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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 13,558 | $114.0 萬 | 0.23% | −1,794−11.7% | 減碼 |
| Platform Technology Partners | 13,789 | $116.0 萬 | 0.51% | −18−0.1% | 減碼 |
| Schechter Investment Advisors, LLC | 13,796 | $116.0 萬 | 0.11% | +13,796 | 新進 |
| Eagle Asset Management Inc | 13,783 | $116.4 萬 | 0.01% | +561+4.2% | 加碼 |
| Wedbush Securities Inc | 13,913 | $117.0 萬 | 0.05% | −289−2.0% | 減碼 |
| Sage Rhino Capital LLC | 13,954 | $117.4 萬 | 0.33% | −2,091−13.0% | 減碼 |
| Barrett Asset Management, LLC | 13,972 | $117.5 萬 | 0.04% | +4,265+43.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 14,000 | $117.7 萬 | 0.02% | −556−3.8% | 減碼 |
| Arden Trust Co | 14,088 | $118.4 萬 | 0.20% | −349−2.4% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 14,347 | $120.7 萬 | 0.09% | +47+0.3% | 加碼 |
| Krilogy Financial LLC | 14,358 | $120.8 萬 | 0.12% | −314−2.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 14,449 | $121.5 萬 | 0.02% | −463−3.1% | 減碼 |
| Sheets Smith Wealth Management | 14,445 | $121.5 萬 | 0.15% | +7,962+122.8% | 加碼 |
| Lee Capital Holdings LLC | 14,510 | $122.0 萬 | 0.64% | +2,820+24.1% | 加碼 |
| Essex Savings Bank | 14,514 | $122.1 萬 | 0.41% | +182+1.3% | 加碼 |
| Uncommon Cents Investing LLC | 14,597 | $122.8 萬 | 0.46% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 14,635 | $123.1 萬 | 0.42% | −281−1.9% | 減碼 |
| Royce & Associates LP | 14,671 | $123.4 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 14,720 | $123.8 萬 | 0.03% | +1,201+8.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 14,762 | $124.1 萬 | 0.10% | +1,008+7.3% | 加碼 |
| Clay Northam Wealth Management, LLC | 14,880 | $125.1 萬 | 1.18% | +14,880 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $126.2 萬 | 0.54% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 15,172 | $127.6 萬 | 0.04% | −355−2.3% | 減碼 |
| Bank of Hawaii | 15,215 | $128.0 萬 | 0.07% | −45−0.3% | 減碼 |
| Founders Financial Securities LLC | 15,253 | $128.3 萬 | 0.23% | +9+0.1% | 加碼 |
| Caldwell Trust Co | 15,332 | $128.9 萬 | 0.15% | +243+1.6% | 加碼 |
| Fruth Investment Management | 15,429 | $129.7 萬 | 0.36% | −83−0.5% | 減碼 |
| Professional Financial Advisors, LLC | 15,640 | $131.5 萬 | 0.57% | −270−1.7% | 減碼 |
| FDx Advisors, Inc. | 15,676 | $131.8 萬 | 0.04% | +2,383+17.9% | 加碼 |
| Gotham Asset Management, LLC | 15,754 | $132.5 萬 | 0.04% | −2,884−15.5% | 減碼 |
| Sowell Financial Services LLC | 15,760 | $132.5 萬 | 0.08% | +1,274+8.8% | 加碼 |
| Old National Bancorp | 15,797 | $132.8 萬 | 0.05% | −700−4.2% | 減碼 |
| Ambassador Advisors, LLC | 15,842 | $133.3 萬 | 0.25% | −194−1.2% | 減碼 |
| JNBA Financial Advisors | 16,059 | $135.1 萬 | 0.16% | 00.0% | 不變 |
| Diversified Investment Strategies, LLC | 16,100 | $135.4 萬 | 0.98% | −151−0.9% | 減碼 |
| Brown Capital Management LLC | 16,136 | $135.7 萬 | 0.01% | +3,398+26.7% | 加碼 |
| Gemmer Asset Management LLC | 16,592 | $139.5 萬 | 0.16% | −1,245−7.0% | 減碼 |
| Boston Common Asset Management, LLC | 16,585 | $139.5 萬 | 0.06% | 00.0% | 不變 |
| Seeyond | 16,674 | $140.2 萬 | 0.13% | −77−0.5% | 減碼 |
| Neumann Capital Management, LLC | 16,734 | $140.7 萬 | 0.57% | −609−3.5% | 減碼 |
| Stokes Family Office, LLC | 16,742 | $140.8 萬 | 0.18% | +207+1.3% | 加碼 |
| Sawtooth Solutions, LLC | 16,780 | $141.2 萬 | 0.16% | +9,363+126.2% | 加碼 |
| Titleist Asset Management, Ltd. | 16,809 | $141.4 萬 | 0.28% | +16,809 | 新進 |
| IFG Advisory, LLC | 16,847 | $141.6 萬 | 0.14% | −182−1.1% | 減碼 |
| Allen Capital Group, LLC | 16,875 | $141.9 萬 | 0.20% | +1,168+7.4% | 加碼 |
| McCarthy Asset Management, Inc. | 16,886 | $142.0 萬 | 0.98% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 15,599 | $142.1 萬 | 0.89% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 25,934 | $143.2 萬 | 0.45% | −129−0.5% | 減碼 |
| Colony Group LLC | 17,092 | $143.7 萬 | 0.03% | −59−0.3% | 減碼 |
| Kelly Lawrence W & Associates Inc | 17,293 | $145.4 萬 | 0.29% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 17,291 | $145.4 萬 | 0.58% | +17,291 | 新進 |
| ProVise Management Group, LLC | 17,337 | $145.8 萬 | 0.13% | +6,538+60.5% | 加碼 |
| Tranquility Partners, LLC | 17,472 | $147.0 萬 | 0.68% | +558+3.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 17,559 | $147.7 萬 | 0.29% | +933+5.6% | 加碼 |
| CWM, LLC | 17,757 | $149.3 萬 | 0.01% | +17,757 | 新進 |
| Vestcor Inc | 17,859 | $150.2 萬 | 0.05% | −3,447−16.2% | 減碼 |
| Wealth Alliance | 17,921 | $150.7 萬 | 0.30% | +429+2.5% | 加碼 |
| Gilman Hill Asset Management, LLC | 18,160 | $152.7 萬 | 0.34% | 00.0% | 不變 |
| Greystone Financial Group, LLC | 18,252 | $153.5 萬 | 0.37% | +1,682+10.2% | 加碼 |
| We Are One Seven, LLC | 18,325 | $154.1 萬 | 0.16% | +4,592+33.4% | 加碼 |
| Hedges Asset Management LLC | 18,500 | $155.6 萬 | 1.21% | +18,500 | 新進 |
| Doheny Asset Management | 18,561 | $156.1 萬 | 1.09% | −525−2.8% | 減碼 |
| Carmel Capital Partners, LLC | 18,625 | $156.6 萬 | 1.17% | +18,625 | 新進 |
| Fullerton Fund Management Co Ltd. | 18,869 | $158.7 萬 | 0.08% | +18,869 | 新進 |
| B. Riley Wealth Management, Inc. | 18,904 | $159.0 萬 | 0.11% | +137+0.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 18,975 | $159.6 萬 | 0.09% | +18,975 | 新進 |
| Rossmore Private Capital | 19,164 | $161.2 萬 | 0.25% | +629+3.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 19,242 | $161.8 萬 | 0.03% | +5,000+35.1% | 加碼 |
| Franklin Street Advisors Inc | 19,277 | $162.1 萬 | 0.12% | −578−2.9% | 減碼 |
| Simplex Trading, LLC | 19,431 | $163.4 萬 | 0.05% | +16,122+487.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 19,459 | $163.6 萬 | 0.30% | −676−3.4% | 減碼 |
| Vontobel Holding Ltd. | 19,370 | $163.7 萬 | 0.01% | +155+0.8% | 加碼 |
| United Capital Financial Advisers, LLC | 19,473 | $163.8 萬 | 0.01% | −16,128−45.3% | 減碼 |
| Fiduciary Trust Co | 19,484 | $163.9 萬 | 0.03% | +107+0.6% | 加碼 |
| Crescent Grove Advisors, LLC | 19,653 | $165.3 萬 | 0.16% | +15,353+357.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 19,709 | $165.8 萬 | 0.06% | −507−2.5% | 減碼 |
| SkyView Investment Advisors, LLC | 13,055 | $166.6 萬 | 0.37% | −1,087−7.7% | 減碼 |
| Signaturefd, LLC | 19,970 | $168.0 萬 | 0.05% | +5,752+40.5% | 加碼 |
| Stevens Capital Management LP | 20,029 | $168.4 萬 | 0.39% | +20,029 | 新進 |
| Aspen Investment Management Inc | 20,065 | $168.7 萬 | 0.83% | +3,304+19.7% | 加碼 |
| Connectus Wealth, LLC | 20,137 | $169.4 萬 | 0.07% | +20,137 | 新進 |
| Veriti Management LLC | 20,258 | $170.4 萬 | 0.22% | −1,124−5.3% | 減碼 |
| HM Payson & Co | 20,429 | $171.8 萬 | 0.04% | +40.0% | 加碼 |
| Accretive Wealth Partners, LLC | 20,488 | $172.3 萬 | 1.10% | +53+0.3% | 加碼 |
| Bowling Portfolio Management LLC | 20,510 | $172.5 萬 | 0.36% | −40.0% | 減碼 |
| Greenleaf Trust | 20,560 | $172.9 萬 | 0.02% | +547+2.7% | 加碼 |
| Knowledge Leaders Capital, LLC | 20,571 | $173.0 萬 | 1.27% | +8,591+71.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 20,696 | $174.1 萬 | 0.03% | −393−1.9% | 減碼 |
| American National Registered Investment Advisor, Inc. | 20,771 | $174.7 萬 | 0.58% | −40.0% | 減碼 |
| Brown Advisory Securities, LLC | 20,844 | $175.3 萬 | 0.75% | −25,060−54.6% | 減碼 |
| Signet Investment Advisory Group, Inc. | 20,875 | $175.6 萬 | 1.00% | +25+0.1% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,946 | $176.2 萬 | 0.06% | +11+0.1% | 加碼 |
| Sheets Smith Investment Management | 21,150 | $177.9 萬 | 1.26% | +21,150 | 新進 |
| Leisure Capital Management | 21,238 | $178.6 萬 | 0.82% | 00.0% | 不變 |
| Linker Capital Management Inc. | 21,477 | $180.6 萬 | 1.74% | +21,477 | 新進 |
| Allworth Financial LP | 21,550 | $181.2 萬 | 0.03% | −4,287−16.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 21,776 | $183.1 萬 | 0.07% | 00.0% | 不變 |
| Letko, Brosseau & Associates Inc | 21,846 | $183.7 萬 | 0.03% | 00.0% | 不變 |
| Unigestion Holding SA | 21,884 | $184.0 萬 | 0.07% | −288−1.3% | 減碼 |
| NEXT Financial Group, Inc | 22,067 | $185.6 萬 | 0.12% | +1,759+8.7% | 加碼 |