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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 11,965 | $75.6 萬 | 0.67% | +463+4.0% | 加碼 |
| Baldwin Investment Management, LLC | 12,058 | $76.2 萬 | 0.26% | +6,663+123.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 12,080 | $76.3 萬 | 0.60% | −458−3.7% | 減碼 |
| Sage Rhino Capital LLC | 12,104 | $76.5 萬 | 0.29% | −879−6.8% | 減碼 |
| Platform Technology Partners | 12,118 | $76.6 萬 | 0.42% | −1,390−10.3% | 減碼 |
| Semmax Financial Advisors Inc. | 10,946 | $76.6 萬 | 0.31% | −702−6.0% | 減碼 |
| Spire Wealth Management | 12,146 | $76.7 萬 | 0.03% | −115,099−90.5% | 減碼 |
| Elmwood Wealth Management, Inc. | 12,158 | $76.8 萬 | 0.44% | +17+0.1% | 加碼 |
| DRW Securities, LLC | 12,173 | $76.9 萬 | 0.20% | +12,173 | 新進 |
| Park Avenue Securities LLC | 12,188 | $77.0 萬 | 0.01% | +5,249+75.6% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 12,209 | $77.1 萬 | 0.54% | +637+5.5% | 加碼 |
| Horizon Investments, LLC | 12,299 | $77.5 萬 | 0.03% | −23,488−65.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 12,274 | $77.5 萬 | 0.01% | −489−3.8% | 減碼 |
| Laffer Tengler Investments | 12,325 | $77.9 萬 | 0.27% | +8,363+211.1% | 加碼 |
| Diversified Trust Co | 12,334 | $77.9 萬 | 0.03% | +474+4.0% | 加碼 |
| ARGI Investment Services, LLC | 12,353 | $78.0 萬 | 0.03% | +378+3.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 12,357 | $78.1 萬 | 0.04% | +2,178+21.4% | 加碼 |
| Arden Trust Co | 12,394 | $78.4 萬 | 0.18% | −571−4.4% | 減碼 |
| Eagle Asset Management Inc | 12,464 | $78.7 萬 | 0.00% | −811−6.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 12,455 | $78.7 萬 | 0.01% | +50+0.4% | 加碼 |
| Hamel Associates, Inc. | 12,460 | $78.7 萬 | 0.31% | +8,195+192.1% | 加碼 |
| Hall Capital Management Co Inc | 12,512 | $79.1 萬 | 0.52% | +1,931+18.2% | 加碼 |
| WESPAC Advisors SoCal, LLC | 12,538 | $79.2 萬 | 0.30% | −87−0.7% | 減碼 |
| Gemmer Asset Management LLC | 12,581 | $79.5 萬 | 0.12% | +30.0% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $79.6 萬 | 0.23% | 00.0% | 不變 |
| Brown Advisory Securities, LLC | 12,613 | $79.7 萬 | 0.75% | −3,101−19.7% | 減碼 |
| Summit Asset Management, LLC | 12,629 | $79.8 萬 | 0.25% | −150−1.2% | 減碼 |
| Sun Life Financial INC | 12,586 | $79.8 萬 | 0.06% | +107+0.9% | 加碼 |
| Continuum Advisory, LLC | 12,694 | $80.2 萬 | 0.15% | +8,582+208.7% | 加碼 |
| Quadrant Capital Group LLC | 12,718 | $80.4 萬 | 0.11% | +243+1.9% | 加碼 |
| Archford Capital Strategies, LLC | 12,720 | $80.4 萬 | 0.20% | +1,510+13.5% | 加碼 |
| Stonnington Group, LLC | 12,547 | $80.6 萬 | 0.21% | +1,200+10.6% | 加碼 |
| Wright Investors Service Inc | 12,787 | $80.8 萬 | 0.23% | +12,787 | 新進 |
| Burns Matteson Capital Management, LLC | 12,820 | $81.0 萬 | 0.57% | +213+1.7% | 加碼 |
| Wealthsource Partners, LLC | 12,830 | $81.1 萬 | 0.06% | −1,482−10.4% | 減碼 |
| Forum Financial Management, LP | 12,836 | $81.1 萬 | 0.04% | +34+0.3% | 加碼 |
| Lake Street Advisors Group, LLC | 12,868 | $81.3 萬 | 0.06% | −740−5.4% | 減碼 |
| Coldstream Capital Management Inc | 12,867 | $81.3 萬 | 0.03% | +2,470+23.8% | 加碼 |
| Capital Advisors Inc | 12,908 | $81.6 萬 | 0.02% | −348−2.6% | 減碼 |
| Evermay Wealth Management LLC | 12,940 | $81.8 萬 | 0.16% | −183−1.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,159 | $83.0 萬 | 0.08% | +3,534+36.7% | 加碼 |
| Ballentine Partners, LLC | 13,153 | $83.1 萬 | 0.03% | +63+0.5% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 13,160 | $83.1 萬 | 0.09% | +13,160 | 新進 |
| Professional Financial Advisors, LLC | 13,414 | $84.7 萬 | 0.47% | +365+2.8% | 加碼 |
| Balentine LLC | 13,772 | $87.0 萬 | 0.03% | −4,182−23.3% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 13,778 | $87.0 萬 | 0.29% | −2,743−16.6% | 減碼 |
| Natixis Investment Managers International | 13,823 | $87.3 萬 | 0.02% | −16,747−54.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 13,952 | $88.1 萬 | 0.02% | −127−0.9% | 減碼 |
| World Equity Group, Inc. | 14,047 | $88.8 萬 | 0.22% | +257+1.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 14,118 | $89.2 萬 | 0.03% | +1,054+8.1% | 加碼 |
| Legacy Wealth Asset Management, LLC | 14,147 | $89.4 萬 | 0.36% | +94+0.7% | 加碼 |
| KB Financial Partners, LLC | 14,175 | $89.6 萬 | 0.31% | −38−0.3% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 14,347 | $90.6 萬 | 0.09% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 13,263 | $91.6 萬 | 0.09% | −1,445−9.8% | 減碼 |
| Clay Northam Wealth Management, LLC | 14,577 | $92.1 萬 | 1.15% | −30.0% | 減碼 |
| Uncommon Cents Investing LLC | 14,597 | $92.2 萬 | 0.37% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 14,623 | $92.4 萬 | 0.86% | +430+3.0% | 加碼 |
| Wall Street Access Asset Management, LLC | 14,638 | $92.4 萬 | 0.48% | +14,638 | 新進 |
| Schechter Investment Advisors, LLC | 14,658 | $92.6 萬 | 0.09% | +352+2.5% | 加碼 |
| Royce & Associates LP | 14,671 | $92.7 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 14,681 | $92.8 萬 | 0.09% | +1,409+10.6% | 加碼 |
| Krilogy Financial LLC | 14,702 | $92.9 萬 | 0.11% | +293+2.0% | 加碼 |
| South Dakota Investment Council | 14,750 | $93.2 萬 | 0.02% | +14,750 | 新進 |
| Valeo Financial Advisors, LLC | 14,874 | $94.0 萬 | 0.06% | −7,860−34.6% | 減碼 |
| Morse Asset Management, Inc | 15,000 | $94.8 萬 | 0.30% | −15,435−50.7% | 減碼 |
| Shay Capital LLC | 15,000 | $94.8 萬 | 0.49% | +15,000 | 新進 |
| AXS Investments LLC | 15,143 | $95.7 萬 | 0.34% | +9,983+193.5% | 加碼 |
| Greenup Street Wealth Management LLC | 15,169 | $95.8 萬 | 0.45% | +15,169 | 新進 |
| Founders Financial Securities LLC | 15,178 | $95.9 萬 | 0.19% | −85−0.6% | 減碼 |
| Strategic Blueprint, LLC | 15,173 | $95.9 萬 | 0.12% | +1,489+10.9% | 加碼 |
| Csenge Advisory Group | 15,216 | $96.1 萬 | 0.08% | +7,747+103.7% | 加碼 |
| Fund Management at Engine No. 1 LLC | 15,230 | $96.2 萬 | 0.25% | +2,503+19.7% | 加碼 |
| AlphaCrest Capital Management LLC | 15,260 | $96.4 萬 | 0.05% | −130,042−89.5% | 減碼 |
| Mizuho Markets Cayman LP | 15,279 | $96.5 萬 | 0.16% | −3,270−17.6% | 減碼 |
| Bank of Hawaii | 15,341 | $96.9 萬 | 0.06% | −90−0.6% | 減碼 |
| Lido Advisors, LLC | 15,350 | $96.9 萬 | 0.02% | +1,156+8.1% | 加碼 |
| Founders Financial Alliance, LLC | 15,365 | $97.1 萬 | 0.49% | +15,365 | 新進 |
| Caldwell Trust Co | 15,425 | $97.5 萬 | 0.13% | 00.0% | 不變 |
| Stokes Family Office, LLC | 15,470 | $97.7 萬 | 0.13% | −1,412−8.4% | 減碼 |
| JNBA Financial Advisors | 15,856 | $100.2 萬 | 0.15% | −17−0.1% | 減碼 |
| Trust Asset Management LLC | 15,880 | $100.3 萬 | 0.14% | +1,901+13.6% | 加碼 |
| Change Path, LLC | 16,008 | $101.2 萬 | 0.05% | −6,044−27.4% | 減碼 |
| Fairfield Financial Advisors, LTD | 16,023 | $101.2 萬 | 0.47% | −562−3.4% | 減碼 |
| Duff & Phelps Investment Management Co | 16,080 | $101.6 萬 | 0.01% | 00.0% | 不變 |
| Brown Capital Management LLC | 16,091 | $101.7 萬 | 0.01% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 16,134 | $101.9 萬 | 0.04% | −7,282−31.1% | 減碼 |
| Independent Advisor Alliance | 16,141 | $102.0 萬 | 0.06% | +8,413+108.9% | 加碼 |
| Empowered Funds, LLC | 16,160 | $102.1 萬 | 0.13% | −325−2.0% | 減碼 |
| United Capital Financial Advisers, LLC | 16,222 | $102.5 萬 | 0.01% | +1,793+12.4% | 加碼 |
| Ambassador Advisors, LLC | 16,262 | $102.7 萬 | 0.23% | +194+1.2% | 加碼 |
| Neumann Capital Management, LLC | 16,263 | $102.8 萬 | 0.52% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 16,275 | $102.8 萬 | 0.05% | +727+4.7% | 加碼 |
| Profund Advisors LLC | 16,366 | $103.4 萬 | 0.07% | −4,812−22.7% | 減碼 |
| FORA Capital, LLC | 16,489 | $104.2 萬 | 0.21% | +16,489 | 新進 |
| We Are One Seven, LLC | 16,555 | $104.6 萬 | 0.14% | −1,619−8.9% | 減碼 |
| Boston Common Asset Management, LLC | 16,585 | $104.8 萬 | 0.05% | 00.0% | 不變 |
| Colony Group LLC | 16,619 | $105.0 萬 | 0.02% | −40.0% | 減碼 |
| PFS Investments Inc. | 16,811 | $106.2 萬 | 0.02% | +2,236+15.3% | 加碼 |
| Griffin Asset Management, Inc. | 16,810 | $106.2 萬 | 0.17% | +16,810 | 新進 |
| McCarthy Asset Management, Inc. | 16,886 | $106.7 萬 | 0.87% | 00.0% | 不變 |