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 |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc. | 19,605 | $165.3 萬 | 0.13% | +701+3.7% | 加碼 |
| Crescent Grove Advisors, LLC | 19,671 | $165.8 萬 | 0.16% | +18+0.1% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $168.6 萬 | 0.04% | −2,500−11.1% | 減碼 |
| Aspen Investment Management Inc | 20,087 | $169.4 萬 | 0.89% | +22+0.1% | 加碼 |
| Signet Investment Advisory Group, Inc. | 20,140 | $169.8 萬 | 1.02% | −735−3.5% | 減碼 |
| Bowling Portfolio Management LLC | 20,328 | $171.4 萬 | 0.37% | −182−0.9% | 減碼 |
| American National Registered Investment Advisor, Inc. | 20,368 | $171.7 萬 | 0.61% | −403−1.9% | 減碼 |
| Clifford Swan Investment Counsel LLC | 20,405 | $172.0 萬 | 0.06% | −541−2.6% | 減碼 |
| SkyView Investment Advisors, LLC | 22,163 | $173.0 萬 | 0.41% | +9,108+69.8% | 加碼 |
| HM Payson & Co | 20,554 | $173.3 萬 | 0.04% | +125+0.6% | 加碼 |
| Accretive Wealth Partners, LLC | 20,562 | $173.4 萬 | 1.09% | +74+0.4% | 加碼 |
| Buckingham Strategic Wealth, LLC | 20,932 | $176.5 萬 | 0.03% | +236+1.1% | 加碼 |
| Veriti Management LLC | 20,967 | $176.8 萬 | 0.21% | +709+3.5% | 加碼 |
| Epoch Investment Partners, Inc. | 21,031 | $177.3 萬 | 0.01% | +21,031 | 新進 |
| Leisure Capital Management | 21,138 | $178.2 萬 | 0.90% | −100−0.5% | 減碼 |
| Profund Advisors LLC | 21,178 | $178.6 萬 | 0.07% | −2,491−10.5% | 減碼 |
| Greenleaf Trust | 21,360 | $180.1 萬 | 0.02% | +800+3.9% | 加碼 |
| Linker Capital Management Inc. | 21,477 | $181.1 萬 | 1.80% | 00.0% | 不變 |
| Knowledge Leaders Capital, LLC | 21,586 | $182.0 萬 | 1.30% | +1,015+4.9% | 加碼 |
| High Pointe Capital Management LLC | 21,791 | $183.7 萬 | 1.32% | −1,950−8.2% | 減碼 |
| Central Bank & Trust Co | 21,807 | $183.9 萬 | 0.29% | −279−1.3% | 減碼 |
| Sheets Smith Investment Management | 21,824 | $184.0 萬 | 2.26% | +674+3.2% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $184.2 萬 | 0.03% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 20,822 | $184.7 萬 | 0.02% | +1,452+7.5% | 加碼 |
| Birmingham Capital Management Co Inc | 21,920 | $184.8 萬 | 0.64% | −1,350−5.8% | 減碼 |
| JT Stratford LLC | 21,961 | $185.2 萬 | 0.54% | −322−1.4% | 減碼 |
| Genesee Capital Advisors, LLC | 22,038 | $185.8 萬 | 0.97% | +22,038 | 新進 |
| Change Path, LLC | 22,052 | $185.9 萬 | 0.10% | +22,052 | 新進 |
| Gamble Jones Investment Counsel | 22,300 | $188.0 萬 | 0.12% | +30.0% | 加碼 |
| Thomasville National Bank | 22,413 | $188.9 萬 | 0.18% | −685−3.0% | 減碼 |
| Beacon Financial Group | 21,640 | $189.0 萬 | 0.25% | −56−0.3% | 減碼 |
| American National Insurance Co | 22,580 | $190.4 萬 | 0.51% | −4,975−18.1% | 減碼 |
| Valeo Financial Advisors, LLC | 22,734 | $191.7 萬 | 0.10% | +192+0.9% | 加碼 |
| Bridges Investment Management Inc | 22,743 | $191.8 萬 | 0.06% | −208−0.9% | 減碼 |
| Dakota Wealth Management | 22,839 | $192.5 萬 | 0.16% | +22,839 | 新進 |
| Vestcor Inc | 22,920 | $193.2 萬 | 0.07% | +5,061+28.3% | 加碼 |
| Huntington National Bank | 23,084 | $194.6 萬 | 0.02% | −1,109−4.6% | 減碼 |
| Chesley Taft & Associates LLC | 24,451 | $195.8 萬 | 0.11% | −2,605−9.6% | 減碼 |
| Palisade Asset Management, LLC | 23,229 | $195.8 萬 | 0.22% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 23,416 | $197.4 萬 | 0.07% | −18,433−44.0% | 減碼 |
| Old National Bancorp | 23,411 | $197.4 萬 | 0.07% | +7,614+48.2% | 加碼 |
| Metis Global Partners, LLC | 23,417 | $197.5 萬 | 0.24% | +10,269+78.1% | 加碼 |
| Ergoteles LLC | 23,535 | $198.4 萬 | 0.08% | +18,652+382.0% | 加碼 |
| K.J. Harrison & Partners Inc | 23,683 | $199.7 萬 | 0.32% | 00.0% | 不變 |
| Rossmore Private Capital | 23,689 | $199.7 萬 | 0.31% | +4,525+23.6% | 加碼 |
| NovaPoint Capital, LLC | 23,902 | $201.5 萬 | 0.73% | +23,902 | 新進 |
| Van Eck Associates Corp | 23,912 | $201.6 萬 | 0.00% | −7,018−22.7% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 23,941 | $201.8 萬 | 1.83% | −1,980−7.6% | 減碼 |
| IBM Retirement Fund | 24,000 | $202.3 萬 | 0.29% | −1,059−4.2% | 減碼 |
| Dorsey Wright & Associates | 24,103 | $203.2 萬 | 0.47% | +24,103 | 新進 |
| Parallel Advisors, LLC | 22,987 | $204.0 萬 | 0.08% | +20.0% | 加碼 |
| Los Angeles Capital Management LLC | 24,287 | $204.8 萬 | 0.01% | −32,441−57.2% | 減碼 |
| 1st Source Bank | 24,316 | $205.0 萬 | 0.13% | −90−0.4% | 減碼 |
| Round Table Services, LLC | 24,523 | $206.8 萬 | 0.35% | +36+0.1% | 加碼 |
| Chartwell Investment Partners, LLC | 24,691 | $208.2 萬 | 0.07% | −80.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 24,845 | $209.5 萬 | 0.08% | +3,069+14.1% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $210.8 萬 | 0.58% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $210.8 萬 | 0.28% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 25,000 | $210.8 萬 | 0.04% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $210.8 萬 | 0.15% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 25,006 | $210.8 萬 | 0.14% | +1,914+8.3% | 加碼 |
| Hodges Capital Management Inc. | 25,012 | $210.9 萬 | 0.17% | −65−0.3% | 減碼 |
| Alerus Financial NA | 25,065 | $211.3 萬 | 0.18% | −4,862−16.2% | 減碼 |
| Allworth Financial LP | 25,088 | $211.5 萬 | 0.03% | +3,538+16.4% | 加碼 |
| Bokf, NA | 25,259 | $212.9 萬 | 0.04% | −1,804−6.7% | 減碼 |
| Aaron Wealth Advisors | 179,917 | $213.4 萬 | 0.04% | +179,917 | 新進 |
| Harbour Capital Advisors, LLC | 25,477 | $214.8 萬 | 0.59% | −10,591−29.4% | 減碼 |
| New York Life Investments Alternatives | 25,532 | $215.2 萬 | 1.49% | −7,540−22.8% | 減碼 |
| Moseley Investment Management Inc | 25,661 | $216.3 萬 | 1.17% | +101+0.4% | 加碼 |
| Naples Global Advisors, LLC | 25,785 | $217.4 萬 | 0.25% | +1,230+5.0% | 加碼 |
| CWA Asset Management Group, LLC | 25,816 | $217.7 萬 | 0.17% | +227+0.9% | 加碼 |
| Aspiriant, LLC | 25,863 | $218.0 萬 | 0.12% | +348+1.4% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 25,920 | $218.5 萬 | 1.95% | +351+1.4% | 加碼 |
| Cigna Investments Inc | 26,435 | $222.8 萬 | 0.28% | −7,504−22.1% | 減碼 |
| Harfst & Associates, Inc. | 26,661 | $224.7 萬 | 0.52% | +937+3.6% | 加碼 |
| Empirical Finance, LLC | 26,656 | $224.7 萬 | 0.25% | +3,067+13.0% | 加碼 |
| Garner Asset Management Corp | 26,742 | $225.5 萬 | 0.91% | +101+0.4% | 加碼 |
| Sonen Capital LLC | 26,790 | $225.9 萬 | 2.73% | −782−2.8% | 減碼 |
| CWM, LLC | 26,856 | $226.4 萬 | 0.02% | +9,099+51.2% | 加碼 |
| Raymond James Trust N.A. | 26,924 | $227.0 萬 | 0.07% | +2,333+9.5% | 加碼 |
| Hudson Canyon Capital Management | 27,000 | $227.6 萬 | 1.80% | −1,831−6.4% | 減碼 |
| 180 Wealth Advisors, LLC | 29,695 | $228.4 萬 | 0.50% | −41−0.1% | 減碼 |
| Richard Bernstein Advisors LLC | 27,178 | $229.2 萬 | 0.05% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 27,352 | $230.6 萬 | 0.02% | −2,089−7.1% | 減碼 |
| Associated Banc-Corp | 27,454 | $231.5 萬 | 0.09% | +1,237+4.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 27,506 | $232.1 萬 | 0.79% | 00.0% | 不變 |
| Armstrong Henry H Associates Inc | 27,591 | $232.6 萬 | 0.25% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 27,637 | $233.0 萬 | 0.23% | +2,766+11.1% | 加碼 |
| Prudential PLC | 27,896 | $235.2 萬 | 0.03% | +27,896 | 新進 |
| Tiaa, FSB | 28,046 | $236.5 萬 | 0.01% | −421−1.5% | 減碼 |
| Redmond Asset Management, LLC | 28,098 | $236.9 萬 | 0.71% | −1,306−4.4% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 27,734 | $237.9 萬 | 0.19% | +25,234+1,009.4% | 加碼 |
| Verition Fund Management LLC | 28,285 | $238.4 萬 | 0.05% | +28,285 | 新進 |
| William Allan, LLC | 28,465 | $240.0 萬 | 1.81% | +1,470+5.4% | 加碼 |
| Appleton Partners Inc | 28,589 | $241.0 萬 | 0.20% | −2,978−9.4% | 減碼 |
| Private Asset Management Inc | 28,648 | $241.5 萬 | 0.33% | −3,169−10.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 28,889 | $243.6 萬 | 0.04% | +9,647+50.1% | 加碼 |
| Mirova | 29,225 | $246.3 萬 | 0.33% | −526−1.8% | 減碼 |
| Aj Wealth Strategies, LLC | 29,360 | $247.5 萬 | 0.12% | +120.0% | 加碼 |
| Advisor Partners LLC | 29,401 | $247.9 萬 | 0.15% | +1,433+5.1% | 加碼 |