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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 2,379 | $20.1 萬 | 0.20% | −234−9.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,379 | $20.1 萬 | 0.04% | +2,379 | 新進 |
| Brookstone Capital Management | 2,479 | $20.2 萬 | 0.00% | −4,921−66.5% | 減碼 |
| Morling Financial Advisors, LLC | 2,400 | $20.2 萬 | 0.26% | 00.0% | 不變 |
| Mission Wealth Management, LP | 2,386 | $20.2 萬 | 0.01% | −10.0% | 減碼 |
| Delta Investment Management, LLC | 2,408 | $20.3 萬 | 0.06% | −666−21.7% | 減碼 |
| Lindbrook Capital, LLC | 2,404 | $20.3 萬 | 0.03% | −7−0.3% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 2,402 | $20.3 萬 | 0.02% | +2,402 | 新進 |
| IHT Wealth Management, LLC | 2,415 | $20.4 萬 | 0.02% | −132−5.2% | 減碼 |
| Sciencast Management LP | 2,510 | $20.5 萬 | 0.05% | −5,892−70.1% | 減碼 |
| Marcum Wealth, LLC | 2,434 | $20.5 萬 | 0.03% | −103−4.1% | 減碼 |
| Annandale Capital, LLC | 2,432 | $20.5 萬 | 0.08% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 2,431 | $20.5 萬 | 0.05% | +2,431 | 新進 |
| Clear Creek Financial Management, LLC | 2,431 | $20.5 萬 | 0.03% | +2,431 | 新進 |
| Alpha DNA Investment Management LLC | 2,449 | $20.6 萬 | 0.15% | −24,142−90.8% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 2,467 | $20.7 萬 | 0.07% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 2,459 | $20.7 萬 | 0.02% | +2,459 | 新進 |
| Garrett Wealth Advisory Group, LLC | 2,481 | $20.9 萬 | 0.11% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 2,501 | $21.1 萬 | 0.04% | +6+0.2% | 加碼 |
| Greenline Partners, LLC | 2,499 | $21.1 萬 | 0.04% | 00.0% | 不變 |
| Paragon Financial Partners, Inc. | 2,527 | $21.3 萬 | 0.19% | 00.0% | 不變 |
| SFMG, LLC | 2,534 | $21.4 萬 | 0.02% | −397−13.5% | 減碼 |
| Old Port Advisors | 2,565 | $21.4 萬 | 0.07% | +264+11.5% | 加碼 |
| Cable Hill Partners, LLC | 2,534 | $21.4 萬 | 0.14% | +2,534 | 新進 |
| Steel Peak Wealth Management LLC | 2,544 | $21.4 萬 | 0.01% | +2,544 | 新進 |
| Silver Oak Securities, Inc | 2,632 | $21.5 萬 | 0.04% | +2,632 | 新進 |
| Warren Averett Asset Management, LLC | 2,558 | $21.6 萬 | 0.02% | −314−10.9% | 減碼 |
| South Shore Capital Advisors | 2,570 | $21.7 萬 | 0.35% | −1,300−33.6% | 減碼 |
| Qtron Investments LLC | 2,572 | $21.7 萬 | 0.05% | +2,572 | 新進 |
| Benin Management CORP | 2,600 | $21.9 萬 | 0.07% | +100+4.0% | 加碼 |
| Wealth Architects, LLC | 2,609 | $22.0 萬 | 0.04% | +182+7.5% | 加碼 |
| Regal Investment Advisors LLC | 2,611 | $22.0 萬 | 0.02% | +2,611 | 新進 |
| StoneX Group Inc. | 2,613 | $22.0 萬 | 0.02% | −864−24.8% | 減碼 |
| MONECO Advisors, LLC | 2,631 | $22.2 萬 | 0.08% | +16+0.6% | 加碼 |
| Broadleaf Partners, LLC | 2,640 | $22.3 萬 | 0.07% | 00.0% | 不變 |
| Academy Capital Management Inc | 2,656 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,671 | $22.5 萬 | 0.14% | −231,968−98.9% | 減碼 |
| Stock Yards Bank & Trust Co | 2,666 | $22.5 萬 | 0.01% | +17+0.6% | 加碼 |
| Waypoint Wealth Partners Inc. | 2,709 | $22.8 萬 | 0.08% | −519−16.1% | 減碼 |
| FLC Capital Advisors | 2,707 | $22.8 萬 | 0.06% | −200−6.9% | 減碼 |
| Evoke Wealth, LLC | 2,701 | $22.8 萬 | 0.01% | +165+6.5% | 加碼 |
| DT Investment Partners, LLC | 2,716 | $22.9 萬 | 0.03% | +2,716 | 新進 |
| Farmers Trust Co | 2,760 | $23.3 萬 | 0.05% | −69,663−96.2% | 減碼 |
| Five Oceans Advisors | 2,768 | $23.3 萬 | 0.21% | −103−3.6% | 減碼 |
| Tranquilli Financial Advisor LLC | 2,790 | $23.5 萬 | 0.17% | −67−2.3% | 減碼 |
| Summit X, LLC | 2,767 | $23.5 萬 | 0.06% | +106+4.0% | 加碼 |
| Centric Wealth Management | 2,796 | $23.6 萬 | 0.07% | +43+1.6% | 加碼 |
| Fagan Associates, Inc. | 2,813 | $23.7 萬 | 0.05% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 2,823 | $23.8 萬 | 0.03% | +2,823 | 新進 |
| NorthRock Partners, LLC | 2,839 | $23.9 萬 | 0.02% | −223−7.3% | 減碼 |
| Berger Financial Group, Inc | 2,832 | $23.9 萬 | 0.03% | +429+17.9% | 加碼 |
| Perfromance Wealth Partners, LLC | 2,834 | $23.9 萬 | 0.01% | +2,834 | 新進 |
| Ausdal Financial Partners, Inc. | 2,847 | $24.0 萬 | 0.03% | −401−12.3% | 減碼 |
| Financial Architects, Inc | 2,841 | $24.0 萬 | 0.03% | −62−2.1% | 減碼 |
| Journey Strategic Wealth LLC | 2,852 | $24.0 萬 | 0.03% | +64+2.3% | 加碼 |
| Comerica Securities,inc. | 2,857 | $24.1 萬 | 0.02% | −917−24.3% | 減碼 |
| BNC Wealth Management, LLC | 2,860 | $24.1 萬 | 0.12% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 3,100 | $24.2 萬 | 0.04% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 2,867 | $24.2 萬 | 0.15% | −154−5.1% | 減碼 |
| InterOcean Capital Group, LLC | 2,875 | $24.2 萬 | 0.01% | −4−0.1% | 減碼 |
| Acas, LLC | 2,888 | $24.3 萬 | 0.33% | +10.0% | 加碼 |
| L2 Asset Management, LLC | 2,882 | $24.3 萬 | 0.15% | +7+0.2% | 加碼 |
| People's United Financial, Inc. | 2,904 | $24.5 萬 | 0.01% | +102+3.6% | 加碼 |
| Hyman Charles D | 2,909 | $24.5 萬 | 0.02% | +504+21.0% | 加碼 |
| Riverview Trust Co | 2,903 | $24.5 萬 | 0.18% | +924+46.7% | 加碼 |
| Mather Group, LLC. | 2,907 | $24.5 萬 | 0.00% | +2,907 | 新進 |
| E Fund Management Co., Ltd. | 2,933 | $24.7 萬 | 0.01% | −379−11.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,925 | $24.7 萬 | 0.02% | +170+6.2% | 加碼 |
| Credit Agricole S A | 2,935 | $24.7 萬 | 0.01% | +659+29.0% | 加碼 |
| Triasima Portfolio Management inc. | 2,931 | $24.7 萬 | 0.01% | +2,931 | 新進 |
| Pflug Koory, LLC | 2,937 | $24.8 萬 | 0.12% | 00.0% | 不變 |
| Intrua Financial, LLC | 2,956 | $24.9 萬 | 0.04% | −169−5.4% | 減碼 |
| Good Life Advisors, LLC | 2,967 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Autus Asset Management, LLC | 2,981 | $25.1 萬 | 0.04% | −263−8.1% | 減碼 |
| Private Advisory Group LLC | 2,978 | $25.1 萬 | 0.05% | +2,978 | 新進 |
| Berkeley, Inc | 2,984 | $25.2 萬 | 0.18% | +4+0.1% | 加碼 |
| Acropolis Investment Management, LLC | 2,991 | $25.2 萬 | 0.02% | +354+13.4% | 加碼 |
| Wimmer Associates 1, LLC | 3,000 | $25.3 萬 | 0.14% | +210+7.5% | 加碼 |
| Fisher Asset Management, LLC | 3,016 | $25.4 萬 | 0.00% | −1,649−35.3% | 減碼 |
| Koshinski Asset Management, Inc. | 3,020 | $25.5 萬 | 0.02% | +180+6.3% | 加碼 |
| Westshore Wealth, LLC | 3,030 | $25.5 萬 | 0.17% | 00.0% | 不變 |
| Manchester Capital Management LLC | 3,021 | $25.5 萬 | 0.04% | −3−0.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 3,024 | $25.5 萬 | 0.00% | +10+0.3% | 加碼 |
| Vantage Consulting Group Inc | 3,037 | $25.6 萬 | 0.10% | −381−11.1% | 減碼 |
| Syntax Advisors, LLC | 3,037 | $25.6 萬 | 0.22% | −381−11.1% | 減碼 |
| Leonteq Securities AG | 3,057 | $25.8 萬 | 0.01% | +846+38.3% | 加碼 |
| Carolinas Wealth Consulting LLC | 3,061 | $25.8 萬 | 0.06% | −100−3.2% | 減碼 |
| Cypress Capital Group | 3,068 | $25.9 萬 | 0.03% | +3,068 | 新進 |
| Northstar Asset Management LLC | 3,090 | $26.0 萬 | 0.07% | 00.0% | 不變 |
| Western Wealth Management, LLC | 3,095 | $26.0 萬 | 0.01% | +292+10.4% | 加碼 |
| Financial Consulate, Inc | 3,100 | $26.1 萬 | 0.10% | 00.0% | 不變 |
| Cherry Creek Investment Advisors, Inc. | 3,105 | $26.2 萬 | 0.17% | +375+13.7% | 加碼 |
| Atlas Capital Advisors LLC | 3,131 | $26.4 萬 | 0.04% | +153+5.1% | 加碼 |
| Ameritas Advisory Services, LLC | 3,145 | $26.5 萬 | 0.01% | +3,145 | 新進 |
| Legacy Financial Advisors, Inc. | 3,169 | $26.7 萬 | 0.06% | +406+14.7% | 加碼 |
| Parkside Advisors LLC | 3,186 | $26.9 萬 | 0.09% | −644−16.8% | 減碼 |
| Jacobi Capital Management LLC | 3,185 | $26.9 萬 | 0.03% | −77−2.4% | 減碼 |
| Convergence Investment Partners, LLC | 3,196 | $26.9 萬 | 0.14% | −17−0.5% | 減碼 |
| Brave Asset Management Inc | 3,200 | $27.0 萬 | 0.09% | 00.0% | 不變 |
| Cutler Group LP | 3,204 | $27.0 萬 | 0.03% | +591+22.6% | 加碼 |