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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 81,621 | $688.2 萬 | 0.21% | −20,628−20.2% | 減碼 |
| American Assets Investment Management, LLC | 81,674 | $688.6 萬 | 0.73% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 82,329 | $694.1 萬 | 1.70% | −59−0.1% | 減碼 |
| Capstone Investment Advisors, LLC | 83,139 | $700.9 萬 | 0.15% | +82,217+8,917.2% | 加碼 |
| Point72 Europe (London) LLP | 83,400 | $703.1 萬 | 2.58% | −34,900−29.5% | 減碼 |
| Oppenheimer & Co Inc | 83,520 | $704.2 萬 | 0.13% | −2,272−2.6% | 減碼 |
| Pinnacle Financial Partners Inc | 84,109 | $709.2 萬 | 0.22% | +1,922+2.3% | 加碼 |
| MML Investors Services, LLC | 84,437 | $711.9 萬 | 0.05% | +8,973+11.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 84,561 | $712.9 萬 | 0.03% | −2,459−2.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 84,672 | $713.9 萬 | 0.62% | +2,856+3.5% | 加碼 |
| Erste Asset Management GmbH | 80,668 | $716.0 萬 | 0.14% | −3,483−4.1% | 減碼 |
| AE Wealth Management LLC | 85,041 | $717.0 萬 | 0.05% | +20.0% | 加碼 |
| Valley National Advisers Inc | 85,591 | $721.6 萬 | 1.38% | −1,000−1.2% | 減碼 |
| Louisiana State Employees Retirement System | 94,900 | $725.5 萬 | 0.17% | +700+0.7% | 加碼 |
| Chapman Investment Management, LLC | 86,077 | $725.7 萬 | 3.86% | +31,163+56.7% | 加碼 |
| Frontier Wealth Management LLC | 90,665 | $726.0 萬 | 0.09% | +3,036+3.5% | 加碼 |
| DuPont Capital Management Corp | 87,265 | $735.7 萬 | 0.30% | −30,569−25.9% | 減碼 |
| New Mexico Educational Retirement Board | 87,387 | $736.8 萬 | 0.27% | −4,300−4.7% | 減碼 |
| United Asset Strategies, Inc. | 88,075 | $742.6 萬 | 0.94% | −9,093−9.4% | 減碼 |
| Annex Advisory Services, LLC | 89,244 | $752.4 萬 | 0.55% | +3,243+3.8% | 加碼 |
| Busey Wealth Management | 89,905 | $757.9 萬 | 0.30% | −5,254−5.5% | 減碼 |
| Metropolitan Life Insurance Co | 90,630 | $764.1 萬 | 0.27% | −79,116−46.6% | 減碼 |
| Illinois Municipal Retirement Fund | 90,827 | $765.8 萬 | 0.23% | −2,211−2.4% | 減碼 |
| BancorpSouth Bank | 90,920 | $766.5 萬 | 0.95% | +1,460+1.6% | 加碼 |
| Elgethun Capital Management | 91,300 | $769.7 萬 | 2.61% | +52+0.1% | 加碼 |
| Conning Inc. | 91,302 | $769.8 萬 | 0.21% | −5,248−5.4% | 減碼 |
| Montag A & Associates Inc | 92,403 | $779.0 萬 | 0.41% | −26,601−22.4% | 減碼 |
| Marvin & Palmer Associates Inc | 92,561 | $780.4 萬 | 3.51% | +92,561 | 新進 |
| Toroso Investments, LLC | 93,390 | $787.4 萬 | 0.23% | +34,442+58.4% | 加碼 |
| Motco | 93,659 | $789.6 萬 | 0.51% | +93,490+55,319.5% | 加碼 |
| Itau Unibanco Holding S.A. | 94,258 | $794.7 萬 | 0.24% | −28,214−23.0% | 減碼 |
| Riverpark Capital Management LLC | 94,456 | $796.4 萬 | 4.43% | −20,598−17.9% | 減碼 |
| Lafayette Investments, Inc. | 94,786 | $799.1 萬 | 1.98% | −2,426−2.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 95,149 | $802.2 萬 | 0.17% | +306+0.3% | 加碼 |
| Cerity Partners LLC | 115,743 | $803.2 萬 | 0.12% | −3,661−3.1% | 減碼 |
| Altium Wealth Management LLC | 95,350 | $803.9 萬 | 0.52% | +38,072+66.5% | 加碼 |
| Kentucky Retirement Systems | 95,826 | $807.9 萬 | 0.33% | +6,906+7.8% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 123,988 | $808.7 萬 | 0.82% | −10,309−7.7% | 減碼 |
| Calamos Wealth Management LLC | 96,014 | $809.5 萬 | 0.60% | −2,606−2.6% | 減碼 |
| Vetamer Capital Management, L.P. | 97,181 | $819.3 萬 | 5.70% | +10,615+12.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 97,190 | $819.4 萬 | 0.11% | +52,567+117.8% | 加碼 |
| Terry L. Blaker | 97,509 | $822.1 萬 | 0.67% | −1,969−2.0% | 減碼 |
| Howe & Rusling Inc | 98,109 | $827.2 萬 | 0.96% | −1,617−1.6% | 減碼 |
| Wealthfront Advisers LLC | 98,969 | $834.4 萬 | 0.04% | −13,020−11.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 98,982 | $834.5 萬 | 0.08% | −9,000−8.3% | 減碼 |
| Northeast Financial Consultants Inc | 100,556 | $847.8 萬 | 0.49% | +20.0% | 加碼 |
| Westbourne Investment Advisors, Inc. | 100,849 | $850.3 萬 | 3.52% | −3,057−2.9% | 減碼 |
| First Financial Bank - Trust Division | 102,447 | $863.7 萬 | 0.92% | +4,153+4.2% | 加碼 |
| BLB&B Advisors, LLC | 103,265 | $870.6 萬 | 0.59% | +10,263+11.0% | 加碼 |
| Banque Pictet & Cie SA | 103,366 | $871.5 萬 | 0.07% | −12,358−10.7% | 減碼 |
| Transform Wealth, LLC | 104,298 | $879.4 萬 | 0.99% | +2,704+2.7% | 加碼 |
| Biechele Royce Advisors | 104,448 | $880.6 萬 | 3.51% | −4,047−3.7% | 減碼 |
| 1623 Capital LLC | 105,000 | $885.3 萬 | 4.59% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 105,756 | $891.6 萬 | 0.14% | 00.0% | 不變 |
| Yost Capital Management, LP | 106,032 | $894.0 萬 | 5.84% | −70,000−39.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 106,454 | $897.5 萬 | 0.26% | −3,330−3.0% | 減碼 |
| First Hawaiian Bank | 106,563 | $898.4 萬 | 0.28% | −4,239−3.8% | 減碼 |
| Hanson & Doremus Investment Management | 107,416 | $905.6 萬 | 1.95% | −968−0.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 107,662 | $907.7 萬 | 0.50% | +14,803+15.9% | 加碼 |
| Nelson Capital Management, LLC | 107,838 | $909.2 萬 | 1.78% | −1,200−1.1% | 減碼 |
| GPM Growth Investors, Inc. | 109,432 | $922.6 萬 | 5.08% | +659+0.6% | 加碼 |
| Point72 Hong Kong Ltd | 109,877 | $926.4 萬 | 0.85% | +109,877 | 新進 |
| North Reef Capital Management LP | 110,000 | $927.4 萬 | 3.79% | +65,000+144.4% | 加碼 |
| Madison Wealth Management | 110,681 | $933.2 萬 | 1.97% | +587+0.5% | 加碼 |
| Vantage Investment Partners, LLC | 110,931 | $935.3 萬 | 0.47% | +29,631+36.4% | 加碼 |
| Channing Capital Management, LLC | 111,946 | $943.8 萬 | 0.28% | +11,960+12.0% | 加碼 |
| Eisler Capital (UK) Ltd. | 114,746 | $967.4 萬 | 0.70% | +114,746 | 新進 |
| Maryland State Retirement & Pension System | 116,431 | $981.6 萬 | 0.27% | +906+0.8% | 加碼 |
| Cypress Capital, LLC | 119,110 | $1,004 萬 | 1.23% | −835−0.7% | 減碼 |
| Spearhead Capital Advisors, LLC | 119,850 | $1,011 萬 | 1.25% | −16,144−11.9% | 減碼 |
| Brasada Capital Management, LP | 119,864 | $1,011 萬 | 1.91% | +10,578+9.7% | 加碼 |
| Cornerstone Advisors, LLC | 120,000 | $1,012 萬 | 0.60% | 00.0% | 不變 |
| HFR Wealth Management, LLC | 120,205 | $1,013 萬 | 2.68% | −30,906−20.5% | 減碼 |
| Makena Capital Management LLC | 120,810 | $1,019 萬 | 1.24% | −8,185−6.3% | 減碼 |
| Parsec Financial Management, Inc. | 121,088 | $1,021 萬 | 0.43% | +3,594+3.1% | 加碼 |
| Park National Corp | 121,111 | $1,021 萬 | 0.42% | +38,503+46.6% | 加碼 |
| Blume Capital Management, Inc. | 122,814 | $1,035 萬 | 3.41% | −1,436−1.2% | 減碼 |
| Securian Asset Management, Inc | 126,245 | $1,064 萬 | 0.21% | −1,729−1.4% | 減碼 |
| Ieq Capital, LLC | 126,969 | $1,070 萬 | 0.26% | +4,778+3.9% | 加碼 |
| Spire Wealth Management | 127,245 | $1,074 萬 | 0.29% | +93,739+279.8% | 加碼 |
| CIBC World Markets Inc. | 127,453 | $1,075 萬 | 0.04% | −22,589−15.1% | 減碼 |
| Schwerin Boyle Capital Management Inc | 127,525 | $1,075 萬 | 0.90% | −750−0.6% | 減碼 |
| Sandy Spring Bank | 128,009 | $1,079 萬 | 0.55% | +4,982+4.0% | 加碼 |
| Stieven Capital Advisors, L.P. | 128,400 | $1,083 萬 | 1.44% | −2,000−1.5% | 減碼 |
| American Research & Management Co. | 130,438 | $1,100 萬 | 2.42% | −848−0.6% | 減碼 |
| Congress Wealth Management LLC | 131,503 | $1,109 萬 | 0.24% | +88+0.1% | 加碼 |
| Fifth Third Bancorp | 132,262 | $1,115 萬 | 0.05% | +13,602+11.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 132,835 | $1,120 萬 | 0.41% | −1,707−1.3% | 減碼 |
| Shelton Capital Management | 132,928 | $1,121 萬 | 0.42% | −5,700−4.1% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 165,260 | $1,148 萬 | 0.46% | −6,311−3.7% | 減碼 |
| McGuire Investment Group, LLC | 136,214 | $1,148 萬 | 2.11% | −348−0.3% | 減碼 |
| Mill Capital Management, LLC | 136,302 | $1,149 萬 | 1.10% | +3,528+2.7% | 加碼 |
| MAI Capital Management | 136,831 | $1,154 萬 | 0.20% | +99,026+261.9% | 加碼 |
| Captrust Financial Advisors | 138,210 | $1,165 萬 | 0.08% | +13,285+10.6% | 加碼 |
| Commonwealth Equity Services, LLC | 139,231 | $1,174 萬 | 0.03% | +7,678+5.8% | 加碼 |
| First Western Trust Bank | 132,568 | $1,177 萬 | 0.60% | +132,568 | 新進 |
| Hartford Investment Management Co | 142,055 | $1,198 萬 | 0.31% | −10,492−6.9% | 減碼 |
| Addenda Capital Inc. | 144,737 | $1,220 萬 | 0.50% | +12,157+9.2% | 加碼 |
| AlphaCrest Capital Management LLC | 145,302 | $1,225 萬 | 0.68% | +110,207+314.0% | 加碼 |
| Van Cleef Asset Management,Inc | 147,330 | $1,242 萬 | 1.79% | +494+0.3% | 加碼 |