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 |
|---|---|---|---|---|---|
| Old Mission Investment Co LLC | 4,275 | $27.0 萬 | 0.12% | 00.0% | 不變 |
| Comerica Securities,inc. | 4,288 | $27.1 萬 | 0.02% | +1,431+50.1% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,290 | $27.1 萬 | 0.20% | +4,290 | 新進 |
| Envoi LLC | 4,300 | $27.2 萬 | 0.79% | +4,300 | 新進 |
| Cutler Group LP | 4,330 | $27.3 萬 | 0.04% | +1,126+35.1% | 加碼 |
| Triangle Securities Wealth Management | 4,316 | $27.3 萬 | 0.11% | +4,316 | 新進 |
| Trustcore Financial Services, LLC | 4,338 | $27.4 萬 | 0.03% | −400−8.4% | 減碼 |
| Parkside Advisors LLC | 4,342 | $27.4 萬 | 0.10% | +1,156+36.3% | 加碼 |
| Institute for Wealth Management, LLC. | 4,360 | $27.5 萬 | 0.05% | +142+3.4% | 加碼 |
| Murphy Capital Management Inc | 4,395 | $27.7 萬 | 0.04% | −15−0.3% | 減碼 |
| Chatham Capital Group, Inc. | 4,377 | $27.7 萬 | 0.06% | +397+10.0% | 加碼 |
| Azimuth Capital Investment Management LLC | 4,400 | $27.8 萬 | 0.01% | +4,400 | 新進 |
| River Wealth Advisors LLC | 4,409 | $27.9 萬 | 0.05% | +4,409 | 新進 |
| CKW Financial Group | 4,400 | $28.1 萬 | 0.05% | +100+2.3% | 加碼 |
| Joel Isaacson & Co., LLC | 4,449 | $28.1 萬 | 0.02% | +3+0.1% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,431 | $28.2 萬 | 0.13% | −880−16.6% | 減碼 |
| Intersect Capital LLC | 4,481 | $28.3 萬 | 0.09% | +300+7.2% | 加碼 |
| Enlightenment Research, LLC | 4,500 | $28.4 萬 | 0.61% | −34,105−88.3% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,541 | $28.6 萬 | 0.12% | 00.0% | 不變 |
| Ellevest, Inc. | 4,543 | $28.7 萬 | 0.03% | −2,334−33.9% | 減碼 |
| HRT Financial LP | 4,566 | $28.8 萬 | 0.00% | −60,428−93.0% | 減碼 |
| RFG Advisory, LLC | 4,161 | $28.8 萬 | 0.02% | −401−8.8% | 減碼 |
| Axxcess Wealth Management, LLC | 4,564 | $28.8 萬 | 0.03% | +652+16.7% | 加碼 |
| First Horizon Advisors, Inc. | 4,622 | $29.0 萬 | 0.01% | −376−7.5% | 減碼 |
| Keene & Associates, Inc. | 4,591 | $29.0 萬 | 0.27% | −160−3.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 4,612 | $29.1 萬 | 0.02% | +79+1.7% | 加碼 |
| Operose Advisors LLC | 4,623 | $29.2 萬 | 0.21% | +7+0.2% | 加碼 |
| Occudo Quantitative Strategies LP | 4,631 | $29.3 萬 | 0.02% | −341−6.9% | 減碼 |
| RMB Capital Management, LLC | 4,646 | $29.4 萬 | 0.01% | −516−10.0% | 減碼 |
| V Wealth Advisors LLC | 4,665 | $29.5 萬 | 0.06% | +322+7.4% | 加碼 |
| Parkside Financial Bank & Trust | 4,670 | $29.6 萬 | 0.09% | −623−11.8% | 減碼 |
| Cardiff Park Advisors, LLC | 4,702 | $29.7 萬 | 0.05% | +33+0.7% | 加碼 |
| YorkBridge Wealth Partners, LLC | 4,756 | $30.0 萬 | 0.08% | −8−0.2% | 減碼 |
| Delta Financial Advisors LLC | 4,746 | $30.0 萬 | 0.15% | +10.0% | 加碼 |
| Cypress Wealth Services, LLC | 4,762 | $30.1 萬 | 0.10% | +271+6.0% | 加碼 |
| Highland Private Wealth Management | 4,780 | $30.2 萬 | 0.05% | +241+5.3% | 加碼 |
| HMS Capital Management, LLC | 4,824 | $30.5 萬 | 0.18% | −9,308−65.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,831 | $30.5 萬 | 0.03% | −207−4.1% | 減碼 |
| Keel Point, LLC | 4,359 | $30.5 萬 | 0.05% | −9−0.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,888 | $30.9 萬 | 0.02% | −135−2.7% | 減碼 |
| Prospera Financial Services Inc | 4,914 | $31.1 萬 | 0.02% | −31,419−86.5% | 減碼 |
| Childress Capital Advisors, LLC | 4,918 | $31.1 萬 | 0.12% | −260−5.0% | 減碼 |
| Ropes Wealth Advisors LLC | 4,957 | $31.3 萬 | 0.06% | −20−0.4% | 減碼 |
| Desjardins Global Asset Management Inc. | 4,986 | $31.5 萬 | 0.04% | +63+1.3% | 加碼 |
| Difesa Capital Management, LP | 5,000 | $31.6 萬 | 0.21% | 00.0% | 不變 |
| Corton Capital Inc. | 5,000 | $31.6 萬 | 0.30% | +5,000 | 新進 |
| Barings LLC | 5,019 | $31.7 萬 | 0.01% | −2,852−36.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Altfest L J & Co Inc | 5,050 | $31.9 萬 | 0.06% | +5,050 | 新進 |
| Nova R Wealth, Inc. | 5,060 | $32.0 萬 | 0.26% | +136+2.8% | 加碼 |
| Asset Management Resources, LLC | 5,082 | $32.1 萬 | 0.27% | −131−2.5% | 減碼 |
| Norway Savings Bank | 5,095 | $32.2 萬 | 0.17% | −125−2.4% | 減碼 |
| Resources Investment Advisors, LLC. | 5,110 | $32.3 萬 | 0.01% | −198−3.7% | 減碼 |
| Wedmont Private Capital | 5,131 | $32.4 萬 | 0.07% | +662+14.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,176 | $32.7 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 5,143 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Alphinity Investment Management Pty Ltd | 5,189 | $32.8 萬 | 0.01% | −1,971−27.5% | 減碼 |
| Savant Capital, LLC | 5,202 | $32.9 萬 | 0.01% | −276−5.0% | 減碼 |
| American Money Management, LLC | 5,224 | $33.0 萬 | 0.10% | −230−4.2% | 減碼 |
| Family Legacy, Inc. | 5,321 | $33.1 萬 | 0.16% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 5,244 | $33.1 萬 | 0.03% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 5,259 | $33.2 萬 | 0.12% | +5,259 | 新進 |
| MQS Management LLC | 5,247 | $33.2 萬 | 0.23% | +5,247 | 新進 |
| Lincoln National Corp | 5,275 | $33.3 萬 | 0.01% | +323+6.5% | 加碼 |
| GSB Wealth Management, LLC | 5,285 | $33.4 萬 | 0.11% | −1,550−22.7% | 減碼 |
| Diligent Investors, LLC | 5,283 | $33.4 萬 | 0.11% | +100+1.9% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $33.5 萬 | 0.25% | 00.0% | 不變 |
| Boston Trust Walden Corp | 5,305 | $33.5 萬 | 0.00% | +35+0.7% | 加碼 |
| Hyman Charles D | 5,356 | $33.8 萬 | 0.02% | +2,447+84.1% | 加碼 |
| Fayez Sarofim & Co | 5,363 | $33.9 萬 | 0.00% | −1,028−16.1% | 減碼 |
| Kingsview Wealth Management, LLC | 5,387 | $34.0 萬 | 0.02% | −2,802−34.2% | 減碼 |
| Berkshire Asset Management LLC | 5,389 | $34.0 萬 | 0.02% | −16−0.3% | 減碼 |
| Traynor Capital Management, Inc. | 5,394 | $34.0 萬 | 0.06% | +45+0.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,398 | $34.1 萬 | 0.03% | +161+3.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,400 | $34.1 萬 | 0.09% | +5,400 | 新進 |
| Aberdeen Wealth Management LLC | 5,408 | $34.2 萬 | 0.27% | +10.0% | 加碼 |
| American Portfolios Advisors | 5,438 | $34.4 萬 | 0.01% | −1,337−19.7% | 減碼 |
| Nicolet Bankshares Inc | 5,460 | $34.5 萬 | 0.09% | −200−3.5% | 減碼 |
| Welch & Forbes LLC | 5,462 | $34.5 萬 | 0.01% | +5,462 | 新進 |
| Court Place Advisors, LLC | 5,500 | $34.7 萬 | 0.13% | 00.0% | 不變 |
| Addison Advisors LLC | 5,493 | $34.7 萬 | 0.21% | −20.0% | 減碼 |
| Tiedemann Advisors, LLC | 5,495 | $34.7 萬 | 0.03% | +713+14.9% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 5,508 | $34.8 萬 | 0.25% | 00.0% | 不變 |
| Credit Agricole S A | 5,514 | $34.8 萬 | 0.01% | +2,579+87.9% | 加碼 |
| Connacht Asset Management LP | 5,506 | $34.8 萬 | 0.50% | +5,506 | 新進 |
| Advisor Resource Council | 5,518 | $34.8 萬 | 0.03% | +5,518 | 新進 |
| Ossiam | 5,542 | $35.0 萬 | 0.01% | −1,248−18.4% | 減碼 |
| Quadrant Private Wealth Management, LLC | 5,565 | $35.2 萬 | 0.14% | −101−1.8% | 減碼 |
| Gryphon Financial Partners LLC | 5,562 | $35.2 萬 | 0.09% | +585+11.8% | 加碼 |
| Aquatic Capital Management LLC | 5,600 | $35.4 萬 | 0.12% | −5,600−50.0% | 減碼 |
| Chiron Capital Management, LLC | 5,600 | $35.4 萬 | 0.22% | +5,600 | 新進 |
| Marks Group Wealth Management, Inc | 5,619 | $35.5 萬 | 0.05% | +293+5.5% | 加碼 |
| Tudor Investment Corp Et Al | 5,644 | $35.7 萬 | 0.01% | +5,644 | 新進 |
| Credential Qtrade Securities Inc. | 5,660 | $35.8 萬 | 0.03% | −99−1.7% | 減碼 |
| Principle Wealth Partners LLC | 5,664 | $35.8 萬 | 0.04% | 00.0% | 不變 |
| FLC Capital Advisors | 5,666 | $35.8 萬 | 0.12% | +2,959+109.3% | 加碼 |
| Chilton Capital Management LLC | 5,680 | $35.9 萬 | 0.02% | −137−2.4% | 減碼 |
| CNB Bank | 5,703 | $36.0 萬 | 0.23% | 00.0% | 不變 |
| PCG Wealth Advisors, LLC | 5,691 | $36.0 萬 | 0.26% | +5,691 | 新進 |
| Latitude Advisors, LLC | 5,748 | $36.3 萬 | 0.33% | −5,139−47.2% | 減碼 |