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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 5,300 | $44.7 萬 | 0.28% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 5,308 | $44.7 萬 | 0.02% | +1,652+45.2% | 加碼 |
| Parkside Financial Bank & Trust | 5,293 | $44.6 萬 | 0.12% | +31+0.6% | 加碼 |
| Vista Private Wealth Partners. LLC | 5,311 | $44.4 萬 | 0.18% | −1,146−17.7% | 減碼 |
| Boston Trust Walden Corp | 5,270 | $44.4 萬 | 0.00% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 5,259 | $44.3 萬 | 0.01% | +2,330+79.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,237 | $44.2 萬 | 0.04% | −1,276−19.6% | 減碼 |
| Index Fund Advisors, Inc. | 5,244 | $44.2 萬 | 0.03% | +1,030+24.4% | 加碼 |
| Asset Management Resources, LLC | 5,213 | $44.0 萬 | 0.36% | −664−11.3% | 減碼 |
| Norway Savings Bank | 5,220 | $44.0 萬 | 0.20% | −360−6.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 5,200 | $43.8 萬 | 0.05% | +715+15.9% | 加碼 |
| Clarus Wealth Advisors | 5,371 | $43.8 萬 | 0.27% | +5,371 | 新進 |
| Diligent Investors, LLC | 5,183 | $43.7 萬 | 0.13% | 00.0% | 不變 |
| Marshall Financial Group LLC | 5,169 | $43.6 萬 | 0.18% | +10.0% | 加碼 |
| Smithfield Trust Co | 5,143 | $43.6 萬 | 0.03% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 5,176 | $43.6 萬 | 0.01% | +285+5.8% | 加碼 |
| Childress Capital Advisors, LLC | 5,178 | $43.6 萬 | 0.15% | +1,130+27.9% | 加碼 |
| AXS Investments LLC | 5,160 | $43.5 萬 | 0.17% | −1,985−27.8% | 減碼 |
| RMB Capital Management, LLC | 5,162 | $43.5 萬 | 0.01% | +1,529+42.1% | 加碼 |
| Minot Wealth Management LLC | 5,103 | $43.0 萬 | 0.09% | +5,103 | 新進 |
| West Family Investments, Inc. | 5,068 | $42.7 萬 | 0.12% | +27+0.5% | 加碼 |
| Keystone Financial Services | 6,646 | $42.6 萬 | 0.25% | −86−1.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $42.5 萬 | 0.03% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 5,048 | $42.5 萬 | 0.03% | +203+4.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,038 | $42.4 萬 | 0.04% | −12−0.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,023 | $42.3 萬 | 0.03% | +382+8.2% | 加碼 |
| Difesa Capital Management, LP | 5,000 | $42.2 萬 | 0.27% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 4,998 | $42.2 萬 | 0.02% | +186+3.9% | 加碼 |
| Ropes Wealth Advisors LLC | 4,977 | $42.0 萬 | 0.07% | −1,992−28.6% | 減碼 |
| Gryphon Financial Partners LLC | 4,977 | $42.0 萬 | 0.09% | −182−3.5% | 減碼 |
| Occudo Quantitative Strategies LP | 4,972 | $41.9 萬 | 0.04% | −8,020−61.7% | 減碼 |
| Lincoln National Corp | 4,952 | $41.8 萬 | 0.01% | +355+7.7% | 加碼 |
| Canvas Wealth Advisors, LLC | 5,969 | $41.5 萬 | 0.15% | −5,292−47.0% | 減碼 |
| Desjardins Global Asset Management Inc. | 4,923 | $41.5 萬 | 0.04% | −197−3.8% | 減碼 |
| Nova R Wealth, Inc. | 4,924 | $41.5 萬 | 0.35% | +34+0.7% | 加碼 |
| West Coast Financial LLC | 4,862 | $41.0 萬 | 0.06% | −650−11.8% | 減碼 |
| Penserra Capital Management LLC | 4,877 | $41.0 萬 | 0.01% | +4,255+684.1% | 加碼 |
| Marquette Asset Management, LLC | 4,847 | $40.9 萬 | 0.10% | +8+0.2% | 加碼 |
| Equitable Trust Co | 4,831 | $40.8 萬 | 0.03% | −315−6.1% | 減碼 |
| Corbett Road Capital Management, LLC | 4,791 | $40.4 萬 | 0.52% | +4,791 | 新進 |
| Tiedemann Advisors, LLC | 4,782 | $40.3 萬 | 0.02% | +187+4.1% | 加碼 |
| YorkBridge Wealth Partners, LLC | 4,764 | $40.2 萬 | 0.09% | −175−3.5% | 減碼 |
| Keene & Associates, Inc. | 4,751 | $40.1 萬 | 0.33% | −184−3.7% | 減碼 |
| Delta Financial Advisors LLC | 4,745 | $40.0 萬 | 0.17% | 00.0% | 不變 |
| Investment House LLC | 4,729 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 4,738 | $39.9 萬 | 0.03% | +1,523+47.4% | 加碼 |
| Davis R M Inc | 4,724 | $39.8 萬 | 0.01% | −350−6.9% | 減碼 |
| DSC Advisors, L.P. | 4,725 | $39.8 萬 | 0.32% | +4,725 | 新進 |
| Claro Advisors LLC | 4,720 | $39.7 萬 | 0.14% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 4,710 | $39.7 萬 | 0.14% | +13+0.3% | 加碼 |
| Cardiff Park Advisors, LLC | 4,669 | $39.4 萬 | 0.06% | +25+0.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 4,653 | $39.2 萬 | 0.03% | +332+7.7% | 加碼 |
| Operose Advisors LLC | 4,616 | $38.9 萬 | 0.27% | +6+0.1% | 加碼 |
| First Affirmative Financial Network | 4,582 | $38.6 萬 | 0.37% | +268+6.2% | 加碼 |
| RFG Advisory, LLC | 4,562 | $38.5 萬 | 0.02% | +454+11.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 4,576 | $38.4 萬 | 0.13% | +133+3.0% | 加碼 |
| Highland Capital Management, LLC | 4,545 | $38.3 萬 | 0.02% | 00.0% | 不變 |
| Highland Private Wealth Management | 4,539 | $38.3 萬 | 0.05% | +200+4.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 4,533 | $38.2 萬 | 0.03% | −455−9.1% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,541 | $38.2 萬 | 0.13% | 00.0% | 不變 |
| Abbrea Capital, LLC | 4,498 | $37.9 萬 | 0.05% | +125+2.9% | 加碼 |
| Cypress Wealth Services, LLC | 4,491 | $37.9 萬 | 0.10% | +133+3.1% | 加碼 |
| Pinebridge Investments, L.P. | 4,461 | $37.6 萬 | 0.00% | −27,292−86.0% | 減碼 |
| Integrated Wealth Concepts LLC | 4,458 | $37.6 萬 | 0.01% | −2,884−39.3% | 減碼 |
| Edgestream Partners, L.P. | 4,404 | $37.1 萬 | 0.03% | −3,368−43.3% | 減碼 |
| Azimuth Capital Management LLC | 4,400 | $37.1 萬 | 0.02% | −32−0.7% | 減碼 |
| Murphy Capital Management Inc | 4,410 | $37.1 萬 | 0.04% | +4,410 | 新進 |
| Keel Point, LLC | 4,368 | $36.8 萬 | 0.06% | −217−4.7% | 減碼 |
| Wedmont Private Capital | 4,469 | $36.8 萬 | 0.08% | +1,484+49.7% | 加碼 |
| Graypoint LLC | 4,347 | $36.7 萬 | 0.04% | +4,347 | 新進 |
| V Wealth Advisors LLC | 4,343 | $36.6 萬 | 0.06% | −82−1.9% | 減碼 |
| Geller Advisors LLC | 4,326 | $36.5 萬 | 0.07% | +20+0.5% | 加碼 |
| Private Trust Co NA | 4,319 | $36.4 萬 | 0.06% | +1,109+34.5% | 加碼 |
| QVR LLC | 4,323 | $36.4 萬 | 1.45% | +4,323 | 新進 |
| Old Mission Investment Co LLC | 4,275 | $36.0 萬 | 0.13% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 4,267 | $36.0 萬 | 0.32% | 00.0% | 不變 |
| Hamel Associates, Inc. | 4,265 | $36.0 萬 | 0.13% | +225+5.6% | 加碼 |
| CKW Financial Group | 4,300 | $35.9 萬 | 0.05% | +1,000+30.3% | 加碼 |
| BlueCrest Capital Management Ltd | 4,242 | $35.8 萬 | 0.03% | +4,242 | 新進 |
| RDA Financial Network | 4,236 | $35.7 萬 | 0.15% | +4,236 | 新進 |
| Institute for Wealth Management, LLC. | 4,218 | $35.6 萬 | 0.06% | +59+1.4% | 加碼 |
| GoalVest Advisory LLC | 4,218 | $35.6 萬 | 0.20% | +4,218 | 新進 |
| Purus Wealth Management, LLC | 4,198 | $35.4 萬 | 0.24% | −10.0% | 減碼 |
| CX Institutional | 4,184 | $35.3 萬 | 0.03% | +495+13.4% | 加碼 |
| Sutton Wealth Advisors Inc. | 4,177 | $35.2 萬 | 0.12% | +65+1.6% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 4,180 | $35.2 萬 | 0.22% | 00.0% | 不變 |
| Intersect Capital LLC | 4,181 | $35.2 萬 | 0.07% | +1,127+36.9% | 加碼 |
| Norris Perne & French LLP | 4,164 | $35.1 萬 | 0.03% | +4,164 | 新進 |
| Integrated Advisors Network LLC | 4,157 | $35.0 萬 | 0.02% | −26−0.6% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,142 | $34.9 萬 | 0.10% | +180+4.5% | 加碼 |
| Essex LLC | 4,129 | $34.8 萬 | 0.09% | −1,666−28.7% | 減碼 |
| Sonora Investment Management Group, LLC | 4,135 | $34.8 萬 | 0.04% | −226−5.2% | 減碼 |
| Garrison Bradford & Associates Inc | 4,100 | $34.6 萬 | 0.34% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 4,100 | $34.6 萬 | 0.13% | 00.0% | 不變 |
| Ascent Group, LLC | 4,104 | $34.6 萬 | 0.04% | +233+6.0% | 加碼 |
| Pinnacle Family Advisors, LLC | 4,020 | $33.9 萬 | 0.18% | +4,020 | 新進 |
| Triad Investment Management | 4,005 | $33.8 萬 | 0.32% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 4,000 | $33.7 萬 | 0.07% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 4,000 | $33.7 萬 | 0.16% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 4,000 | $33.7 萬 | 0.09% | 00.0% | 不變 |