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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 8,248 | $52.1 萬 | 0.09% | +1,497+22.2% | 加碼 |
| DAGCO, Inc. | 8,280 | $52.3 萬 | 0.27% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 8,292 | $52.4 萬 | 0.05% | −1,077−11.5% | 減碼 |
| Monograph Wealth Advisors, LLC | 8,329 | $52.6 萬 | 0.15% | −484−5.5% | 減碼 |
| Eqis Capital Management, Inc. | 8,381 | $52.9 萬 | 0.06% | −1,723−17.1% | 減碼 |
| Davis R M Inc | 8,424 | $53.2 萬 | 0.01% | +3,700+78.3% | 加碼 |
| Proficio Capital Partners LLC | 8,551 | $54.0 萬 | 0.10% | −10−0.1% | 減碼 |
| Calamos Wealth Management LLC | 8,566 | $54.1 萬 | 0.05% | −87,448−91.1% | 減碼 |
| 44 Wealth Management LLC | 8,582 | $54.2 萬 | 0.21% | +28+0.3% | 加碼 |
| Americana Partners, LLC | 8,643 | $54.3 萬 | 0.10% | +8,643 | 新進 |
| Mirova | 8,639 | $54.5 萬 | 0.08% | −20,586−70.4% | 減碼 |
| Boston Financial Mangement LLC | 8,643 | $54.6 萬 | 0.02% | +154+1.8% | 加碼 |
| Edgestream Partners, L.P. | 8,671 | $54.8 萬 | 0.04% | +4,267+96.9% | 加碼 |
| Leonteq Securities AG | 8,699 | $55.0 萬 | 0.03% | +5,642+184.6% | 加碼 |
| Avantax Advisory Services, Inc. | 8,707 | $55.0 萬 | 0.01% | −1,398−13.8% | 減碼 |
| Lyell Wealth Management, LP | 8,710 | $55.0 萬 | 0.09% | +5+0.1% | 加碼 |
| IFP Advisors, Inc | 12,353 | $55.1 萬 | 0.02% | −12,345−50.0% | 減碼 |
| Kovack Advisors, Inc. | 8,785 | $55.5 萬 | 0.07% | −1,508−14.7% | 減碼 |
| Fulton Bank, N.A. | 8,798 | $55.6 萬 | 0.03% | −511−5.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,962 | $56.6 萬 | 0.05% | −3,700−29.2% | 減碼 |
| Concentric Wealth Management, LLC | 8,952 | $56.6 萬 | 0.19% | +20.0% | 加碼 |
| Cozad Asset Management Inc | 9,009 | $56.9 萬 | 0.09% | +201+2.3% | 加碼 |
| Amica Retiree Medical Trust | 9,017 | $57.0 萬 | 0.65% | +1,130+14.3% | 加碼 |
| Intrust Bank NA | 9,039 | $57.1 萬 | 0.08% | −596−6.2% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 8,998 | $57.2 萬 | 0.02% | +8,998 | 新進 |
| Ascent Group, LLC | 8,330 | $57.5 萬 | 0.07% | +4,226+103.0% | 加碼 |
| Ironwood Financial, llc | 9,111 | $57.6 萬 | 0.19% | 00.0% | 不變 |
| Omega Financial Group, LLC | 9,111 | $57.6 萬 | 0.28% | 00.0% | 不變 |
| SNS Financial Group, LLC | 9,214 | $58.2 萬 | 0.08% | +21+0.2% | 加碼 |
| LMR Partners LLP | 9,250 | $58.4 萬 | 0.01% | +9,250 | 新進 |
| Cannell Peter B & Co Inc | 9,346 | $59.0 萬 | 0.02% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 9,344 | $59.0 萬 | 0.09% | +1,474+18.7% | 加碼 |
| TownSquare Capital, LLC | 9,347 | $59.1 萬 | 0.02% | +5,996+178.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,404 | $59.4 萬 | 0.08% | −4,408−31.9% | 減碼 |
| Symmetry Partners, LLC | 9,408 | $59.4 萬 | 0.04% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 9,503 | $60.0 萬 | 0.05% | +10.0% | 加碼 |
| Patriot Investment Management Inc. | 9,546 | $60.3 萬 | 0.06% | −1,551−14.0% | 減碼 |
| Teza Capital Management LLC | 9,588 | $60.6 萬 | 0.23% | −2,728−22.2% | 減碼 |
| Pitcairn Co | 9,596 | $60.6 萬 | 0.06% | +321+3.5% | 加碼 |
| Boothbay Fund Management, LLC | 9,627 | $60.8 萬 | 0.02% | +9,627 | 新進 |
| Meridian Wealth Management, LLC | 9,638 | $60.9 萬 | 0.05% | +9,638 | 新進 |
| Drive Wealth Management, LLC | 9,668 | $61.1 萬 | 0.56% | +9,668 | 新進 |
| Inverness Counsel LLC | 9,714 | $61.4 萬 | 0.03% | +400+4.3% | 加碼 |
| Apollon Wealth Management, LLC | 9,783 | $61.8 萬 | 0.05% | −102−1.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 9,794 | $61.9 萬 | 0.07% | −6,055−38.2% | 減碼 |
| Logan Capital Management Inc | 9,831 | $62.1 萬 | 0.04% | 00.0% | 不變 |
| Apriem Advisors | 9,836 | $62.1 萬 | 0.11% | 00.0% | 不變 |
| Man Group plc | – | $63.0 萬 | 0.00% | – | – |
| Glenview Trust Co | 9,964 | $63.0 萬 | 0.02% | +494+5.2% | 加碼 |
| Chemistry Wealth Management LLC | 9,989 | $63.1 萬 | 0.24% | +445+4.7% | 加碼 |
| Next Level Private LLC | 9,989 | $63.1 萬 | 0.24% | +9,989 | 新進 |
| Compass Advisory Group LLC | 10,000 | $63.2 萬 | 0.34% | 00.0% | 不變 |
| Smith, Moore & Co. | 10,047 | $63.5 萬 | 0.10% | +912+10.0% | 加碼 |
| Private Ocean, LLC | 10,128 | $63.9 萬 | 0.10% | −2,162−17.6% | 減碼 |
| Sentry Investment Management LLC | 10,141 | $64.1 萬 | 0.29% | −1,975−16.3% | 減碼 |
| BerganKDV Wealth Management, LLC | 10,142 | $64.1 萬 | 0.07% | +642+6.8% | 加碼 |
| Aspen Investment Management Inc | 10,186 | $64.4 萬 | 0.40% | −9,901−49.3% | 減碼 |
| Monte Financial Group, LLC | 10,232 | $64.6 萬 | 0.38% | +794+8.4% | 加碼 |
| Riverwater Partners LLC | 10,255 | $64.8 萬 | 0.65% | +10,255 | 新進 |
| Virtus ETF Advisers LLC | 10,271 | $64.9 萬 | 0.24% | +10,271 | 新進 |
| Capital Advantage, Inc. | 10,320 | $65.2 萬 | 0.14% | +40.0% | 加碼 |
| Woodmont Investment Counsel LLC | 10,390 | $65.6 萬 | 0.08% | +2,225+27.3% | 加碼 |
| Paloma Partners Management Co | 10,383 | $65.6 萬 | 0.07% | +8,083+351.4% | 加碼 |
| Grove Bank & Trust | 10,422 | $65.8 萬 | 0.16% | −2,470−19.2% | 減碼 |
| Sawtooth Solutions, LLC | 10,433 | $65.9 萬 | 0.09% | +1,991+23.6% | 加碼 |
| Federated Hermes, Inc. | 10,508 | $66.4 萬 | 0.00% | −1,109−9.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,554 | $66.7 萬 | 0.04% | −319−2.9% | 減碼 |
| Moseley Investment Management Inc | 10,578 | $66.8 萬 | 0.47% | −15,083−58.8% | 減碼 |
| Violich Capital Management, Inc. | 10,605 | $67.0 萬 | 0.12% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 10,627 | $67.1 萬 | 0.32% | +40.0% | 加碼 |
| Salem Investment Counselors Inc | 10,659 | $67.3 萬 | 0.03% | +1,225+13.0% | 加碼 |
| Stony Point Wealth Management Inc. | 10,684 | $67.5 萬 | 0.44% | +631+6.3% | 加碼 |
| Mutual Advisors, LLC | 10,733 | $67.8 萬 | 0.04% | +4,911+84.4% | 加碼 |
| Hardy Reed LLC | 10,827 | $68.4 萬 | 0.15% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 10,837 | $68.5 萬 | 0.00% | −2,784,585−99.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 10,839 | $68.5 萬 | 0.09% | +3,086+39.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 10,860 | $68.6 萬 | 0.07% | −16,874−60.8% | 減碼 |
| Burton Enright Welch | 10,861 | $68.6 萬 | 0.41% | −823−7.0% | 減碼 |
| Hyperion Capital Advisors LP | 10,899 | $68.9 萬 | 0.32% | 00.0% | 不變 |
| FineMark National Bank & Trust | 10,916 | $69.0 萬 | 0.03% | −311−2.8% | 減碼 |
| TCTC Holdings, LLC | 11,020 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| Canvas Wealth Advisors, LLC | 11,044 | $69.8 萬 | 0.28% | +5,075+85.0% | 加碼 |
| Ledyard National Bank | 11,059 | $69.9 萬 | 0.08% | −1,301−10.5% | 減碼 |
| Family Management Corp | 11,069 | $69.9 萬 | 0.20% | +11,069 | 新進 |
| Coastal Investment Advisors, Inc. | 10,955 | $70.0 萬 | 0.17% | +178+1.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 11,087 | $70.0 萬 | 0.05% | +323+3.0% | 加碼 |
| Quantinno Capital Management LP | 11,095 | $70.1 萬 | 0.10% | +3,868+53.5% | 加碼 |
| Waldron Private Wealth LLC | 11,257 | $71.1 萬 | 0.04% | +1,012+9.9% | 加碼 |
| Greatmark Investment Partners, Inc. | 11,477 | $72.5 萬 | 0.14% | +300+2.7% | 加碼 |
| Clean Yield Group | 11,530 | $72.8 萬 | 0.30% | −125−1.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,538 | $72.9 萬 | 0.31% | +11,538 | 新進 |
| QVR LLC | 11,602 | $73.3 萬 | 0.58% | +7,279+168.4% | 加碼 |
| Wedbush Securities Inc | 11,736 | $74.1 萬 | 0.04% | −1,820−13.4% | 減碼 |
| HCR Wealth Advisors | 11,750 | $74.2 萬 | 0.15% | −547−4.4% | 減碼 |
| Powell Investment Advisors, LLC | 11,738 | $74.2 萬 | 0.45% | 00.0% | 不變 |
| First Financial Corp | 11,731 | $74.2 萬 | 0.49% | +21+0.2% | 加碼 |
| Bordeaux Wealth Advisors LLC | 11,779 | $74.4 萬 | 0.51% | −905−7.1% | 減碼 |
| IMS Capital Management | 11,780 | $74.4 萬 | 0.48% | +50+0.4% | 加碼 |
| Loveless Wealth Management LLC | 11,785 | $74.5 萬 | 0.49% | +125+1.1% | 加碼 |
| Systematic Alpha Investments, LLC | 11,901 | $75.2 萬 | 0.04% | 00.0% | 不變 |