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 |
|---|---|---|---|---|---|
| Channing Capital Management, LLC | 126,102 | $796.7 萬 | 0.26% | +14,156+12.6% | 加碼 |
| Itau Unibanco Holding S.A. | 126,175 | $797.2 萬 | 0.28% | +31,917+33.9% | 加碼 |
| Brasada Capital Management, LP | 126,802 | $801.1 萬 | 1.80% | +6,938+5.8% | 加碼 |
| Sandy Spring Bank | 126,906 | $801.8 萬 | 0.48% | −1,103−0.9% | 減碼 |
| Schwerin Boyle Capital Management Inc | 127,525 | $805.7 萬 | 0.82% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 132,189 | $835.2 萬 | 0.38% | −646−0.5% | 減碼 |
| Frontier Wealth Management LLC | 132,415 | $836.6 萬 | 0.61% | +41,750+46.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 134,871 | $852.1 萬 | 0.24% | +134,871 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 135,219 | $854.3 萬 | 0.91% | +11,231+9.1% | 加碼 |
| McGuire Investment Group, LLC | 135,983 | $859.1 萬 | 1.85% | −231−0.2% | 減碼 |
| American Research & Management Co. | 137,898 | $871.2 萬 | 2.24% | +7,460+5.7% | 加碼 |
| Parsec Financial Management, Inc. | 140,184 | $885.7 萬 | 0.43% | +19,096+15.8% | 加碼 |
| Fifth Third Bancorp | 141,489 | $894.0 萬 | 0.04% | +9,227+7.0% | 加碼 |
| Addenda Capital Inc. | 143,299 | $905.4 萬 | 0.43% | −1,438−1.0% | 減碼 |
| Captrust Financial Advisors | 143,728 | $908.1 萬 | 0.06% | +5,518+4.0% | 加碼 |
| Hartford Investment Management Co | 144,386 | $912.2 萬 | 0.28% | +2,331+1.6% | 加碼 |
| Mill Capital Management, LLC | 145,962 | $922.2 萬 | 1.02% | +9,660+7.1% | 加碼 |
| Jacobs & Co | 146,352 | $924.6 萬 | 1.24% | −3,840−2.6% | 減碼 |
| HFR Wealth Management, LLC | 146,578 | $926.1 萬 | 2.80% | +26,373+21.9% | 加碼 |
| Van Cleef Asset Management,Inc | 147,023 | $928.9 萬 | 1.57% | −307−0.2% | 減碼 |
| Nuance Investments, LLC | 149,795 | $946.4 萬 | 0.19% | +149,795 | 新進 |
| Asset Advisors Investment Management, LLC | 150,888 | $953.3 萬 | 1.30% | −3,650−2.4% | 減碼 |
| Blume Capital Management, Inc. | 150,939 | $953.6 萬 | 3.77% | +28,125+22.9% | 加碼 |
| Shelton Capital Management | 152,328 | $962.4 萬 | 0.43% | +19,400+14.6% | 加碼 |
| Jane Street Group, LLC | 153,337 | $968.8 萬 | 0.02% | −7,375−4.6% | 減碼 |
| Financial Avengers, Inc. | 154,207 | $974.3 萬 | 7.90% | −876−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 154,379 | $975.3 萬 | 0.03% | +15,148+10.9% | 加碼 |
| GAM Holding AG | 156,094 | $986.2 萬 | 0.66% | −222−0.1% | 減碼 |
| Evergreen Capital Management LLC | 157,416 | $994.6 萬 | 0.52% | −2,460−1.5% | 減碼 |
| Swiss Life Asset Management Ltd | 158,213 | $1,000 萬 | 0.16% | −17,869−10.1% | 減碼 |
| Nissay Asset Management Corp | 158,882 | $1,004 萬 | 0.10% | −4,538−2.8% | 減碼 |
| Vancity Investment Management Ltd | 162,293 | $1,025 萬 | 1.46% | +162,293 | 新進 |
| Park National Corp | 163,210 | $1,031 萬 | 0.50% | +42,099+34.8% | 加碼 |
| Stamina Capital Management LP | 163,333 | $1,032 萬 | 10.95% | −248,200−60.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 168,723 | $1,066 萬 | 0.45% | +3,463+2.1% | 加碼 |
| Bridgeway Capital Management, LLC | 169,200 | $1,069 萬 | 0.24% | 00.0% | 不變 |
| Ci Investments Inc. | 169,319 | $1,070 萬 | 0.05% | +135,287+397.5% | 加碼 |
| Cornerstone Advisors, LLC | 170,000 | $1,074 萬 | 0.56% | +50,000+41.7% | 加碼 |
| Mercer Global Advisors Inc | 173,474 | $1,096 萬 | 0.07% | −8,710−4.8% | 減碼 |
| D.A. Davidson & Co. | 175,236 | $1,107 萬 | 0.14% | +13,004+8.0% | 加碼 |
| Financial Counselors Inc | 176,624 | $1,116 萬 | 0.26% | +17,563+11.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 178,000 | $1,125 萬 | 0.17% | 00.0% | 不變 |
| First Trust Advisors LP | 178,407 | $1,127 萬 | 0.01% | +9,832+5.8% | 加碼 |
| Live Oak Private Wealth LLC | 179,923 | $1,137 萬 | 2.39% | +3,841+2.2% | 加碼 |
| Pacific Heights Asset Management LLC | 180,000 | $1,137 萬 | 1.16% | +10,000+5.9% | 加碼 |
| Tredje AP-fonden | 180,764 | $1,142 萬 | 0.29% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 182,130 | $1,151 萬 | 0.19% | −2,637−1.4% | 減碼 |
| LFL Advisers, LLC | 183,164 | $1,157 萬 | 5.99% | 00.0% | 不變 |
| Comerica Bank | 184,167 | $1,164 萬 | 0.10% | +1,347+0.7% | 加碼 |
| Karpas Strategies, LLC | 184,528 | $1,166 萬 | 4.08% | +236+0.1% | 加碼 |
| Baker Avenue Asset Management, LP | 185,866 | $1,174 萬 | 0.79% | +7,770+4.4% | 加碼 |
| CIBC World Markets Inc. | 186,747 | $1,180 萬 | 0.05% | +59,294+46.5% | 加碼 |
| Boston Private Wealth LLC | 187,141 | $1,182 萬 | 0.18% | +1,069+0.6% | 加碼 |
| Cinctive Capital Management LP | 188,672 | $1,192 萬 | 0.55% | +188,672 | 新進 |
| Crossmark Global Holdings, Inc. | 188,793 | $1,193 萬 | 0.31% | +4,373+2.4% | 加碼 |
| Winslow Asset Management Inc | 194,185 | $1,227 萬 | 2.96% | −447−0.2% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 195,057 | $1,232 萬 | 3.84% | +1,332+0.7% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,254 萬 | 11.98% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 198,806 | $1,256 萬 | 0.03% | −13,683−6.4% | 減碼 |
| Texas Permanent School Fund | 199,205 | $1,259 萬 | 0.20% | +4,204+2.2% | 加碼 |
| ClariVest Asset Management LLC | 200,733 | $1,268 萬 | 0.55% | −8,500−4.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 202,485 | $1,279 萬 | 0.07% | −960−0.5% | 減碼 |
| Mutual of America Capital Management LLC | 205,624 | $1,299 萬 | 0.17% | +4,989+2.5% | 加碼 |
| Lathrop Investment Management Corp | 206,090 | $1,302 萬 | 3.26% | +1,351+0.7% | 加碼 |
| Walleye Capital LLC | 212,255 | $1,341 萬 | 0.38% | +173,752+451.3% | 加碼 |
| Umb Bank N A | 215,526 | $1,362 萬 | 0.21% | +52,309+32.0% | 加碼 |
| State of Alaska, Department of Revenue | 216,547 | $1,368 萬 | 0.17% | +5,075+2.4% | 加碼 |
| Personal Capital Advisors Corp | 216,888 | $1,370 萬 | 0.07% | +2,292+1.1% | 加碼 |
| Ycg, LLC | 217,105 | $1,372 萬 | 1.55% | −50.0% | 減碼 |
| Cutler Investment Counsel LLC | 218,512 | $1,381 萬 | 2.17% | +1,416+0.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 219,588 | $1,387 萬 | 0.15% | +18,431+9.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 221,067 | $1,397 萬 | 0.04% | +13,185+6.3% | 加碼 |
| Osher Van de Voorde Investment Management | 221,395 | $1,399 萬 | 3.95% | +1,300+0.6% | 加碼 |
| Yousif Capital Management, LLC | 221,416 | $1,399 萬 | 0.18% | −3,655−1.6% | 減碼 |
| Hudson Way Capital Management LLC | 223,262 | $1,411 萬 | 3.82% | +37,865+20.4% | 加碼 |
| Ivy Lane Capital Management, LLC | 224,000 | $1,415 萬 | 13.40% | +64,000+40.0% | 加碼 |
| Verition Fund Management LLC | 224,417 | $1,418 萬 | 0.31% | +196,132+693.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 224,803 | $1,420 萬 | 2.58% | +39,654+21.4% | 加碼 |
| Xponance, Inc. | 224,886 | $1,421 萬 | 0.29% | +73,111+48.2% | 加碼 |
| HighTower Advisors, LLC | 227,001 | $1,435 萬 | 0.04% | +7,325+3.3% | 加碼 |
| Tower Bridge Advisors | 229,800 | $1,452 萬 | 1.18% | −7,236−3.1% | 減碼 |
| Cornerstone Capital, Inc. | 230,691 | $1,458 萬 | 1.87% | +7,845+3.5% | 加碼 |
| Cohen Capital Management, Inc. | 231,096 | $1,460 萬 | 2.99% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 238,188 | $1,505 萬 | 0.08% | −1,057−0.4% | 減碼 |
| TPI Fund Managers Ltd | 242,153 | $1,530 萬 | 2.56% | +5,881+2.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 242,383 | $1,531 萬 | 0.87% | −38,098−13.6% | 減碼 |
| Gofen & Glossberg LLC | 244,143 | $1,543 萬 | 0.41% | +753+0.3% | 加碼 |
| AXA S.A. | 249,436 | $1,576 萬 | 0.06% | −55,260−18.1% | 減碼 |
| IFM Investors Pty Ltd | 251,465 | $1,589 萬 | 0.28% | +11,778+4.9% | 加碼 |
| Susquehanna International Group, LLP | 251,732 | $1,590 萬 | 0.03% | −277,403−52.4% | 減碼 |
| New York Life Investment Management LLC | 251,940 | $1,592 萬 | 0.18% | +251,940 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 252,060 | $1,593 萬 | 0.20% | −81,600−24.5% | 減碼 |
| Evercore Wealth Management, LLC | 255,850 | $1,616 萬 | 0.34% | −590.0% | 減碼 |
| Greenwood Gearhart Inc | 256,457 | $1,620 萬 | 2.58% | +7,223+2.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 258,338 | $1,632 萬 | 1.38% | −291−0.1% | 減碼 |
| Advisor Group Holdings, Inc. | 259,336 | $1,639 萬 | 0.04% | +37,066+16.7% | 加碼 |
| ING Groep NV | 263,803 | $1,667 萬 | 0.19% | +25,283+10.6% | 加碼 |
| Employees Retirement System of Texas | 267,200 | $1,688 萬 | 0.24% | +86,200+47.6% | 加碼 |
| Confluence Investment Management LLC | 267,335 | $1,689 萬 | 0.26% | +4,777+1.8% | 加碼 |
| Farmer Steven Patrick | 267,335 | $1,689 萬 | 0.26% | +267,335 | 新進 |