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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 25,378 | $160.3 萬 | 0.01% | −4,613−15.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $158.0 萬 | 0.26% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $158.0 萬 | 0.29% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 24,821 | $156.8 萬 | 0.05% | −4,895−16.5% | 減碼 |
| Chartwell Investment Partners, LLC | 24,691 | $156.0 萬 | 0.06% | 00.0% | 不變 |
| Round Table Services, LLC | 24,570 | $155.2 萬 | 0.28% | +47+0.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 24,434 | $154.4 萬 | 0.06% | −411−1.7% | 減碼 |
| RiverPark Advisors, LLC | 24,244 | $153.2 萬 | 0.49% | −6,242−20.5% | 減碼 |
| 1st Source Bank | 24,191 | $152.9 萬 | 0.11% | −125−0.5% | 減碼 |
| Chesley Taft & Associates LLC | 23,761 | $150.1 萬 | 0.10% | −690−2.8% | 減碼 |
| Vident Investment Advisory, LLC | 23,715 | $149.3 萬 | 0.04% | +5,813+32.5% | 加碼 |
| Montecito Bank & Trust | 23,586 | $149.0 萬 | 0.35% | −11,800−33.3% | 減碼 |
| Rossmore Private Capital | 23,555 | $148.8 萬 | 0.26% | −134−0.6% | 減碼 |
| Greenleaf Trust | 23,521 | $148.6 萬 | 0.02% | +2,161+10.1% | 加碼 |
| Industrial Alliance Investment Management Inc. | 23,512 | $148.5 萬 | 0.04% | +5,514+30.6% | 加碼 |
| Sonen Capital LLC | 23,479 | $148.3 萬 | 2.12% | −3,311−12.4% | 減碼 |
| Foundations Investment Advisors, LLC | 23,252 | $147.5 萬 | 0.06% | +23,252 | 新進 |
| Palisade Asset Management, LLC | 23,229 | $146.8 萬 | 0.19% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 23,141 | $146.2 萬 | 1.61% | −800−3.3% | 減碼 |
| K.J. Harrison & Partners Inc | 23,083 | $146.0 萬 | 0.39% | −600−2.5% | 減碼 |
| Harbour Capital Advisors, LLC | 22,967 | $145.1 萬 | 0.47% | −2,510−9.9% | 減碼 |
| Huntington National Bank | 22,882 | $144.6 萬 | 0.02% | −202−0.9% | 減碼 |
| HighPoint Advisor Group LLC | 22,784 | $144.5 萬 | 0.16% | +22,784 | 新進 |
| Bridges Investment Management Inc | 22,743 | $143.7 萬 | 0.05% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 22,608 | $142.8 萬 | 0.11% | −2,398−9.6% | 減碼 |
| Cresset Asset Management, LLC | 22,344 | $141.0 萬 | 0.02% | −13,089−36.9% | 減碼 |
| Tiaa, FSB | 22,284 | $140.8 萬 | 0.01% | −5,762−20.5% | 減碼 |
| Prudential PLC | 22,266 | $140.7 萬 | 0.03% | −5,630−20.2% | 減碼 |
| SkyView Investment Advisors, LLC | 22,197 | $140.2 萬 | 0.37% | +34+0.2% | 加碼 |
| Birmingham Capital Management Co Inc | 21,920 | $138.5 萬 | 0.55% | 00.0% | 不變 |
| Parallel Advisors, LLC | 21,852 | $138.1 萬 | 0.06% | −1,135−4.9% | 減碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $138.0 萬 | 0.02% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 21,809 | $137.8 萬 | 0.03% | +877+4.2% | 加碼 |
| Fruth Investment Management | 15,529 | $137.8 萬 | 0.38% | +100+0.6% | 加碼 |
| Gamble Jones Investment Counsel | 21,731 | $137.3 萬 | 0.10% | −569−2.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 21,588 | $136.4 萬 | 0.00% | +21,588 | 新進 |
| Thomasville National Bank | 21,563 | $136.2 萬 | 0.15% | −850−3.8% | 減碼 |
| Linker Capital Management Inc. | 21,477 | $135.7 萬 | 1.69% | 00.0% | 不變 |
| Merit Financial Group, LLC | 21,454 | $135.5 萬 | 0.04% | +21,454 | 新進 |
| Veriti Management LLC | 21,318 | $134.7 萬 | 0.19% | +351+1.7% | 加碼 |
| Beacon Financial Group | 21,128 | $134.4 萬 | 0.20% | −512−2.4% | 減碼 |
| Epoch Investment Partners, Inc. | 21,261 | $134.3 萬 | 0.01% | +230+1.1% | 加碼 |
| Sustainable Insight Capital Management, LLC | 21,200 | $134.2 萬 | 1.34% | −19,500−47.9% | 減碼 |
| HM Payson & Co | 21,236 | $134.2 萬 | 0.03% | +682+3.3% | 加碼 |
| NovaPoint Capital, LLC | 21,006 | $132.7 萬 | 0.58% | −2,896−12.1% | 減碼 |
| Sheets Smith Wealth Management | 20,800 | $131.4 萬 | 0.22% | −9,331−31.0% | 減碼 |
| CAPROCK Group, Inc. | 20,756 | $131.1 萬 | 0.13% | +1,499+7.8% | 加碼 |
| Accretive Wealth Partners, LLC | 20,728 | $131.0 萬 | 0.95% | +166+0.8% | 加碼 |
| Leisure Capital Management | 20,688 | $130.7 萬 | 0.68% | −450−2.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 20,675 | $130.6 萬 | 0.06% | +270+1.3% | 加碼 |
| Wealth Alliance | 20,635 | $130.4 萬 | 0.25% | +3,380+19.6% | 加碼 |
| Cetera Advisor Networks LLC | 20,207 | $127.6 萬 | 0.02% | +1,274+6.7% | 加碼 |
| Bowling Portfolio Management LLC | 20,159 | $127.4 萬 | 0.32% | −169−0.8% | 減碼 |
| B. Riley Wealth Management, Inc. | 20,145 | $127.3 萬 | 0.12% | +540+2.8% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $126.4 萬 | 0.03% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 19,964 | $126.1 萬 | 0.11% | +3,501+21.3% | 加碼 |
| Crescent Grove Advisors, LLC | 19,853 | $125.4 萬 | 0.13% | +182+0.9% | 加碼 |
| Franklin Street Advisors Inc | 19,733 | $124.7 萬 | 0.12% | +2,362+13.6% | 加碼 |
| Cigna Investments Inc | 19,448 | $122.7 萬 | 0.25% | −6,987−26.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 19,279 | $121.8 萬 | 0.03% | +8,050+71.7% | 加碼 |
| Marathon Trading Investment Management LLC | 19,113 | $120.8 萬 | 0.68% | +19,113 | 新進 |
| Essex Savings Bank | 19,000 | $120.0 萬 | 0.46% | −40.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 18,872 | $119.2 萬 | 0.05% | −307−1.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 18,852 | $119.1 萬 | 0.01% | −172,441−90.1% | 減碼 |
| Diversified Investment Strategies, LLC | 18,735 | $118.4 萬 | 0.97% | +2,635+16.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 18,750 | $118.4 萬 | 0.06% | +3,892+26.2% | 加碼 |
| Allworth Financial LP | 18,465 | $116.7 萬 | 0.02% | −6,623−26.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 18,395 | $116.2 萬 | 0.25% | +235+1.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 18,200 | $115.0 萬 | 0.80% | −1,940−9.6% | 減碼 |
| Fiduciary Trust Co | 18,115 | $114.5 萬 | 0.02% | −69−0.4% | 減碼 |
| Annandale Capital, LLC | 18,032 | $113.9 萬 | 0.45% | +15,600+641.4% | 加碼 |
| Hedges Asset Management LLC | 18,000 | $113.8 萬 | 1.07% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 29,071 | $113.6 萬 | 0.12% | +25,645+748.5% | 加碼 |
| Chicago Partners Investment Group LLC | 16,283 | $112.4 萬 | 0.08% | +6,423+65.1% | 加碼 |
| Destination Wealth Management | 17,766 | $112.2 萬 | 0.05% | −15,473−46.6% | 減碼 |
| Titleist Asset Management, Ltd. | 17,632 | $111.4 萬 | 0.28% | +347+2.0% | 加碼 |
| Signaturefd, LLC | 17,533 | $110.8 萬 | 0.04% | −1,599−8.4% | 減碼 |
| Pettyjohn, Wood & White, Inc | 17,538 | $110.8 萬 | 0.26% | +3,805+27.7% | 加碼 |
| FDx Advisors, Inc. | 17,513 | $110.6 萬 | 0.04% | +1,219+7.5% | 加碼 |
| Maven Securities LTD | 17,400 | $109.9 萬 | 0.19% | +10,100+138.4% | 加碼 |
| Tealwood Asset Management Inc | 17,355 | $109.6 萬 | 0.54% | +105+0.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 17,251 | $109.0 萬 | 0.36% | +82+0.5% | 加碼 |
| Tranquility Partners, LLC | 17,239 | $108.9 萬 | 0.56% | −414−2.3% | 減碼 |
| Kelly Lawrence W & Associates Inc | 17,218 | $108.8 萬 | 0.30% | −75−0.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 17,204 | $108.7 萬 | 0.18% | +3,504+25.6% | 加碼 |
| Silvant Capital Management LLC | 17,111 | $108.1 萬 | 0.26% | −270−1.6% | 減碼 |
| Seeyond | 17,120 | $108.1 萬 | 0.12% | +801+4.9% | 加碼 |
| Hodges Capital Management Inc. | 17,005 | $107.4 萬 | 0.11% | −8,007−32.0% | 減碼 |
| Providence Wealth Advisors, LLC | 16,958 | $107.0 萬 | 0.77% | +1,215+7.7% | 加碼 |
| McCarthy Asset Management, Inc. | 16,886 | $106.7 萬 | 0.87% | 00.0% | 不變 |
| 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 |
| Colony Group LLC | 16,619 | $105.0 萬 | 0.02% | −40.0% | 減碼 |
| Boston Common Asset Management, LLC | 16,585 | $104.8 萬 | 0.05% | 00.0% | 不變 |
| We Are One Seven, LLC | 16,555 | $104.6 萬 | 0.14% | −1,619−8.9% | 減碼 |
| FORA Capital, LLC | 16,489 | $104.2 萬 | 0.21% | +16,489 | 新進 |
| Profund Advisors LLC | 16,366 | $103.4 萬 | 0.07% | −4,812−22.7% | 減碼 |
| 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 |
| Ambassador Advisors, LLC | 16,262 | $102.7 萬 | 0.23% | +194+1.2% | 加碼 |