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 |
|---|---|---|---|---|---|
| HC Financial Advisors Inc | 457 | $2.90 萬 | 0.02% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 477 | $3.00 萬 | 0.00% | −34−6.7% | 減碼 |
| Gradient Investments LLC | 482 | $3.00 萬 | 0.00% | +167+53.0% | 加碼 |
| Castleview Partners, LLC | 697 | $3.08 萬 | 0.03% | −1,974−73.9% | 減碼 |
| Column Capital Advisors, LLC | 492 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 492 | $3.10 萬 | 0.00% | +93+23.3% | 加碼 |
| CVA Family Office, LLC | 503 | $3.20 萬 | 0.01% | +1+0.2% | 加碼 |
| Worth Asset Management, LLC | 500 | $3.20 萬 | 0.02% | 00.0% | 不變 |
| St. James Investment Advisors, LLC | 535 | $3.40 萬 | 0.07% | −275−34.0% | 減碼 |
| MV Capital Management, Inc. | 535 | $3.40 萬 | 0.01% | −35−6.1% | 減碼 |
| North Star Investment Management Corp. | 552 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 561 | $3.58 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 569 | $3.60 萬 | 0.00% | −13,990−96.1% | 減碼 |
| AdvisorNet Financial, Inc | 569 | $3.60 萬 | 0.00% | −41−6.7% | 減碼 |
| American National Bank | 580 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Gould Capital, LLC | 600 | $3.80 萬 | 0.03% | 00.0% | 不變 |
| Arrow Financial Corp | 625 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 623 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 612 | $3.90 萬 | 0.01% | +612 | 新進 |
| Core Alternative Capital | 669 | $4.20 萬 | 0.01% | −8−1.2% | 減碼 |
| MCF Advisors LLC | 663 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 682 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 677 | $4.30 萬 | 0.01% | +677 | 新進 |
| RWM Asset Management, LLC | 711 | $4.50 萬 | 0.01% | +246+52.9% | 加碼 |
| Bangor Savings Bank | 750 | $4.70 萬 | 0.01% | +750 | 新進 |
| Zions Bancorporation, N.A. | 766 | $4.80 萬 | 0.00% | −1,132−59.6% | 減碼 |
| HHM Wealth Advisors, LLC | 760 | $4.80 萬 | 0.01% | +60+8.6% | 加碼 |
| Glen Eagle Advisors, LLC | 762 | $4.81 萬 | 0.01% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 766 | $4.90 萬 | 0.03% | −753−49.6% | 減碼 |
| Farmers & Merchants Investments Inc | 795 | $5.00 萬 | 0.00% | +15+1.9% | 加碼 |
| Toth Financial Advisory Corp | 810 | $5.10 萬 | 0.01% | +655+422.6% | 加碼 |
| Better Money Decisions, LLC | 866 | $5.50 萬 | 0.05% | +866 | 新進 |
| Bell Investment Advisors, Inc | 867 | $5.50 萬 | 0.02% | +867 | 新進 |
| Total Clarity Wealth Management, Inc. | 910 | $5.70 萬 | 0.03% | +910 | 新進 |
| Endurance Wealth Management, Inc. | 952 | $6.00 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 951 | $6.00 萬 | 0.00% | +17+1.8% | 加碼 |
| M&R Capital Management Inc | 972 | $6.10 萬 | 0.02% | +2+0.2% | 加碼 |
| City Holding Co | 975 | $6.20 萬 | 0.01% | −449−31.5% | 減碼 |
| America First Investment Advisors, LLC | 1,000 | $6.30 萬 | 0.02% | 00.0% | 不變 |
| Field & Main Bank | 1,000 | $6.30 萬 | 0.04% | 00.0% | 不變 |
| Fortis Advisors, LLC | 1,000 | $6.30 萬 | 0.04% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,025 | $6.40 萬 | 0.02% | −21−2.0% | 減碼 |
| Disciplined Investments, LLC | 1,035 | $6.50 萬 | 0.03% | +966+1,400.0% | 加碼 |
| Quent Capital, LLC | 1,038 | $6.60 萬 | 0.01% | +158+18.0% | 加碼 |
| CoreCap Advisors, LLC | 1,112 | $7.00 萬 | 0.01% | +1,112 | 新進 |
| NVWM, LLC | 1,120 | $7.10 萬 | 0.03% | −1−0.1% | 減碼 |
| Hantz Financial Services, Inc. | 1,140 | $7.20 萬 | 0.00% | −8−0.7% | 減碼 |
| Rock Creek Group, LP | 1,135 | $7.20 萬 | 0.01% | +1,135 | 新進 |
| Hexagon Capital Partners LLC | 1,166 | $7.40 萬 | 0.02% | +356+44.0% | 加碼 |
| Oakworth Capital, Inc. | 1,200 | $7.60 萬 | 0.01% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,244 | $7.90 萬 | 0.01% | +4+0.3% | 加碼 |
| West Paces Advisors Inc. | 1,270 | $8.02 萬 | 0.03% | −34−2.6% | 減碼 |
| Private Capital Group, LLC | 1,277 | $8.10 萬 | 0.06% | −39−3.0% | 減碼 |
| Monetary Management Group Inc | 1,350 | $8.50 萬 | 0.03% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 1,342 | $8.50 萬 | 0.02% | 00.0% | 不變 |
| Lee Financial Co | 1,469 | $9.30 萬 | 0.02% | +44+3.1% | 加碼 |
| Creative Financial Designs Inc | 1,509 | $9.50 萬 | 0.02% | +2+0.1% | 加碼 |
| Corsicana & Co. | 1,500 | $9.50 萬 | 0.08% | 00.0% | 不變 |
| First Bank & Trust | 1,515 | $9.60 萬 | 0.03% | +1,489+5,726.9% | 加碼 |
| Vectors Research Management, LLC | 1,550 | $9.80 萬 | 0.02% | 00.0% | 不變 |
| NuWave Investment Management, LLC | 1,620 | $10.2 萬 | 0.14% | −1,915−54.2% | 減碼 |
| Benjamin Edwards Inc | 1,636 | $10.3 萬 | 0.03% | +19+1.2% | 加碼 |
| Hills Bank & Trust Co | 1,682 | $10.6 萬 | 0.02% | −100−5.6% | 減碼 |
| Leelyn Smith, LLC | 1,686 | $10.7 萬 | 0.03% | −121−6.7% | 減碼 |
| Optimum Investment Advisors | 1,766 | $11.2 萬 | 0.06% | +1+0.1% | 加碼 |
| Hartford Financial Management Inc. | 1,800 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| Concord Wealth Partners | 1,808 | $11.4 萬 | 0.03% | +203+12.6% | 加碼 |
| Harbor Investment Advisory, LLC | 1,915 | $12.1 萬 | 0.02% | −176−8.4% | 減碼 |
| Counterpoint Mutual Funds LLC | 2,012 | $12.7 萬 | 0.09% | +2,012 | 新進 |
| South State Corp. | 2,017 | $12.8 萬 | 0.01% | +162+8.7% | 加碼 |
| Coastal Capital Group, Inc. | 2,048 | $12.9 萬 | 0.04% | +6+0.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 2,076 | $13.1 萬 | 0.01% | +1,418+215.5% | 加碼 |
| Edge Capital Group, LLC | 2,074 | $13.1 萬 | 0.01% | +2,074 | 新進 |
| Tilia Fiduciary Partners, Inc. | 2,168 | $13.5 萬 | 0.13% | +6+0.3% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,132 | $13.5 萬 | 0.06% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 2,142 | $13.5 萬 | 0.03% | +306+16.7% | 加碼 |
| Tobam | 2,269 | $14.3 萬 | 0.01% | +1,997+734.2% | 加碼 |
| Seaport Global Advisors, LLC | 2,297 | $14.5 萬 | 0.54% | −1,280−35.8% | 減碼 |
| Bellwether Advisors, LLC | 2,309 | $14.5 萬 | 0.05% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 2,299 | $14.5 萬 | 0.04% | +52+2.3% | 加碼 |
| Pacer Advisors, Inc. | 2,400 | $15.2 萬 | 0.00% | −74,902−96.9% | 減碼 |
| State of Wyoming | 2,421 | $15.3 萬 | 0.09% | −3,261−57.4% | 減碼 |
| Global Retirement Partners, LLC | 2,459 | $15.5 萬 | 0.01% | +121+5.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,469 | $15.6 萬 | 0.04% | −3,248−56.8% | 減碼 |
| Riverview Trust Co | 2,549 | $16.1 萬 | 0.14% | −354−12.2% | 減碼 |
| Evoke Wealth, LLC | 2,611 | $16.5 萬 | 0.01% | −90−3.3% | 減碼 |
| Glassman Wealth Services | 2,637 | $16.7 萬 | 0.03% | +421+19.0% | 加碼 |
| Lindbrook Capital, LLC | 2,732 | $17.3 萬 | 0.03% | +328+13.6% | 加碼 |
| Proequities, Inc. | 2,775 | $17.5 萬 | 0.01% | +891+47.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,905 | $18.3 萬 | 0.05% | +1,220+72.4% | 加碼 |
| Covestor Ltd | 2,897 | $18.3 萬 | 0.15% | +1,658+133.8% | 加碼 |
| Acropolis Investment Management, LLC | 2,937 | $18.6 萬 | 0.02% | −54−1.8% | 減碼 |
| Pflug Koory, LLC | 2,937 | $18.6 萬 | 0.11% | 00.0% | 不變 |
| Manchester Capital Management LLC | 3,021 | $19.1 萬 | 0.03% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 3,119 | $19.7 萬 | 0.05% | +58+1.9% | 加碼 |
| Cambridge Trust Co | 3,142 | $19.9 萬 | 0.01% | −257−7.6% | 減碼 |
| Clear Street Markets LLC | 3,152 | $19.9 萬 | 0.07% | +2,536+411.7% | 加碼 |
| Brave Asset Management Inc | 3,200 | $20.2 萬 | 0.09% | 00.0% | 不變 |
| Private Trust Co NA | 3,213 | $20.3 萬 | 0.03% | −1,106−25.6% | 減碼 |
| Verity & Verity, LLC | 3,235 | $20.4 萬 | 0.03% | 00.0% | 不變 |