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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 228,316 | $1,925 萬 | 0.07% | +109,787+92.6% | 加碼 |
| Yousif Capital Management, LLC | 225,071 | $1,898 萬 | 0.21% | +1,197+0.5% | 加碼 |
| Cornerstone Capital, Inc. | 222,846 | $1,879 萬 | 2.11% | −18,415−7.6% | 減碼 |
| Osher Van de Voorde Investment Management | 220,095 | $1,856 萬 | 4.12% | −64,420−22.6% | 減碼 |
| HighTower Advisors, LLC | 219,676 | $1,851 萬 | 0.04% | +8,765+4.2% | 加碼 |
| Ycg, LLC | 217,110 | $1,831 萬 | 1.73% | −6,934−3.1% | 減碼 |
| Cutler Investment Counsel LLC | 217,096 | $1,830 萬 | 2.54% | +4,737+2.2% | 加碼 |
| Mackay Shields LLC | 215,943 | $1,821 萬 | 0.16% | −8,497−3.8% | 減碼 |
| Personal Capital Advisors Corp | 214,596 | $1,809 萬 | 0.08% | +3,288+1.6% | 加碼 |
| Advisor Group Holdings, Inc. | 222,270 | $1,808 萬 | 0.04% | +30,829+16.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 212,489 | $1,792 萬 | 0.03% | +66,712+45.8% | 加碼 |
| Palladium Partners LLC | 212,218 | $1,789 萬 | 0.78% | +4,518+2.2% | 加碼 |
| State of Alaska, Department of Revenue | 211,472 | $1,783 萬 | 0.19% | −6,095−2.8% | 減碼 |
| Public Sector Pension Investment Board | 210,947 | $1,779 萬 | 0.11% | −39,910−15.9% | 減碼 |
| ClariVest Asset Management LLC | 209,233 | $1,764 萬 | 0.70% | +8,400+4.2% | 加碼 |
| Gillson Capital LP | 209,024 | $1,762 萬 | 1.41% | +209,024 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 207,882 | $1,753 萬 | 0.05% | −8,655−4.0% | 減碼 |
| Bank of Nova Scotia | 205,811 | $1,736 萬 | 0.03% | −1,124,450−84.5% | 減碼 |
| Lathrop Investment Management Corp | 204,739 | $1,726 萬 | 3.64% | −7,284−3.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 203,445 | $1,715 萬 | 0.08% | −2,512−1.2% | 減碼 |
| Eagle Global Advisors LLC | 202,052 | $1,704 萬 | 1.05% | +656+0.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 201,157 | $1,696 萬 | 0.17% | +12,456+6.6% | 加碼 |
| Mutual of America Capital Management LLC | 200,635 | $1,692 萬 | 0.18% | +2,129+1.1% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,674 萬 | 14.90% | 00.0% | 不變 |
| Squarepoint Ops LLC | 197,507 | $1,665 萬 | 0.12% | +154,804+362.5% | 加碼 |
| Texas Permanent School Fund | 195,001 | $1,644 萬 | 0.22% | −12,358−6.0% | 減碼 |
| Winslow Asset Management Inc | 194,632 | $1,641 萬 | 3.24% | −5,749−2.9% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 193,725 | $1,633 萬 | 4.25% | +599+0.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 191,293 | $1,613 萬 | 0.14% | +183,252+2,279.0% | 加碼 |
| Boston Private Wealth LLC | 186,072 | $1,569 萬 | 0.21% | −27,152−12.7% | 減碼 |
| Hudson Way Capital Management LLC | 185,397 | $1,563 萬 | 3.69% | −11,700−5.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 185,149 | $1,561 萬 | 2.40% | +1,254+0.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 184,767 | $1,558 萬 | 0.22% | −6,447−3.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 184,420 | $1,555 萬 | 0.35% | −29,612−13.8% | 減碼 |
| Karpas Strategies, LLC | 184,292 | $1,554 萬 | 4.90% | +197+0.1% | 加碼 |
| LFL Advisers, LLC | 183,164 | $1,544 萬 | 6.91% | +3,140+1.7% | 加碼 |
| Mercer Global Advisors Inc | 182,184 | $1,536 萬 | 0.09% | +1,275+0.7% | 加碼 |
| Employees Retirement System of Texas | 181,000 | $1,526 萬 | 0.18% | 00.0% | 不變 |
| Tredje AP-fonden | 180,764 | $1,524 萬 | 0.31% | −20,000−10.0% | 減碼 |
| Baker Avenue Asset Management, LP | 178,096 | $1,502 萬 | 0.81% | −1,313−0.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 178,000 | $1,501 萬 | 0.19% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 176,082 | $1,485 萬 | 2.87% | +4,692+2.7% | 加碼 |
| Swiss Life Asset Management Ltd | 176,082 | $1,484 萬 | 0.21% | −3,656−2.0% | 減碼 |
| Pacific Heights Asset Management LLC | 170,000 | $1,433 萬 | 1.22% | +10,000+6.3% | 加碼 |
| Bridgeway Capital Management, LLC | 169,200 | $1,427 萬 | 0.28% | −31,600−15.7% | 減碼 |
| First Trust Advisors LP | 168,575 | $1,421 萬 | 0.01% | +70,973+72.7% | 加碼 |
| Comerica Bank | 182,820 | $1,398 萬 | 0.10% | −555−0.3% | 減碼 |
| Nissay Asset Management Corp | 163,420 | $1,378 萬 | 0.12% | +3,810+2.4% | 加碼 |
| Umb Bank N A | 163,217 | $1,376 萬 | 0.18% | +7,475+4.8% | 加碼 |
| Picton Mahoney Asset Management | 163,001 | $1,374 萬 | 0.51% | +64,341+65.2% | 加碼 |
| D.A. Davidson & Co. | 162,232 | $1,368 萬 | 0.15% | +29,434+22.2% | 加碼 |
| Jane Street Group, LLC | 160,712 | $1,355 萬 | 0.03% | +82,844+106.4% | 加碼 |
| Citizens Financial Group Inc | 160,039 | $1,349 萬 | 0.47% | −4,669−2.8% | 減碼 |
| Ivy Lane Capital Management, LLC | 160,000 | $1,349 萬 | 10.47% | −4,000−2.4% | 減碼 |
| Evergreen Capital Management LLC | 159,876 | $1,348 萬 | 0.55% | −7,622−4.6% | 減碼 |
| Financial Counselors Inc | 159,061 | $1,341 萬 | 0.28% | −4,568−2.8% | 減碼 |
| GAM Holding AG | 156,316 | $1,318 萬 | 0.65% | +29,628+23.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 156,000 | $1,315 萬 | 0.05% | −245,826−61.2% | 減碼 |
| Financial Avengers, Inc. | 155,083 | $1,308 萬 | 8.18% | −5,665−3.5% | 減碼 |
| Mark Asset Management LP | 154,586 | $1,303 萬 | 2.36% | −42,069−21.4% | 減碼 |
| Asset Advisors Investment Management, LLC | 154,538 | $1,303 萬 | 1.45% | −200−0.1% | 減碼 |
| Xponance, Inc. | 151,775 | $1,280 萬 | 0.21% | +56,587+59.4% | 加碼 |
| Jacobs & Co | 150,192 | $1,266 萬 | 1.40% | −6,385−4.1% | 減碼 |
| Hudson Bay Capital Management LP | 150,000 | $1,265 萬 | 0.18% | −9,000−5.7% | 減碼 |
| Prana Capital Management, LP | 149,483 | $1,260 萬 | 1.00% | −68,504−31.4% | 減碼 |
| Van Cleef Asset Management,Inc | 147,330 | $1,242 萬 | 1.79% | +494+0.3% | 加碼 |
| AlphaCrest Capital Management LLC | 145,302 | $1,225 萬 | 0.68% | +110,207+314.0% | 加碼 |
| Addenda Capital Inc. | 144,737 | $1,220 萬 | 0.50% | +12,157+9.2% | 加碼 |
| Hartford Investment Management Co | 142,055 | $1,198 萬 | 0.31% | −10,492−6.9% | 減碼 |
| First Western Trust Bank | 132,568 | $1,177 萬 | 0.60% | +132,568 | 新進 |
| Commonwealth Equity Services, LLC | 139,231 | $1,174 萬 | 0.03% | +7,678+5.8% | 加碼 |
| Captrust Financial Advisors | 138,210 | $1,165 萬 | 0.08% | +13,285+10.6% | 加碼 |
| MAI Capital Management | 136,831 | $1,154 萬 | 0.20% | +99,026+261.9% | 加碼 |
| Mill Capital Management, LLC | 136,302 | $1,149 萬 | 1.10% | +3,528+2.7% | 加碼 |
| McGuire Investment Group, LLC | 136,214 | $1,148 萬 | 2.11% | −348−0.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 165,260 | $1,148 萬 | 0.46% | −6,311−3.7% | 減碼 |
| Shelton Capital Management | 132,928 | $1,121 萬 | 0.42% | −5,700−4.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 132,835 | $1,120 萬 | 0.41% | −1,707−1.3% | 減碼 |
| Fifth Third Bancorp | 132,262 | $1,115 萬 | 0.05% | +13,602+11.5% | 加碼 |
| Congress Wealth Management LLC | 131,503 | $1,109 萬 | 0.24% | +88+0.1% | 加碼 |
| American Research & Management Co. | 130,438 | $1,100 萬 | 2.42% | −848−0.6% | 減碼 |
| Stieven Capital Advisors, L.P. | 128,400 | $1,083 萬 | 1.44% | −2,000−1.5% | 減碼 |
| Sandy Spring Bank | 128,009 | $1,079 萬 | 0.55% | +4,982+4.0% | 加碼 |
| Schwerin Boyle Capital Management Inc | 127,525 | $1,075 萬 | 0.90% | −750−0.6% | 減碼 |
| CIBC World Markets Inc. | 127,453 | $1,075 萬 | 0.04% | −22,589−15.1% | 減碼 |
| Spire Wealth Management | 127,245 | $1,074 萬 | 0.29% | +93,739+279.8% | 加碼 |
| Ieq Capital, LLC | 126,969 | $1,070 萬 | 0.26% | +4,778+3.9% | 加碼 |
| Securian Asset Management, Inc | 126,245 | $1,064 萬 | 0.21% | −1,729−1.4% | 減碼 |
| Blume Capital Management, Inc. | 122,814 | $1,035 萬 | 3.41% | −1,436−1.2% | 減碼 |
| Park National Corp | 121,111 | $1,021 萬 | 0.42% | +38,503+46.6% | 加碼 |
| Parsec Financial Management, Inc. | 121,088 | $1,021 萬 | 0.43% | +3,594+3.1% | 加碼 |
| Makena Capital Management LLC | 120,810 | $1,019 萬 | 1.24% | −8,185−6.3% | 減碼 |
| HFR Wealth Management, LLC | 120,205 | $1,013 萬 | 2.68% | −30,906−20.5% | 減碼 |
| Cornerstone Advisors, LLC | 120,000 | $1,012 萬 | 0.60% | 00.0% | 不變 |
| Spearhead Capital Advisors, LLC | 119,850 | $1,011 萬 | 1.25% | −16,144−11.9% | 減碼 |
| Brasada Capital Management, LP | 119,864 | $1,011 萬 | 1.91% | +10,578+9.7% | 加碼 |
| Cypress Capital, LLC | 119,110 | $1,004 萬 | 1.23% | −835−0.7% | 減碼 |
| Maryland State Retirement & Pension System | 116,431 | $981.6 萬 | 0.27% | +906+0.8% | 加碼 |
| Eisler Capital (UK) Ltd. | 114,746 | $967.4 萬 | 0.70% | +114,746 | 新進 |
| Channing Capital Management, LLC | 111,946 | $943.8 萬 | 0.28% | +11,960+12.0% | 加碼 |