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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 11,648 | $98.2 萬 | 0.39% | −927−7.4% | 減碼 |
| Federated Hermes, Inc. | 11,617 | $97.9 萬 | 0.00% | +452+4.0% | 加碼 |
| Crumly & Associates Inc. | 11,595 | $97.8 萬 | 0.37% | −107−0.9% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 11,572 | $97.6 萬 | 0.59% | −794−6.4% | 減碼 |
| Point72 Asset Management, L.P. | 11,581 | $97.6 萬 | 0.00% | +11,581 | 新進 |
| Heartland Bank & Trust Co | 11,502 | $97.0 萬 | 0.74% | −11,156−49.2% | 減碼 |
| Grimes & Company, Inc. | 11,407 | $96.2 萬 | 0.05% | −10,947−49.0% | 減碼 |
| ETF Managers Group, LLC | 10,733 | $95.3 萬 | 0.02% | +212+2.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 11,229 | $94.7 萬 | 0.02% | −497,145−97.8% | 減碼 |
| FineMark National Bank & Trust | 11,227 | $94.7 萬 | 0.04% | +1,689+17.7% | 加碼 |
| Barrett Asset Management, LLC | 11,213 | $94.5 萬 | 0.04% | −2,759−19.7% | 減碼 |
| Aquatic Capital Management LLC | 11,200 | $94.4 萬 | 1.41% | +11,200 | 新進 |
| Greatmark Investment Partners, Inc. | 11,177 | $94.2 萬 | 0.15% | +1,075+10.6% | 加碼 |
| Patriot Investment Management Inc. | 11,097 | $93.5 萬 | 0.08% | −453−3.9% | 減碼 |
| TCTC Holdings, LLC | 11,020 | $92.9 萬 | 0.04% | 00.0% | 不變 |
| Fractal Investments LLC | 10,998 | $92.7 萬 | 0.27% | −43−0.4% | 減碼 |
| CastleKnight Management LP | 11,000 | $92.7 萬 | 0.25% | +11,000 | 新進 |
| Stonnington Group, LLC | 11,347 | $92.6 萬 | 0.22% | −9,565−45.7% | 減碼 |
| IMC-Chicago, LLC | 10,933 | $92.2 萬 | 0.04% | +10,933 | 新進 |
| Hyperion Capital Advisors LP | 10,899 | $91.9 萬 | 0.35% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 11,210 | $91.8 萬 | 0.20% | +2,466+28.2% | 加碼 |
| Latitude Advisors, LLC | 10,887 | $91.8 萬 | 0.21% | +2,977+37.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 10,873 | $91.7 萬 | 0.05% | +1,465+15.6% | 加碼 |
| Hardy Reed LLC | 10,827 | $91.3 萬 | 0.17% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 10,777 | $90.9 萬 | 0.18% | +54+0.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,764 | $90.7 萬 | 0.07% | +26+0.2% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 10,623 | $89.6 萬 | 0.43% | +30.0% | 加碼 |
| Violich Capital Management, Inc. | 10,605 | $89.4 萬 | 0.13% | −375−3.4% | 減碼 |
| Hall Capital Management Co Inc | 10,581 | $89.2 萬 | 0.52% | +587+5.9% | 加碼 |
| DCM Advisors, LLC | 10,423 | $87.9 萬 | 0.31% | −291−2.7% | 減碼 |
| Coldstream Capital Management Inc | 10,397 | $87.7 萬 | 0.03% | −321−3.0% | 減碼 |
| Capital Advantage, Inc. | 10,316 | $87.0 萬 | 0.20% | +10,316 | 新進 |
| Kovack Advisors, Inc. | 10,293 | $86.7 萬 | 0.09% | −275−2.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 10,255 | $86.5 萬 | 0.10% | +4,058+65.5% | 加碼 |
| Waldron Private Wealth LLC | 10,245 | $86.3 萬 | 0.04% | +354+3.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 10,179 | $85.8 萬 | 0.05% | +998+10.9% | 加碼 |
| Avantax Advisory Services, Inc. | 10,105 | $85.4 萬 | 0.01% | +1,861+22.6% | 加碼 |
| Eqis Capital Management, Inc. | 10,104 | $85.2 萬 | 0.08% | −13,987−58.1% | 減碼 |
| Stony Point Wealth Management Inc. | 10,053 | $84.8 萬 | 0.45% | +533+5.6% | 加碼 |
| Freestone Capital Holdings, LLC | 10,051 | $84.7 萬 | 0.03% | +3,742+59.3% | 加碼 |
| Compass Advisory Group LLC | 10,000 | $84.3 萬 | 0.44% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 9,885 | $83.3 萬 | 0.06% | +1,670+20.3% | 加碼 |
| Apriem Advisors | 9,836 | $82.9 萬 | 0.12% | −1,132−10.3% | 減碼 |
| Logan Capital Management Inc | 9,831 | $82.9 萬 | 0.04% | 00.0% | 不變 |
| Intrust Bank NA | 9,635 | $81.2 萬 | 0.10% | −32−0.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,625 | $81.0 萬 | 0.07% | −3,300−25.5% | 減碼 |
| Chemistry Wealth Management LLC | 9,544 | $80.5 萬 | 0.28% | +9,544 | 新進 |
| Clearstead Advisors, LLC | 9,502 | $80.1 萬 | 0.05% | +1,998+26.6% | 加碼 |
| BerganKDV Wealth Management, LLC | 9,500 | $80.1 萬 | 0.09% | +8,665+1,037.7% | 加碼 |
| Glenview Trust Co | 9,470 | $79.8 萬 | 0.03% | +800+9.2% | 加碼 |
| Monte Financial Group, LLC | 9,438 | $79.6 萬 | 0.42% | −62,282−86.8% | 減碼 |
| Salem Investment Counselors Inc | 9,434 | $79.5 萬 | 0.03% | 00.0% | 不變 |
| Symmetry Partners, LLC | 9,408 | $79.3 萬 | 0.05% | 00.0% | 不變 |
| Stableford Capital II LLC | 9,902 | $79.2 萬 | 0.34% | +9,902 | 新進 |
| Laurel Wealth Advisors, Inc. | 9,369 | $79.0 萬 | 0.07% | +221+2.4% | 加碼 |
| Cannell Peter B & Co Inc | 9,346 | $78.8 萬 | 0.02% | 00.0% | 不變 |
| Fulton Bank, N.A. | 9,309 | $78.5 萬 | 0.04% | −286−3.0% | 減碼 |
| Inverness Counsel LLC | 9,314 | $78.5 萬 | 0.04% | −116−1.2% | 減碼 |
| Pitcairn Co | 9,275 | $78.2 萬 | 0.07% | −323−3.4% | 減碼 |
| SNS Financial Group, LLC | 9,193 | $77.5 萬 | 0.09% | −754−7.6% | 減碼 |
| Arkadios Wealth Advisors | 9,173 | $77.3 萬 | 0.10% | −1,395−13.2% | 減碼 |
| Smith, Moore & Co. | 9,135 | $77.0 萬 | 0.11% | −33−0.4% | 減碼 |
| Ironwood Financial, llc | 9,111 | $76.8 萬 | 0.22% | 00.0% | 不變 |
| Aries Wealth Management | 9,111 | $76.8 萬 | 0.33% | +9,111 | 新進 |
| Omega Financial Group, LLC | 9,111 | $76.8 萬 | 0.33% | +9,111 | 新進 |
| Concentric Wealth Management, LLC | 8,950 | $75.5 萬 | 0.22% | −603−6.3% | 減碼 |
| 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 |
| Lyell Wealth Management, LP | 8,705 | $73.4 萬 | 0.09% | +8,705 | 新進 |
| 44 Wealth Management LLC | 8,554 | $72.1 萬 | 0.26% | −49−0.6% | 減碼 |
| Proficio Capital Partners LLC | 8,561 | $72.0 萬 | 0.11% | +996+13.2% | 加碼 |
| Avalon Investment & Advisory | 8,502 | $71.7 萬 | 0.02% | −640−7.0% | 減碼 |
| Boston Financial Mangement LLC | 8,489 | $71.6 萬 | 0.03% | +435+5.4% | 加碼 |
| Sawtooth Solutions, LLC | 8,442 | $71.2 萬 | 0.09% | −8,338−49.7% | 減碼 |
| TCI Wealth Advisors, Inc. | 8,381 | $70.7 萬 | 0.11% | +583+7.5% | 加碼 |
| AIA Group Ltd | 8,348 | $70.4 萬 | 0.03% | +2,568+44.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 8,322 | $70.1 萬 | 0.16% | +1,393+20.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 8,250 | $69.6 萬 | 0.05% | −500−5.7% | 減碼 |
| Kingsview Wealth Management, LLC | 8,189 | $69.0 萬 | 0.03% | −901−9.9% | 減碼 |
| Woodmont Investment Counsel LLC | 8,165 | $68.8 萬 | 0.08% | +8,165 | 新進 |
| Machina Capital S.A.S. | 8,100 | $68.3 萬 | 1.50% | +5,100+170.0% | 加碼 |
| Great Lakes Advisors, LLC | 8,090 | $68.2 萬 | 0.01% | +126+1.6% | 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 |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 7,870 | $66.4 萬 | 0.08% | +2,330+42.1% | 加碼 |
| Ninety One SA (PTY) Ltd | 7,808 | $65.8 萬 | 0.18% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 7,777 | $65.6 萬 | 0.24% | −103−1.3% | 減碼 |
| 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 |
| Mount Yale Investment Advisors, LLC | 7,740 | $65.3 萬 | 0.07% | +495+6.8% | 加碼 |
| Independent Advisor Alliance | 7,728 | $65.2 萬 | 0.03% | +3,143+68.5% | 加碼 |
| Bragg Financial Advisors, Inc | 7,709 | $65.0 萬 | 0.04% | +55+0.7% | 加碼 |
| Trust Co of Virginia | 7,675 | $64.7 萬 | 0.07% | −25−0.3% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 7,638 | $64.4 萬 | 0.14% | +7,638 | 新進 |
| DAGCO, Inc. | 8,280 | $63.7 萬 | 0.29% | 00.0% | 不變 |
| RNC Capital Management LLC | 7,518 | $63.4 萬 | 0.03% | 00.0% | 不變 |