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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 5,965 | $50.3 萬 | 0.03% | −1,021−14.6% | 減碼 |
| BTR Capital Management Inc | 5,987 | $50.5 萬 | 0.06% | 00.0% | 不變 |
| Bank of the West | 6,017 | $50.7 萬 | 0.05% | −437−6.8% | 減碼 |
| LVW Advisors, LLC | 6,031 | $50.8 萬 | 0.09% | −819−12.0% | 減碼 |
| Pointe Capital Management LLC | 6,057 | $51.1 萬 | 0.33% | +168+2.9% | 加碼 |
| Studio Investment Management LLC | 6,073 | $51.2 萬 | 0.17% | −278−4.4% | 減碼 |
| Wintrust Investments LLC | 6,114 | $51.5 萬 | 0.05% | 00.0% | 不變 |
| RMR Wealth Builders | 6,159 | $51.9 萬 | 0.11% | +6,159 | 新進 |
| TAGStone Capital, Inc. | 6,168 | $52.0 萬 | 0.44% | +15+0.2% | 加碼 |
| Davidson Investment Advisors | 6,175 | $52.1 萬 | 0.04% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 6,215 | $52.4 萬 | 0.10% | +390+6.7% | 加碼 |
| Tompkins Financial Corp | 6,235 | $52.6 萬 | 0.07% | 00.0% | 不變 |
| Veracity Capital LLC | 6,256 | $52.7 萬 | 0.22% | −694−10.0% | 減碼 |
| Moors & Cabot, Inc. | 6,263 | $52.8 萬 | 0.03% | +274+4.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 6,285 | $53.0 萬 | 0.05% | +31+0.5% | 加碼 |
| Navalign, LLC | 7,740 | $53.1 萬 | 0.22% | −1,702−18.0% | 減碼 |
| Wealthspire Advisors, LLC | 6,369 | $53.7 萬 | 0.01% | −3,429−35.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,377 | $53.8 萬 | 0.02% | +232+3.8% | 加碼 |
| NBT Bank N A | 6,401 | $53.9 萬 | 0.07% | −105−1.6% | 減碼 |
| Fayez Sarofim & Co | 6,391 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| Hyperion Asset Management Ltd | 6,540 | $55.1 萬 | 0.02% | −5,750−46.8% | 減碼 |
| First Dallas Securities Inc. | 6,550 | $55.2 萬 | 0.31% | −500−7.1% | 減碼 |
| BSW Wealth Partners | 6,543 | $55.2 萬 | 0.14% | +202+3.2% | 加碼 |
| Bahl & Gaynor Inc | 6,580 | $55.5 萬 | 0.00% | +68+1.0% | 加碼 |
| Advisors Capital Management, LLC | 6,599 | $55.6 萬 | 0.02% | +264+4.2% | 加碼 |
| Main Street Financial Solutions, LLC | 6,637 | $56.0 萬 | 0.08% | −20−0.3% | 減碼 |
| Cetera Advisors LLC | 6,654 | $56.1 萬 | 0.01% | +475+7.7% | 加碼 |
| BOK Financial Private Wealth, Inc. | 6,667 | $56.2 萬 | 0.04% | +547+8.9% | 加碼 |
| Alpha Cubed Investments, LLC | 6,701 | $56.5 萬 | 0.04% | +3,276+95.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,751 | $56.9 萬 | 0.10% | −20−0.3% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 6,748 | $56.9 萬 | 0.06% | +6,748 | 新進 |
| Polaris Wealth Advisory Group, LLC | 7,118 | $57.0 萬 | 0.04% | 00.0% | 不變 |
| American Portfolios Advisors | 6,775 | $57.1 萬 | 0.02% | +1,948+40.4% | 加碼 |
| Ossiam | 6,790 | $57.2 萬 | 0.01% | +956+16.4% | 加碼 |
| Hollencrest Capital Management | 6,793 | $57.3 萬 | 0.05% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 6,835 | $57.6 萬 | 0.17% | −875−11.3% | 減碼 |
| Focus Financial Network, Inc. | 6,834 | $57.6 萬 | 0.04% | −2,597−27.5% | 減碼 |
| Pittenger & Anderson Inc | 6,881 | $58.0 萬 | 0.03% | +74+1.1% | 加碼 |
| Ellevest, Inc. | 6,877 | $58.0 萬 | 0.05% | +1,093+18.9% | 加碼 |
| Johnson Financial Group, Inc. | 6,901 | $58.2 萬 | 0.04% | −722−9.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 6,920 | $58.3 萬 | 0.11% | +363+5.5% | 加碼 |
| Zullo Investment Group, Inc. | 6,923 | $58.4 萬 | 0.30% | +583+9.2% | 加碼 |
| Beach Investment Counsel Inc | 6,921 | $58.4 萬 | 0.06% | +1,181+20.6% | 加碼 |
| Park Avenue Securities LLC | 6,939 | $58.5 萬 | 0.01% | +1,844+36.2% | 加碼 |
| Balasa Dinverno & Foltz LLC | 6,998 | $59.0 萬 | 0.04% | +405+6.1% | 加碼 |
| Belpointe Asset Management LLC | 7,029 | $59.3 萬 | 0.04% | −991−12.4% | 減碼 |
| Fiera Capital Corp | 7,050 | $59.4 萬 | 0.00% | +550+8.5% | 加碼 |
| GFG Capital, LLC | 7,065 | $59.6 萬 | 0.18% | +99+1.4% | 加碼 |
| BBR Partners, LLC | 7,142 | $60.2 萬 | 0.06% | −123−1.7% | 減碼 |
| Alphinity Investment Management Pty Ltd | 7,160 | $60.4 萬 | 0.01% | +7,160 | 新進 |
| Garrison Point Advisors, LLC | 7,185 | $60.6 萬 | 0.42% | −105−1.4% | 減碼 |
| Orca Investment Management, LLC | 7,200 | $60.7 萬 | 0.50% | 00.0% | 不變 |
| Quantinno Capital Management LP | 7,227 | $60.9 萬 | 0.09% | +4,549+169.9% | 加碼 |
| IFG Advisory, LLC | 7,266 | $61.2 萬 | 0.06% | −9,581−56.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 7,265 | $61.3 萬 | 0.08% | −760−9.5% | 減碼 |
| Sigma Planning Corp | 7,272 | $61.3 萬 | 0.02% | +1,088+17.6% | 加碼 |
| Maven Securities LTD | 7,300 | $61.5 萬 | 0.13% | +7,300 | 新進 |
| Choate Investment Advisors | 7,336 | $61.9 萬 | 0.03% | −75−1.0% | 減碼 |
| Sand Hill Global Advisors, LLC | 7,380 | $62.2 萬 | 0.03% | +1,032+16.3% | 加碼 |
| Chicago Partners Investment Group LLC | 9,860 | $62.4 萬 | 0.05% | −56−0.6% | 減碼 |
| Csenge Advisory Group | 7,469 | $63.0 萬 | 0.05% | +1,201+19.2% | 加碼 |
| First National Bank of Hutchinson | 7,473 | $63.0 萬 | 0.37% | +7,473 | 新進 |
| Athena Investment Management | 7,458 | $63.0 萬 | 0.49% | +7,458 | 新進 |
| Exchange Traded Concepts, LLC | 7,503 | $63.3 萬 | 0.01% | +7,115+1,833.8% | 加碼 |
| Zeke Capital Advisors, LLC | 7,516 | $63.3 萬 | 0.03% | +7,516 | 新進 |
| RNC Capital Management LLC | 7,518 | $63.4 萬 | 0.03% | 00.0% | 不變 |
| DAGCO, Inc. | 8,280 | $63.7 萬 | 0.29% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 7,638 | $64.4 萬 | 0.14% | +7,638 | 新進 |
| Trust Co of Virginia | 7,675 | $64.7 萬 | 0.07% | −25−0.3% | 減碼 |
| Bragg Financial Advisors, Inc | 7,709 | $65.0 萬 | 0.04% | +55+0.7% | 加碼 |
| Independent Advisor Alliance | 7,728 | $65.2 萬 | 0.03% | +3,143+68.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 7,740 | $65.3 萬 | 0.07% | +495+6.8% | 加碼 |
| Aigen Investment Management, LP | 7,762 | $65.4 萬 | 0.11% | −14,323−64.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 7,753 | $65.4 萬 | 0.07% | +196+2.6% | 加碼 |
| Atticus Wealth Management, LLC | 7,777 | $65.6 萬 | 0.24% | −103−1.3% | 減碼 |
| Ninety One SA (PTY) Ltd | 7,808 | $65.8 萬 | 0.18% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 7,870 | $66.4 萬 | 0.08% | +2,330+42.1% | 加碼 |
| Barings LLC | 7,871 | $66.4 萬 | 0.02% | −556−6.6% | 減碼 |
| Albion Financial Group | 7,871 | $66.4 萬 | 0.06% | −61−0.8% | 減碼 |
| ASB Consultores, LLC | 7,885 | $66.5 萬 | 0.28% | +1,152+17.1% | 加碼 |
| Amica Retiree Medical Trust | 7,887 | $66.5 萬 | 0.62% | +2,392+43.5% | 加碼 |
| Edgewood Management LLC | 7,960 | $67.1 萬 | 0.00% | 00.0% | 不變 |
| Cavalier Investments, LLC | 7,957 | $67.1 萬 | 0.18% | +584+7.9% | 加碼 |
| Great Lakes Advisors, LLC | 8,090 | $68.2 萬 | 0.01% | +126+1.6% | 加碼 |
| Machina Capital S.A.S. | 8,100 | $68.3 萬 | 1.50% | +5,100+170.0% | 加碼 |
| Woodmont Investment Counsel LLC | 8,165 | $68.8 萬 | 0.08% | +8,165 | 新進 |
| Kingsview Wealth Management, LLC | 8,189 | $69.0 萬 | 0.03% | −901−9.9% | 減碼 |
| Fukoku Mutual Life Insurance Co | 8,250 | $69.6 萬 | 0.05% | −500−5.7% | 減碼 |
| FinTrust Capital Advisors, LLC | 8,322 | $70.1 萬 | 0.16% | +1,393+20.1% | 加碼 |
| AIA Group Ltd | 8,348 | $70.4 萬 | 0.03% | +2,568+44.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 8,381 | $70.7 萬 | 0.11% | +583+7.5% | 加碼 |
| Sawtooth Solutions, LLC | 8,442 | $71.2 萬 | 0.09% | −8,338−49.7% | 減碼 |
| Boston Financial Mangement LLC | 8,489 | $71.6 萬 | 0.03% | +435+5.4% | 加碼 |
| Avalon Investment & Advisory | 8,502 | $71.7 萬 | 0.02% | −640−7.0% | 減碼 |
| Proficio Capital Partners LLC | 8,561 | $72.0 萬 | 0.11% | +996+13.2% | 加碼 |
| 44 Wealth Management LLC | 8,554 | $72.1 萬 | 0.26% | −49−0.6% | 減碼 |
| Lyell Wealth Management, LP | 8,705 | $73.4 萬 | 0.09% | +8,705 | 新進 |
| Cozad Asset Management Inc | 8,808 | $74.3 萬 | 0.10% | −258−2.8% | 減碼 |
| Monograph Wealth Advisors, LLC | 8,813 | $74.3 萬 | 0.19% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 8,950 | $75.5 萬 | 0.22% | −603−6.3% | 減碼 |