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 4 季 13F 持有人
Schwab Charles Corp 在 2021/12/31 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
- 1,505
- 較 2021 年第 3 季 +170 家
- 持有股數
- 13.3 億
- 較 2021 年第 3 季 +2,224 萬 (+1.7%)
- 總市值
- $1,119 億
- 較 2021 年第 3 季 +$166.3 億 (+17.4%)
- 新進機構
- 239
- 另有 562 家加碼
- 清倉機構
- 69
- 另有 491 家減碼
另有 16 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kiwi Wealth Investments Limited Partnership | 33,683 | $283.3 萬 | 0.13% | +33,683 | 新進 |
| Cigna Investments Inc | 33,939 | $285.4 萬 | 0.22% | −12,008−26.1% | 減碼 |
| Telemus Capital, LLC | 34,168 | $287.4 萬 | 0.23% | −126−0.4% | 減碼 |
| Thompson Investment Management, Inc. | 34,337 | $288.8 萬 | 0.41% | −7,000−16.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 34,570 | $290.7 萬 | 0.05% | −3,634−9.5% | 減碼 |
| Regentatlantic Capital LLC | 34,752 | $292.3 萬 | 0.08% | +4,777+15.9% | 加碼 |
| AlphaCrest Capital Management LLC | 35,095 | $295.1 萬 | 0.11% | +23,854+212.2% | 加碼 |
| Pettee Investors, Inc. | 35,151 | $295.6 萬 | 1.24% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 35,221 | $296.2 萬 | 0.21% | +935+2.7% | 加碼 |
| Linscomb & Williams, Inc. | 35,406 | $297.8 萬 | 0.14% | +90+0.3% | 加碼 |
| West Oak Capital, LLC | 35,475 | $298.3 萬 | 1.10% | −1,370−3.7% | 減碼 |
| Watchman Group, Inc. | 35,739 | $300.6 萬 | 1.58% | −370−1.0% | 減碼 |
| Bollard Group LLC | 35,753 | $300.7 萬 | 0.10% | +28,241+375.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 35,893 | $301.9 萬 | 0.04% | −648−1.8% | 減碼 |
| Harbour Capital Advisors, LLC | 36,068 | $303.3 萬 | 0.75% | +100.0% | 加碼 |
| Malaga Cove Capital, LLC | 36,316 | $305.4 萬 | 1.20% | −283−0.8% | 減碼 |
| Salvus Wealth Management, LLC | 36,410 | $306.2 萬 | 2.24% | +110+0.3% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 33,372 | $307.7 萬 | 1.94% | +33,372 | 新進 |
| Cresset Asset Management, LLC | 37,145 | $312.4 萬 | 0.03% | −1,741−4.5% | 減碼 |
| Lincoln Capital Corp | 37,145 | $312.4 萬 | 1.50% | +2,159+6.2% | 加碼 |
| Pinnacle Associates Ltd | 37,494 | $315.3 萬 | 0.05% | +6,373+20.5% | 加碼 |
| MAI Capital Management | 37,805 | $317.9 萬 | 0.05% | +12,849+51.5% | 加碼 |
| Condor Capital Management | 38,163 | $321.0 萬 | 0.34% | −989−2.5% | 減碼 |
| Wunderlich Capital Managemnt | 38,372 | $322.7 萬 | 1.44% | −186−0.5% | 減碼 |
| Everence Capital Management Inc | 38,710 | $325.6 萬 | 0.24% | +7,940+25.8% | 加碼 |
| Keybank National Association | 38,736 | $325.7 萬 | 0.01% | +2,404+6.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 38,938 | $327.5 萬 | 0.30% | −581−1.5% | 減碼 |
| Siemens Fonds Invest GmbH | 39,217 | $331.3 萬 | 0.22% | +4,192+12.0% | 加碼 |
| Advisory Services Network, LLC | 39,499 | $332.1 萬 | 0.10% | +3,438+9.5% | 加碼 |
| Sculati Wealth Management, LLC | 39,725 | $334.1 萬 | 1.61% | +346+0.9% | 加碼 |
| Pine Haven Investment Counsel, Inc | 39,846 | $335.1 萬 | 3.12% | +39,846 | 新進 |
| Granite Investment Partners, LLC | 39,926 | $335.8 萬 | 0.10% | −210−0.5% | 減碼 |
| Maltese Capital Management LLC | 40,000 | $336.5 萬 | 0.55% | +15,000+60.0% | 加碼 |
| Ancora Advisors, LLC | 40,092 | $337.2 萬 | 0.08% | −2,006−4.8% | 減碼 |
| Kinneret Advisory, LLC | 40,195 | $338.0 萬 | 0.35% | 00.0% | 不變 |
| Roundview Capital LLC | 40,779 | $343.0 萬 | 0.34% | +58+0.1% | 加碼 |
| Capital Investment Counsel, Inc | 40,930 | $344.2 萬 | 0.64% | −2,023−4.7% | 減碼 |
| Hunter Perkins Capital Management, LLC | 41,240 | $346.8 萬 | 0.65% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 41,849 | $351.9 萬 | 0.14% | +280+0.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 42,048 | $353.6 萬 | 0.42% | +4,997+13.5% | 加碼 |
| Sustainable Insight Capital Management, LLC | 42,234 | $355.2 萬 | 1.91% | +42,234 | 新進 |
| Bridgecreek Investment Management, LLC | 42,290 | $355.7 萬 | 0.49% | +7,400+21.2% | 加碼 |
| JustInvest LLC | 42,335 | $356.0 萬 | 0.21% | +18,917+80.8% | 加碼 |
| SOL Capital Management CO | 42,448 | $357.0 萬 | 0.65% | −443−1.0% | 減碼 |
| Squarepoint Ops LLC | 42,703 | $359.1 萬 | 0.02% | −494,600−92.1% | 減碼 |
| Burleson & Company, LLC | 43,000 | $361.6 萬 | 0.53% | +43,000 | 新進 |
| KCM Investment Advisors LLC | 43,035 | $361.9 萬 | 0.13% | −600−1.4% | 減碼 |
| Cetera Investment Advisers | 43,514 | $366.0 萬 | 0.05% | +1,682+4.0% | 加碼 |
| National Asset Management, Inc. | 43,800 | $368.4 萬 | 0.11% | −96−0.2% | 減碼 |
| Advisors Asset Management, Inc. | 43,970 | $369.8 萬 | 0.05% | +4,623+11.7% | 加碼 |
| Tobam | 44,000 | $370.0 萬 | 0.17% | −53,399−54.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 44,292 | $372.5 萬 | 0.19% | +4,168+10.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 44,623 | $375.3 萬 | 0.10% | +22,831+104.8% | 加碼 |
| Webster Bank, N. A. | 44,973 | $378.3 萬 | 0.39% | −1,567−3.4% | 減碼 |
| North Reef Capital Management LP | 45,000 | $378.5 萬 | 1.74% | +45,000 | 新進 |
| VELA Investment Management, LLC | 45,196 | $380.1 萬 | 2.56% | +45,196 | 新進 |
| True North Advisors, LLC | 45,382 | $381.6 萬 | 0.64% | +382+0.8% | 加碼 |
| Connable Office Inc | 45,642 | $383.8 萬 | 0.49% | −3,195−6.5% | 減碼 |
| Cumberland Partners Ltd | 45,688 | $384.3 萬 | 0.27% | +1,153+2.6% | 加碼 |
| Main Street Research LLC | 45,906 | $386.1 萬 | 0.30% | +291+0.6% | 加碼 |
| Northwest Investment Counselors, LLC | 45,988 | $386.8 萬 | 0.95% | −298−0.6% | 減碼 |
| Wetherby Asset Management Inc | 46,080 | $387.5 萬 | 0.22% | +2,466+5.7% | 加碼 |
| Hoylecohen, LLC | 46,282 | $389.2 萬 | 0.32% | −973−2.1% | 減碼 |
| Amica Mutual Insurance Co | 46,801 | $393.6 萬 | 0.33% | +46,801 | 新進 |
| First American Bank | 47,112 | $396.2 萬 | 0.21% | +1,909+4.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 47,117 | $396.3 萬 | 1.02% | 00.0% | 不變 |
| RiverPark Advisors, LLC | 47,250 | $397.4 萬 | 0.48% | +11,055+30.5% | 加碼 |
| Stonebridge Capital Advisors LLC | 47,357 | $398.3 萬 | 0.44% | +180+0.4% | 加碼 |
| WBI Investments | 49,222 | $401.5 萬 | 0.64% | +49,222 | 新進 |
| Investment Research & Advisory Group, Inc. | 47,747 | $401.6 萬 | 2.47% | −582−1.2% | 減碼 |
| Stephens Inc | 47,879 | $402.7 萬 | 0.06% | −14,055−22.7% | 減碼 |
| Signet Financial Management, LLC | 48,408 | $407.1 萬 | 0.62% | −327−0.7% | 減碼 |
| Pring Turner Capital Group Inc | 48,408 | $407.1 萬 | 3.60% | +48,408 | 新進 |
| LeJeune Puetz Investment Counsel LLC | 48,549 | $408.3 萬 | 1.38% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 48,746 | $410.0 萬 | 0.26% | +5,491+12.7% | 加碼 |
| Marathon Trading Investment Management LLC | 49,023 | $412.3 萬 | 1.73% | +30,338+162.4% | 加碼 |
| Synovus Financial Corp | 49,010 | $412.6 萬 | 0.04% | +2,203+4.7% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 49,122 | $413.1 萬 | 0.83% | −1,278−2.5% | 減碼 |
| Moody National Bank Trust Division | 49,161 | $413.5 萬 | 0.12% | −152,041−75.6% | 減碼 |
| ACG Wealth | 49,885 | $419.5 萬 | 0.60% | −870−1.7% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $420.5 萬 | 1.59% | 00.0% | 不變 |
| Norinchukin Bank, The | 50,028 | $420.7 萬 | 0.05% | −741−1.5% | 減碼 |
| Harrington Investments, INC | 50,734 | $426.7 萬 | 2.29% | +195+0.4% | 加碼 |
| Bessemer Securities LLC | 50,964 | $428.6 萬 | 1.16% | +9,756+23.7% | 加碼 |
| Gs Investments, Inc. | 51,225 | $430.8 萬 | 2.08% | +280+0.5% | 加碼 |
| Gill Capital Partners, LLC | 51,842 | $436.0 萬 | 1.93% | 00.0% | 不變 |
| Gabelli Funds LLC | 52,000 | $437.3 萬 | 0.03% | −15,000−22.4% | 減碼 |
| Bryn Mawr Trust Co | 52,005 | $437.4 萬 | 0.16% | +351+0.7% | 加碼 |
| AMG National Trust Bank | 53,204 | $447.5 萬 | 0.13% | −6,733−11.2% | 減碼 |
| Scotia Capital Inc. | 53,365 | $448.8 萬 | 0.03% | +7,385+16.1% | 加碼 |
| Intrinsic Value Partners, LLC | 53,611 | $450.9 萬 | 4.81% | +53,611 | 新進 |
| Pendal Group Limited | 53,717 | $451.8 萬 | 0.04% | −11,329−17.4% | 減碼 |
| Veritable, L.P. | 53,746 | $452.0 萬 | 0.07% | +2,405+4.7% | 加碼 |
| East Coast Asset Management, LLC. | 53,752 | $452.1 萬 | 1.00% | +117+0.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 53,893 | $453.2 萬 | 0.17% | −70,445−56.7% | 減碼 |
| RBF Capital, LLC | 54,000 | $454.1 萬 | 0.28% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 54,125 | $455.1 萬 | 0.12% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 54,348 | $457.0 萬 | 0.23% | −8,479−13.5% | 減碼 |
| Argent Trust Co | 54,403 | $457.5 萬 | 0.27% | +870+1.6% | 加碼 |
| Chapman Investment Management, LLC | 54,914 | $461.8 萬 | 2.11% | +54,914 | 新進 |