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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 38,969 | $328.5 萬 | 0.27% | −248−0.6% | 減碼 |
| Enlightenment Research, LLC | 38,605 | $325.5 萬 | 4.33% | +30,005+348.9% | 加碼 |
| Walleye Capital LLC | 38,503 | $324.6 萬 | 0.09% | +38,503 | 新進 |
| Quantbot Technologies LP | 38,427 | $323.9 萬 | 0.28% | +38,427 | 新進 |
| Central Trust Co | 38,284 | $322.8 萬 | 0.09% | +14,535+61.2% | 加碼 |
| Ancora Advisors, LLC | 37,974 | $320.2 萬 | 0.08% | −2,118−5.3% | 減碼 |
| Pinnacle Associates Ltd | 37,744 | $318.2 萬 | 0.06% | +250+0.7% | 加碼 |
| Condor Capital Management | 37,519 | $316.3 萬 | 0.35% | −644−1.7% | 減碼 |
| VELA Investment Management, LLC | 37,493 | $316.1 萬 | 1.98% | −7,703−17.0% | 減碼 |
| Wunderlich Capital Managemnt | 37,440 | $315.7 萬 | 1.49% | −932−2.4% | 減碼 |
| GHP Investment Advisors, Inc. | 37,260 | $314.1 萬 | 0.21% | +2,039+5.8% | 加碼 |
| Ibex Wealth Advisors | 37,218 | $313.8 萬 | 0.60% | +37,218 | 新進 |
| Rockefeller Capital Management L.P. | 37,067 | $312.5 萬 | 0.02% | +3,471+10.3% | 加碼 |
| Pettee Investors, Inc. | 36,751 | $309.8 萬 | 1.36% | +1,600+4.6% | 加碼 |
| National Asset Management, Inc. | 39,549 | $309.0 萬 | 0.10% | −4,251−9.7% | 減碼 |
| Prospera Financial Services Inc | 36,333 | $306.3 萬 | 0.13% | +32,118+762.0% | 加碼 |
| Telemus Capital, LLC | 36,223 | $305.4 萬 | 0.27% | +2,055+6.0% | 加碼 |
| Capitolis Advisors LLC | 36,159 | $304.9 萬 | 0.15% | −481,701−93.0% | 減碼 |
| Paragon Advisors, LLC | 36,030 | $303.8 萬 | 1.27% | +36,030 | 新進 |
| Salvus Wealth Management, LLC | 35,973 | $303.3 萬 | 2.32% | −437−1.2% | 減碼 |
| Horizon Investments, LLC | 35,787 | $300.8 萬 | 0.09% | +24,373+213.5% | 加碼 |
| Malaga Cove Capital, LLC | 35,594 | $300.1 萬 | 1.38% | −722−2.0% | 減碼 |
| Cresset Asset Management, LLC | 35,433 | $298.8 萬 | 0.03% | −1,712−4.6% | 減碼 |
| Montecito Bank & Trust | 35,386 | $298.3 萬 | 0.56% | +9,047+34.3% | 加碼 |
| Miracle Mile Advisors, LLC | 34,581 | $291.6 萬 | 0.12% | +21,567+165.7% | 加碼 |
| Panagora Asset Management Inc | 34,457 | $290.5 萬 | 0.02% | +1,126+3.4% | 加碼 |
| Thompson Investment Management, Inc. | 34,337 | $289.5 萬 | 0.43% | 00.0% | 不變 |
| Ci Investments Inc. | 34,032 | $286.9 萬 | 0.01% | +11,505+51.1% | 加碼 |
| Linscomb & Williams, Inc. | 33,911 | $285.9 萬 | 0.14% | −1,495−4.2% | 減碼 |
| Bollard Group LLC | 33,628 | $283.5 萬 | 0.09% | −2,125−5.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 33,491 | $282.4 萬 | 0.06% | +2,248+7.2% | 加碼 |
| Phoenix Holdings Ltd. | 33,222 | $282.0 萬 | 0.05% | +28,460+597.6% | 加碼 |
| Destination Wealth Management | 33,239 | $280.2 萬 | 0.10% | +4,411+15.3% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 33,372 | $278.8 萬 | 1.55% | 00.0% | 不變 |
| West Oak Capital, LLC | 32,820 | $276.7 萬 | 1.25% | −2,655−7.5% | 減碼 |
| Teamwork Financial Advisors, LLC | 32,785 | $276.4 萬 | 0.52% | +13,326+68.5% | 加碼 |
| Courier Capital LLC | 32,580 | $274.7 萬 | 0.27% | −921−2.7% | 減碼 |
| Kerrisdale Advisers, LLC | 32,550 | $274.4 萬 | 0.84% | +32,550 | 新進 |
| Investment Advisory Services Inc | 32,517 | $274.1 萬 | 1.53% | +132+0.4% | 加碼 |
| Sumitomo Life Insurance Co | 32,404 | $273.2 萬 | 0.07% | −518−1.6% | 減碼 |
| Martin Capital Advisors, LLP | 32,346 | $272.7 萬 | 1.87% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 32,264 | $272.0 萬 | 0.04% | −3,629−10.1% | 減碼 |
| Red Spruce Capital, LLC | 32,215 | $271.6 萬 | 1.54% | +172+0.5% | 加碼 |
| Cordatus Wealth Management LLC | 32,199 | $271.5 萬 | 0.95% | +32,199 | 新進 |
| Regions Financial Corp | 31,977 | $269.6 萬 | 0.02% | +123+0.4% | 加碼 |
| Herbst Group, LLC | 31,950 | $269.4 萬 | 1.79% | −375−1.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,872 | $268.7 萬 | 0.13% | −12,420−28.0% | 減碼 |
| Bartlett & Co. LLC | 31,417 | $264.9 萬 | 0.05% | +28+0.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 31,417 | $264.9 萬 | 0.05% | +28+0.1% | 加碼 |
| Perigon Wealth Management, LLC | 31,306 | $263.9 萬 | 0.19% | +1,675+5.7% | 加碼 |
| Blueshift Asset Management, LLC | 31,156 | $262.7 萬 | 0.24% | +31,156 | 新進 |
| Pathstone Family Office, LLC | 31,084 | $262.6 萬 | 0.06% | −2,048−6.2% | 減碼 |
| Virtu Financial LLC | 31,047 | $261.8 萬 | 0.19% | +27,398+750.8% | 加碼 |
| Natixis Investment Managers International | 30,570 | $257.7 萬 | 0.05% | +30,570 | 新進 |
| RiverPark Advisors, LLC | 30,486 | $257.0 萬 | 0.47% | −16,764−35.5% | 減碼 |
| Morse Asset Management, Inc | 30,435 | $256.6 萬 | 0.64% | +19,435+176.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 30,247 | $255.0 萬 | 0.04% | +30,247 | 新進 |
| Colonial Trust Advisors | 30,128 | $254.0 萬 | 0.30% | +3,980+15.2% | 加碼 |
| Sheets Smith Wealth Management | 30,131 | $254.0 萬 | 0.35% | +15,686+108.6% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $252.9 萬 | 1.14% | +15,000+100.0% | 加碼 |
| Brown Brothers Harriman & Co | 29,991 | $252.9 萬 | 0.02% | +1,340+4.7% | 加碼 |
| Johnson Investment Counsel Inc | 29,974 | $252.7 萬 | 0.03% | +1,361+4.8% | 加碼 |
| Private Wealth Partners, LLC | 29,825 | $251.5 萬 | 0.23% | −1,290−4.1% | 減碼 |
| Gotham Asset Management, LLC | 29,716 | $250.5 萬 | 0.08% | +13,962+88.6% | 加碼 |
| Pearl River Capital, LLC | 29,621 | $249.7 萬 | 0.69% | +29,621 | 新進 |
| Advisor Partners LLC | 29,401 | $247.9 萬 | 0.15% | +1,433+5.1% | 加碼 |
| Aj Wealth Strategies, LLC | 29,360 | $247.5 萬 | 0.12% | +120.0% | 加碼 |
| Mirova | 29,225 | $246.3 萬 | 0.33% | −526−1.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 28,889 | $243.6 萬 | 0.04% | +9,647+50.1% | 加碼 |
| Private Asset Management Inc | 28,648 | $241.5 萬 | 0.33% | −3,169−10.0% | 減碼 |
| Appleton Partners Inc | 28,589 | $241.0 萬 | 0.20% | −2,978−9.4% | 減碼 |
| William Allan, LLC | 28,465 | $240.0 萬 | 1.81% | +1,470+5.4% | 加碼 |
| Verition Fund Management LLC | 28,285 | $238.4 萬 | 0.05% | +28,285 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 27,734 | $237.9 萬 | 0.19% | +25,234+1,009.4% | 加碼 |
| Redmond Asset Management, LLC | 28,098 | $236.9 萬 | 0.71% | −1,306−4.4% | 減碼 |
| Tiaa, FSB | 28,046 | $236.5 萬 | 0.01% | −421−1.5% | 減碼 |
| Prudential PLC | 27,896 | $235.2 萬 | 0.03% | +27,896 | 新進 |
| Redpoint Investment Management Pty Ltd | 27,637 | $233.0 萬 | 0.23% | +2,766+11.1% | 加碼 |
| Armstrong Henry H Associates Inc | 27,591 | $232.6 萬 | 0.25% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 27,506 | $232.1 萬 | 0.79% | 00.0% | 不變 |
| Associated Banc-Corp | 27,454 | $231.5 萬 | 0.09% | +1,237+4.7% | 加碼 |
| Kestra Advisory Services, LLC | 27,352 | $230.6 萬 | 0.02% | −2,089−7.1% | 減碼 |
| Richard Bernstein Advisors LLC | 27,178 | $229.2 萬 | 0.05% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 29,695 | $228.4 萬 | 0.50% | −41−0.1% | 減碼 |
| Hudson Canyon Capital Management | 27,000 | $227.6 萬 | 1.80% | −1,831−6.4% | 減碼 |
| Raymond James Trust N.A. | 26,924 | $227.0 萬 | 0.07% | +2,333+9.5% | 加碼 |
| CWM, LLC | 26,856 | $226.4 萬 | 0.02% | +9,099+51.2% | 加碼 |
| Sonen Capital LLC | 26,790 | $225.9 萬 | 2.73% | −782−2.8% | 減碼 |
| Garner Asset Management Corp | 26,742 | $225.5 萬 | 0.91% | +101+0.4% | 加碼 |
| Harfst & Associates, Inc. | 26,661 | $224.7 萬 | 0.52% | +937+3.6% | 加碼 |
| Empirical Finance, LLC | 26,656 | $224.7 萬 | 0.25% | +3,067+13.0% | 加碼 |
| Cigna Investments Inc | 26,435 | $222.8 萬 | 0.28% | −7,504−22.1% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 25,920 | $218.5 萬 | 1.95% | +351+1.4% | 加碼 |
| Aspiriant, LLC | 25,863 | $218.0 萬 | 0.12% | +348+1.4% | 加碼 |
| CWA Asset Management Group, LLC | 25,816 | $217.7 萬 | 0.17% | +227+0.9% | 加碼 |
| Naples Global Advisors, LLC | 25,785 | $217.4 萬 | 0.25% | +1,230+5.0% | 加碼 |
| Moseley Investment Management Inc | 25,661 | $216.3 萬 | 1.17% | +101+0.4% | 加碼 |
| New York Life Investments Alternatives | 25,532 | $215.2 萬 | 1.49% | −7,540−22.8% | 減碼 |
| Harbour Capital Advisors, LLC | 25,477 | $214.8 萬 | 0.59% | −10,591−29.4% | 減碼 |
| Aaron Wealth Advisors | 179,917 | $213.4 萬 | 0.04% | +179,917 | 新進 |