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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 27,178 | $171.7 萬 | 0.04% | 00.0% | 不變 |
| Assetmark, Inc | 27,172 | $171.7 萬 | 0.01% | +13,869+104.3% | 加碼 |
| Central Bank & Trust Co | 27,198 | $171.8 萬 | 0.35% | +5,391+24.7% | 加碼 |
| Hudson Canyon Capital Management | 27,270 | $172.3 萬 | 1.66% | +270+1.0% | 加碼 |
| Aurora Investment Counsel | 27,398 | $173.1 萬 | 1.25% | +27,398 | 新進 |
| Weaver C. Barksdale & Associates, Inc. | 27,556 | $174.1 萬 | 1.62% | +1,636+6.3% | 加碼 |
| Armstrong Henry H Associates Inc | 27,591 | $174.3 萬 | 0.22% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 27,632 | $174.6 萬 | 0.11% | +12,602+83.8% | 加碼 |
| Appleton Partners Inc | 27,689 | $174.9 萬 | 0.17% | −900−3.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 27,745 | $175.3 萬 | 0.69% | +239+0.9% | 加碼 |
| Regions Financial Corp | 27,937 | $176.5 萬 | 0.02% | −4,040−12.6% | 減碼 |
| Paragon Advisors, LLC | 27,952 | $176.6 萬 | 0.88% | −8,078−22.4% | 減碼 |
| Private Asset Management Inc | 28,023 | $177.1 萬 | 0.29% | −625−2.2% | 減碼 |
| Naples Global Advisors, LLC | 28,025 | $177.1 萬 | 0.23% | +2,240+8.7% | 加碼 |
| Harfst & Associates, Inc. | 28,221 | $178.3 萬 | 0.51% | +1,560+5.9% | 加碼 |
| Empirical Finance, LLC | 28,275 | $178.6 萬 | 0.23% | +1,619+6.1% | 加碼 |
| Advisor Partners LLC | 28,432 | $179.6 萬 | 0.13% | −969−3.3% | 減碼 |
| EP Wealth Advisors, LLC | 28,598 | $180.7 萬 | 0.04% | +10,691+59.7% | 加碼 |
| Raymond James Trust N.A. | 28,824 | $182.1 萬 | 0.07% | +1,900+7.1% | 加碼 |
| Seven Eight Capital, LP | 29,143 | $184.1 萬 | 0.74% | −50,173−63.3% | 減碼 |
| Aj Wealth Strategies, LLC | 29,374 | $185.6 萬 | 0.10% | +140.0% | 加碼 |
| Voya Financial Advisors, Inc. | 29,277 | $186.3 萬 | 0.23% | +14,949+104.3% | 加碼 |
| Private Wealth Partners, LLC | 29,575 | $186.9 萬 | 0.22% | −250−0.8% | 減碼 |
| ProVise Management Group, LLC | 29,710 | $187.7 萬 | 0.20% | +10,122+51.7% | 加碼 |
| 180 Wealth Advisors, LLC | 29,543 | $188.8 萬 | 0.48% | −152−0.5% | 減碼 |
| Capitolis Advisors LLC | 30,000 | $189.5 萬 | 0.10% | −6,159−17.0% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $189.5 萬 | 1.09% | 00.0% | 不變 |
| Ancora Advisors, LLC | 30,140 | $190.4 萬 | 0.05% | −7,834−20.6% | 減碼 |
| Johnson Investment Counsel Inc | 30,151 | $190.5 萬 | 0.03% | +177+0.6% | 加碼 |
| Herbst Group, LLC | 29,850 | $190.8 萬 | 1.51% | −2,100−6.6% | 減碼 |
| American Trust | 30,406 | $192.1 萬 | 0.16% | +30,406 | 新進 |
| Pendal Group Limited | 30,997 | $195.8 萬 | 0.02% | −22,812−42.4% | 減碼 |
| Wolverine Trading, LLC | 30,966 | $197.0 萬 | 0.06% | +15,961+106.4% | 加碼 |
| Wealthspire Advisors, LLC | 31,413 | $198.5 萬 | 0.04% | +25,044+393.2% | 加碼 |
| CWM, LLC | 31,439 | $198.6 萬 | 0.02% | +4,583+17.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,514 | $199.1 萬 | 0.10% | −358−1.1% | 減碼 |
| West Oak Capital, LLC | 31,525 | $199.2 萬 | 1.05% | −1,295−3.9% | 減碼 |
| Perigon Wealth Management, LLC | 31,561 | $199.4 萬 | 0.17% | +255+0.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 31,681 | $200.2 萬 | 0.04% | +264+0.8% | 加碼 |
| Bartlett & Co. LLC | 31,681 | $200.2 萬 | 0.04% | +264+0.8% | 加碼 |
| Red Spruce Capital, LLC | 31,974 | $202.0 萬 | 1.35% | −241−0.7% | 減碼 |
| Investment Advisory Services Inc | 32,317 | $204.2 萬 | 1.18% | −200−0.6% | 減碼 |
| Martin Capital Advisors, LLP | 32,346 | $204.4 萬 | 1.80% | 00.0% | 不變 |
| Old National Bancorp | 32,445 | $205.0 萬 | 0.07% | +9,034+38.6% | 加碼 |
| Courier Capital LLC | 32,554 | $205.7 萬 | 0.24% | −26−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 32,702 | $206.6 萬 | 0.04% | +3,813+13.2% | 加碼 |
| Bollard Group LLC | 32,746 | $206.9 萬 | 0.08% | −882−2.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 32,759 | $207.0 萬 | 0.05% | −732−2.2% | 減碼 |
| Garner Asset Management Corp | 32,934 | $208.1 萬 | 0.91% | +6,192+23.2% | 加碼 |
| Sumitomo Life Insurance Co | 32,971 | $208.3 萬 | 0.06% | +567+1.7% | 加碼 |
| Evolutionary Tree Capital Management, LLC | 33,213 | $209.8 萬 | 2.28% | +33,213 | 新進 |
| Linscomb & Williams, Inc. | 33,432 | $211.2 萬 | 0.12% | −479−1.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 33,430 | $211.2 萬 | 0.03% | +1,166+3.6% | 加碼 |
| Point72 Hong Kong Ltd | 33,503 | $211.7 萬 | 0.14% | −76,374−69.5% | 減碼 |
| Vestcor Inc | 33,722 | $213.1 萬 | 0.08% | +10,802+47.1% | 加碼 |
| Sciencast Management LP | 30,773 | $214.0 萬 | 0.48% | +28,263+1,126.0% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 33,726 | $215.6 萬 | 1.59% | +354+1.1% | 加碼 |
| Miracle Mile Advisors, LLC | 34,135 | $215.7 萬 | 0.10% | −446−1.3% | 減碼 |
| Panagora Asset Management Inc | 34,457 | $217.7 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Advisors | 34,459 | $217.7 萬 | 0.31% | +4,331+14.4% | 加碼 |
| Qube Research & Technologies Ltd | 34,609 | $218.7 萬 | 0.02% | −309,235−89.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 35,000 | $221.1 萬 | 0.06% | +10,000+40.0% | 加碼 |
| National Asset Management, Inc. | 38,087 | $222.7 萬 | 0.09% | −1,462−3.7% | 減碼 |
| Thompson Investment Management, Inc. | 35,455 | $224.0 萬 | 0.39% | +1,118+3.3% | 加碼 |
| Telemus Capital, LLC | 35,606 | $225.0 萬 | 0.22% | −617−1.7% | 減碼 |
| Marshall Wace, LLP | 35,661 | $225.3 萬 | 0.01% | −1,084,443−96.8% | 減碼 |
| Moody National Bank Trust Division | 36,417 | $230.1 萬 | 0.24% | −7,578−17.2% | 減碼 |
| Twin Capital Management Inc | 36,770 | $232.3 萬 | 0.30% | +36,770 | 新進 |
| Central Trust Co | 36,943 | $233.5 萬 | 0.08% | −1,341−3.5% | 減碼 |
| Parkwood LLC | 37,211 | $235.1 萬 | 0.47% | +37,211 | 新進 |
| Salvus Wealth Management, LLC | 37,283 | $235.6 萬 | 2.11% | +1,310+3.6% | 加碼 |
| Wunderlich Capital Managemnt | 37,409 | $236.4 萬 | 1.38% | −31−0.1% | 減碼 |
| Rockefeller Capital Management L.P. | 37,538 | $237.1 萬 | 0.01% | +471+1.3% | 加碼 |
| Group One Trading, L.P. | 37,685 | $238.1 萬 | 0.07% | +37,685 | 新進 |
| Fosun International Ltd | 37,972 | $239.9 萬 | 0.33% | −3,160−7.7% | 減碼 |
| Los Angeles Capital Management LLC | 38,074 | $240.6 萬 | 0.01% | +13,787+56.8% | 加碼 |
| Allen Capital Group, LLC | 38,269 | $241.8 萬 | 0.49% | +24,235+172.7% | 加碼 |
| Siemens Fonds Invest GmbH | 38,395 | $242.6 萬 | 0.26% | −574−1.5% | 減碼 |
| Goelzer Investment Management, Inc. | 38,418 | $242.7 萬 | 0.23% | +38,418 | 新進 |
| Quinn Opportunity Partners LLC | 38,500 | $243.2 萬 | 0.22% | +38,500 | 新進 |
| Baader Bank INC | 38,592 | $243.9 萬 | 0.24% | −19,867−34.0% | 減碼 |
| Phoenix Holdings Ltd. | 38,904 | $245.7 萬 | 0.05% | +5,682+17.1% | 加碼 |
| Regentatlantic Capital LLC | 39,014 | $246.5 萬 | 0.08% | −209−0.5% | 減碼 |
| Granite Investment Partners, LLC | 39,076 | $246.9 萬 | 0.10% | +110+0.3% | 加碼 |
| Capital Investment Counsel, Inc | 39,634 | $250.4 萬 | 0.62% | −1,148−2.8% | 減碼 |
| William Allan, LLC | 39,789 | $251.4 萬 | 2.23% | +11,324+39.8% | 加碼 |
| Pine Haven Investment Counsel, Inc | 39,987 | $252.6 萬 | 2.96% | +140+0.4% | 加碼 |
| Acadian Asset Management LLC | 40,018 | $252.8 萬 | 0.01% | −19,290−32.5% | 減碼 |
| Alcosta Capital Management, Inc. | 40,009 | $252.8 萬 | 2.41% | +32+0.1% | 加碼 |
| MAI Capital Management | 40,353 | $255.0 萬 | 0.05% | −96,478−70.5% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 40,460 | $255.6 萬 | 1.26% | −17,854−30.6% | 減碼 |
| Lazard Freres Gestion S.A.S. | 40,460 | $255.6 萬 | 0.09% | −1,165−2.8% | 減碼 |
| Sculati Wealth Management, LLC | 40,666 | $256.9 萬 | 1.47% | +330+0.8% | 加碼 |
| Roundview Capital LLC | 40,908 | $258.5 萬 | 0.31% | −89−0.2% | 減碼 |
| Main Street Research LLC | 40,988 | $259.0 萬 | 0.68% | −3,182−7.2% | 減碼 |
| De Burlo Group Inc | 40,988 | $259.0 萬 | 0.74% | +40,988 | 新進 |
| Hunter Perkins Capital Management, LLC | 41,120 | $259.8 萬 | 0.60% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 41,261 | $260.7 萬 | 0.03% | +13,909+50.9% | 加碼 |
| SOL Capital Management CO | 41,298 | $260.9 萬 | 0.53% | 00.0% | 不變 |
| Stephens Inc | 41,380 | $261.4 萬 | 0.05% | −651−1.5% | 減碼 |