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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。

其他股別SCHW.PDSCHW.PJ

2022 年第 2 季與 2022 年第 1 季比較

持有 Schwab Charles Corp 的機構從 2022 年第 1 季到 2022 年第 2 季的變化。

2022 年第 2 季全部持有人2022 年第 1 季全部持有人

SCHW 的 13F 持有人：2022 年第 1 季與 2022 年第 2 季比較
項目2022 年第 1 季其中尚未申報 2022 年第 2 季2022 年第 2 季變化
持有家數1,567221,490−55
股數13.4 億721.4 萬13.3 億+256.4 萬 (+0.2%)
市值$1,128 億$6.08 億$842.1 億−$279.6 億 (−24.9%)

22 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（126 家）

2022 年第 2 季季末持有 Schwab Charles Corp、2022 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 126 家。

2022 年第 2 季新進 SCHW 的機構
機構股數市值佔組合 %
Two Sigma Advisers, LP1,568,995$9,913 萬0.28%
Theleme Partners LLP1,505,000$9,509 萬3.81%
Clark Capital Management Group, Inc.718,110$4,537 萬0.60%
Capital World Investors650,894$4,112 萬0.01%
Brandywine Global Investment Management, LLC527,021$3,330 萬0.29%
Eminence Capital, LP504,215$3,186 萬0.63%
Adams Diversified Equity Fund, Inc.366,200$2,314 萬1.10%
Soapstone Management L.P.300,000$1,895 萬8.03%
Farmer Steven Patrick267,335$1,689 萬0.26%
New York Life Investment Management LLC251,940$1,592 萬0.18%
Cinctive Capital Management LP188,672$1,192 萬0.55%
Vancity Investment Management Ltd162,293$1,025 萬1.46%
Nuance Investments, LLC149,795$946.4 萬0.19%
Worldquant Millennium Advisors LLC134,871$852.1 萬0.24%
Phase 2 Partners, LLC112,859$713.0 萬3.67%
PEAK6 Investments LLC124,542$705.9 萬0.16%
Claudia M.P. Batlle, CRP (R) LLC98,630$623.1 萬2.80%
Andra AP-fonden97,675$617.1 萬0.18%
Duality Advisers, LP79,942$505.1 萬0.50%
Intech Investment Management LLC78,447$495.6 萬0.03%
Madison Asset Management, LLC68,478$432.6 萬0.07%
Kiwi Wealth Investments Limited Partnership63,399$400.6 萬0.28%
Advocate Group LLC62,055$392.1 萬0.91%
United Services Automobile Association55,043$347.7 萬0.09%
Advisors Asset Management, Inc.50,200$317.2 萬0.06%
united american securities inc. (d/b/a uas asset management)50,000$315.9 萬0.91%
ICICI Prudential Asset Management Co Ltd48,573$309.0 萬0.56%
WCG Wealth Advisors LLC42,032$265.6 萬0.37%
De Burlo Group Inc40,988$259.0 萬0.74%
Quinn Opportunity Partners LLC38,500$243.2 萬0.22%
Goelzer Investment Management, Inc.38,418$242.7 萬0.23%
Group One Trading, L.P.37,685$238.1 萬0.07%
Parkwood LLC37,211$235.1 萬0.47%
Twin Capital Management Inc36,770$232.3 萬0.30%
Evolutionary Tree Capital Management, LLC33,213$209.8 萬2.28%
American Trust30,406$192.1 萬0.16%
Aurora Investment Counsel27,398$173.1 萬1.25%
Graham Capital Management, L.P.26,663$168.4 萬0.08%
Foundations Investment Advisors, LLC23,252$147.5 萬0.06%
HighPoint Advisor Group LLC22,784$144.5 萬0.16%
Arrowstreet Capital, Limited Partnership21,588$136.4 萬0.00%
Merit Financial Group, LLC21,454$135.5 萬0.04%
Marathon Trading Investment Management LLC19,113$120.8 萬0.68%
Griffin Asset Management, Inc.16,810$106.2 萬0.17%
FORA Capital, LLC16,489$104.2 萬0.21%
Founders Financial Alliance, LLC15,365$97.1 萬0.49%
Greenup Street Wealth Management LLC15,169$95.8 萬0.45%
Shay Capital LLC15,000$94.8 萬0.49%
South Dakota Investment Council14,750$93.2 萬0.02%
Wall Street Access Asset Management, LLC14,638$92.4 萬0.48%
Brewin Dolphin Wealth Management Ltd13,160$83.1 萬0.09%
Wright Investors Service Inc12,787$80.8 萬0.23%
DRW Securities, LLC12,173$76.9 萬0.20%
Boyd Watterson Asset Management LLC11,538$72.9 萬0.31%
Family Management Corp11,069$69.9 萬0.20%
Virtus ETF Advisers LLC10,271$64.9 萬0.24%
Riverwater Partners LLC10,255$64.8 萬0.65%
Next Level Private LLC9,989$63.1 萬0.24%
Drive Wealth Management, LLC9,668$61.1 萬0.56%
Meridian Wealth Management, LLC9,638$60.9 萬0.05%
Boothbay Fund Management, LLC9,627$60.8 萬0.02%
LMR Partners LLP9,250$58.4 萬0.01%
Stonehage Fleming Financial Services Holdings Ltd8,998$57.2 萬0.02%
Americana Partners, LLC8,643$54.3 萬0.10%
First Capital Advisors Group, LLC.8,174$51.6 萬0.35%
Algert Global LLC7,980$50.4 萬0.04%
55I, LLC7,621$48.1 萬0.01%
Ronald Blue Trust, Inc.5,613$47.3 萬0.01%
Garde Capital, Inc.7,470$47.2 萬0.06%
Connectus Wealth, LLC7,002$44.2 萬0.01%
Delphia (USA) Inc.6,957$44.0 萬0.30%
NinePointTwo Capital6,890$43.5 萬0.15%
Radnor Capital Management, LLC6,620$41.8 萬0.11%
Harbour Investments, Inc.6,537$41.3 萬0.03%
Transatlantique Private Wealth LLC6,168$39.0 萬0.27%
Colony Family Offices, LLC5,900$37.3 萬0.17%
NewEdge Wealth, LLC5,869$37.1 萬0.02%
Capula Management Ltd5,792$36.6 萬0.05%
PCG Wealth Advisors, LLC5,691$36.0 萬0.26%
Tudor Investment Corp Et Al5,644$35.7 萬0.01%
Chiron Capital Management, LLC5,600$35.4 萬0.22%
Connacht Asset Management LP5,506$34.8 萬0.50%
Advisor Resource Council5,518$34.8 萬0.03%
Welch & Forbes LLC5,462$34.5 萬0.01%
Campbell & CO Investment Adviser LLC5,400$34.1 萬0.09%
Poehling Capital Management, LLC5,259$33.2 萬0.12%
MQS Management LLC5,247$33.2 萬0.23%
Altfest L J & Co Inc5,050$31.9 萬0.06%
Corton Capital Inc.5,000$31.6 萬0.30%
River Wealth Advisors LLC4,409$27.9 萬0.05%
Azimuth Capital Investment Management LLC4,400$27.8 萬0.01%
Triangle Securities Wealth Management4,316$27.3 萬0.11%
Envoi LLC4,300$27.2 萬0.79%
Astoria Portfolio Advisors LLC.4,290$27.1 萬0.20%
N.E.W. Advisory Services LLC4,208$26.6 萬0.05%
Cary Street Partner Investment Advisory LLC4,172$26.4 萬0.02%
Quantum Financial Advisors, LLC3,631$25.4 萬0.10%
Financial Advisory Corp3,917$24.7 萬0.17%
Baxter Bros Inc3,837$24.2 萬0.04%
Haverford Trust Co3,669$23.2 萬0.00%

清倉機構（181 家）

2022 年第 1 季季末持有 Schwab Charles Corp、2022 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 181 家。

2022 年第 2 季清倉 SCHW 的機構
機構2022 年第 1 季股數2022 年第 1 季市值
Palestra Capital Management LLC1,232,436$1.04 億
Lord, Abbett & Co. LLC1,074,931$9,063 萬
Suvretta Capital Management, LLC982,790$8,286 萬
Westfield Capital Management Co LP738,837$6,229 萬
AustralianSuper Pty Ltd572,172$4,824 萬
MIG Capital, LLC330,089$2,783 萬
Caas Capital Management LP258,720$2,181 萬
Miura Global Management, LLC245,000$2,066 萬
Mackay Shields LLC215,943$1,821 萬
Gillson Capital LP209,024$1,762 萬
Eagle Global Advisors LLC202,052$1,704 萬
Mark Asset Management LP154,586$1,303 萬
Hudson Bay Capital Management LP150,000$1,265 萬
Congress Wealth Management LLC131,503$1,109 萬
Eisler Capital (UK) Ltd.114,746$967.4 萬
Vantage Investment Partners, LLC110,931$935.3 萬
North Reef Capital Management LP110,000$927.4 萬
Marvin & Palmer Associates Inc92,561$780.4 萬
Erste Asset Management GmbH80,668$716.0 萬
AMS Capital Ltda58,859$496.2 萬
Zacks Investment Management58,364$492.1 萬
Interval Partners, LP58,060$489.5 萬
Moody Lynn & Lieberson, LLC53,879$454.3 萬
Trexquant Investment LP53,569$451.6 萬
LRT Capital Management, LLC49,389$416.4 萬
Cumberland Partners Ltd43,606$367.6 萬
M.D. Sass Investors Services, Inc.40,103$338.1 萬
Ibex Wealth Advisors37,218$313.8 萬
Cordatus Wealth Management LLC32,199$271.5 萬
Blueshift Asset Management, LLC31,156$262.7 萬
Virtu Financial LLC31,047$261.8 萬
Alerus Financial NA25,065$211.3 萬
Kentucky Farm Bureau Mutual Insurance Co25,000$210.8 萬
Dorsey Wright & Associates24,103$203.2 萬
IBM Retirement Fund24,000$202.3 萬
Dakota Wealth Management22,839$192.5 萬
Genesee Capital Advisors, LLC22,038$185.8 萬
Sheets Smith Investment Management21,824$184.0 萬
Knowledge Leaders Capital, LLC21,586$182.0 萬
Avitas Wealth Management LLC17,778$149.9 萬
Unigestion Holding SA17,524$147.7 萬
XTX Topco Ltd16,020$135.1 萬
Two Sigma Securities, LLC16,006$134.9 萬
Magnetar Financial LLC14,668$123.7 萬
Laurion Capital Management LP14,050$118.5 萬
Cookson Peirce & Co Inc12,284$103.6 萬
CastleKnight Management LP11,000$92.7 萬
Fractal Investments LLC10,998$92.7 萬
IMC-Chicago, LLC10,933$92.2 萬
DCM Advisors, LLC10,423$87.9 萬
Dynamic Technology Lab Private Ltd10,255$86.5 萬
Stableford Capital II LLC9,902$79.2 萬
Aries Wealth Management9,111$76.8 萬
AIA Group Ltd8,348$70.4 萬
Machina Capital S.A.S.8,100$68.3 萬
Great Lakes Advisors, LLC8,090$68.2 萬
Choate Investment Advisors7,336$61.9 萬
Balasa Dinverno & Foltz LLC6,998$59.0 萬
Hollencrest Capital Management6,793$57.3 萬
Veracity Capital LLC6,256$52.7 萬
Stevens Capital Management LP5,776$48.7 萬
qPULA Trading Management LP5,700$48.1 萬
Parametrica Management Ltd5,674$47.9 萬
TriaGen Wealth Management LLC5,585$47.1 萬
Equitable Holdings, Inc.5,259$44.3 萬
Clarus Wealth Advisors5,371$43.8 萬
Minot Wealth Management LLC5,103$43.0 萬
Corbett Road Capital Management, LLC4,791$40.4 萬
Investment House LLC4,729$39.9 萬
Graypoint LLC4,347$36.7 萬
BlueCrest Capital Management Ltd4,242$35.8 萬
Pinnacle Family Advisors, LLC4,020$33.9 萬
Integrated Investment Consultants, LLC3,691$31.1 萬
Forte Capital LLC3,672$30.9 萬
First International Bank & Trust3,382$28.5 萬
Providence Capital Advisors, LLC3,371$28.4 萬
Sunflower Bank, N.A.3,344$28.2 萬
Oak Thistle LLC3,336$28.1 萬
9258 Wealth Management, LLC3,293$27.8 萬
Convergence Investment Partners, LLC3,196$26.9 萬
Legacy Financial Advisors, Inc.3,169$26.7 萬
Ameritas Advisory Services, LLC3,145$26.5 萬
Cherry Creek Investment Advisors, Inc.3,105$26.2 萬
Financial Consulate, Inc3,100$26.1 萬
Northstar Asset Management LLC3,090$26.0 萬
Western Wealth Management, LLC3,095$26.0 萬
Cypress Capital Group3,068$25.9 萬
Silvercrest Asset Management Group LLC3,024$25.5 萬
Fisher Asset Management, LLC3,016$25.4 萬
Wimmer Associates 1, LLC3,000$25.3 萬
Autus Asset Management, LLC2,981$25.1 萬
Private Advisory Group LLC2,978$25.1 萬
Good Life Advisors, LLC2,967$25.0 萬
Intrua Financial, LLC2,956$24.9 萬
J.W. Cole Advisors, Inc.2,925$24.7 萬
E Fund Management Co., Ltd.2,933$24.7 萬
Triasima Portfolio Management inc.2,931$24.7 萬
L2 Asset Management, LLC2,882$24.3 萬
C2C Wealth Management, LLC3,100$24.2 萬
Financial Architects, Inc2,841$24.0 萬

尚未申報 2022 年第 2 季的機構（22 家）

2022 年第 1 季季末持有 Schwab Charles Corp、還沒有申報 2022 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 1 季持有 SCHW、尚未申報 2022 年第 2 季的機構
機構2022 年第 1 季股數2022 年第 1 季市值
Parametric Portfolio Associates LLC5,660,726$4.77 億
Teachers Retirement System of the State of Kentucky418,014$3,524 萬
Amalgamated Financial Corp.378,684$3,193 萬
NN Investment Partners Holdings N.V.297,556$2,509 萬
Palladium Partners LLC212,218$1,789 萬
Majedie Asset Management Ltd70,637$594.1 萬
IndexIQ Advisors LLC62,550$527.4 萬
American National Insurance Co22,580$190.4 萬
High Pointe Capital Management LLC21,791$183.7 萬
American National Registered Investment Advisor, Inc.20,368$171.7 萬
Doheny Asset Management16,561$139.6 萬
Barrett Asset Management, LLC11,213$94.5 萬
Astrantus Ltd5,500$46.4 萬
Azimuth Capital Management LLC4,400$37.1 萬
Meristem Family Wealth, LLC3,532$29.8 萬
People's United Financial, Inc.2,904$24.5 萬
Verity Asset Management, Inc.2,867$24.2 萬
Kings Point Capital Management1,065$9.00 萬
Lenox Wealth Advisors, LLC814$6.60 萬
Smith Group Asset Management, LLC246$2.10 萬
Dixon Hughes Goodman Wealth Advisors LLC149$1.30 萬
SJS Investment Consulting Inc.13$1,000