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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、28 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。

其他股別SCHW.PDSCHW.PJ

2022 年第 1 季與 2021 年第 4 季比較

持有 Schwab Charles Corp 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

SCHW 的 13F 持有人：2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數1,505151,567+77
股數13.3 億39.1 萬13.4 億+724.7 萬 (+0.5%)
市值$1,119 億$3,285 萬$1,128 億+$8.75 億 (+0.8%)

15 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（167 家）

2022 年第 1 季季末持有 Schwab Charles Corp、2021 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 167 家。

2022 年第 1 季新進 SCHW 的機構
機構股數市值佔組合 %
Palestra Capital Management LLC1,232,436$1.04 億3.24%
Lord, Abbett & Co. LLC1,074,931$9,063 萬0.24%
Suvretta Capital Management, LLC982,790$8,286 萬2.53%
Agf Investments Inc.796,672$6,717 萬0.50%
Premier Fund Managers Ltd629,635$5,589 萬1.95%
Abeille Asset Management SA623,524$5,257 萬1.50%
AustralianSuper Pty Ltd572,172$4,824 萬0.28%
Zurich Insurance Group Ltd388,452$3,275 萬0.41%
Amalgamated Financial Corp.378,684$3,193 萬0.25%
Qube Research & Technologies Ltd343,844$2,899 萬0.26%
Caas Capital Management LP258,720$2,181 萬3.84%
Gillson Capital LP209,024$1,762 萬1.41%
First Western Trust Bank132,568$1,177 萬0.60%
Eisler Capital (UK) Ltd.114,746$967.4 萬0.70%
Point72 Hong Kong Ltd109,877$926.4 萬0.85%
Marvin & Palmer Associates Inc92,561$780.4 萬3.51%
HRT Financial LP64,994$547.9 萬0.04%
Cumberland Advisors Inc63,390$534.4 萬1.24%
Voloridge Investment Management, LLC63,194$532.8 萬0.03%
Mitchell Capital Management Co61,487$518.4 萬1.16%
Walleye Trading LLC61,205$516.0 萬0.11%
AMS Capital Ltda58,859$496.2 萬1.87%
Zacks Investment Management58,364$492.1 萬0.07%
Interval Partners, LP58,060$489.5 萬0.37%
Nikko Asset Management Americas, Inc.56,746$479.5 萬0.04%
LGT Group Foundation57,314$478.7 萬0.11%
Moody Lynn & Lieberson, LLC53,879$454.3 萬0.33%
Trexquant Investment LP53,569$451.6 萬0.21%
LRT Capital Management, LLC49,389$416.4 萬2.66%
Alcosta Capital Management, Inc.39,977$337.0 萬2.42%
Walleye Capital LLC38,503$324.6 萬0.09%
Quantbot Technologies LP38,427$323.9 萬0.28%
Ibex Wealth Advisors37,218$313.8 萬0.60%
Paragon Advisors, LLC36,030$303.8 萬1.27%
Kerrisdale Advisers, LLC32,550$274.4 萬0.84%
Cordatus Wealth Management LLC32,199$271.5 萬0.95%
Blueshift Asset Management, LLC31,156$262.7 萬0.24%
Natixis Investment Managers International30,570$257.7 萬0.05%
Atria Wealth Solutions, Inc.30,247$255.0 萬0.04%
Pearl River Capital, LLC29,621$249.7 萬0.69%
Verition Fund Management LLC28,285$238.4 萬0.05%
Prudential PLC27,896$235.2 萬0.03%
Aaron Wealth Advisors179,917$213.4 萬0.04%
Dorsey Wright & Associates24,103$203.2 萬0.47%
NovaPoint Capital, LLC23,902$201.5 萬0.73%
Dakota Wealth Management22,839$192.5 萬0.16%
Change Path, LLC22,052$185.9 萬0.10%
Genesee Capital Advisors, LLC22,038$185.8 萬0.97%
Epoch Investment Partners, Inc.21,031$177.3 萬0.01%
Avitas Wealth Management LLC17,778$149.9 萬0.27%
Silvant Capital Management LLC17,381$146.6 萬0.28%
Fairfield Financial Advisors, LTD16,585$139.8 萬0.51%
Duff & Phelps Investment Management Co16,080$135.6 萬0.02%
XTX Topco Ltd16,020$135.1 萬0.59%
Two Sigma Investments, LP15,863$133.7 萬0.00%
Gsa Capital Partners LLP15,639$131.9 萬0.18%
Magnetar Financial LLC14,668$123.7 萬0.01%
PFS Investments Inc.14,575$122.9 萬0.02%
Jefferies Group LLC14,505$122.3 萬0.03%
HMS Capital Management, LLC14,132$119.1 萬0.54%
Laurion Capital Management LP14,050$118.5 萬0.03%
Y-Intercept (Hong Kong) Ltd13,812$116.4 萬0.27%
World Equity Group, Inc.13,790$116.3 萬0.25%
ExodusPoint Capital Management, LP12,822$108.1 萬0.02%
Fund Management at Engine No. 1 LLC12,727$107.3 萬0.27%
Teza Capital Management LLC12,316$103.8 萬0.39%
Sentry Investment Management LLC12,116$102.1 萬0.33%
Burton Enright Welch11,684$98.5 萬0.54%
Point72 Asset Management, L.P.11,581$97.6 萬0.00%
Aquatic Capital Management LLC11,200$94.4 萬1.41%
CastleKnight Management LP11,000$92.7 萬0.25%
IMC-Chicago, LLC10,933$92.2 萬0.04%
Capital Advantage, Inc.10,316$87.0 萬0.20%
Chemistry Wealth Management LLC9,544$80.5 萬0.28%
Stableford Capital II LLC9,902$79.2 萬0.34%
Aries Wealth Management9,111$76.8 萬0.33%
Omega Financial Group, LLC9,111$76.8 萬0.33%
Lyell Wealth Management, LP8,705$73.4 萬0.09%
Woodmont Investment Counsel LLC8,165$68.8 萬0.08%
Allen Mooney & Barnes Investment Advisors LLC7,638$64.4 萬0.14%
Zeke Capital Advisors, LLC7,516$63.3 萬0.03%
First National Bank of Hutchinson7,473$63.0 萬0.37%
Athena Investment Management7,458$63.0 萬0.49%
Maven Securities LTD7,300$61.5 萬0.13%
Alphinity Investment Management Pty Ltd7,160$60.4 萬0.01%
Dixon Hubard Feinour & Brown Inc6,748$56.9 萬0.06%
RMR Wealth Builders6,159$51.9 萬0.11%
qPULA Trading Management LP5,700$48.1 萬0.64%
Parametrica Management Ltd5,674$47.9 萬0.35%
TriaGen Wealth Management LLC5,585$47.1 萬0.24%
Astrantus Ltd5,500$46.4 萬0.78%
Clarus Wealth Advisors5,371$43.8 萬0.27%
Minot Wealth Management LLC5,103$43.0 萬0.09%
Corbett Road Capital Management, LLC4,791$40.4 萬0.52%
DSC Advisors, L.P.4,725$39.8 萬0.32%
Murphy Capital Management Inc4,410$37.1 萬0.04%
Graypoint LLC4,347$36.7 萬0.04%
QVR LLC4,323$36.4 萬1.45%
BlueCrest Capital Management Ltd4,242$35.8 萬0.03%
RDA Financial Network4,236$35.7 萬0.15%

清倉機構（90 家）

2021 年第 4 季季末持有 Schwab Charles Corp、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 SCHW 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Advent International Corp1,275,000$1.07 億
Junto Capital Management LP1,265,744$1.06 億
Holocene Advisors, LP592,468$4,983 萬
Tobias Financial Advisors, Inc.296,291$2,492 萬
Inherent Group, LP163,300$1,373 萬
Soapstone Management L.P.75,000$630.8 萬
Lakehouse Capital Pty Ltd70,670$594.3 萬
Marathon Trading Investment Management LLC49,023$412.3 萬
WBI Investments49,222$401.5 萬
Advisors Asset Management, Inc.43,970$369.8 萬
Watchman Group, Inc.35,739$300.6 萬
Kiwi Wealth Investments Limited Partnership33,683$283.3 萬
Quantitative Investment Management, LLC27,352$230.0 萬
Pensionfund DSM Netherlands26,500$222.9 萬
Connectus Wealth, LLC20,137$169.4 萬
Simplex Trading, LLC19,431$163.4 萬
Greystone Financial Group, LLC18,252$153.5 萬
Sowell Financial Services LLC15,760$132.5 萬
Lee Capital Holdings LLC14,510$122.0 萬
MBB Public Markets I LLC11,962$100.6 萬
Engine No. 1 LLC10,289$86.5 萬
Landscape Capital Management, L.L.C.9,479$79.7 萬
Riverwater Partners LLC8,813$74.1 萬
Fox Run Management, L.L.C.8,741$73.5 萬
McDonald Partners LLC8,700$73.2 萬
Axiom Investment Management LLC7,667$64.5 萬
Advisor Resource Council5,167$43.5 萬
Bluefin Capital Management, LLC5,100$42.9 萬
Prelude Capital Management, LLC4,827$40.6 萬
SG3 Management, LLC4,500$37.8 萬
Group One Trading, L.P.4,423$37.2 萬
Connacht Asset Management LP4,361$36.7 萬
Alpha Paradigm Partners, LLC4,299$36.2 萬
Bridgefront Capital, LLC4,131$34.7 萬
Lebenthal Global Advisors, LLC4,029$33.8 萬
HBK Investments L P3,937$33.1 萬
Redhawk Wealth Advisors, Inc.3,900$32.8 萬
Evanson Asset Management, LLC3,858$32.4 萬
Yorktown Management & Research Co Inc3,575$30.1 萬
Equius Partners, Inc.3,500$29.4 萬
Menard Financial Group LLC3,392$28.5 萬
Modera Wealth Management, LLC3,345$28.1 萬
Telos Capital Management, Inc.2,903$24.4 萬
Wedge Capital Management L L P2,837$23.9 萬
DRW Securities, LLC2,841$23.9 萬
First Quadrant L P2,802$23.6 萬
Monument Capital Management2,810$23.6 萬
Manchester Financial Inc2,684$22.6 萬
Ridgewood Investments LLC2,656$22.3 萬
Douglas Lane & Associates, LLC2,593$21.8 萬
Vision Capital Management, Inc.2,557$21.5 萬
Hancock Whitney Investment Services Inc.2,513$21.4 萬
Strategic Family Wealth Counselors, L.L.C.2,543$21.4 萬
Delphia (USA) Inc.2,549$21.4 萬
Deuterium Capital Management, LLC2,531$21.3 萬
Alpha Omega Wealth Management LLC2,271$21.2 萬
Guardian Wealth Advisors, LLC2,473$20.8 萬
Probity Advisors, Inc.2,464$20.7 萬
Nwam LLC2,379$20.0 萬
Focused Wealth Management, Inc1,900$16.0 萬
Retirement Planning Co of New England, Inc.1,729$14.5 萬
Delta Asset Management LLC1,679$14.1 萬
Union Investments & Development Ltd.1,500$12.6 萬
FSB Premier Wealth Management, Inc.1,445$12.1 萬
Old North State Trust, LLC1,092$9.20 萬
C M Bidwell & Associates Ltd850$7.10 萬
Equitec Proprietary Markets, LLC850$7.10 萬
CoreCap Advisors, LLC758$6.40 萬
Eagle Bay Advisors LLC724$6.10 萬
Hillsdale Investment Management Inc.700$5.90 萬
IronBridge Private Wealth, LLC515$4.30 萬
Total Clarity Wealth Management, Inc.400$3.40 萬
SBK Financial, Inc.300$2.50 萬
Amplius Wealth Advisors, LLC258$2.10 萬
Macroview Investment Management LLC240$2.00 萬
Wagner Wealth Management, LLC200$1.70 萬
Clearview Wealth Advisors LLC141$1.20 萬
Exane Derivatives113$9,504
Delos Wealth Advisors, LLC108$9,000
Ahl Investment Management, Inc.109$9,000
True Link Financial Advisors, LLC78$7,000
Jones Financial Companies LLLP71$6,000
Kelly Financial Services LLC58$4,904
Trust Co of Vermont46$4,000
Tradition Wealth Management, LLC34$3,000
Optiver Holding B.V.38$3,000
Cornerstone Advisory, LLC27$2,000
Cassady Schiller Wealth Management, LLC11$1,000
Morton Brown Family Wealth, LLC11$1,000
Confluence Wealth Services, Inc.15$1,000

尚未申報 2022 年第 1 季的機構（15 家）

2021 年第 4 季季末持有 Schwab Charles Corp、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 4 季持有 SCHW、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Community Financial Services Group, LLC188,508$1,585 萬
Andra AP-fonden115,275$969.5 萬
Tdam USA Inc.26,433$222.3 萬
NEXT Financial Group, Inc22,067$185.6 萬
First Midwest Bank Trust Division10,911$91.8 萬
Quest Capital Management Inc6,965$58.6 萬
Clear Perspective Advisors, LLC6,179$52.0 萬
Harbour Investments, Inc.6,132$51.6 萬
Johanson Financial Advisors, Inc.2,813$23.7 萬
Crescent Capital Consulting, LLC1,578$13.3 萬
Reilly Financial Advisors, LLC1,312$11.0 萬
Bell Investment Advisors, Inc965$8.10 萬
Carroll Financial Associates, Inc.818$7.00 萬
Markston International LLC325$2.70 萬
Castle Financial & Retirement Planning Associates, Inc.232$2.20 萬