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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 536,618 | $4,524 萬 | 0.31% | −112,442−17.3% | 減碼 |
| Crestwood Advisors Group LLC | 534,694 | $4,508 萬 | 1.27% | +69,168+14.9% | 加碼 |
| Susquehanna International Group, LLP | 529,135 | $4,461 萬 | 0.07% | −11,910−2.2% | 減碼 |
| Millennium Management LLC | 526,353 | $4,438 萬 | 0.05% | +106,670+25.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 524,678 | $4,424 萬 | 2.34% | +505,809+2,680.6% | 加碼 |
| Gateway Investment Advisers LLC | 523,146 | $4,411 萬 | 0.44% | −5,495−1.0% | 減碼 |
| Alberta Investment Management Corp | 509,249 | $4,294 萬 | 0.25% | −37,615−6.9% | 減碼 |
| American International Group, Inc. | 504,465 | $4,253 萬 | 0.23% | −11,892−2.3% | 減碼 |
| Allen Operations LLC | 502,815 | $4,239 萬 | 7.47% | 00.0% | 不變 |
| Vaughan David Investments LLC | 481,471 | $4,059 萬 | 1.20% | +963+0.2% | 加碼 |
| Greenwich Wealth Management LLC | 479,899 | $4,046 萬 | 4.13% | −290.0% | 減碼 |
| Aureus Asset Management, LLC | 478,472 | $4,034 萬 | 2.68% | +6,016+1.3% | 加碼 |
| Guggenheim Capital LLC | 476,619 | $4,018 萬 | 0.24% | −16,616−3.4% | 減碼 |
| Balyasny Asset Management LLC | 476,012 | $4,013 萬 | 0.18% | −374,201−44.0% | 減碼 |
| PFG Advisors | 646,036 | $3,997 萬 | 4.08% | +612,601+1,832.2% | 加碼 |
| Brewin Dolphin Ltd | 469,047 | $3,955 萬 | 1.61% | +392,814+515.3% | 加碼 |
| Swedbank AB | 468,154 | $3,947 萬 | 0.07% | +4,465+1.0% | 加碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 466,219 | $3,931 萬 | 10.21% | +138,038+42.1% | 加碼 |
| Barr E S & Co | 464,577 | $3,917 萬 | 2.68% | −93,763−16.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 463,659 | $3,909 萬 | 0.44% | +238,757+106.2% | 加碼 |
| LPL Financial LLC | 461,563 | $3,891 萬 | 0.03% | +49,616+12.0% | 加碼 |
| First Republic Investment Management, Inc. | 457,098 | $3,854 萬 | 0.08% | +12,624+2.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 456,501 | $3,849 萬 | 0.08% | +27,483+6.4% | 加碼 |
| Nisa Investment Advisors, LLC | 447,685 | $3,774 萬 | 0.27% | −8,310−1.8% | 減碼 |
| First Manhattan Co | 444,573 | $3,748 萬 | 0.12% | +1,182+0.3% | 加碼 |
| ProShare Advisors LLC | 442,573 | $3,731 萬 | 0.08% | +20,429+4.8% | 加碼 |
| Park Presidio Capital LLC | 442,098 | $3,727 萬 | 5.68% | −867,025−66.2% | 減碼 |
| Flputnam Investment Management Co | 440,924 | $3,717 萬 | 1.19% | +13,001+3.0% | 加碼 |
| Wilkinson Global Asset Management LLC | 440,562 | $3,714 萬 | 2.39% | +12,387+2.9% | 加碼 |
| Cambiar Investors LLC | 436,788 | $3,683 萬 | 1.39% | −12,898−2.9% | 減碼 |
| Davis Capital Partners, LLC | 433,479 | $3,655 萬 | 1.80% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 427,080 | $3,601 萬 | 0.20% | +24,445+6.1% | 加碼 |
| GW&K Investment Management, LLC | 426,064 | $3,592 萬 | 0.32% | +19,731+4.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 418,014 | $3,524 萬 | 0.34% | −42,608−9.3% | 減碼 |
| Stamina Capital Management LP | 411,533 | $3,470 萬 | 14.53% | +36,895+9.8% | 加碼 |
| Shell Asset Management Co | 409,480 | $3,452 萬 | 0.81% | −112,992−21.6% | 減碼 |
| MetLife Investment Management | 409,088 | $3,449 萬 | 0.22% | +76,929+23.2% | 加碼 |
| Alyeska Investment Group, L.P. | 400,865 | $3,380 萬 | 0.37% | +306,059+322.8% | 加碼 |
| Arizona State Retirement System | 397,616 | $3,352 萬 | 0.27% | +1,320+0.3% | 加碼 |
| USS Investment Management Ltd | 392,330 | $3,308 萬 | 0.28% | +23,868+6.5% | 加碼 |
| Zurich Insurance Group Ltd | 388,452 | $3,275 萬 | 0.41% | +388,452 | 新進 |
| DnB Asset Management AS | 387,829 | $3,270 萬 | 0.19% | +16,237+4.4% | 加碼 |
| Snyder Capital Management L P | 387,698 | $3,269 萬 | 0.83% | +56,000+16.9% | 加碼 |
| British Columbia Investment Management Corp | 386,942 | $3,262 萬 | 0.21% | −30,416−7.3% | 減碼 |
| Janney Montgomery Scott LLC | 384,044 | $3,238 萬 | 0.14% | −19,586−4.9% | 減碼 |
| Teacher Retirement System of Texas | 382,130 | $3,222 萬 | 0.16% | −119,953−23.9% | 減碼 |
| Ensemble Capital Management, LLC | 381,599 | $3,217 萬 | 2.79% | −250,739−39.7% | 減碼 |
| First Long Island Investors, LLC | 380,732 | $3,210 萬 | 2.73% | +132,770+53.5% | 加碼 |
| State of Michigan Retirement System | 379,266 | $3,198 萬 | 0.18% | +726+0.2% | 加碼 |
| Amalgamated Bank | 378,684 | $3,193 萬 | 0.25% | −26,660−6.6% | 減碼 |
| Amalgamated Financial Corp. | 378,684 | $3,193 萬 | 0.25% | +378,684 | 新進 |
| Jupiter Asset Management Ltd | 372,200 | $3,138 萬 | 0.37% | +226,500+155.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 366,257 | $3,088 萬 | 0.03% | −31,835−8.0% | 減碼 |
| Eagle Ridge Investment Management | 365,839 | $3,084 萬 | 3.29% | −2,985−0.8% | 減碼 |
| Blair William & Co | 362,934 | $3,060 萬 | 0.11% | −6,569−1.8% | 減碼 |
| Montag & Caldwell, LLC | 362,501 | $3,056 萬 | 3.40% | +45,755+14.4% | 加碼 |
| Titan Global Capital Management USA LLC | 359,840 | $3,034 萬 | 6.37% | −87,812−19.6% | 減碼 |
| CIBC World Markets Corp | 352,747 | $2,974 萬 | 0.23% | +28,792+8.9% | 加碼 |
| Peapack Gladstone Financial Corp | 350,221 | $2,972 萬 | 0.58% | −13,143−3.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 349,714 | $2,948 萬 | 0.10% | +137,030+64.4% | 加碼 |
| Aviva PLC | 348,181 | $2,936 萬 | 0.15% | −107,480−23.6% | 減碼 |
| Qube Research & Technologies Ltd | 343,844 | $2,899 萬 | 0.26% | +343,844 | 新進 |
| Coronation Fund Managers Ltd. | 338,272 | $2,852 萬 | 1.11% | −10,169−2.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 333,660 | $2,813 萬 | 0.28% | −27,000−7.5% | 減碼 |
| MIG Capital, LLC | 330,089 | $2,783 萬 | 2.85% | −175,869−34.8% | 減碼 |
| Handelsbanken Fonder AB | 328,941 | $2,773 萬 | 0.15% | −8,193−2.4% | 減碼 |
| North Star Asset Management Inc | 326,783 | $2,755 萬 | 1.52% | −14,308−4.2% | 減碼 |
| Maryland Capital Management | 316,359 | $2,667 萬 | 1.67% | +312,791+8,766.6% | 加碼 |
| Bridgewater Associates, LP | 315,103 | $2,657 萬 | 0.11% | −18,219−5.5% | 減碼 |
| Everett Harris & Co | 312,117 | $2,632 萬 | 0.37% | −1,280−0.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 311,654 | $2,628 萬 | 0.27% | +5,002+1.6% | 加碼 |
| AXA S.A. | 304,696 | $2,569 萬 | 0.07% | −165,742−35.2% | 減碼 |
| MUFG Americas Holdings Corp | 301,736 | $2,544 萬 | 0.50% | +19,659+7.0% | 加碼 |
| CIBC Asset Management Inc | 297,931 | $2,512 萬 | 0.09% | +6,341+2.2% | 加碼 |
| NN Investment Partners Holdings N.V. | 297,556 | $2,509 萬 | 0.14% | +51,491+20.9% | 加碼 |
| CORDA Investment Management, LLC. | 289,706 | $2,443 萬 | 1.89% | −6,585−2.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 283,845 | $2,393 萬 | 0.36% | −6,226−2.1% | 減碼 |
| Forsta Ap-Fonden | 283,301 | $2,389 萬 | 0.27% | −69,000−19.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 280,481 | $2,365 萬 | 1.19% | −87,145−23.7% | 減碼 |
| Covington Capital Management | 279,511 | $2,357 萬 | 0.85% | +1,380+0.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 275,339 | $2,321 萬 | 0.14% | −31,318−10.2% | 減碼 |
| Mount Capital Ltd | 273,308 | $2,304 萬 | 6.70% | −48,600−15.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 271,569 | $2,290 萬 | 0.22% | +162,800+149.7% | 加碼 |
| Utah Retirement Systems | 268,570 | $2,264 萬 | 0.30% | −4,300−1.6% | 減碼 |
| Assenagon Asset Management S.A. | 266,987 | $2,251 萬 | 0.07% | −153,104−36.4% | 減碼 |
| Confluence Investment Management LLC | 262,558 | $2,214 萬 | 0.31% | +580.0% | 加碼 |
| First Foundation Advisors | 259,948 | $2,192 萬 | 0.79% | −2,088−0.8% | 減碼 |
| Caas Capital Management LP | 258,720 | $2,181 萬 | 3.84% | +258,720 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 258,629 | $2,181 萬 | 1.71% | −49,943−16.2% | 減碼 |
| Evercore Wealth Management, LLC | 255,909 | $2,158 萬 | 0.38% | −187−0.1% | 減碼 |
| Greenwood Gearhart Inc | 249,234 | $2,101 萬 | 2.89% | +1,495+0.6% | 加碼 |
| Daiwa Securities Group Inc. | 249,135 | $2,100 萬 | 0.13% | +84,235+51.1% | 加碼 |
| Miura Global Management, LLC | 245,000 | $2,066 萬 | 6.71% | −210,000−46.2% | 減碼 |
| Gofen & Glossberg LLC | 243,390 | $2,052 萬 | 0.47% | +11,519+5.0% | 加碼 |
| IFM Investors Pty Ltd | 239,687 | $2,021 萬 | 0.31% | +44,926+23.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 239,245 | $2,017 萬 | 0.09% | −13,131−5.2% | 減碼 |
| ING Groep NV | 238,520 | $2,011 萬 | 0.20% | +42,302+21.6% | 加碼 |
| Tower Bridge Advisors | 237,036 | $1,998 萬 | 1.34% | −9,585−3.9% | 減碼 |
| TPI Fund Managers Ltd | 236,272 | $1,992 萬 | 2.56% | −22,330−8.6% | 減碼 |
| Cohen Capital Management, Inc. | 231,096 | $1,948 萬 | 3.41% | −3,500−1.5% | 減碼 |