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 |
|---|---|---|---|---|---|
| Bokf, NA | 25,259 | $212.9 萬 | 0.04% | −1,804−6.7% | 減碼 |
| Allworth Financial LP | 25,088 | $211.5 萬 | 0.03% | +3,538+16.4% | 加碼 |
| Alerus Financial NA | 25,065 | $211.3 萬 | 0.18% | −4,862−16.2% | 減碼 |
| Hodges Capital Management Inc. | 25,012 | $210.9 萬 | 0.17% | −65−0.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $210.8 萬 | 0.28% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 25,000 | $210.8 萬 | 0.04% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $210.8 萬 | 0.15% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 25,006 | $210.8 萬 | 0.14% | +1,914+8.3% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $210.8 萬 | 0.58% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 24,845 | $209.5 萬 | 0.08% | +3,069+14.1% | 加碼 |
| Chartwell Investment Partners, LLC | 24,691 | $208.2 萬 | 0.07% | −80.0% | 減碼 |
| Round Table Services, LLC | 24,523 | $206.8 萬 | 0.35% | +36+0.1% | 加碼 |
| 1st Source Bank | 24,316 | $205.0 萬 | 0.13% | −90−0.4% | 減碼 |
| Los Angeles Capital Management LLC | 24,287 | $204.8 萬 | 0.01% | −32,441−57.2% | 減碼 |
| Parallel Advisors, LLC | 22,987 | $204.0 萬 | 0.08% | +20.0% | 加碼 |
| Dorsey Wright & Associates | 24,103 | $203.2 萬 | 0.47% | +24,103 | 新進 |
| IBM Retirement Fund | 24,000 | $202.3 萬 | 0.29% | −1,059−4.2% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 23,941 | $201.8 萬 | 1.83% | −1,980−7.6% | 減碼 |
| Van Eck Associates Corp | 23,912 | $201.6 萬 | 0.00% | −7,018−22.7% | 減碼 |
| NovaPoint Capital, LLC | 23,902 | $201.5 萬 | 0.73% | +23,902 | 新進 |
| K.J. Harrison & Partners Inc | 23,683 | $199.7 萬 | 0.32% | 00.0% | 不變 |
| Rossmore Private Capital | 23,689 | $199.7 萬 | 0.31% | +4,525+23.6% | 加碼 |
| Ergoteles LLC | 23,535 | $198.4 萬 | 0.08% | +18,652+382.0% | 加碼 |
| Metis Global Partners, LLC | 23,417 | $197.5 萬 | 0.24% | +10,269+78.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 23,416 | $197.4 萬 | 0.07% | −18,433−44.0% | 減碼 |
| Old National Bancorp | 23,411 | $197.4 萬 | 0.07% | +7,614+48.2% | 加碼 |
| Chesley Taft & Associates LLC | 24,451 | $195.8 萬 | 0.11% | −2,605−9.6% | 減碼 |
| Palisade Asset Management, LLC | 23,229 | $195.8 萬 | 0.22% | 00.0% | 不變 |
| Huntington National Bank | 23,084 | $194.6 萬 | 0.02% | −1,109−4.6% | 減碼 |
| Vestcor Inc | 22,920 | $193.2 萬 | 0.07% | +5,061+28.3% | 加碼 |
| Dakota Wealth Management | 22,839 | $192.5 萬 | 0.16% | +22,839 | 新進 |
| Bridges Investment Management Inc | 22,743 | $191.8 萬 | 0.06% | −208−0.9% | 減碼 |
| Valeo Financial Advisors, LLC | 22,734 | $191.7 萬 | 0.10% | +192+0.9% | 加碼 |
| American National Insurance Co | 22,580 | $190.4 萬 | 0.51% | −4,975−18.1% | 減碼 |
| Beacon Financial Group | 21,640 | $189.0 萬 | 0.25% | −56−0.3% | 減碼 |
| Thomasville National Bank | 22,413 | $188.9 萬 | 0.18% | −685−3.0% | 減碼 |
| Gamble Jones Investment Counsel | 22,300 | $188.0 萬 | 0.12% | +30.0% | 加碼 |
| Change Path, LLC | 22,052 | $185.9 萬 | 0.10% | +22,052 | 新進 |
| Genesee Capital Advisors, LLC | 22,038 | $185.8 萬 | 0.97% | +22,038 | 新進 |
| JT Stratford LLC | 21,961 | $185.2 萬 | 0.54% | −322−1.4% | 減碼 |
| Birmingham Capital Management Co Inc | 21,920 | $184.8 萬 | 0.64% | −1,350−5.8% | 減碼 |
| Vontobel Holding Ltd. | 20,822 | $184.7 萬 | 0.02% | +1,452+7.5% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $184.2 萬 | 0.03% | 00.0% | 不變 |
| Sheets Smith Investment Management | 21,824 | $184.0 萬 | 2.26% | +674+3.2% | 加碼 |
| Central Bank & Trust Co | 21,807 | $183.9 萬 | 0.29% | −279−1.3% | 減碼 |
| High Pointe Capital Management LLC | 21,791 | $183.7 萬 | 1.32% | −1,950−8.2% | 減碼 |
| Knowledge Leaders Capital, LLC | 21,586 | $182.0 萬 | 1.30% | +1,015+4.9% | 加碼 |
| Linker Capital Management Inc. | 21,477 | $181.1 萬 | 1.80% | 00.0% | 不變 |
| Greenleaf Trust | 21,360 | $180.1 萬 | 0.02% | +800+3.9% | 加碼 |
| Profund Advisors LLC | 21,178 | $178.6 萬 | 0.07% | −2,491−10.5% | 減碼 |
| Leisure Capital Management | 21,138 | $178.2 萬 | 0.90% | −100−0.5% | 減碼 |
| Epoch Investment Partners, Inc. | 21,031 | $177.3 萬 | 0.01% | +21,031 | 新進 |
| Veriti Management LLC | 20,967 | $176.8 萬 | 0.21% | +709+3.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 20,932 | $176.5 萬 | 0.03% | +236+1.1% | 加碼 |
| Accretive Wealth Partners, LLC | 20,562 | $173.4 萬 | 1.09% | +74+0.4% | 加碼 |
| HM Payson & Co | 20,554 | $173.3 萬 | 0.04% | +125+0.6% | 加碼 |
| SkyView Investment Advisors, LLC | 22,163 | $173.0 萬 | 0.41% | +9,108+69.8% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,405 | $172.0 萬 | 0.06% | −541−2.6% | 減碼 |
| American National Registered Investment Advisor, Inc. | 20,368 | $171.7 萬 | 0.61% | −403−1.9% | 減碼 |
| Bowling Portfolio Management LLC | 20,328 | $171.4 萬 | 0.37% | −182−0.9% | 減碼 |
| Signet Investment Advisory Group, Inc. | 20,140 | $169.8 萬 | 1.02% | −735−3.5% | 減碼 |
| Aspen Investment Management Inc | 20,087 | $169.4 萬 | 0.89% | +22+0.1% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $168.6 萬 | 0.04% | −2,500−11.1% | 減碼 |
| Crescent Grove Advisors, LLC | 19,671 | $165.8 萬 | 0.16% | +18+0.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 19,605 | $165.3 萬 | 0.13% | +701+3.7% | 加碼 |
| ProVise Management Group, LLC | 19,588 | $165.1 萬 | 0.16% | +2,251+13.0% | 加碼 |
| CAPROCK Group, Inc. | 19,257 | $162.4 萬 | 0.15% | +6,762+54.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 19,179 | $161.7 萬 | 0.06% | −530−2.7% | 減碼 |
| Signaturefd, LLC | 19,132 | $161.3 萬 | 0.05% | −838−4.2% | 減碼 |
| Essex Savings Bank | 19,004 | $160.2 萬 | 0.53% | +4,490+30.9% | 加碼 |
| Cetera Advisor Networks LLC | 18,933 | $159.6 萬 | 0.02% | −7,759−29.1% | 減碼 |
| Mizuho Markets Cayman LP | 18,549 | $156.4 萬 | 0.17% | +9,617+107.7% | 加碼 |
| Fiduciary Trust Co | 18,184 | $153.3 萬 | 0.03% | −1,300−6.7% | 減碼 |
| We Are One Seven, LLC | 18,174 | $153.2 萬 | 0.16% | −151−0.8% | 減碼 |
| Gilman Hill Asset Management, LLC | 18,160 | $153.1 萬 | 0.35% | 00.0% | 不變 |
| Hedges Asset Management LLC | 18,000 | $151.8 萬 | 1.18% | −500−2.7% | 減碼 |
| Industrial Alliance Investment Management Inc. | 17,998 | $151.7 萬 | 0.04% | −7,344−29.0% | 減碼 |
| Balentine LLC | 17,954 | $151.4 萬 | 0.05% | +10,273+133.7% | 加碼 |
| Vident Investment Advisory, LLC | 17,902 | $151.0 萬 | 0.04% | −14,064−44.0% | 減碼 |
| EP Wealth Advisors, LLC | 17,907 | $151.0 萬 | 0.03% | +3,187+21.7% | 加碼 |
| Avitas Wealth Management LLC | 17,778 | $149.9 萬 | 0.27% | +17,778 | 新進 |
| Tranquility Partners, LLC | 17,653 | $148.8 萬 | 0.70% | +181+1.0% | 加碼 |
| Unigestion Holding SA | 17,524 | $147.7 萬 | 0.06% | −4,360−19.9% | 減碼 |
| Silvant Capital Management LLC | 17,381 | $146.6 萬 | 0.28% | +17,381 | 新進 |
| Franklin Street Advisors Inc | 17,371 | $146.5 萬 | 0.12% | −1,906−9.9% | 減碼 |
| Kelly Lawrence W & Associates Inc | 17,293 | $145.8 萬 | 0.31% | 00.0% | 不變 |
| Titleist Asset Management, Ltd. | 17,285 | $145.7 萬 | 0.30% | +476+2.8% | 加碼 |
| Wealth Alliance | 17,255 | $145.4 萬 | 0.30% | −666−3.7% | 減碼 |
| Tealwood Asset Management Inc | 17,250 | $145.4 萬 | 0.62% | −41−0.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 17,169 | $144.8 萬 | 0.39% | −390−2.2% | 減碼 |
| Frisch Financial Group, Inc. | 16,936 | $142.8 萬 | 0.46% | −8,998−34.7% | 減碼 |
| McCarthy Asset Management, Inc. | 16,886 | $142.4 萬 | 0.99% | 00.0% | 不變 |
| Stokes Family Office, LLC | 16,882 | $142.3 萬 | 0.19% | +140+0.8% | 加碼 |
| Colony Group LLC | 16,623 | $140.1 萬 | 0.02% | −469−2.7% | 減碼 |
| Fairfield Financial Advisors, LTD | 16,585 | $139.8 萬 | 0.51% | +16,585 | 新進 |
| Boston Common Asset Management, LLC | 16,585 | $139.8 萬 | 0.06% | 00.0% | 不變 |
| Doheny Asset Management | 16,561 | $139.6 萬 | 1.02% | −2,000−10.8% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 16,521 | $139.3 萬 | 0.38% | −8,886−35.0% | 減碼 |
| Empowered Funds, LLC | 16,485 | $139.0 萬 | 0.15% | +7,556+84.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 16,463 | $138.8 萬 | 0.11% | +1,701+11.5% | 加碼 |