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 2 季 13F 持有人
Schwab Charles Corp 在 2022/6/30 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
- 1,490
- 較 2022 年第 1 季 −55 家
- 持有股數
- 13.3 億
- 較 2022 年第 1 季 +256.4 萬 (+0.2%)
- 總市值
- $842.1 億
- 較 2022 年第 1 季 −$279.6 億 (−24.9%)
- 新進機構
- 126
- 另有 643 家加碼
- 清倉機構
- 181
- 另有 511 家減碼
另有 22 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 41,707 | $263.5 萬 | 0.12% | −578−1.4% | 減碼 |
| Keybank National Association | 41,998 | $265.3 萬 | 0.01% | +340+0.8% | 加碼 |
| Kinneret Advisory, LLC | 42,003 | $265.4 萬 | 0.34% | +889+2.2% | 加碼 |
| Pathstone Family Office, LLC | 42,014 | $265.4 萬 | 0.06% | +10,930+35.2% | 加碼 |
| WCG Wealth Advisors LLC | 42,032 | $265.6 萬 | 0.37% | +42,032 | 新進 |
| Burleson & Company, LLC | 43,000 | $271.7 萬 | 0.59% | −140.0% | 減碼 |
| Pettee Investors, Inc. | 43,152 | $272.6 萬 | 1.36% | +6,401+17.4% | 加碼 |
| Malaga Cove Capital, LLC | 43,802 | $274.6 萬 | 1.53% | +8,208+23.1% | 加碼 |
| Everence Capital Management Inc | 43,480 | $274.7 萬 | 0.24% | 00.0% | 不變 |
| Vetamer Capital Management, L.P. | 43,610 | $275.5 萬 | 2.45% | −53,571−55.1% | 減碼 |
| Illinois Municipal Retirement Fund | 43,850 | $277.0 萬 | 0.06% | −46,977−51.7% | 減碼 |
| Motley Fool Asset Management LLC | 43,885 | $278.2 萬 | 0.26% | −3,138−6.7% | 減碼 |
| Wetherby Asset Management Inc | 44,104 | $278.6 萬 | 0.19% | −8,571−16.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 44,395 | $280.5 萬 | 0.06% | −52,795−54.3% | 減碼 |
| Webster Bank, N. A. | 44,442 | $280.8 萬 | 0.38% | −1,375−3.0% | 減碼 |
| GWM Advisors LLC | 44,717 | $282.5 萬 | 0.05% | −996−2.2% | 減碼 |
| True North Advisors, LLC | 45,000 | $284.3 萬 | 0.89% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 45,683 | $288.7 萬 | 0.13% | −2,082−4.4% | 減碼 |
| VELA Investment Management, LLC | 46,535 | $294.0 萬 | 1.68% | +9,042+24.1% | 加碼 |
| Covey Capital Advisors, LLC | 46,764 | $295.5 萬 | 4.36% | −3,027−6.1% | 減碼 |
| Northwest Investment Counselors, LLC | 46,847 | $296.0 萬 | 0.91% | +1,713+3.8% | 加碼 |
| Bessemer Securities LLC | 47,064 | $297.4 萬 | 1.04% | −3,900−7.7% | 減碼 |
| Vontobel Holding Ltd. | 46,746 | $297.4 萬 | 0.03% | +25,924+124.5% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 47,117 | $297.7 萬 | 0.76% | 00.0% | 不變 |
| Connable Office Inc | 47,327 | $299.0 萬 | 0.46% | 00.0% | 不變 |
| CenterBook Partners LP | 47,406 | $299.5 萬 | 0.64% | +41,958+770.2% | 加碼 |
| Stanley-Laman Group, Ltd. | 48,540 | $306.7 萬 | 0.55% | +2,163+4.7% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 48,573 | $309.0 萬 | 0.56% | +48,573 | 新進 |
| Signet Financial Management, LLC | 48,968 | $309.4 萬 | 0.59% | −351−0.7% | 減碼 |
| Lincoln Capital Corp | 49,226 | $311.0 萬 | 2.01% | −4,142−7.8% | 減碼 |
| Investment Research & Advisory Group, Inc. | 49,573 | $313.2 萬 | 2.30% | +1,855+3.9% | 加碼 |
| Cetera Investment Advisers | 49,686 | $313.9 萬 | 0.05% | +7,174+16.9% | 加碼 |
| LGT Group Foundation | 49,731 | $314.2 萬 | 0.10% | −7,583−13.2% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $315.9 萬 | 1.47% | 00.0% | 不變 |
| Resolute Capital Asset Partners LLC | 50,000 | $315.9 萬 | 2.27% | 00.0% | 不變 |
| united american securities inc. (d/b/a uas asset management) | 50,000 | $315.9 萬 | 0.91% | +50,000 | 新進 |
| Advisors Asset Management, Inc. | 50,200 | $317.2 萬 | 0.06% | +50,200 | 新進 |
| ACG Wealth | 50,359 | $318.2 萬 | 0.65% | +5,580+12.5% | 加碼 |
| Quantbot Technologies LP | 50,447 | $318.7 萬 | 0.29% | +12,020+31.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 50,492 | $319.0 萬 | 0.39% | +785+1.6% | 加碼 |
| GHP Investment Advisors, Inc. | 50,865 | $321.4 萬 | 0.24% | +13,605+36.5% | 加碼 |
| Harrington Investments, INC | 51,274 | $323.9 萬 | 2.41% | +660+1.3% | 加碼 |
| Bridgecreek Investment Management, LLC | 51,315 | $324.2 萬 | 0.67% | +2,125+4.3% | 加碼 |
| Intrinsic Value Partners, LLC | 51,501 | $325.4 萬 | 4.15% | −810−1.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 51,526 | $325.5 萬 | 0.30% | +7,151+16.1% | 加碼 |
| Advisory Services Network, LLC | 51,922 | $328.0 萬 | 0.11% | +376+0.7% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 52,265 | $330.2 萬 | 1.29% | +4,366+9.1% | 加碼 |
| Brinker Capital Investments, LLC | 52,584 | $332.2 萬 | 0.06% | −5,693−9.8% | 減碼 |
| Pinnacle Associates Ltd | 52,618 | $332.4 萬 | 0.07% | +14,874+39.4% | 加碼 |
| Condor Capital Management | 52,646 | $332.6 萬 | 0.43% | +15,127+40.3% | 加碼 |
| SG Americas Securities, LLC | 52,913 | $334.3 萬 | 0.04% | −3,712−6.6% | 減碼 |
| Pring Turner Capital Group Inc | 53,016 | $335.0 萬 | 3.21% | +2,039+4.0% | 加碼 |
| East Coast Asset Management, LLC. | 53,443 | $337.6 萬 | 1.60% | −195−0.4% | 減碼 |
| Mitchell Capital Management Co | 53,489 | $337.9 萬 | 0.95% | −7,998−13.0% | 減碼 |
| AMG National Trust Bank | 50,002 | $338.1 萬 | 0.13% | +6,082+13.8% | 加碼 |
| Pearl River Capital, LLC | 53,979 | $341.0 萬 | 0.80% | +24,358+82.2% | 加碼 |
| Scotia Capital Inc. | 53,993 | $341.1 萬 | 0.03% | +10,238+23.4% | 加碼 |
| Hohimer Wealth Management, LLC | 54,125 | $342.0 萬 | 1.01% | −13,012−19.4% | 減碼 |
| Dowling & Yahnke LLC | 54,797 | $346.2 萬 | 0.16% | −2,891−5.0% | 減碼 |
| United Services Automobile Association | 55,043 | $347.7 萬 | 0.09% | +55,043 | 新進 |
| Gs Investments, Inc. | 51,518 | $348.0 萬 | 2.00% | +283+0.6% | 加碼 |
| Roberts Wealth Advisors, LLC | 54,309 | $349.5 萬 | 1.52% | +110+0.2% | 加碼 |
| RBF Capital, LLC | 54,000 | $349.6 萬 | 0.24% | 00.0% | 不變 |
| JustInvest LLC | 55,824 | $352.7 萬 | 0.16% | +6,424+13.0% | 加碼 |
| Veritable, L.P. | 56,284 | $355.6 萬 | 0.06% | +2,021+3.7% | 加碼 |
| Bailard, Inc. | 56,561 | $357.4 萬 | 0.14% | +180.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 56,954 | $359.8 萬 | 0.06% | +7,877+16.1% | 加碼 |
| Cumberland Advisors Inc | 57,145 | $361.0 萬 | 1.20% | −6,245−9.9% | 減碼 |
| Gabelli Funds LLC | 58,000 | $366.4 萬 | 0.03% | +6,000+11.5% | 加碼 |
| Meeder Asset Management Inc | 58,087 | $366.9 萬 | 0.21% | −2,568−4.2% | 減碼 |
| Aigen Investment Management, LP | 58,072 | $366.9 萬 | 0.62% | +50,310+648.2% | 加碼 |
| Allstate Corp | 58,354 | $368.7 萬 | 0.11% | −22,869−28.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 59,149 | $373.7 萬 | 0.06% | +5,871+11.0% | 加碼 |
| Commerce Bank | 59,190 | $374.0 萬 | 0.03% | −264−0.4% | 減碼 |
| Citizens Business Bank | 59,850 | $378.1 萬 | 0.54% | +3,950+7.1% | 加碼 |
| Synovus Financial Corp | 60,284 | $381.1 萬 | 0.04% | +5,782+10.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 60,635 | $383.1 萬 | 0.24% | +66+0.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 62,197 | $388.7 萬 | 0.05% | +5,451+9.6% | 加碼 |
| Banque Cantonale Vaudoise | 61,805 | $390.5 萬 | 0.20% | −10,644−14.7% | 減碼 |
| Advocate Group LLC | 62,055 | $392.1 萬 | 0.91% | +62,055 | 新進 |
| First American Bank | 62,567 | $395.3 萬 | 0.40% | +5,907+10.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 62,971 | $397.9 萬 | 0.09% | −208,598−76.8% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 63,133 | $398.9 萬 | 0.88% | +3,767+6.3% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 63,399 | $400.6 萬 | 0.28% | +63,399 | 新進 |
| DuPont Capital Management Corp | 63,462 | $401.0 萬 | 0.19% | −23,803−27.3% | 減碼 |
| Argent Trust Co | 64,371 | $406.7 萬 | 0.28% | +11,435+21.6% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 64,576 | $408.0 萬 | 0.17% | −1,393−2.1% | 減碼 |
| Heron Bay Capital Management | 66,375 | $419.4 萬 | 2.54% | +3,519+5.6% | 加碼 |
| Gill Capital Partners, LLC | 49,815 | $420.0 萬 | 1.85% | 00.0% | 不變 |
| AE Wealth Management LLC | 66,605 | $420.8 萬 | 0.03% | −18,436−21.7% | 減碼 |
| Snowden Capital Advisors LLC | 67,057 | $423.6 萬 | 0.19% | +3,394+5.3% | 加碼 |
| Marco Investment Management LLC | 67,046 | $423.6 萬 | 0.49% | +4,890+7.9% | 加碼 |
| Perkins Coie Trust Co | 67,202 | $424.6 萬 | 1.55% | +368+0.6% | 加碼 |
| Fort Washington Investment Advisors Inc | 67,352 | $425.5 萬 | 0.03% | +2,660+4.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 67,910 | $429.1 萬 | 0.99% | +12,329+22.2% | 加碼 |
| Ergoteles LLC | 68,014 | $429.7 萬 | 0.13% | +44,479+189.0% | 加碼 |
| Madison Asset Management, LLC | 68,478 | $432.6 萬 | 0.07% | +68,478 | 新進 |
| BancorpSouth Bank | 68,801 | $434.7 萬 | 0.62% | −22,119−24.3% | 減碼 |
| Fiduciary Group LLC | 59,974 | $435.2 萬 | 0.54% | −2,390−3.8% | 減碼 |
| ExodusPoint Capital Management, LP | 69,048 | $436.2 萬 | 0.06% | +56,226+438.5% | 加碼 |