% | +25+0.1% | 加碼 |
| Private Wealth Partners, LLC | 26,930 | $196.1 萬 | 0.18% | +185+0.7% | 加碼 |
| Cresset Asset Management, LLC | 27,105 | $197.4 萬 | 0.03% | +2,483+10.1% | 加碼 |
| Tdam USA Inc. | 29,236 | $198.7 萬 | 0.12% | −3,949−11.9% | 減碼 |
| Redpoint Investment Management Pty Ltd | 27,397 | $199.5 萬 | 0.16% | −6,927−20.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 27,393 | $199.5 萬 | 0.69% | −4,500−14.1% | 減碼 |
| Federated Hermes, Inc. | 27,449 | $199.9 萬 | 0.00% | −5,805−17.5% | 減碼 |
| Allstate Corp | 27,505 | $200.3 萬 | 0.07% | −2,749−9.1% | 減碼 |
| Armstrong Henry H Associates Inc | 27,591 | $200.9 萬 | 0.23% | 00.0% | 不變 |
| Tiaa, FSB | 27,759 | $202.1 萬 | 0.01% | −1,112−3.9% | 減碼 |
| Hantz Financial Services, Inc. | 27,769 | $202.2 萬 | 0.07% | −3,987−12.6% | 減碼 |
| Perigon Wealth Management, LLC | 27,770 | $202.2 萬 | 0.18% | +206+0.7% | 加碼 |
| Cascade Investment Advisors, Inc. | 27,835 | $202.7 萬 | 1.28% | −755−2.6% | 減碼 |
| Canton Hathaway, LLC | 27,961 | $203.6 萬 | 0.60% | +103+0.4% | 加碼 |
| Regions Financial Corp | 28,076 | $204.4 萬 | 0.02% | −281−1.0% | 減碼 |
| Wolverine Trading, LLC | 28,056 | $205.4 萬 | 0.06% | −25,100−47.2% | 減碼 |
| PFG Advisors | 28,276 | $205.9 萬 | 0.24% | +28,276 | 新進 |
| Chesley Taft & Associates LLC | 28,377 | $206.6 萬 | 0.12% | −54−0.2% | 減碼 |
| Fosun International Ltd | 28,400 | $207.9 萬 | 0.12% | 00.0% | 不變 |
| Sowell Financial Services LLC | 28,666 | $208.7 萬 | 0.14% | −871−2.9% | 減碼 |
| Johnson Investment Counsel Inc | 28,771 | $209.5 萬 | 0.03% | −259−0.9% | 減碼 |
| Huntington National Bank | 29,362 | $213.9 萬 | 0.02% | +22,291+315.2% | 加碼 |
| Aj Wealth Strategies, LLC | 29,449 | $214.4 萬 | 0.13% | −113−0.4% | 減碼 |
| Associated Banc-Corp | 29,511 | $214.9 萬 | 0.09% | +18,633+171.3% | 加碼 |
| Gotham Asset Management, LLC | 29,849 | $217.3 萬 | 0.09% | +29,849 | 新進 |
| Bessemer Securities LLC | 30,510 | $222.1 萬 | 0.87% | +1,300+4.5% | 加碼 |
| Northstar Advisory Group, LLC | 30,535 | $222.3 萬 | 1.39% | +30,535 | 新進 |
| Everence Capital Management Inc | 30,770 | $224.0 萬 | 0.18% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 30,153 | $224.7 萬 | 0.51% | −27−0.1% | 減碼 |
| Destination Wealth Management | 31,129 | $226.6 萬 | 0.09% | −3,471−10.0% | 減碼 |
| United Capital Financial Advisers, LLC | 31,136 | $226.7 萬 | 0.01% | +43+0.1% | 加碼 |
| Bartlett & Co. LLC | 31,181 | $227.0 萬 | 0.04% | −624−2.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 31,181 | $227.0 萬 | 0.04% | −624−2.0% | 減碼 |
| Hudson Canyon Capital Management | 31,452 | $229.0 萬 | 1.71% | −2,430−7.2% | 減碼 |
| Bridges Investment Management Inc | 31,472 | $229.2 萬 | 0.07% | −30,817−49.5% | 減碼 |
| Pinnacle Associates Ltd | 31,732 | $231.0 萬 | 0.04% | −6,882−17.8% | 減碼 |
| First American Bank | 31,736 | $231.1 萬 | 0.13% | +31,736 | 新進 |
| Red Spruce Capital, LLC | 32,310 | $235.2 萬 | 1.39% | 00.0% | 不變 |
| Investment Advisory Services Inc | 32,594 | $237.3 萬 | 1.46% | +32,594 | 新進 |
| Private Asset Management Inc | 32,661 | $237.8 萬 | 0.32% | +522+1.6% | 加碼 |
| GHP Investment Advisors, Inc. | 32,860 | $239.3 萬 | 0.19% | +2,841+9.5% | 加碼 |
| Courier Capital LLC | 32,890 | $239.5 萬 | 0.23% | −361−1.1% | 減碼 |
| Jump Financial, LLC | 32,975 | $240.1 萬 | 0.23% | +32,975 | 新進 |
| New York Life Investments Alternatives | 33,072 | $240.8 萬 | 1.61% | −34,292−50.9% | 減碼 |
| BP PLC | 33,118 | $241.1 萬 | 0.10% | −16,174−32.8% | 減碼 |
| Siemens Fonds Invest GmbH | 33,135 | $241.3 萬 | 0.29% | +1,732+5.5% | 加碼 |
| Stanley-Laman Group, Ltd. | 33,831 | $246.3 萬 | 0.35% | +3,643+12.1% | 加碼 |
| World Asset Management Inc | 34,085 | $248.2 萬 | 0.23% | −778−2.2% | 減碼 |
| Telemus Capital, LLC | 34,249 | $249.4 萬 | 0.18% | −411−1.2% | 減碼 |
| Aptus Capital Advisors, LLC | 34,344 | $250.1 萬 | 0.11% | +11,837+52.6% | 加碼 |
| Appleton Partners Inc | 34,365 | $250.2 萬 | 0.21% | −1,059−3.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 34,364 | $250.2 萬 | 0.06% | +1,594+4.9% | 加碼 |
| Keybank National Association | 34,446 | $250.8 萬 | 0.01% | +820+2.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 34,461 | $250.9 萬 | 0.13% | +16,403+90.8% | 加碼 |
| Bridgecreek Investment Management, LLC | 34,890 | $254.0 萬 | 0.37% | +34,890 | 新進 |
| Pettee Investors, Inc. | 35,036 | $255.1 萬 | 1.20% | −727−2.0% | 減碼 |
| Jane Street Group, LLC | 35,319 | $257.2 萬 | 0.01% | −39,095−52.5% | 減碼 |
| Sumitomo Life Insurance Co | 35,325 | $257.2 萬 | 0.08% | −5,499−13.5% | 減碼 |
| Linscomb & Williams, Inc. | 35,328 | $257.2 萬 | 0.13% | +655+1.9% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 35,401 | $257.8 萬 | 0.59% | −4,000−10.2% | 減碼 |
| Harbour Capital Advisors, LLC | 35,455 | $258.1 萬 | 0.69% | +822+2.4% | 加碼 |
| Seeyond | 35,490 | $258.4 萬 | 0.24% | +3,117+9.6% | 加碼 |
| Kestra Advisory Services, LLC | 35,548 | $258.8 萬 | 0.03% | +5,193+17.1% | 加碼 |
| Rockefeller Capital Management L.P. | 35,585 | $259.0 萬 | 0.01% | +1,043+3.0% | 加碼 |
| Redmond Asset Management, LLC | 35,975 | $261.9 萬 | 0.77% | −630−1.7% | 減碼 |
| Salvus Wealth Management, LLC | 35,765 | $263.1 萬 | 2.22% | −1,345−3.6% | 減碼 |
| RiverPark Advisors, LLC | 36,195 | $263.5 萬 | 0.34% | 00.0% | 不變 |
| NorthCoast Asset Management LLC | 36,390 | $265.1 萬 | 0.09% | +16,291+81.1% | 加碼 |
| Cerity Partners LLC | 36,467 | $265.5 萬 | 0.06% | −8,458−18.8% | 減碼 |
| Malaga Cove Capital, LLC | 37,062 | $269.8 萬 | 1.16% | +95+0.3% | 加碼 |
| GWM Advisors LLC | 37,089 | $270.0 萬 | 0.07% | +12,960+53.7% | 加碼 |
| West Oak Capital, LLC | 37,435 | $272.6 萬 | 1.07% | −4,120−9.9% | 減碼 |
| Wetherby Asset Management Inc | 37,508 | $273.1 萬 | 0.17% | +3,344+9.8% | 加碼 |
| Watchman Group, Inc. | 37,686 | $274.4 萬 | 1.60% | −654−1.7% | 減碼 |
| Wunderlich Capital Managemnt | 37,926 | $276.1 萬 | 1.40% | +97+0.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 38,304 | $278.9 萬 | 0.05% | +24+0.1% | 加碼 |
| K.J. Harrison & Partners Inc | 38,583 | $281.2 萬 | 0.40% | −2,000−4.9% | 減碼 |
| Condor Capital Management | 38,738 | $282.0 萬 | 0.31% | −3,113−7.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 39,037 | $284.2 萬 | 0.30% | −3,454−8.1% | 減碼 |
| Sculati Wealth Management, LLC | 39,207 | $285.5 萬 | 1.51% | +105+0.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 39,371 | $286.7 萬 | 0.04% | +1,673+4.4% | 加碼 |
| Granite Investment Partners, LLC | 40,089 | $291.9 萬 | 0.09% | +1,953+5.1% | 加碼 |