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 |
|---|---|---|---|---|---|
| Stockman Wealth Management, Inc. | 63,464 | $535.0 萬 | 1.11% | −2,798−4.2% | 減碼 |
| Cumberland Advisors Inc | 63,390 | $534.4 萬 | 1.24% | +63,390 | 新進 |
| Voloridge Investment Management, LLC | 63,194 | $532.8 萬 | 0.03% | +63,194 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 63,499 | $531.6 萬 | 0.07% | −2,936−4.4% | 減碼 |
| Heron Bay Capital Management | 62,856 | $529.9 萬 | 2.60% | +3,584+6.0% | 加碼 |
| IndexIQ Advisors LLC | 62,550 | $527.4 萬 | 0.19% | −7,537−10.8% | 減碼 |
| Marco Investment Management LLC | 62,156 | $524.0 萬 | 0.53% | +109+0.2% | 加碼 |
| Norinchukin Bank, The | 61,959 | $522.4 萬 | 0.07% | +11,931+23.8% | 加碼 |
| Mitchell Capital Management Co | 61,487 | $518.4 萬 | 1.16% | +61,487 | 新進 |
| Walleye Trading LLC | 61,205 | $516.0 萬 | 0.11% | +61,205 | 新進 |
| Meeder Asset Management Inc | 60,655 | $511.5 萬 | 0.25% | −2,011−3.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 60,569 | $510.7 萬 | 0.27% | +3,410+6.0% | 加碼 |
| Commerce Bank | 59,454 | $501.3 萬 | 0.03% | +1,140+2.0% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 59,366 | $500.5 萬 | 0.98% | +10,244+20.9% | 加碼 |
| Acadian Asset Management LLC | 59,308 | $499.7 萬 | 0.02% | +35,742+151.7% | 加碼 |
| AMS Capital Ltda | 58,859 | $496.2 萬 | 1.87% | +58,859 | 新進 |
| Baader Bank INC | 58,459 | $492.8 萬 | 0.40% | −1,879−3.1% | 減碼 |
| Zacks Investment Management | 58,364 | $492.1 萬 | 0.07% | +58,364 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 58,314 | $491.6 萬 | 1.93% | +276+0.5% | 加碼 |
| Brinker Capital Investments, LLC | 58,277 | $491.4 萬 | 0.08% | −917−1.5% | 減碼 |
| Interval Partners, LP | 58,060 | $489.5 萬 | 0.37% | +58,060 | 新進 |
| Private Advisor Group, LLC | 57,884 | $488.1 萬 | 0.04% | +1,746+3.1% | 加碼 |
| Dowling & Yahnke LLC | 57,688 | $486.4 萬 | 0.21% | −126−0.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 56,746 | $479.5 萬 | 0.04% | +56,746 | 新進 |
| LGT Group Foundation | 57,314 | $478.7 萬 | 0.11% | +57,314 | 新進 |
| First American Bank | 56,660 | $477.7 萬 | 0.40% | +9,548+20.3% | 加碼 |
| RBF Capital, LLC | 54,000 | $477.5 萬 | 0.31% | 00.0% | 不變 |
| SG Americas Securities, LLC | 56,625 | $477.4 萬 | 0.04% | −284,114−83.4% | 減碼 |
| Bailard, Inc. | 56,543 | $476.7 萬 | 0.16% | 00.0% | 不變 |
| Citizens Business Bank | 55,900 | $471.3 萬 | 0.57% | −3,800−6.4% | 減碼 |
| Kavar Capital Partners Group, LLC | 55,581 | $468.6 萬 | 1.01% | +166+0.3% | 加碼 |
| Synovus Financial Corp | 54,502 | $459.6 萬 | 0.05% | +5,492+11.2% | 加碼 |
| Veritable, L.P. | 54,263 | $457.5 萬 | 0.07% | +517+1.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 53,879 | $454.3 萬 | 0.33% | +53,879 | 新進 |
| Pendal Group Limited | 53,809 | $453.7 萬 | 0.04% | +92+0.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 54,199 | $452.8 萬 | 1.77% | −865−1.6% | 減碼 |
| East Coast Asset Management, LLC. | 53,638 | $452.2 萬 | 1.08% | −114−0.2% | 減碼 |
| Trexquant Investment LP | 53,569 | $451.6 萬 | 0.21% | +53,569 | 新進 |
| Lincoln Capital Corp | 53,368 | $449.9 萬 | 2.35% | +16,223+43.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 53,278 | $449.1 萬 | 0.06% | −8,873−14.3% | 減碼 |
| Argent Trust Co | 52,936 | $446.4 萬 | 0.27% | −1,467−2.7% | 減碼 |
| Wetherby Asset Management Inc | 52,675 | $444.1 萬 | 0.25% | +6,595+14.3% | 加碼 |
| Intrinsic Value Partners, LLC | 52,311 | $441.0 萬 | 4.67% | −1,300−2.4% | 減碼 |
| Gabelli Funds LLC | 52,000 | $438.4 萬 | 0.03% | 00.0% | 不變 |
| Advisory Services Network, LLC | 51,546 | $434.6 萬 | 0.13% | +12,047+30.5% | 加碼 |
| Pring Turner Capital Group Inc | 50,977 | $429.8 萬 | 3.31% | +2,569+5.3% | 加碼 |
| Bessemer Securities LLC | 50,964 | $429.7 萬 | 1.25% | 00.0% | 不變 |
| Harrington Investments, INC | 50,614 | $426.7 萬 | 2.56% | −120−0.2% | 減碼 |
| Resolute Capital Asset Partners LLC | 50,000 | $421.6 萬 | 2.69% | −25,000−33.3% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $421.6 萬 | 1.63% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 49,815 | $420.0 萬 | 1.85% | −2,027−3.9% | 減碼 |
| Covey Capital Advisors, LLC | 49,791 | $419.8 萬 | 4.35% | −16,052−24.4% | 減碼 |
| Stonebridge Capital Advisors LLC | 49,707 | $419.1 萬 | 0.45% | +2,350+5.0% | 加碼 |
| JustInvest LLC | 49,400 | $416.5 萬 | 0.20% | +7,065+16.7% | 加碼 |
| LRT Capital Management, LLC | 49,389 | $416.4 萬 | 2.66% | +49,389 | 新進 |
| Signet Financial Management, LLC | 49,319 | $415.8 萬 | 0.70% | +911+1.9% | 加碼 |
| Bridgecreek Investment Management, LLC | 49,190 | $414.7 萬 | 0.61% | +6,900+16.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 49,077 | $413.8 萬 | 0.07% | +14,507+42.0% | 加碼 |
| Fiduciary Group LLC | 62,364 | $406.1 萬 | 0.54% | −2,925−4.5% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 47,899 | $403.8 萬 | 1.41% | −650−1.3% | 減碼 |
| Bryn Mawr Trust Co | 47,765 | $402.7 萬 | 0.16% | −4,240−8.2% | 減碼 |
| Investment Research & Advisory Group, Inc. | 47,718 | $402.3 萬 | 2.56% | −29−0.1% | 減碼 |
| Hoylecohen, LLC | 47,339 | $399.1 萬 | 0.34% | +1,057+2.3% | 加碼 |
| Connable Office Inc | 47,327 | $399.0 萬 | 0.53% | +1,685+3.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 47,117 | $397.2 萬 | 0.94% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 47,023 | $396.5 萬 | 0.29% | −1,723−3.5% | 減碼 |
| Stanley-Laman Group, Ltd. | 46,377 | $391.0 萬 | 0.54% | +4,329+10.3% | 加碼 |
| Webster Bank, N. A. | 45,817 | $386.3 萬 | 0.45% | +844+1.9% | 加碼 |
| GWM Advisors LLC | 45,713 | $385.3 萬 | 0.07% | −10,653−18.9% | 減碼 |
| Northwest Investment Counselors, LLC | 45,134 | $380.5 萬 | 1.01% | −854−1.9% | 減碼 |
| True North Advisors, LLC | 45,000 | $379.3 萬 | 1.02% | −382−0.8% | 減碼 |
| ACG Wealth | 44,779 | $377.5 萬 | 0.71% | −5,106−10.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 44,375 | $374.1 萬 | 0.33% | +5,437+14.0% | 加碼 |
| Main Street Research LLC | 44,170 | $372.4 萬 | 0.35% | −1,736−3.8% | 減碼 |
| Moody National Bank Trust Division | 43,995 | $370.9 萬 | 0.12% | −5,166−10.5% | 減碼 |
| AMG National Trust Bank | 43,920 | $370.3 萬 | 0.12% | −9,284−17.4% | 減碼 |
| Scotia Capital Inc. | 43,755 | $368.9 萬 | 0.02% | −9,610−18.0% | 減碼 |
| Cumberland Partners Ltd | 43,606 | $367.6 萬 | 0.28% | −2,082−4.6% | 減碼 |
| Everence Capital Management Inc | 43,480 | $366.6 萬 | 0.28% | +4,770+12.3% | 加碼 |
| Burleson & Company, LLC | 43,014 | $362.7 萬 | 0.59% | +140.0% | 加碼 |
| Gs Investments, Inc. | 51,235 | $360.2 萬 | 2.04% | +100.0% | 加碼 |
| Cetera Investment Advisers | 42,512 | $358.4 萬 | 0.05% | −1,002−2.3% | 減碼 |
| KCM Investment Advisors LLC | 42,285 | $356.5 萬 | 0.13% | −750−1.7% | 減碼 |
| Fosun International Ltd | 41,132 | $355.7 萬 | 0.31% | +19,232+87.8% | 加碼 |
| Stephens Inc | 42,031 | $354.4 萬 | 0.06% | −5,848−12.2% | 減碼 |
| Keybank National Association | 41,658 | $351.3 萬 | 0.01% | +2,922+7.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 41,625 | $350.9 萬 | 0.11% | −12,500−23.1% | 減碼 |
| SOL Capital Management CO | 41,298 | $348.2 萬 | 0.63% | −1,150−2.7% | 減碼 |
| Hunter Perkins Capital Management, LLC | 41,120 | $346.7 萬 | 0.70% | −120−0.3% | 減碼 |
| Kinneret Advisory, LLC | 41,114 | $346.6 萬 | 0.38% | +919+2.3% | 加碼 |
| Roundview Capital LLC | 40,997 | $345.6 萬 | 0.36% | +218+0.5% | 加碼 |
| Capital Investment Counsel, Inc | 40,782 | $343.8 萬 | 0.72% | −148−0.4% | 減碼 |
| Sustainable Insight Capital Management, LLC | 40,700 | $343.1 萬 | 2.44% | −1,534−3.6% | 減碼 |
| Sculati Wealth Management, LLC | 40,336 | $340.1 萬 | 1.66% | +611+1.5% | 加碼 |
| M.D. Sass Investors Services, Inc. | 40,103 | $338.1 萬 | 0.58% | −229,428−85.1% | 減碼 |
| Alcosta Capital Management, Inc. | 39,977 | $337.0 萬 | 2.42% | +39,977 | 新進 |
| Pine Haven Investment Counsel, Inc | 39,847 | $335.9 萬 | 3.29% | +10.0% | 加碼 |
| Regentatlantic Capital LLC | 39,223 | $330.7 萬 | 0.09% | +4,471+12.9% | 加碼 |
| Jump Financial, LLC | 38,982 | $328.7 萬 | 0.14% | +34,824+837.5% | 加碼 |
| Granite Investment Partners, LLC | 38,966 | $328.5 萬 | 0.11% | −960−2.4% | 減碼 |