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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 69,068 | $436.4 萬 | 0.10% | +1,278+1.9% | 加碼 |
| Picton Mahoney Asset Management | 69,440 | $438.7 萬 | 0.18% | −93,561−57.4% | 減碼 |
| Achmea Investment Management B.V. | 69,474 | $439.0 萬 | 0.14% | −6,420−8.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 69,857 | $441.4 萬 | 0.01% | +1,132+1.6% | 加碼 |
| Capstone Investment Advisors, LLC | 69,943 | $441.9 萬 | 0.10% | −13,196−15.9% | 減碼 |
| TD Private Client Wealth LLC | 71,790 | $453.6 萬 | 0.22% | −954−1.3% | 減碼 |
| Highland Capital Management, LLC | 72,011 | $455.0 萬 | 0.33% | +67,466+1,484.4% | 加碼 |
| Altium Wealth Management LLC | 73,212 | $462.6 萬 | 0.33% | −22,138−23.2% | 減碼 |
| Torray LLC | 73,242 | $462.7 萬 | 0.88% | −314−0.4% | 減碼 |
| Aviance Capital Partners, LLC | 74,050 | $467.8 萬 | 1.04% | +1,287+1.8% | 加碼 |
| Whittier Trust Co | 74,431 | $470.3 萬 | 0.09% | −773−1.0% | 減碼 |
| Private Advisor Group, LLC | 74,507 | $470.7 萬 | 0.04% | +16,623+28.7% | 加碼 |
| Timber Creek Capital Management LLC | 75,006 | $473.8 萬 | 1.57% | −173−0.2% | 減碼 |
| Maltese Capital Management LLC | 75,000 | $473.9 萬 | 1.02% | +5,000+7.1% | 加碼 |
| Amica Mutual Insurance Co | 75,019 | $474.0 萬 | 0.60% | +9,423+14.4% | 加碼 |
| Sendero Wealth Management, LLC | 76,809 | $485.3 萬 | 4.67% | +12,846+20.1% | 加碼 |
| Twin Lakes Capital Management, LLC | 76,884 | $485.8 萬 | 3.52% | −931−1.2% | 減碼 |
| Cullinan Associates Inc | 77,500 | $489.6 萬 | 0.30% | +5,050+7.0% | 加碼 |
| Aptus Capital Advisors, LLC | 77,761 | $491.3 萬 | 0.16% | −3,860−4.7% | 減碼 |
| Mengis Capital Management, Inc. | 77,935 | $492.3 萬 | 1.08% | +4,494+6.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,373 | $494.5 萬 | 0.07% | +14,874+23.4% | 加碼 |
| Intech Investment Management LLC | 78,447 | $495.6 萬 | 0.03% | +78,447 | 新進 |
| Permanens Capital L.P. | 79,039 | $499.4 萬 | 1.00% | +10,411+15.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 79,182 | $500.3 萬 | 0.21% | +9,440+13.5% | 加碼 |
| Montag A & Associates Inc | 79,289 | $500.9 萬 | 0.32% | −13,114−14.2% | 減碼 |
| Grimes & Company, Inc. | 79,834 | $504.4 萬 | 0.25% | +68,427+599.9% | 加碼 |
| Duality Advisers, LP | 79,942 | $505.1 萬 | 0.50% | +79,942 | 新進 |
| Marshall & Sullivan Inc | 80,069 | $505.8 萬 | 3.08% | 00.0% | 不變 |
| Jump Financial, LLC | 80,488 | $508.6 萬 | 0.22% | +41,506+106.5% | 加碼 |
| Yost Capital Management, LP | 80,532 | $508.8 萬 | 5.94% | −25,500−24.0% | 減碼 |
| MML Investors Services, LLC | 80,939 | $511.4 萬 | 0.04% | −3,498−4.1% | 減碼 |
| American Assets Investment Management, LLC | 81,674 | $516.0 萬 | 0.64% | 00.0% | 不變 |
| Bokf, NA | 82,219 | $519.5 萬 | 0.10% | +56,960+225.5% | 加碼 |
| New Mexico Educational Retirement Board | 83,287 | $526.2 萬 | 0.25% | −4,100−4.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 83,541 | $527.8 萬 | 0.06% | +17,693+26.9% | 加碼 |
| Chapman Investment Management, LLC | 83,571 | $528.0 萬 | 3.65% | −2,506−2.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 84,371 | $533.1 萬 | 0.03% | −190−0.2% | 減碼 |
| Ironwood Investment Counsel, LLC | 85,168 | $538.0 萬 | 1.51% | +2,839+3.4% | 加碼 |
| Riverpark Capital Management LLC | 85,304 | $539.0 萬 | 4.48% | −9,152−9.7% | 減碼 |
| Pinnacle Financial Partners Inc | 85,405 | $539.6 萬 | 0.19% | +1,296+1.5% | 加碼 |
| River & Mercantile Asset Management LLP | 85,285 | $539.7 萬 | 0.96% | +3,778+4.6% | 加碼 |
| Atria Investments LLC | 85,416 | $539.7 萬 | 0.11% | +9,301+12.2% | 加碼 |
| Ethic Inc. | 85,693 | $541.4 萬 | 0.38% | +8,706+11.3% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 85,756 | $541.8 萬 | 0.12% | −20,000−18.9% | 減碼 |
| Valley National Advisers Inc | 84,700 | $544.1 萬 | 1.15% | −891−1.0% | 減碼 |
| Oppenheimer & Co Inc | 86,118 | $544.1 萬 | 0.12% | +2,598+3.1% | 加碼 |
| Hoylecohen, LLC | 87,574 | $553.3 萬 | 0.58% | +40,235+85.0% | 加碼 |
| United Asset Strategies, Inc. | 87,874 | $555.2 萬 | 0.81% | −201−0.2% | 減碼 |
| Geneos Wealth Management Inc. | 87,361 | $558.4 萬 | 0.28% | +8,894+11.3% | 加碼 |
| Metropolitan Life Insurance Co | 88,681 | $560.3 萬 | 0.25% | −1,949−2.2% | 減碼 |
| Norinchukin Bank, The | 91,132 | $575.8 萬 | 0.11% | +29,173+47.1% | 加碼 |
| Busey Wealth Management | 91,335 | $577.0 萬 | 0.27% | +1,430+1.6% | 加碼 |
| Elgethun Capital Management | 93,803 | $588.3 萬 | 2.28% | +2,503+2.7% | 加碼 |
| Transform Wealth, LLC | 94,871 | $599.4 萬 | 0.89% | −9,427−9.0% | 減碼 |
| Wealthfront Advisers LLC | 95,082 | $600.7 萬 | 0.03% | −3,887−3.9% | 減碼 |
| Louisiana State Employees Retirement System | 95,500 | $603.6 萬 | 0.16% | +600+0.6% | 加碼 |
| Walleye Trading LLC | 96,621 | $610.5 萬 | 0.15% | +35,416+57.9% | 加碼 |
| Jefferies Group LLC | 96,746 | $611.2 萬 | 0.17% | +82,241+567.0% | 加碼 |
| Annex Advisory Services, LLC | 97,064 | $613.3 萬 | 0.44% | +7,820+8.8% | 加碼 |
| Lafayette Investments, Inc. | 97,622 | $616.8 萬 | 1.78% | +2,836+3.0% | 加碼 |
| Andra AP-fonden | 97,675 | $617.1 萬 | 0.18% | +97,675 | 新進 |
| Motco | 97,810 | $618.0 萬 | 0.46% | +4,151+4.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 97,997 | $619.2 萬 | 0.63% | +13,325+15.7% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 98,630 | $623.1 萬 | 2.80% | +98,630 | 新進 |
| Gamco Investors, Inc. Et Al | 98,982 | $625.4 萬 | 0.07% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 99,447 | $628.3 萬 | 0.15% | +4,298+4.5% | 加碼 |
| Conning Inc. | 100,411 | $634.4 萬 | 0.19% | +9,109+10.0% | 加碼 |
| Northeast Financial Consultants Inc | 100,556 | $635.3 萬 | 0.44% | 00.0% | 不變 |
| Howe & Rusling Inc | 101,358 | $640.4 萬 | 0.81% | +3,249+3.3% | 加碼 |
| Terry L. Blaker | 101,356 | $640.4 萬 | 0.63% | +3,847+3.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 101,401 | $640.7 萬 | 3.98% | +552+0.5% | 加碼 |
| Banque Pictet & Cie SA | 101,581 | $641.8 萬 | 0.06% | −1,785−1.7% | 減碼 |
| Nelson Capital Management, LLC | 102,797 | $649.5 萬 | 1.79% | −5,041−4.7% | 減碼 |
| Stieven Capital Advisors, L.P. | 104,900 | $662.8 萬 | 1.05% | −23,500−18.3% | 減碼 |
| 1623 Capital LLC | 105,000 | $663.4 萬 | 4.17% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 106,872 | $675.3 萬 | 0.82% | +4,425+4.3% | 加碼 |
| Hanson & Doremus Investment Management | 108,217 | $683.7 萬 | 1.67% | +801+0.7% | 加碼 |
| BLB&B Advisors, LLC | 108,297 | $684.2 萬 | 0.54% | +5,032+4.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 108,493 | $685.5 萬 | 0.40% | +831+0.8% | 加碼 |
| Citizens Financial Group Inc | 108,898 | $688.0 萬 | 0.29% | −51,141−32.0% | 減碼 |
| Davenport & Co LLC | 108,922 | $688.2 萬 | 0.06% | +28,435+35.3% | 加碼 |
| GPM Growth Investors, Inc. | 109,792 | $693.7 萬 | 4.52% | +360+0.3% | 加碼 |
| Toroso Investments, LLC | 110,026 | $695.1 萬 | 0.25% | +16,636+17.8% | 加碼 |
| Madison Wealth Management | 110,972 | $701.1 萬 | 1.70% | +291+0.3% | 加碼 |
| Biechele Royce Advisors | 111,600 | $705.0 萬 | 3.13% | +7,152+6.8% | 加碼 |
| Kerrisdale Advisers, LLC | 111,611 | $705.2 萬 | 2.22% | +79,061+242.9% | 加碼 |
| PEAK6 Investments LLC | 124,542 | $705.9 萬 | 0.16% | +124,542 | 新進 |
| Kentucky Retirement Systems | 111,934 | $707.2 萬 | 0.30% | +16,108+16.8% | 加碼 |
| Phase 2 Partners, LLC | 112,859 | $713.0 萬 | 3.67% | +112,859 | 新進 |
| Elo Mutual Pension Insurance Co | 114,219 | $721.6 萬 | 0.24% | +7,765+7.3% | 加碼 |
| First Hawaiian Bank | 116,711 | $737.4 萬 | 0.27% | +10,148+9.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 117,106 | $739.9 萬 | 0.11% | −194,548−62.4% | 減碼 |
| Maryland State Retirement & Pension System | 117,116 | $739.9 萬 | 0.24% | +685+0.6% | 加碼 |
| Cypress Capital, LLC | 119,110 | $752.5 萬 | 1.07% | 00.0% | 不變 |
| Makena Capital Management LLC | 121,150 | $765.4 萬 | 1.25% | +340+0.3% | 加碼 |
| Assenagon Asset Management S.A. | 122,525 | $774.1 萬 | 0.03% | −144,462−54.1% | 減碼 |
| Spearhead Capital Advisors, LLC | 124,011 | $783.5 萬 | 1.17% | +4,161+3.5% | 加碼 |
| First Western Trust Bank | 123,704 | $787.0 萬 | 0.52% | −8,864−6.7% | 減碼 |
| Securian Asset Management, Inc | 125,794 | $794.8 萬 | 0.19% | −451−0.4% | 減碼 |
| Ieq Capital, LLC | 125,824 | $795.0 萬 | 0.24% | −1,145−0.9% | 減碼 |