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 |
|---|---|---|---|---|---|
| Vantage Investment Partners, LLC | 110,931 | $935.3 萬 | 0.47% | +29,631+36.4% | 加碼 |
| Madison Wealth Management | 110,681 | $933.2 萬 | 1.97% | +587+0.5% | 加碼 |
| North Reef Capital Management LP | 110,000 | $927.4 萬 | 3.79% | +65,000+144.4% | 加碼 |
| Point72 Hong Kong Ltd | 109,877 | $926.4 萬 | 0.85% | +109,877 | 新進 |
| GPM Growth Investors, Inc. | 109,432 | $922.6 萬 | 5.08% | +659+0.6% | 加碼 |
| Nelson Capital Management, LLC | 107,838 | $909.2 萬 | 1.78% | −1,200−1.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 107,662 | $907.7 萬 | 0.50% | +14,803+15.9% | 加碼 |
| Hanson & Doremus Investment Management | 107,416 | $905.6 萬 | 1.95% | −968−0.9% | 減碼 |
| First Hawaiian Bank | 106,563 | $898.4 萬 | 0.28% | −4,239−3.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 106,454 | $897.5 萬 | 0.26% | −3,330−3.0% | 減碼 |
| Yost Capital Management, LP | 106,032 | $894.0 萬 | 5.84% | −70,000−39.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 105,756 | $891.6 萬 | 0.14% | 00.0% | 不變 |
| 1623 Capital LLC | 105,000 | $885.3 萬 | 4.59% | 00.0% | 不變 |
| Biechele Royce Advisors | 104,448 | $880.6 萬 | 3.51% | −4,047−3.7% | 減碼 |
| Transform Wealth, LLC | 104,298 | $879.4 萬 | 0.99% | +2,704+2.7% | 加碼 |
| Banque Pictet & Cie SA | 103,366 | $871.5 萬 | 0.07% | −12,358−10.7% | 減碼 |
| BLB&B Advisors, LLC | 103,265 | $870.6 萬 | 0.59% | +10,263+11.0% | 加碼 |
| First Financial Bank - Trust Division | 102,447 | $863.7 萬 | 0.92% | +4,153+4.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 100,849 | $850.3 萬 | 3.52% | −3,057−2.9% | 減碼 |
| Northeast Financial Consultants Inc | 100,556 | $847.8 萬 | 0.49% | +20.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 98,982 | $834.5 萬 | 0.08% | −9,000−8.3% | 減碼 |
| Wealthfront Advisers LLC | 98,969 | $834.4 萬 | 0.04% | −13,020−11.6% | 減碼 |
| Howe & Rusling Inc | 98,109 | $827.2 萬 | 0.96% | −1,617−1.6% | 減碼 |
| Terry L. Blaker | 97,509 | $822.1 萬 | 0.67% | −1,969−2.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 97,190 | $819.4 萬 | 0.11% | +52,567+117.8% | 加碼 |
| Vetamer Capital Management, L.P. | 97,181 | $819.3 萬 | 5.70% | +10,615+12.3% | 加碼 |
| Calamos Wealth Management LLC | 96,014 | $809.5 萬 | 0.60% | −2,606−2.6% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 123,988 | $808.7 萬 | 0.82% | −10,309−7.7% | 減碼 |
| Kentucky Retirement Systems | 95,826 | $807.9 萬 | 0.33% | +6,906+7.8% | 加碼 |
| Altium Wealth Management LLC | 95,350 | $803.9 萬 | 0.52% | +38,072+66.5% | 加碼 |
| Cerity Partners LLC | 115,743 | $803.2 萬 | 0.12% | −3,661−3.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 95,149 | $802.2 萬 | 0.17% | +306+0.3% | 加碼 |
| Lafayette Investments, Inc. | 94,786 | $799.1 萬 | 1.98% | −2,426−2.5% | 減碼 |
| Riverpark Capital Management LLC | 94,456 | $796.4 萬 | 4.43% | −20,598−17.9% | 減碼 |
| Itau Unibanco Holding S.A. | 94,258 | $794.7 萬 | 0.24% | −28,214−23.0% | 減碼 |
| Motco | 93,659 | $789.6 萬 | 0.51% | +93,490+55,319.5% | 加碼 |
| Toroso Investments, LLC | 93,390 | $787.4 萬 | 0.23% | +34,442+58.4% | 加碼 |
| Marvin & Palmer Associates Inc | 92,561 | $780.4 萬 | 3.51% | +92,561 | 新進 |
| Montag A & Associates Inc | 92,403 | $779.0 萬 | 0.41% | −26,601−22.4% | 減碼 |
| Conning Inc. | 91,302 | $769.8 萬 | 0.21% | −5,248−5.4% | 減碼 |
| Elgethun Capital Management | 91,300 | $769.7 萬 | 2.61% | +52+0.1% | 加碼 |
| BancorpSouth Bank | 90,920 | $766.5 萬 | 0.95% | +1,460+1.6% | 加碼 |
| Illinois Municipal Retirement Fund | 90,827 | $765.8 萬 | 0.23% | −2,211−2.4% | 減碼 |
| Metropolitan Life Insurance Co | 90,630 | $764.1 萬 | 0.27% | −79,116−46.6% | 減碼 |
| Busey Wealth Management | 89,905 | $757.9 萬 | 0.30% | −5,254−5.5% | 減碼 |
| Annex Advisory Services, LLC | 89,244 | $752.4 萬 | 0.55% | +3,243+3.8% | 加碼 |
| United Asset Strategies, Inc. | 88,075 | $742.6 萬 | 0.94% | −9,093−9.4% | 減碼 |
| New Mexico Educational Retirement Board | 87,387 | $736.8 萬 | 0.27% | −4,300−4.7% | 減碼 |
| DuPont Capital Management Corp | 87,265 | $735.7 萬 | 0.30% | −30,569−25.9% | 減碼 |
| Frontier Wealth Management LLC | 90,665 | $726.0 萬 | 0.09% | +3,036+3.5% | 加碼 |
| Chapman Investment Management, LLC | 86,077 | $725.7 萬 | 3.86% | +31,163+56.7% | 加碼 |
| Louisiana State Employees Retirement System | 94,900 | $725.5 萬 | 0.17% | +700+0.7% | 加碼 |
| Valley National Advisers Inc | 85,591 | $721.6 萬 | 1.38% | −1,000−1.2% | 減碼 |
| AE Wealth Management LLC | 85,041 | $717.0 萬 | 0.05% | +20.0% | 加碼 |
| Erste Asset Management GmbH | 80,668 | $716.0 萬 | 0.14% | −3,483−4.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 84,672 | $713.9 萬 | 0.62% | +2,856+3.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 84,561 | $712.9 萬 | 0.03% | −2,459−2.8% | 減碼 |
| MML Investors Services, LLC | 84,437 | $711.9 萬 | 0.05% | +8,973+11.9% | 加碼 |
| Pinnacle Financial Partners Inc | 84,109 | $709.2 萬 | 0.22% | +1,922+2.3% | 加碼 |
| Oppenheimer & Co Inc | 83,520 | $704.2 萬 | 0.13% | −2,272−2.6% | 減碼 |
| Point72 Europe (London) LLP | 83,400 | $703.1 萬 | 2.58% | −34,900−29.5% | 減碼 |
| Capstone Investment Advisors, LLC | 83,139 | $700.9 萬 | 0.15% | +82,217+8,917.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 82,329 | $694.1 萬 | 1.70% | −59−0.1% | 減碼 |
| American Assets Investment Management, LLC | 81,674 | $688.6 萬 | 0.73% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 81,621 | $688.2 萬 | 0.21% | −20,628−20.2% | 減碼 |
| River & Mercantile Asset Management LLP | 81,507 | $687.3 萬 | 0.90% | −6,680−7.6% | 減碼 |
| Allstate Corp | 81,223 | $684.8 萬 | 0.18% | −39,697−32.8% | 減碼 |
| Man Group plc | 80,895 | $682.0 萬 | 0.02% | −314,458−79.5% | 減碼 |
| Davenport & Co LLC | 80,487 | $678.6 萬 | 0.05% | +5,122+6.8% | 加碼 |
| Marshall & Sullivan Inc | 80,069 | $675.1 萬 | 3.76% | −4,871−5.7% | 減碼 |
| Seven Eight Capital, LP | 79,316 | $668.7 萬 | 0.89% | +74,719+1,625.4% | 加碼 |
| Geneos Wealth Management Inc. | 78,467 | $661.5 萬 | 0.28% | −18,753−19.3% | 減碼 |
| Twin Lakes Capital Management, LLC | 77,815 | $656.1 萬 | 3.70% | +433+0.6% | 加碼 |
| Pacer Advisors, Inc. | 77,302 | $651.7 萬 | 0.05% | −21,827−22.0% | 減碼 |
| Ethic Inc. | 76,987 | $649.1 萬 | 0.45% | +9,100+13.4% | 加碼 |
| Atria Investments LLC | 76,115 | $641.7 萬 | 0.11% | +7,711+11.3% | 加碼 |
| Achmea Investment Management B.V. | 75,894 | $639.9 萬 | 0.17% | −10,444−12.1% | 減碼 |
| Whittier Trust Co | 75,204 | $634.1 萬 | 0.11% | −6,746−8.2% | 減碼 |
| Timber Creek Capital Management LLC | 75,179 | $633.8 萬 | 1.92% | −12,630−14.4% | 減碼 |
| Torray LLC | 73,556 | $620.2 萬 | 0.99% | +7,102+10.7% | 加碼 |
| Mengis Capital Management, Inc. | 73,441 | $619.1 萬 | 1.19% | +1,197+1.7% | 加碼 |
| Aviance Capital Partners, LLC | 72,763 | $613.5 萬 | 1.13% | +1,614+2.3% | 加碼 |
| TD Private Client Wealth LLC | 72,744 | $613.3 萬 | 0.26% | −766−1.0% | 減碼 |
| Banque Cantonale Vaudoise | 72,449 | $610.9 萬 | 0.26% | +7,427+11.4% | 加碼 |
| Cullinan Associates Inc | 72,450 | $610.8 萬 | 0.32% | −8,098−10.1% | 減碼 |
| Majedie Asset Management Ltd | 70,637 | $594.1 萬 | 0.49% | −33,967−32.5% | 減碼 |
| Maltese Capital Management LLC | 70,000 | $590.2 萬 | 1.11% | +30,000+75.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 69,742 | $588.0 萬 | 0.23% | +15,849+29.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 68,725 | $579.3 萬 | 0.01% | +11,443+20.0% | 加碼 |
| Permanens Capital L.P. | 68,628 | $578.6 萬 | 0.90% | −46,295−40.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 67,790 | $571.5 萬 | 0.13% | +156+0.2% | 加碼 |
| Hohimer Wealth Management, LLC | 67,137 | $566.0 萬 | 1.12% | +1,595+2.4% | 加碼 |
| Perkins Coie Trust Co | 66,834 | $563.5 萬 | 1.75% | −1,146−1.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 65,969 | $556.2 萬 | 0.19% | +61,773+1,472.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 65,848 | $555.2 萬 | 0.05% | +4,785+7.8% | 加碼 |
| Amica Mutual Insurance Co | 65,596 | $553.0 萬 | 0.65% | +18,795+40.2% | 加碼 |
| HRT Financial LP | 64,994 | $547.9 萬 | 0.04% | +64,994 | 新進 |
| Fort Washington Investment Advisors Inc | 64,692 | $545.4 萬 | 0.03% | −80−0.1% | 減碼 |
| Sendero Wealth Management, LLC | 63,963 | $539.3 萬 | 2.49% | +524+0.8% | 加碼 |
| Snowden Capital Advisors LLC | 63,663 | $536.7 萬 | 0.21% | +9,315+17.1% | 加碼 |