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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 3,980 | $33.6 萬 | 0.06% | +1,400+54.3% | 加碼 |
| St Germain D J Co Inc | 3,972 | $33.5 萬 | 0.02% | +180+4.7% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,975 | $33.5 萬 | 0.11% | +255+6.9% | 加碼 |
| Laffer Tengler Investments | 3,962 | $33.4 萬 | 0.10% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 4,446 | $33.3 萬 | 0.02% | −45−1.0% | 減碼 |
| Grandfield & Dodd, LLC | 3,961 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 3,912 | $33.0 萬 | 0.03% | +650+19.9% | 加碼 |
| Sargent Bickham Lagudis LLC | 3,895 | $32.8 萬 | 0.03% | −599−13.3% | 減碼 |
| Crawford Investment Counsel Inc | 3,890 | $32.8 萬 | 0.01% | +300+8.4% | 加碼 |
| Gould Asset Management LLC | 3,827 | $32.3 萬 | 0.09% | 00.0% | 不變 |
| Bremer Bank National Association | 3,819 | $32.2 萬 | 0.05% | −290−7.1% | 減碼 |
| Willis Johnson & Associates, Inc. | 3,825 | $32.2 萬 | 0.04% | +3,825 | 新進 |
| Kathleen S. Wright Associates Inc. | 3,810 | $32.1 萬 | 0.23% | −98−2.5% | 減碼 |
| Carson Advisory Inc. | 3,803 | $32.1 萬 | 0.32% | 00.0% | 不變 |
| Brighton Jones LLC | 3,807 | $32.1 萬 | 0.01% | +267+7.5% | 加碼 |
| Affinity Capital Advisors, LLC | 3,769 | $31.8 萬 | 0.10% | −638−14.5% | 減碼 |
| Fieldpoint Private Securities, LLC | 3,732 | $31.5 萬 | 0.06% | −235−5.9% | 減碼 |
| Founders Capital Management | 3,750 | $31.5 萬 | 0.20% | 00.0% | 不變 |
| Souders Financial Advisors | 3,717 | $31.3 萬 | 0.09% | +27+0.7% | 加碼 |
| Kaizen Financial Strategies | 3,705 | $31.2 萬 | 0.24% | −9,545−72.0% | 減碼 |
| Integrated Investment Consultants, LLC | 3,691 | $31.1 萬 | 0.09% | −1,663−31.1% | 減碼 |
| Avantax Planning Partners, Inc. | 3,691 | $31.1 萬 | 0.01% | +217+6.2% | 加碼 |
| Atlas Private Wealth Management | 3,669 | $30.9 萬 | 0.18% | −62−1.7% | 減碼 |
| Forte Capital LLC | 3,672 | $30.9 萬 | 0.04% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 3,660 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 3,668 | $30.9 萬 | 0.01% | +72+2.0% | 加碼 |
| WNY Asset Management, LLC | 3,628 | $30.6 萬 | 0.09% | 00.0% | 不變 |
| Glaxis Capital Management, LLC | 3,632 | $30.6 萬 | 0.43% | +3,632 | 新進 |
| Klingenstein Fields & Co LP | 3,615 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Klingman & Associates, LLC | 3,617 | $30.5 萬 | 0.03% | +18+0.5% | 加碼 |
| Carlson Capital Management | 3,584 | $30.2 萬 | 0.03% | +6+0.2% | 加碼 |
| Seaport Global Advisors, LLC | 3,577 | $30.2 萬 | 0.97% | +3,577 | 新進 |
| Sigma Investment Counselors Inc | 3,574 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 3,544 | $29.8 萬 | 0.14% | −1,235−25.8% | 減碼 |
| Meristem Family Wealth, LLC | 3,532 | $29.8 萬 | 0.03% | −206−5.5% | 減碼 |
| NuWave Investment Management, LLC | 3,535 | $29.8 萬 | 0.40% | +3,535 | 新進 |
| Moneta Group Investment Advisors LLC | 3,487 | $29.4 萬 | 0.01% | −389−10.0% | 減碼 |
| Financial Enhancement Group LLC | 3,491 | $29.4 萬 | 0.05% | −20−0.6% | 減碼 |
| LCM Capital Management Inc | 3,472 | $29.3 萬 | 0.24% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 3,426 | $28.9 萬 | 0.02% | +3,426 | 新進 |
| CWS Financial Advisors, LLC | 3,421 | $28.8 萬 | 0.11% | +12+0.4% | 加碼 |
| Mystic Asset Management, Inc. | 3,418 | $28.8 萬 | 0.15% | 00.0% | 不變 |
| Cambridge Trust Co | 3,399 | $28.7 萬 | 0.01% | −722−17.5% | 減碼 |
| Narus Financial Partners, LLC | 3,403 | $28.7 萬 | 0.16% | +3,403 | 新進 |
| Almanack Investment Partners, LLC. | 3,393 | $28.6 萬 | 0.02% | +357+11.8% | 加碼 |
| Eastern Bank | 3,387 | $28.5 萬 | 0.01% | −208−5.8% | 減碼 |
| First International Bank & Trust | 3,382 | $28.5 萬 | 0.10% | +58+1.7% | 加碼 |
| Providence Capital Advisors, LLC | 3,371 | $28.4 萬 | 0.08% | 00.0% | 不變 |
| Beaumont Financial Partners, LLC | 3,365 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 3,369 | $28.4 萬 | 0.04% | +518+18.2% | 加碼 |
| TownSquare Capital, LLC | 3,351 | $28.3 萬 | 0.01% | −708−17.4% | 減碼 |
| Boyar Asset Management Inc. | 3,350 | $28.2 萬 | 0.18% | −200−5.6% | 減碼 |
| Sunflower Bank, N.A. | 3,344 | $28.2 萬 | 0.04% | −135−3.9% | 減碼 |
| Little House Capital LLC | 3,349 | $28.2 萬 | 0.14% | 00.0% | 不變 |
| Waddell & Associates, LLC | 3,329 | $28.1 萬 | 0.05% | −3,812−53.4% | 減碼 |
| Oak Thistle LLC | 3,336 | $28.1 萬 | 0.15% | +3,336 | 新進 |
| Three Bridge Wealth Advisors, LLC | 3,335 | $28.1 萬 | 0.08% | +3,335 | 新進 |
| 9258 Wealth Management, LLC | 3,293 | $27.8 萬 | 0.06% | −731−18.2% | 減碼 |
| Essex Financial Services, Inc. | 3,298 | $27.8 萬 | 0.03% | +187+6.0% | 加碼 |
| Rosenbaum Jay D. | 3,270 | $27.6 萬 | 0.44% | 00.0% | 不變 |
| PDS Planning, Inc | 3,278 | $27.6 萬 | 0.05% | +721+28.2% | 加碼 |
| Verity & Verity, LLC | 3,235 | $27.3 萬 | 0.04% | 00.0% | 不變 |
| Continuum Advisory, LLC | 4,112 | $27.3 萬 | 0.05% | +4,112 | 新進 |
| Bradley Foster & Sargent Inc | 3,226 | $27.2 萬 | 0.01% | +514+19.0% | 加碼 |
| Brave Asset Management Inc | 3,200 | $27.0 萬 | 0.09% | 00.0% | 不變 |
| Cutler Group LP | 3,204 | $27.0 萬 | 0.03% | +591+22.6% | 加碼 |
| Beta Wealth Group, Inc. | 3,200 | $27.0 萬 | 0.18% | +3,200 | 新進 |
| Parkside Advisors LLC | 3,186 | $26.9 萬 | 0.09% | −644−16.8% | 減碼 |
| Jacobi Capital Management LLC | 3,185 | $26.9 萬 | 0.03% | −77−2.4% | 減碼 |
| Convergence Investment Partners, LLC | 3,196 | $26.9 萬 | 0.14% | −17−0.5% | 減碼 |
| Legacy Financial Advisors, Inc. | 3,169 | $26.7 萬 | 0.06% | +406+14.7% | 加碼 |
| Ameritas Advisory Services, LLC | 3,145 | $26.5 萬 | 0.01% | +3,145 | 新進 |
| Atlas Capital Advisors LLC | 3,131 | $26.4 萬 | 0.04% | +153+5.1% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 3,105 | $26.2 萬 | 0.17% | +375+13.7% | 加碼 |
| Financial Consulate, Inc | 3,100 | $26.1 萬 | 0.10% | 00.0% | 不變 |
| Northstar Asset Management LLC | 3,090 | $26.0 萬 | 0.07% | 00.0% | 不變 |
| Western Wealth Management, LLC | 3,095 | $26.0 萬 | 0.01% | +292+10.4% | 加碼 |
| Cypress Capital Group | 3,068 | $25.9 萬 | 0.03% | +3,068 | 新進 |
| Carolinas Wealth Consulting LLC | 3,061 | $25.8 萬 | 0.06% | −100−3.2% | 減碼 |
| Leonteq Securities AG | 3,057 | $25.8 萬 | 0.01% | +846+38.3% | 加碼 |
| Vantage Consulting Group Inc | 3,037 | $25.6 萬 | 0.10% | −381−11.1% | 減碼 |
| Syntax Advisors, LLC | 3,037 | $25.6 萬 | 0.22% | −381−11.1% | 減碼 |
| Westshore Wealth, LLC | 3,030 | $25.5 萬 | 0.17% | 00.0% | 不變 |
| Manchester Capital Management LLC | 3,021 | $25.5 萬 | 0.04% | −3−0.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 3,024 | $25.5 萬 | 0.00% | +10+0.3% | 加碼 |
| Koshinski Asset Management, Inc. | 3,020 | $25.5 萬 | 0.02% | +180+6.3% | 加碼 |
| Fisher Asset Management, LLC | 3,016 | $25.4 萬 | 0.00% | −1,649−35.3% | 減碼 |
| Wimmer Associates 1, LLC | 3,000 | $25.3 萬 | 0.14% | +210+7.5% | 加碼 |
| Acropolis Investment Management, LLC | 2,991 | $25.2 萬 | 0.02% | +354+13.4% | 加碼 |
| Berkeley, Inc | 2,984 | $25.2 萬 | 0.18% | +4+0.1% | 加碼 |
| Autus Asset Management, LLC | 2,981 | $25.1 萬 | 0.04% | −263−8.1% | 減碼 |
| Private Advisory Group LLC | 2,978 | $25.1 萬 | 0.05% | +2,978 | 新進 |
| Good Life Advisors, LLC | 2,967 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Intrua Financial, LLC | 2,956 | $24.9 萬 | 0.04% | −169−5.4% | 減碼 |
| Pflug Koory, LLC | 2,937 | $24.8 萬 | 0.12% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 2,933 | $24.7 萬 | 0.01% | −379−11.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,925 | $24.7 萬 | 0.02% | +170+6.2% | 加碼 |
| Credit Agricole S A | 2,935 | $24.7 萬 | 0.01% | +659+29.0% | 加碼 |
| Triasima Portfolio Management inc. | 2,931 | $24.7 萬 | 0.01% | +2,931 | 新進 |
| People's United Financial, Inc. | 2,904 | $24.5 萬 | 0.01% | +102+3.6% | 加碼 |