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 |
|---|---|---|---|---|---|
| Arden Trust Co | 12,965 | $109.3 萬 | 0.21% | −1,123−8.0% | 減碼 |
| Sage Rhino Capital LLC | 12,983 | $109.5 萬 | 0.33% | −971−7.0% | 減碼 |
| Professional Financial Advisors, LLC | 13,049 | $110.0 萬 | 0.47% | −2,591−16.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 13,064 | $110.1 萬 | 0.03% | +2,648+25.4% | 加碼 |
| Ballentine Partners, LLC | 13,090 | $110.2 萬 | 0.03% | +241+1.9% | 加碼 |
| Evermay Wealth Management LLC | 13,123 | $110.6 萬 | 0.19% | −300−2.2% | 減碼 |
| Clarius Group, LLC | 13,272 | $111.6 萬 | 0.09% | 00.0% | 不變 |
| Capital Advisors Inc | 13,256 | $111.8 萬 | 0.03% | +193+1.5% | 加碼 |
| Eagle Asset Management Inc | 13,275 | $111.9 萬 | 0.01% | −508−3.7% | 減碼 |
| Assetmark, Inc | 13,303 | $112.2 萬 | 0.00% | +9,666+265.8% | 加碼 |
| Platform Technology Partners | 13,508 | $113.9 萬 | 0.55% | −281−2.0% | 減碼 |
| Wedbush Securities Inc | 13,556 | $114.3 萬 | 0.05% | −357−2.6% | 減碼 |
| Lake Street Advisors Group, LLC | 13,608 | $114.7 萬 | 0.07% | +577+4.4% | 加碼 |
| Strategic Blueprint, LLC | 13,684 | $115.4 萬 | 0.13% | +6,888+101.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 13,700 | $115.5 萬 | 0.17% | +1,176+9.4% | 加碼 |
| Pettyjohn, Wood & White, Inc | 13,733 | $115.8 萬 | 0.25% | +175+1.3% | 加碼 |
| World Equity Group, Inc. | 13,790 | $116.3 萬 | 0.25% | +13,790 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 13,812 | $116.4 萬 | 0.27% | +13,812 | 新進 |
| Trust Asset Management LLC | 13,979 | $117.9 萬 | 0.14% | +527+3.9% | 加碼 |
| Allen Capital Group, LLC | 14,034 | $118.3 萬 | 0.23% | −2,841−16.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 14,053 | $118.5 萬 | 0.42% | −582−4.0% | 減碼 |
| Laurion Capital Management LP | 14,050 | $118.5 萬 | 0.03% | +14,050 | 新進 |
| Cullen/Frost Bankers, Inc. | 14,079 | $118.7 萬 | 0.02% | +79+0.6% | 加碼 |
| HMS Capital Management, LLC | 14,132 | $119.1 萬 | 0.54% | +14,132 | 新進 |
| Lido Advisors, LLC | 14,194 | $119.6 萬 | 0.02% | +4,541+47.0% | 加碼 |
| Carmel Capital Partners, LLC | 14,193 | $119.7 萬 | 1.00% | −4,432−23.8% | 減碼 |
| KB Financial Partners, LLC | 14,213 | $119.8 萬 | 0.33% | +919+6.9% | 加碼 |
| Schechter Investment Advisors, LLC | 14,306 | $120.7 萬 | 0.11% | +510+3.7% | 加碼 |
| Wealthsource Partners, LLC | 14,312 | $120.7 萬 | 0.08% | +6,093+74.1% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 14,347 | $121.0 萬 | 0.10% | 00.0% | 不變 |
| Krilogy Financial LLC | 14,409 | $121.5 萬 | 0.12% | +51+0.4% | 加碼 |
| Nomura Holdings Inc | 14,559 | $121.6 萬 | 0.01% | −13,717−48.5% | 減碼 |
| United Capital Financial Advisers, LLC | 14,429 | $121.6 萬 | 0.01% | −5,044−25.9% | 減碼 |
| Jefferies Group LLC | 14,505 | $122.3 萬 | 0.03% | +14,505 | 新進 |
| Clay Northam Wealth Management, LLC | 14,580 | $122.9 萬 | 1.24% | −300−2.0% | 減碼 |
| PFS Investments Inc. | 14,575 | $122.9 萬 | 0.02% | +14,575 | 新進 |
| Uncommon Cents Investing LLC | 14,597 | $123.1 萬 | 0.45% | 00.0% | 不變 |
| Royce & Associates LP | 14,671 | $123.7 萬 | 0.01% | 00.0% | 不變 |
| Magnetar Financial LLC | 14,668 | $123.7 萬 | 0.01% | +14,668 | 新進 |
| Checchi Capital Advisers, LLC | 14,708 | $124.0 萬 | 0.13% | +1,218+9.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 14,858 | $125.3 萬 | 0.06% | −4,117−21.7% | 減碼 |
| National Bank of Canada | 14,972 | $125.9 萬 | 0.00% | +6,087+68.5% | 加碼 |
| Summit Trail Advisors, LLC | 15,030 | $126.7 萬 | 0.10% | +4,061+37.0% | 加碼 |
| Voya Financial Advisors, Inc. | 14,328 | $127.2 萬 | 0.15% | +3,956+38.1% | 加碼 |
| Founders Financial Securities LLC | 15,263 | $128.7 萬 | 0.23% | +10+0.1% | 加碼 |
| Fruth Investment Management | 15,429 | $130.0 萬 | 0.36% | 00.0% | 不變 |
| Caldwell Trust Co | 15,425 | $130.0 萬 | 0.15% | +93+0.6% | 加碼 |
| Bank of Hawaii | 15,431 | $130.1 萬 | 0.07% | +216+1.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 15,548 | $131.1 萬 | 0.05% | +376+2.5% | 加碼 |
| Providence Wealth Advisors, LLC | 15,743 | $131.5 萬 | 0.85% | +144+0.9% | 加碼 |
| Gsa Capital Partners LLP | 15,639 | $131.9 萬 | 0.18% | +15,639 | 新進 |
| Brown Advisory Securities, LLC | 15,714 | $132.4 萬 | 0.77% | −5,130−24.6% | 減碼 |
| Wolverine Trading, LLC | 15,005 | $133.2 萬 | 0.04% | +7,599+102.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 15,849 | $133.6 萬 | 0.12% | +8,247+108.5% | 加碼 |
| Two Sigma Investments, LP | 15,863 | $133.7 萬 | 0.00% | +15,863 | 新進 |
| JNBA Financial Advisors | 15,873 | $133.8 萬 | 0.18% | −186−1.2% | 減碼 |
| Two Sigma Securities, LLC | 16,006 | $134.9 萬 | 0.19% | +8,482+112.7% | 加碼 |
| XTX Topco Ltd | 16,020 | $135.1 萬 | 0.59% | +16,020 | 新進 |
| Ambassador Advisors, LLC | 16,068 | $135.5 萬 | 0.26% | +226+1.4% | 加碼 |
| Duff & Phelps Investment Management Co | 16,080 | $135.6 萬 | 0.02% | +16,080 | 新進 |
| Brown Capital Management LLC | 16,091 | $135.7 萬 | 0.01% | −45−0.3% | 減碼 |
| Diversified Investment Strategies, LLC | 16,100 | $135.7 萬 | 0.93% | 00.0% | 不變 |
| Neumann Capital Management, LLC | 16,263 | $137.1 萬 | 0.58% | −471−2.8% | 減碼 |
| FDx Advisors, Inc. | 16,294 | $137.4 萬 | 0.05% | +618+3.9% | 加碼 |
| Seeyond | 16,319 | $137.5 萬 | 0.14% | −355−2.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,463 | $138.8 萬 | 0.11% | +1,701+11.5% | 加碼 |
| Empowered Funds, LLC | 16,485 | $139.0 萬 | 0.15% | +7,556+84.6% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 16,521 | $139.3 萬 | 0.38% | −8,886−35.0% | 減碼 |
| Doheny Asset Management | 16,561 | $139.6 萬 | 1.02% | −2,000−10.8% | 減碼 |
| Boston Common Asset Management, LLC | 16,585 | $139.8 萬 | 0.06% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 16,585 | $139.8 萬 | 0.51% | +16,585 | 新進 |
| Colony Group LLC | 16,623 | $140.1 萬 | 0.02% | −469−2.7% | 減碼 |
| Stokes Family Office, LLC | 16,882 | $142.3 萬 | 0.19% | +140+0.8% | 加碼 |
| McCarthy Asset Management, Inc. | 16,886 | $142.4 萬 | 0.99% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 16,936 | $142.8 萬 | 0.46% | −8,998−34.7% | 減碼 |
| Mission Creek Capital Partners, Inc. | 17,169 | $144.8 萬 | 0.39% | −390−2.2% | 減碼 |
| Wealth Alliance | 17,255 | $145.4 萬 | 0.30% | −666−3.7% | 減碼 |
| Tealwood Asset Management Inc | 17,250 | $145.4 萬 | 0.62% | −41−0.2% | 減碼 |
| Titleist Asset Management, Ltd. | 17,285 | $145.7 萬 | 0.30% | +476+2.8% | 加碼 |
| Kelly Lawrence W & Associates Inc | 17,293 | $145.8 萬 | 0.31% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 17,371 | $146.5 萬 | 0.12% | −1,906−9.9% | 減碼 |
| Silvant Capital Management LLC | 17,381 | $146.6 萬 | 0.28% | +17,381 | 新進 |
| Unigestion Holding SA | 17,524 | $147.7 萬 | 0.06% | −4,360−19.9% | 減碼 |
| Tranquility Partners, LLC | 17,653 | $148.8 萬 | 0.70% | +181+1.0% | 加碼 |
| Avitas Wealth Management LLC | 17,778 | $149.9 萬 | 0.27% | +17,778 | 新進 |
| Vident Investment Advisory, LLC | 17,902 | $151.0 萬 | 0.04% | −14,064−44.0% | 減碼 |
| EP Wealth Advisors, LLC | 17,907 | $151.0 萬 | 0.03% | +3,187+21.7% | 加碼 |
| Balentine LLC | 17,954 | $151.4 萬 | 0.05% | +10,273+133.7% | 加碼 |
| Industrial Alliance Investment Management Inc. | 17,998 | $151.7 萬 | 0.04% | −7,344−29.0% | 減碼 |
| Hedges Asset Management LLC | 18,000 | $151.8 萬 | 1.18% | −500−2.7% | 減碼 |
| Gilman Hill Asset Management, LLC | 18,160 | $153.1 萬 | 0.35% | 00.0% | 不變 |
| We Are One Seven, LLC | 18,174 | $153.2 萬 | 0.16% | −151−0.8% | 減碼 |
| Fiduciary Trust Co | 18,184 | $153.3 萬 | 0.03% | −1,300−6.7% | 減碼 |
| Mizuho Markets Cayman LP | 18,549 | $156.4 萬 | 0.17% | +9,617+107.7% | 加碼 |
| Cetera Advisor Networks LLC | 18,933 | $159.6 萬 | 0.02% | −7,759−29.1% | 減碼 |
| Essex Savings Bank | 19,004 | $160.2 萬 | 0.53% | +4,490+30.9% | 加碼 |
| Signaturefd, LLC | 19,132 | $161.3 萬 | 0.05% | −838−4.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 19,179 | $161.7 萬 | 0.06% | −530−2.7% | 減碼 |
| CAPROCK Group, Inc. | 19,257 | $162.4 萬 | 0.15% | +6,762+54.1% | 加碼 |
| ProVise Management Group, LLC | 19,588 | $165.1 萬 | 0.16% | +2,251+13.0% | 加碼 |