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。
2022 年第 1 季 13F 持有人
Schwab Charles Corp 在 2022/3/31 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
- 1,567
- 較 2021 年第 4 季 +77 家
- 持有股數
- 13.4 億
- 較 2021 年第 4 季 +724.7 萬 (+0.5%)
- 總市值
- $1,128 億
- 較 2021 年第 4 季 +$8.75 億 (+0.8%)
- 新進機構
- 167
- 另有 602 家加碼
- 清倉機構
- 90
- 另有 588 家減碼
另有 15 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 29,621 | $249.7 萬 | 0.69% | +29,621 | 新進 |
| Gotham Asset Management, LLC | 29,716 | $250.5 萬 | 0.08% | +13,962+88.6% | 加碼 |
| Private Wealth Partners, LLC | 29,825 | $251.5 萬 | 0.23% | −1,290−4.1% | 減碼 |
| Johnson Investment Counsel Inc | 29,974 | $252.7 萬 | 0.03% | +1,361+4.8% | 加碼 |
| Brown Brothers Harriman & Co | 29,991 | $252.9 萬 | 0.02% | +1,340+4.7% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $252.9 萬 | 1.14% | +15,000+100.0% | 加碼 |
| Colonial Trust Advisors | 30,128 | $254.0 萬 | 0.30% | +3,980+15.2% | 加碼 |
| Sheets Smith Wealth Management | 30,131 | $254.0 萬 | 0.35% | +15,686+108.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 30,247 | $255.0 萬 | 0.04% | +30,247 | 新進 |
| Morse Asset Management, Inc | 30,435 | $256.6 萬 | 0.64% | +19,435+176.7% | 加碼 |
| RiverPark Advisors, LLC | 30,486 | $257.0 萬 | 0.47% | −16,764−35.5% | 減碼 |
| Natixis Investment Managers International | 30,570 | $257.7 萬 | 0.05% | +30,570 | 新進 |
| Virtu Financial LLC | 31,047 | $261.8 萬 | 0.19% | +27,398+750.8% | 加碼 |
| Pathstone Family Office, LLC | 31,084 | $262.6 萬 | 0.06% | −2,048−6.2% | 減碼 |
| Blueshift Asset Management, LLC | 31,156 | $262.7 萬 | 0.24% | +31,156 | 新進 |
| Perigon Wealth Management, LLC | 31,306 | $263.9 萬 | 0.19% | +1,675+5.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 31,417 | $264.9 萬 | 0.05% | +28+0.1% | 加碼 |
| Bartlett & Co. LLC | 31,417 | $264.9 萬 | 0.05% | +28+0.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,872 | $268.7 萬 | 0.13% | −12,420−28.0% | 減碼 |
| Herbst Group, LLC | 31,950 | $269.4 萬 | 1.79% | −375−1.2% | 減碼 |
| Regions Financial Corp | 31,977 | $269.6 萬 | 0.02% | +123+0.4% | 加碼 |
| Cordatus Wealth Management LLC | 32,199 | $271.5 萬 | 0.95% | +32,199 | 新進 |
| Red Spruce Capital, LLC | 32,215 | $271.6 萬 | 1.54% | +172+0.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 32,264 | $272.0 萬 | 0.04% | −3,629−10.1% | 減碼 |
| Martin Capital Advisors, LLP | 32,346 | $272.7 萬 | 1.87% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 32,404 | $273.2 萬 | 0.07% | −518−1.6% | 減碼 |
| Investment Advisory Services Inc | 32,517 | $274.1 萬 | 1.53% | +132+0.4% | 加碼 |
| Kerrisdale Advisers, LLC | 32,550 | $274.4 萬 | 0.84% | +32,550 | 新進 |
| Courier Capital LLC | 32,580 | $274.7 萬 | 0.27% | −921−2.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 32,785 | $276.4 萬 | 0.52% | +13,326+68.5% | 加碼 |
| West Oak Capital, LLC | 32,820 | $276.7 萬 | 1.25% | −2,655−7.5% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 33,372 | $278.8 萬 | 1.55% | 00.0% | 不變 |
| Destination Wealth Management | 33,239 | $280.2 萬 | 0.10% | +4,411+15.3% | 加碼 |
| Phoenix Holdings Ltd. | 33,222 | $282.0 萬 | 0.05% | +28,460+597.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 33,491 | $282.4 萬 | 0.06% | +2,248+7.2% | 加碼 |
| Bollard Group LLC | 33,628 | $283.5 萬 | 0.09% | −2,125−5.9% | 減碼 |
| Linscomb & Williams, Inc. | 33,911 | $285.9 萬 | 0.14% | −1,495−4.2% | 減碼 |
| Ci Investments Inc. | 34,032 | $286.9 萬 | 0.01% | +11,505+51.1% | 加碼 |
| Thompson Investment Management, Inc. | 34,337 | $289.5 萬 | 0.43% | 00.0% | 不變 |
| Panagora Asset Management Inc | 34,457 | $290.5 萬 | 0.02% | +1,126+3.4% | 加碼 |
| Miracle Mile Advisors, LLC | 34,581 | $291.6 萬 | 0.12% | +21,567+165.7% | 加碼 |
| Montecito Bank & Trust | 35,386 | $298.3 萬 | 0.56% | +9,047+34.3% | 加碼 |
| Cresset Asset Management, LLC | 35,433 | $298.8 萬 | 0.03% | −1,712−4.6% | 減碼 |
| Malaga Cove Capital, LLC | 35,594 | $300.1 萬 | 1.38% | −722−2.0% | 減碼 |
| Horizon Investments, LLC | 35,787 | $300.8 萬 | 0.09% | +24,373+213.5% | 加碼 |
| Salvus Wealth Management, LLC | 35,973 | $303.3 萬 | 2.32% | −437−1.2% | 減碼 |
| Paragon Advisors, LLC | 36,030 | $303.8 萬 | 1.27% | +36,030 | 新進 |
| Capitolis Advisors LLC | 36,159 | $304.9 萬 | 0.15% | −481,701−93.0% | 減碼 |
| Telemus Capital, LLC | 36,223 | $305.4 萬 | 0.27% | +2,055+6.0% | 加碼 |
| Prospera Financial Services Inc | 36,333 | $306.3 萬 | 0.13% | +32,118+762.0% | 加碼 |
| National Asset Management, Inc. | 39,549 | $309.0 萬 | 0.10% | −4,251−9.7% | 減碼 |
| Pettee Investors, Inc. | 36,751 | $309.8 萬 | 1.36% | +1,600+4.6% | 加碼 |
| Rockefeller Capital Management L.P. | 37,067 | $312.5 萬 | 0.02% | +3,471+10.3% | 加碼 |
| Ibex Wealth Advisors | 37,218 | $313.8 萬 | 0.60% | +37,218 | 新進 |
| GHP Investment Advisors, Inc. | 37,260 | $314.1 萬 | 0.21% | +2,039+5.8% | 加碼 |
| Wunderlich Capital Managemnt | 37,440 | $315.7 萬 | 1.49% | −932−2.4% | 減碼 |
| VELA Investment Management, LLC | 37,493 | $316.1 萬 | 1.98% | −7,703−17.0% | 減碼 |
| Condor Capital Management | 37,519 | $316.3 萬 | 0.35% | −644−1.7% | 減碼 |
| Pinnacle Associates Ltd | 37,744 | $318.2 萬 | 0.06% | +250+0.7% | 加碼 |
| Ancora Advisors, LLC | 37,974 | $320.2 萬 | 0.08% | −2,118−5.3% | 減碼 |
| Central Trust Co | 38,284 | $322.8 萬 | 0.09% | +14,535+61.2% | 加碼 |
| Quantbot Technologies LP | 38,427 | $323.9 萬 | 0.28% | +38,427 | 新進 |
| Walleye Capital LLC | 38,503 | $324.6 萬 | 0.09% | +38,503 | 新進 |
| Enlightenment Research, LLC | 38,605 | $325.5 萬 | 4.33% | +30,005+348.9% | 加碼 |
| Granite Investment Partners, LLC | 38,966 | $328.5 萬 | 0.11% | −960−2.4% | 減碼 |
| Siemens Fonds Invest GmbH | 38,969 | $328.5 萬 | 0.27% | −248−0.6% | 減碼 |
| Jump Financial, LLC | 38,982 | $328.7 萬 | 0.14% | +34,824+837.5% | 加碼 |
| Regentatlantic Capital LLC | 39,223 | $330.7 萬 | 0.09% | +4,471+12.9% | 加碼 |
| Pine Haven Investment Counsel, Inc | 39,847 | $335.9 萬 | 3.29% | +10.0% | 加碼 |
| Alcosta Capital Management, Inc. | 39,977 | $337.0 萬 | 2.42% | +39,977 | 新進 |
| M.D. Sass Investors Services, Inc. | 40,103 | $338.1 萬 | 0.58% | −229,428−85.1% | 減碼 |
| Sculati Wealth Management, LLC | 40,336 | $340.1 萬 | 1.66% | +611+1.5% | 加碼 |
| Sustainable Insight Capital Management, LLC | 40,700 | $343.1 萬 | 2.44% | −1,534−3.6% | 減碼 |
| Capital Investment Counsel, Inc | 40,782 | $343.8 萬 | 0.72% | −148−0.4% | 減碼 |
| Roundview Capital LLC | 40,997 | $345.6 萬 | 0.36% | +218+0.5% | 加碼 |
| Kinneret Advisory, LLC | 41,114 | $346.6 萬 | 0.38% | +919+2.3% | 加碼 |
| Hunter Perkins Capital Management, LLC | 41,120 | $346.7 萬 | 0.70% | −120−0.3% | 減碼 |
| SOL Capital Management CO | 41,298 | $348.2 萬 | 0.63% | −1,150−2.7% | 減碼 |
| Lazard Freres Gestion S.A.S. | 41,625 | $350.9 萬 | 0.11% | −12,500−23.1% | 減碼 |
| Keybank National Association | 41,658 | $351.3 萬 | 0.01% | +2,922+7.5% | 加碼 |
| Stephens Inc | 42,031 | $354.4 萬 | 0.06% | −5,848−12.2% | 減碼 |
| Fosun International Ltd | 41,132 | $355.7 萬 | 0.31% | +19,232+87.8% | 加碼 |
| KCM Investment Advisors LLC | 42,285 | $356.5 萬 | 0.13% | −750−1.7% | 減碼 |
| Cetera Investment Advisers | 42,512 | $358.4 萬 | 0.05% | −1,002−2.3% | 減碼 |
| Gs Investments, Inc. | 51,235 | $360.2 萬 | 2.04% | +100.0% | 加碼 |
| Burleson & Company, LLC | 43,014 | $362.7 萬 | 0.59% | +140.0% | 加碼 |
| Everence Capital Management Inc | 43,480 | $366.6 萬 | 0.28% | +4,770+12.3% | 加碼 |
| Cumberland Partners Ltd | 43,606 | $367.6 萬 | 0.28% | −2,082−4.6% | 減碼 |
| Scotia Capital Inc. | 43,755 | $368.9 萬 | 0.02% | −9,610−18.0% | 減碼 |
| AMG National Trust Bank | 43,920 | $370.3 萬 | 0.12% | −9,284−17.4% | 減碼 |
| Moody National Bank Trust Division | 43,995 | $370.9 萬 | 0.12% | −5,166−10.5% | 減碼 |
| Main Street Research LLC | 44,170 | $372.4 萬 | 0.35% | −1,736−3.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 44,375 | $374.1 萬 | 0.33% | +5,437+14.0% | 加碼 |
| ACG Wealth | 44,779 | $377.5 萬 | 0.71% | −5,106−10.2% | 減碼 |
| True North Advisors, LLC | 45,000 | $379.3 萬 | 1.02% | −382−0.8% | 減碼 |
| Northwest Investment Counselors, LLC | 45,134 | $380.5 萬 | 1.01% | −854−1.9% | 減碼 |
| GWM Advisors LLC | 45,713 | $385.3 萬 | 0.07% | −10,653−18.9% | 減碼 |
| Webster Bank, N. A. | 45,817 | $386.3 萬 | 0.45% | +844+1.9% | 加碼 |
| Stanley-Laman Group, Ltd. | 46,377 | $391.0 萬 | 0.54% | +4,329+10.3% | 加碼 |
| Motley Fool Asset Management LLC | 47,023 | $396.5 萬 | 0.29% | −1,723−3.5% | 減碼 |