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 |
|---|---|---|---|---|---|
| Nwam LLC | 3,214 | $20.4 萬 | 0.02% | +3,214 | 新進 |
| Ausdal Financial Partners, Inc. | 3,253 | $20.5 萬 | 0.03% | +406+14.3% | 加碼 |
| Berkeley, Inc | 3,267 | $20.6 萬 | 0.17% | +283+9.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,275 | $20.7 萬 | 0.04% | +1,848+129.5% | 加碼 |
| First Business Financial Services, Inc. | 3,315 | $20.9 萬 | 0.03% | +492+17.4% | 加碼 |
| Stockman Wealth Management, Inc. | 3,326 | $21.0 萬 | 0.05% | −60,138−94.8% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 3,335 | $21.1 萬 | 0.10% | 00.0% | 不變 |
| Eastern Bank | 3,363 | $21.2 萬 | 0.01% | −24−0.7% | 減碼 |
| Boyar Asset Management Inc. | 3,350 | $21.2 萬 | 0.17% | 00.0% | 不變 |
| Little House Capital LLC | 3,349 | $21.2 萬 | 0.11% | 00.0% | 不變 |
| Waddell & Associates, LLC | 3,353 | $21.2 萬 | 0.04% | +24+0.7% | 加碼 |
| Mather Group, LLC. | 3,360 | $21.2 萬 | 0.00% | +453+15.6% | 加碼 |
| Jeppson Wealth Management, LLC | 3,376 | $21.3 萬 | 0.09% | −168−4.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 3,372 | $21.3 萬 | 0.03% | +3+0.1% | 加碼 |
| Acas, LLC | 3,088 | $21.3 萬 | 0.32% | +200+6.9% | 加碼 |
| BNC Wealth Management, LLC | 3,364 | $21.3 萬 | 0.11% | +504+17.6% | 加碼 |
| CX Institutional | 3,387 | $21.4 萬 | 0.02% | −797−19.0% | 減碼 |
| Absolute Capital Management, LLC | 3,400 | $21.5 萬 | 0.34% | −8,800−72.1% | 減碼 |
| Integrated Advisors Network LLC | 3,404 | $21.5 萬 | 0.01% | −753−18.1% | 減碼 |
| Mystic Asset Management, Inc. | 3,418 | $21.5 萬 | 0.13% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 3,403 | $21.5 萬 | 0.14% | 00.0% | 不變 |
| CWS Financial Advisors, LLC | 3,413 | $21.6 萬 | 0.10% | −8−0.2% | 減碼 |
| Essex Financial Services, Inc. | 3,453 | $21.8 萬 | 0.02% | +155+4.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,465 | $21.9 萬 | 0.01% | −8,445−70.9% | 減碼 |
| LCM Capital Management Inc | 3,472 | $21.9 萬 | 0.22% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 3,500 | $22.1 萬 | 0.15% | +300+9.4% | 加碼 |
| Aaron Wealth Advisors | 3,534 | $22.3 萬 | 0.06% | −176,383−98.0% | 減碼 |
| PDS Planning, Inc | 3,538 | $22.4 萬 | 0.04% | +260+7.9% | 加碼 |
| Westshore Wealth, LLC | 3,563 | $22.5 萬 | 0.15% | +533+17.6% | 加碼 |
| Sigma Investment Counselors Inc | 3,574 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 3,579 | $22.6 萬 | 0.04% | +3,579 | 新進 |
| Klingenstein Fields & Co LP | 3,615 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,601 | $22.8 萬 | 0.03% | +416+13.1% | 加碼 |
| WNY Asset Management, LLC | 3,628 | $22.9 萬 | 0.08% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 3,635 | $23.0 萬 | 0.07% | −97−2.6% | 減碼 |
| Glaxis Capital Management, LLC | 3,642 | $23.0 萬 | 3.51% | +10+0.3% | 加碼 |
| Freestone Capital Holdings, LLC | 3,658 | $23.1 萬 | 0.01% | −6,393−63.6% | 減碼 |
| Cohen Klingenstein LLC | 3,660 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 3,648 | $23.1 萬 | 0.14% | +3,648 | 新進 |
| Atlas Private Wealth Management | 3,678 | $23.2 萬 | 0.16% | +9+0.2% | 加碼 |
| Beaumont Financial Partners, LLC | 3,675 | $23.2 萬 | 0.02% | +310+9.2% | 加碼 |
| Bradley Foster & Sargent Inc | 3,676 | $23.2 萬 | 0.01% | +450+13.9% | 加碼 |
| Haverford Trust Co | 3,669 | $23.2 萬 | 0.00% | +3,669 | 新進 |
| Trustmark National Bank Trust Department | 3,672 | $23.2 萬 | 0.02% | +3,672 | 新進 |
| Welch Group, LLC | 3,675 | $23.2 萬 | 0.01% | +3,675 | 新進 |
| Brighton Jones LLC | 3,684 | $23.3 萬 | 0.01% | −123−3.2% | 減碼 |
| Carlson Capital Management | 3,693 | $23.3 萬 | 0.02% | +109+3.0% | 加碼 |
| Founders Capital Management | 3,714 | $23.5 萬 | 0.19% | −36−1.0% | 減碼 |
| Koshinski Asset Management, Inc. | 3,737 | $23.6 萬 | 0.02% | +717+23.7% | 加碼 |
| Souders Financial Advisors | 3,753 | $23.7 萬 | 0.07% | +36+1.0% | 加碼 |
| Affinity Capital Advisors, LLC | 3,769 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| Kaizen Financial Strategies | 3,764 | $23.8 萬 | 0.24% | +59+1.6% | 加碼 |
| Capital Investment Advisors, LLC | 3,763 | $23.8 萬 | 0.01% | +95+2.6% | 加碼 |
| Centiva Capital, LP | 3,780 | $23.9 萬 | 0.01% | −1,665−30.6% | 減碼 |
| Crawford Investment Counsel Inc | 3,777 | $23.9 萬 | 0.01% | −113−2.9% | 減碼 |
| St Germain D J Co Inc | 3,792 | $24.0 萬 | 0.02% | −180−4.5% | 減碼 |
| Carson Advisory Inc. | 3,803 | $24.0 萬 | 0.27% | 00.0% | 不變 |
| Bremer Bank National Association | 3,819 | $24.1 萬 | 0.05% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 3,812 | $24.1 萬 | 0.20% | +2+0.1% | 加碼 |
| Klingman & Associates, LLC | 3,810 | $24.1 萬 | 0.02% | +193+5.3% | 加碼 |
| Sargent Bickham Lagudis LLC | 3,838 | $24.2 萬 | 0.02% | −57−1.5% | 減碼 |
| Gould Asset Management LLC | 3,827 | $24.2 萬 | 0.08% | 00.0% | 不變 |
| Willis Johnson & Associates, Inc. | 3,825 | $24.2 萬 | 0.03% | 00.0% | 不變 |
| Baxter Bros Inc | 3,837 | $24.2 萬 | 0.04% | +3,837 | 新進 |
| Purus Wealth Management, LLC | 3,844 | $24.3 萬 | 0.22% | −354−8.4% | 減碼 |
| Norris Perne & French LLP | 3,850 | $24.3 萬 | 0.02% | −314−7.5% | 減碼 |
| ASB Consultores, LLC | 3,865 | $24.4 萬 | 0.11% | −4,020−51.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 3,890 | $24.6 萬 | 0.02% | −763−16.4% | 減碼 |
| Financial Advisory Corp | 3,917 | $24.7 萬 | 0.17% | +3,917 | 新進 |
| Avantax Planning Partners, Inc. | 3,945 | $24.9 萬 | 0.01% | +254+6.9% | 加碼 |
| Grandfield & Dodd, LLC | 3,961 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| West Family Investments, Inc. | 3,996 | $25.2 萬 | 0.10% | −1,072−21.2% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 4,001 | $25.3 萬 | 0.03% | −2,747−40.7% | 減碼 |
| Marshall Financial Group LLC | 3,997 | $25.3 萬 | 0.10% | −1,172−22.7% | 減碼 |
| Triad Investment Management | 4,005 | $25.3 萬 | 0.37% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 4,000 | $25.3 萬 | 0.17% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 4,000 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 3,631 | $25.4 萬 | 0.10% | +3,631 | 新進 |
| Essex LLC | 4,044 | $25.5 萬 | 0.08% | −85−2.1% | 減碼 |
| Sanders Morris Harris LLC | 4,000 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| West Coast Financial LLC | 4,095 | $25.9 萬 | 0.05% | −767−15.8% | 減碼 |
| Van Strum & Towne Inc. | 4,100 | $25.9 萬 | 0.11% | 00.0% | 不變 |
| Vantage Consulting Group Inc | 4,099 | $25.9 萬 | 0.15% | +1,062+35.0% | 加碼 |
| Syntax Advisors, LLC | 4,099 | $25.9 萬 | 0.22% | +1,062+35.0% | 加碼 |
| DSC Advisors, L.P. | 4,121 | $26.0 萬 | 0.26% | −604−12.8% | 減碼 |
| Garrison Bradford & Associates Inc | 4,115 | $26.0 萬 | 0.30% | +15+0.4% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,142 | $26.2 萬 | 0.08% | 00.0% | 不變 |
| Rosenbaum Jay D. | 4,150 | $26.2 萬 | 0.51% | +880+26.9% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 4,180 | $26.4 萬 | 0.18% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 4,172 | $26.4 萬 | 0.02% | +4,172 | 新進 |
| Sutton Wealth Advisors Inc. | 4,208 | $26.6 萬 | 0.11% | +31+0.7% | 加碼 |
| Abbrea Capital, LLC | 4,213 | $26.6 萬 | 0.04% | −285−6.3% | 減碼 |
| N.E.W. Advisory Services LLC | 4,208 | $26.6 萬 | 0.05% | +4,208 | 新進 |
| First Affirmative Financial Network | 4,226 | $26.7 萬 | 0.30% | −356−7.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 4,279 | $27.0 萬 | 0.10% | −297−6.5% | 減碼 |
| Geller Advisors LLC | 4,276 | $27.0 萬 | 0.06% | −50−1.2% | 減碼 |
| Defined Wealth Management, LLC | 4,267 | $27.0 萬 | 0.28% | 00.0% | 不變 |
| GoalVest Advisory LLC | 4,259 | $27.0 萬 | 0.17% | +41+1.0% | 加碼 |
| Sonora Investment Management Group, LLC | 4,270 | $27.0 萬 | 0.03% | +135+3.3% | 加碼 |
| Financial Enhancement Group LLC | 4,271 | $27.0 萬 | 0.06% | +780+22.3% | 加碼 |