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 3 季 13F 持有人
Schwab Charles Corp 在 2021/9/30 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
- 1,351
- 較 2021 年第 2 季 +25 家
- 持有股數
- 13.1 億
- 較 2021 年第 2 季 −199.8 萬 (−0.2%)
- 總市值
- $953.4 億
- 較 2021 年第 2 季 −$5,705 萬 (−0.1%)
- 新進機構
- 110
- 另有 503 家加碼
- 清倉機構
- 85
- 另有 495 家減碼
另有 19 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 48,686 | $354.7 萬 | 0.14% | +14,342+41.8% | 加碼 |
| Investment Research & Advisory Group, Inc. | 48,329 | $354.4 萬 | 2.36% | +420+0.9% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 48,549 | $353.6 萬 | 1.29% | +1,034+2.2% | 加碼 |
| Wolverine Trading, LLC | 46,504 | $350.5 萬 | 0.07% | +18,448+65.8% | 加碼 |
| Achmea Investment Management B.V. | 47,573 | $346.5 萬 | 0.11% | +2,323+5.1% | 加碼 |
| Hoylecohen, LLC | 47,255 | $344.2 萬 | 0.33% | −699−1.5% | 減碼 |
| Stonebridge Capital Advisors LLC | 47,177 | $343.6 萬 | 0.42% | −2,150−4.4% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 47,117 | $343.2 萬 | 0.94% | −218−0.5% | 減碼 |
| Synovus Financial Corp | 46,807 | $341.2 萬 | 0.04% | −23,191−33.1% | 減碼 |
| Webster Bank, N. A. | 46,540 | $339.0 萬 | 0.38% | −287−0.6% | 減碼 |
| GWM Advisors LLC | 46,456 | $338.4 萬 | 0.08% | +9,367+25.3% | 加碼 |
| Northwest Investment Counselors, LLC | 46,286 | $337.1 萬 | 0.94% | −903−1.9% | 減碼 |
| Panagora Asset Management Inc | 46,160 | $336.2 萬 | 0.02% | +408+0.9% | 加碼 |
| Scotia Capital Inc. | 45,980 | $334.9 萬 | 0.02% | +2,562+5.9% | 加碼 |
| Cigna Investments Inc | 45,947 | $334.7 萬 | 0.25% | −1,100−2.3% | 減碼 |
| Brown Advisory Securities, LLC | 45,904 | $334.6 萬 | 0.99% | −89,734−66.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 45,830 | $333.8 萬 | 0.01% | +721+1.6% | 加碼 |
| Main Street Research LLC | 45,615 | $332.3 萬 | 0.29% | −10.0% | 減碼 |
| First American Bank | 45,203 | $329.3 萬 | 0.19% | +13,467+42.4% | 加碼 |
| Blue Whale Capital LLP | 45,000 | $327.8 萬 | 0.31% | +45,000 | 新進 |
| True North Advisors, LLC | 45,000 | $327.7 萬 | 0.65% | 00.0% | 不變 |
| Cumberland Partners Ltd | 44,535 | $324.3 萬 | 0.27% | +26,618+148.6% | 加碼 |
| National Asset Management, Inc. | 43,896 | $319.7 萬 | 0.10% | −6,603−13.1% | 減碼 |
| KCM Investment Advisors LLC | 43,635 | $317.8 萬 | 0.13% | +671+1.6% | 加碼 |
| Wetherby Asset Management Inc | 43,614 | $317.7 萬 | 0.20% | +6,106+16.3% | 加碼 |
| Motley Fool Asset Management LLC | 43,255 | $315.1 萬 | 0.20% | −3,783−8.0% | 減碼 |
| Capital Investment Counsel, Inc | 42,953 | $312.9 萬 | 0.69% | −98−0.2% | 減碼 |
| Kestra Advisory Services, LLC | 42,917 | $312.6 萬 | 0.03% | +7,369+20.7% | 加碼 |
| SOL Capital Management CO | 42,891 | $312.4 萬 | 0.62% | −855−2.0% | 減碼 |
| Altium Wealth Management LLC | 42,701 | $311.0 萬 | 0.22% | +16,468+62.8% | 加碼 |
| IBM Retirement Fund | 42,559 | $310.0 萬 | 0.24% | −1,728−3.9% | 減碼 |
| Ancora Advisors, LLC | 42,098 | $306.6 萬 | 0.08% | −10,419−19.8% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 41,987 | $305.8 萬 | 0.10% | −102,240−70.9% | 減碼 |
| Cetera Investment Advisers | 41,832 | $304.7 萬 | 0.05% | −646−1.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 41,569 | $302.8 萬 | 0.13% | +41,569 | 新進 |
| Thompson Investment Management, Inc. | 41,337 | $301.1 萬 | 0.45% | −3,835−8.5% | 減碼 |
| Hunter Perkins Capital Management, LLC | 41,240 | $300.4 萬 | 0.61% | 00.0% | 不變 |
| Bessemer Securities LLC | 41,208 | $300.2 萬 | 1.02% | +10,698+35.1% | 加碼 |
| SG Americas Securities, LLC | 40,956 | $298.3 萬 | 0.02% | +23,055+128.8% | 加碼 |
| Roundview Capital LLC | 40,721 | $296.6 萬 | 0.33% | +118+0.3% | 加碼 |
| Kinneret Advisory, LLC | 40,195 | $292.8 萬 | 0.34% | 00.0% | 不變 |
| Granite Investment Partners, LLC | 40,136 | $292.4 萬 | 0.09% | +47+0.1% | 加碼 |
| Meeder Asset Management Inc | 40,137 | $292.3 萬 | 0.15% | −8,041−16.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 40,124 | $292.3 萬 | 0.17% | +31,362+357.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 39,519 | $287.9 萬 | 0.30% | +482+1.2% | 加碼 |
| Sculati Wealth Management, LLC | 39,379 | $286.8 萬 | 1.52% | +172+0.4% | 加碼 |
| Advisors Asset Management, Inc. | 39,347 | $286.6 萬 | 0.04% | −979−2.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 39,185 | $285.4 萬 | 0.15% | +4,724+13.7% | 加碼 |
| Condor Capital Management | 39,152 | $285.2 萬 | 0.30% | +414+1.1% | 加碼 |
| Cresset Asset Management, LLC | 38,886 | $283.3 萬 | 0.04% | +11,781+43.5% | 加碼 |
| Wunderlich Capital Managemnt | 38,558 | $280.9 萬 | 1.35% | +632+1.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 38,204 | $278.3 萬 | 0.05% | −100−0.3% | 減碼 |
| Stanley-Laman Group, Ltd. | 37,051 | $269.9 萬 | 0.35% | +3,220+9.5% | 加碼 |
| West Oak Capital, LLC | 36,845 | $268.4 萬 | 1.04% | −590−1.6% | 減碼 |
| Malaga Cove Capital, LLC | 36,599 | $266.6 萬 | 1.11% | −463−1.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 36,541 | $266.2 萬 | 0.04% | −2,830−7.2% | 減碼 |
| Keybank National Association | 36,332 | $264.7 萬 | 0.01% | +1,886+5.5% | 加碼 |
| Salvus Wealth Management, LLC | 36,300 | $264.4 萬 | 2.16% | +535+1.5% | 加碼 |
| RiverPark Advisors, LLC | 36,195 | $263.6 萬 | 0.32% | 00.0% | 不變 |
| Watchman Group, Inc. | 36,109 | $263.0 萬 | 1.69% | −1,577−4.2% | 減碼 |
| Advisory Services Network, LLC | 36,061 | $262.7 萬 | 0.08% | −7,868−17.9% | 減碼 |
| Harbour Capital Advisors, LLC | 36,058 | $262.6 萬 | 0.69% | +603+1.7% | 加碼 |
| Rockefeller Capital Management L.P. | 35,899 | $261.4 萬 | 0.01% | +314+0.9% | 加碼 |
| Cerity Partners LLC | 35,628 | $259.5 萬 | 0.06% | −839−2.3% | 減碼 |
| United Capital Financial Advisers, LLC | 35,601 | $259.3 萬 | 0.01% | +4,465+14.3% | 加碼 |
| Redmond Asset Management, LLC | 35,313 | $257.2 萬 | 0.81% | −662−1.8% | 減碼 |
| Linscomb & Williams, Inc. | 35,316 | $257.2 萬 | 0.13% | −120.0% | 減碼 |
| Crestline Management, LP | 35,290 | $257.0 萬 | 0.24% | +35,290 | 新進 |
| Pettee Investors, Inc. | 35,151 | $256.0 萬 | 1.19% | +115+0.3% | 加碼 |
| Siemens Fonds Invest GmbH | 35,025 | $255.1 萬 | 0.17% | +1,890+5.7% | 加碼 |
| Lincoln Capital Corp | 34,986 | $254.8 萬 | 1.37% | +10,463+42.7% | 加碼 |
| Bridgecreek Investment Management, LLC | 34,890 | $254.1 萬 | 0.36% | 00.0% | 不變 |
| NorthCoast Asset Management LLC | 34,525 | $251.7 萬 | 0.09% | −1,865−5.1% | 減碼 |
| Telemus Capital, LLC | 34,294 | $249.8 萬 | 0.21% | +45+0.1% | 加碼 |
| GHP Investment Advisors, Inc. | 34,286 | $249.7 萬 | 0.20% | +1,426+4.3% | 加碼 |
| Sumitomo Life Insurance Co | 33,892 | $246.9 萬 | 0.07% | −1,433−4.1% | 減碼 |
| Courier Capital LLC | 33,884 | $246.8 萬 | 0.23% | +994+3.0% | 加碼 |
| Capstone Investment Advisors, LLC | 33,669 | $245.2 萬 | 0.04% | +28,766+586.7% | 加碼 |
| 180 Wealth Advisors, LLC | 30,021 | $242.9 萬 | 0.54% | −132−0.4% | 減碼 |
| Appleton Partners Inc | 33,137 | $241.4 萬 | 0.20% | −1,228−3.6% | 減碼 |
| PFG Advisors | 33,135 | $241.4 萬 | 0.27% | +4,859+17.2% | 加碼 |
| New York Life Investments Alternatives | 33,072 | $240.9 萬 | 1.56% | 00.0% | 不變 |
| Private Asset Management Inc | 32,662 | $237.9 萬 | 0.32% | +10.0% | 加碼 |
| Red Spruce Capital, LLC | 32,657 | $237.9 萬 | 1.39% | +347+1.1% | 加碼 |
| Investment Advisory Services Inc | 32,358 | $235.7 萬 | 1.44% | −236−0.7% | 減碼 |
| Perpetual Investment Management Ltd | 32,300 | $235.3 萬 | 0.30% | +32,300 | 新進 |
| Bartlett & Co. Wealth Management LLC | 31,128 | $226.7 萬 | 0.04% | −53−0.2% | 減碼 |
| Pinnacle Associates Ltd | 31,121 | $226.7 萬 | 0.04% | −611−1.9% | 減碼 |
| Bartlett & Co. LLC | 31,128 | $226.7 萬 | 0.04% | −53−0.2% | 減碼 |
| Everence Capital Management Inc | 30,770 | $224.1 萬 | 0.18% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 30,305 | $220.7 萬 | 1.70% | −1,147−3.6% | 減碼 |
| Sovarnum Capital L.P. | 30,000 | $218.5 萬 | 2.06% | +30,000 | 新進 |
| Regentatlantic Capital LLC | 29,975 | $218.3 萬 | 0.07% | +5,699+23.5% | 加碼 |
| Regions Financial Corp | 29,910 | $217.9 萬 | 0.02% | +1,834+6.5% | 加碼 |
| World Asset Management Inc | 29,724 | $216.5 萬 | 0.21% | −4,361−12.8% | 減碼 |
| Brasada Capital Management, LP | 29,522 | $215.0 萬 | 0.42% | +5,268+21.7% | 加碼 |
| Fosun International Ltd | 28,400 | $214.1 萬 | 0.11% | 00.0% | 不變 |
| Aj Wealth Strategies, LLC | 29,336 | $213.7 萬 | 0.12% | −113−0.4% | 減碼 |
| Vident Investment Advisory, LLC | 29,204 | $212.7 萬 | 0.06% | −25,457−46.6% | 減碼 |
| Tiaa, FSB | 29,202 | $212.7 萬 | 0.01% | +1,443+5.2% | 加碼 |