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 |
|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 47,117 | $397.2 萬 | 0.94% | 00.0% | 不變 |
| Connable Office Inc | 47,327 | $399.0 萬 | 0.53% | +1,685+3.7% | 加碼 |
| Hoylecohen, LLC | 47,339 | $399.1 萬 | 0.34% | +1,057+2.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 47,718 | $402.3 萬 | 2.56% | −29−0.1% | 減碼 |
| Bryn Mawr Trust Co | 47,765 | $402.7 萬 | 0.16% | −4,240−8.2% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 47,899 | $403.8 萬 | 1.41% | −650−1.3% | 減碼 |
| Fiduciary Group LLC | 62,364 | $406.1 萬 | 0.54% | −2,925−4.5% | 減碼 |
| Meiji Yasuda Life Insurance Co | 49,077 | $413.8 萬 | 0.07% | +14,507+42.0% | 加碼 |
| Bridgecreek Investment Management, LLC | 49,190 | $414.7 萬 | 0.61% | +6,900+16.3% | 加碼 |
| Signet Financial Management, LLC | 49,319 | $415.8 萬 | 0.70% | +911+1.9% | 加碼 |
| LRT Capital Management, LLC | 49,389 | $416.4 萬 | 2.66% | +49,389 | 新進 |
| JustInvest LLC | 49,400 | $416.5 萬 | 0.20% | +7,065+16.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 49,707 | $419.1 萬 | 0.45% | +2,350+5.0% | 加碼 |
| Covey Capital Advisors, LLC | 49,791 | $419.8 萬 | 4.35% | −16,052−24.4% | 減碼 |
| Gill Capital Partners, LLC | 49,815 | $420.0 萬 | 1.85% | −2,027−3.9% | 減碼 |
| Resolute Capital Asset Partners LLC | 50,000 | $421.6 萬 | 2.69% | −25,000−33.3% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $421.6 萬 | 1.63% | 00.0% | 不變 |
| Harrington Investments, INC | 50,614 | $426.7 萬 | 2.56% | −120−0.2% | 減碼 |
| Bessemer Securities LLC | 50,964 | $429.7 萬 | 1.25% | 00.0% | 不變 |
| Pring Turner Capital Group Inc | 50,977 | $429.8 萬 | 3.31% | +2,569+5.3% | 加碼 |
| Advisory Services Network, LLC | 51,546 | $434.6 萬 | 0.13% | +12,047+30.5% | 加碼 |
| Gabelli Funds LLC | 52,000 | $438.4 萬 | 0.03% | 00.0% | 不變 |
| Intrinsic Value Partners, LLC | 52,311 | $441.0 萬 | 4.67% | −1,300−2.4% | 減碼 |
| Wetherby Asset Management Inc | 52,675 | $444.1 萬 | 0.25% | +6,595+14.3% | 加碼 |
| Argent Trust Co | 52,936 | $446.4 萬 | 0.27% | −1,467−2.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 53,278 | $449.1 萬 | 0.06% | −8,873−14.3% | 減碼 |
| Lincoln Capital Corp | 53,368 | $449.9 萬 | 2.35% | +16,223+43.7% | 加碼 |
| Trexquant Investment LP | 53,569 | $451.6 萬 | 0.21% | +53,569 | 新進 |
| East Coast Asset Management, LLC. | 53,638 | $452.2 萬 | 1.08% | −114−0.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 54,199 | $452.8 萬 | 1.77% | −865−1.6% | 減碼 |
| Pendal Group Limited | 53,809 | $453.7 萬 | 0.04% | +92+0.2% | 加碼 |
| Moody Lynn & Lieberson, LLC | 53,879 | $454.3 萬 | 0.33% | +53,879 | 新進 |
| Veritable, L.P. | 54,263 | $457.5 萬 | 0.07% | +517+1.0% | 加碼 |
| Synovus Financial Corp | 54,502 | $459.6 萬 | 0.05% | +5,492+11.2% | 加碼 |
| Kavar Capital Partners Group, LLC | 55,581 | $468.6 萬 | 1.01% | +166+0.3% | 加碼 |
| Citizens Business Bank | 55,900 | $471.3 萬 | 0.57% | −3,800−6.4% | 減碼 |
| Bailard, Inc. | 56,543 | $476.7 萬 | 0.16% | 00.0% | 不變 |
| SG Americas Securities, LLC | 56,625 | $477.4 萬 | 0.04% | −284,114−83.4% | 減碼 |
| RBF Capital, LLC | 54,000 | $477.5 萬 | 0.31% | 00.0% | 不變 |
| First American Bank | 56,660 | $477.7 萬 | 0.40% | +9,548+20.3% | 加碼 |
| LGT Group Foundation | 57,314 | $478.7 萬 | 0.11% | +57,314 | 新進 |
| Nikko Asset Management Americas, Inc. | 56,746 | $479.5 萬 | 0.04% | +56,746 | 新進 |
| Dowling & Yahnke LLC | 57,688 | $486.4 萬 | 0.21% | −126−0.2% | 減碼 |
| Private Advisor Group, LLC | 57,884 | $488.1 萬 | 0.04% | +1,746+3.1% | 加碼 |
| Interval Partners, LP | 58,060 | $489.5 萬 | 0.37% | +58,060 | 新進 |
| Brinker Capital Investments, LLC | 58,277 | $491.4 萬 | 0.08% | −917−1.5% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 58,314 | $491.6 萬 | 1.93% | +276+0.5% | 加碼 |
| Zacks Investment Management | 58,364 | $492.1 萬 | 0.07% | +58,364 | 新進 |
| Baader Bank INC | 58,459 | $492.8 萬 | 0.40% | −1,879−3.1% | 減碼 |
| AMS Capital Ltda | 58,859 | $496.2 萬 | 1.87% | +58,859 | 新進 |
| Acadian Asset Management LLC | 59,308 | $499.7 萬 | 0.02% | +35,742+151.7% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 59,366 | $500.5 萬 | 0.98% | +10,244+20.9% | 加碼 |
| Commerce Bank | 59,454 | $501.3 萬 | 0.03% | +1,140+2.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 60,569 | $510.7 萬 | 0.27% | +3,410+6.0% | 加碼 |
| Meeder Asset Management Inc | 60,655 | $511.5 萬 | 0.25% | −2,011−3.2% | 減碼 |
| Walleye Trading LLC | 61,205 | $516.0 萬 | 0.11% | +61,205 | 新進 |
| Mitchell Capital Management Co | 61,487 | $518.4 萬 | 1.16% | +61,487 | 新進 |
| Norinchukin Bank, The | 61,959 | $522.4 萬 | 0.07% | +11,931+23.8% | 加碼 |
| Marco Investment Management LLC | 62,156 | $524.0 萬 | 0.53% | +109+0.2% | 加碼 |
| IndexIQ Advisors LLC | 62,550 | $527.4 萬 | 0.19% | −7,537−10.8% | 減碼 |
| Heron Bay Capital Management | 62,856 | $529.9 萬 | 2.60% | +3,584+6.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 63,499 | $531.6 萬 | 0.07% | −2,936−4.4% | 減碼 |
| Voloridge Investment Management, LLC | 63,194 | $532.8 萬 | 0.03% | +63,194 | 新進 |
| Cumberland Advisors Inc | 63,390 | $534.4 萬 | 1.24% | +63,390 | 新進 |
| Stockman Wealth Management, Inc. | 63,464 | $535.0 萬 | 1.11% | −2,798−4.2% | 減碼 |
| Snowden Capital Advisors LLC | 63,663 | $536.7 萬 | 0.21% | +9,315+17.1% | 加碼 |
| Sendero Wealth Management, LLC | 63,963 | $539.3 萬 | 2.49% | +524+0.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 64,692 | $545.4 萬 | 0.03% | −80−0.1% | 減碼 |
| HRT Financial LP | 64,994 | $547.9 萬 | 0.04% | +64,994 | 新進 |
| Amica Mutual Insurance Co | 65,596 | $553.0 萬 | 0.65% | +18,795+40.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 65,848 | $555.2 萬 | 0.05% | +4,785+7.8% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 65,969 | $556.2 萬 | 0.19% | +61,773+1,472.2% | 加碼 |
| Perkins Coie Trust Co | 66,834 | $563.5 萬 | 1.75% | −1,146−1.7% | 減碼 |
| Hohimer Wealth Management, LLC | 67,137 | $566.0 萬 | 1.12% | +1,595+2.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 67,790 | $571.5 萬 | 0.13% | +156+0.2% | 加碼 |
| Permanens Capital L.P. | 68,628 | $578.6 萬 | 0.90% | −46,295−40.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 68,725 | $579.3 萬 | 0.01% | +11,443+20.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 69,742 | $588.0 萬 | 0.23% | +15,849+29.4% | 加碼 |
| Maltese Capital Management LLC | 70,000 | $590.2 萬 | 1.11% | +30,000+75.0% | 加碼 |
| Majedie Asset Management Ltd | 70,637 | $594.1 萬 | 0.49% | −33,967−32.5% | 減碼 |
| Cullinan Associates Inc | 72,450 | $610.8 萬 | 0.32% | −8,098−10.1% | 減碼 |
| Banque Cantonale Vaudoise | 72,449 | $610.9 萬 | 0.26% | +7,427+11.4% | 加碼 |
| TD Private Client Wealth LLC | 72,744 | $613.3 萬 | 0.26% | −766−1.0% | 減碼 |
| Aviance Capital Partners, LLC | 72,763 | $613.5 萬 | 1.13% | +1,614+2.3% | 加碼 |
| Mengis Capital Management, Inc. | 73,441 | $619.1 萬 | 1.19% | +1,197+1.7% | 加碼 |
| Torray LLC | 73,556 | $620.2 萬 | 0.99% | +7,102+10.7% | 加碼 |
| Timber Creek Capital Management LLC | 75,179 | $633.8 萬 | 1.92% | −12,630−14.4% | 減碼 |
| Whittier Trust Co | 75,204 | $634.1 萬 | 0.11% | −6,746−8.2% | 減碼 |
| Achmea Investment Management B.V. | 75,894 | $639.9 萬 | 0.17% | −10,444−12.1% | 減碼 |
| Atria Investments LLC | 76,115 | $641.7 萬 | 0.11% | +7,711+11.3% | 加碼 |
| Ethic Inc. | 76,987 | $649.1 萬 | 0.45% | +9,100+13.4% | 加碼 |
| Pacer Advisors, Inc. | 77,302 | $651.7 萬 | 0.05% | −21,827−22.0% | 減碼 |
| Twin Lakes Capital Management, LLC | 77,815 | $656.1 萬 | 3.70% | +433+0.6% | 加碼 |
| Geneos Wealth Management Inc. | 78,467 | $661.5 萬 | 0.28% | −18,753−19.3% | 減碼 |
| Seven Eight Capital, LP | 79,316 | $668.7 萬 | 0.89% | +74,719+1,625.4% | 加碼 |
| Marshall & Sullivan Inc | 80,069 | $675.1 萬 | 3.76% | −4,871−5.7% | 減碼 |
| Davenport & Co LLC | 80,487 | $678.6 萬 | 0.05% | +5,122+6.8% | 加碼 |
| Man Group plc | 80,895 | $682.0 萬 | 0.02% | −314,458−79.5% | 減碼 |
| Allstate Corp | 81,223 | $684.8 萬 | 0.18% | −39,697−32.8% | 減碼 |
| River & Mercantile Asset Management LLP | 81,507 | $687.3 萬 | 0.90% | −6,680−7.6% | 減碼 |