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 3 季 13F 持有人
Schwab Charles Corp 在 2022/9/30 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
- 1,520
- 較 2022 年第 2 季 +54 家
- 持有股數
- 13.5 億
- 較 2022 年第 2 季 +2,182 萬 (+1.6%)
- 總市值
- $973.2 億
- 較 2022 年第 2 季 +$132.3 億 (+15.7%)
- 新進機構
- 158
- 另有 646 家加碼
- 清倉機構
- 104
- 另有 489 家減碼
另有 24 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 38,321 | $275.4 萬 | 0.31% | +8,611+29.0% | 加碼 |
| Assetmark, Inc | 38,406 | $276.0 萬 | 0.01% | +11,234+41.3% | 加碼 |
| Ossiam | 38,766 | $278.6 萬 | 0.08% | +33,224+599.5% | 加碼 |
| Colonial Trust Advisors | 38,810 | $278.9 萬 | 0.38% | +4,351+12.6% | 加碼 |
| Alcosta Capital Management, Inc. | 38,938 | $279.8 萬 | 2.74% | −1,071−2.7% | 減碼 |
| Walleye Trading LLC | 39,124 | $281.2 萬 | 0.09% | −57,497−59.5% | 減碼 |
| Telemus Capital, LLC | 39,126 | $281.2 萬 | 0.29% | +3,520+9.9% | 加碼 |
| Twin Capital Management Inc | 39,178 | $281.6 萬 | 0.38% | +2,408+6.5% | 加碼 |
| AIA Group Ltd | 39,600 | $284.6 萬 | 0.19% | +39,600 | 新進 |
| KCM Investment Advisors LLC | 39,637 | $284.9 萬 | 0.13% | −2,070−5.0% | 減碼 |
| Pine Haven Investment Counsel, Inc | 39,988 | $287.4 萬 | 3.50% | +10.0% | 加碼 |
| united american securities inc. (d/b/a uas asset management) | 40,000 | $287.5 萬 | 0.91% | −10,000−20.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 40,225 | $289.1 萬 | 0.11% | −235−0.6% | 減碼 |
| Sculati Wealth Management, LLC | 40,920 | $294.1 萬 | 1.74% | +254+0.6% | 加碼 |
| American Trust | 40,976 | $294.5 萬 | 0.25% | +10,570+34.8% | 加碼 |
| Hunter Perkins Capital Management, LLC | 41,120 | $295.5 萬 | 0.73% | 00.0% | 不變 |
| Baader Bank INC | 41,242 | $296.4 萬 | 0.26% | +2,650+6.9% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 40,515 | $296.6 萬 | 2.42% | +6,789+20.1% | 加碼 |
| SOL Capital Management CO | 41,298 | $296.8 萬 | 0.62% | 00.0% | 不變 |
| Main Street Research LLC | 41,601 | $299.0 萬 | 0.66% | +613+1.5% | 加碼 |
| Roundview Capital LLC | 41,599 | $299.0 萬 | 0.38% | +691+1.7% | 加碼 |
| Fosun International Ltd | 41,662 | $299.4 萬 | 0.55% | +3,690+9.7% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 41,696 | $299.7 萬 | 1.53% | +1,236+3.1% | 加碼 |
| Kinneret Advisory, LLC | 42,003 | $301.9 萬 | 0.42% | 00.0% | 不變 |
| Allen Capital Group, LLC | 42,153 | $303.0 萬 | 0.70% | +3,884+10.1% | 加碼 |
| Phoenix Holdings Ltd. | 42,175 | $306.7 萬 | 0.07% | +3,271+8.4% | 加碼 |
| Goelzer Investment Management, Inc. | 42,842 | $307.9 萬 | 0.31% | +4,424+11.5% | 加碼 |
| Burleson & Company, LLC | 43,131 | $310.0 萬 | 0.68% | +131+0.3% | 加碼 |
| Pettee Investors, Inc. | 43,152 | $310.1 萬 | 1.67% | 00.0% | 不變 |
| Veritable, L.P. | 43,225 | $310.7 萬 | 0.06% | −13,059−23.2% | 減碼 |
| Everence Capital Management Inc | 43,480 | $312.5 萬 | 0.29% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 43,618 | $313.5 萬 | 0.31% | −267−0.6% | 減碼 |
| Malaga Cove Capital, LLC | 43,757 | $314.5 萬 | 1.79% | −45−0.1% | 減碼 |
| Illinois Municipal Retirement Fund | 43,850 | $315.2 萬 | 0.08% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 43,854 | $315.2 萬 | 0.09% | +4,840+12.4% | 加碼 |
| Mitchell Capital Management Co | 44,016 | $316.3 萬 | 0.90% | −9,473−17.7% | 減碼 |
| Keybank National Association | 44,619 | $320.6 萬 | 0.02% | +2,621+6.2% | 加碼 |
| Bessemer Securities LLC | 44,802 | $322.0 萬 | 1.16% | −2,262−4.8% | 減碼 |
| Webster Bank, N. A. | 44,881 | $322.5 萬 | 0.47% | +439+1.0% | 加碼 |
| Bryn Mawr Trust Co | 44,928 | $322.9 萬 | 0.16% | −755−1.7% | 減碼 |
| Advisors Asset Management, Inc. | 44,970 | $323.2 萬 | 0.07% | −5,230−10.4% | 減碼 |
| True North Advisors, LLC | 45,000 | $323.4 萬 | 1.06% | 00.0% | 不變 |
| Stephens Inc | 45,207 | $324.9 萬 | 0.07% | +3,827+9.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 45,645 | $328.1 萬 | 0.06% | +12,943+39.6% | 加碼 |
| LGT Group Foundation | 45,876 | $329.7 萬 | 0.13% | −3,855−7.8% | 減碼 |
| Northwest Investment Counselors, LLC | 46,119 | $331.5 萬 | 1.09% | −728−1.6% | 減碼 |
| Permanens Capital L.P. | 46,195 | $332.0 萬 | 0.75% | −32,844−41.6% | 減碼 |
| Wetherby Asset Management Inc | 46,215 | $332.1 萬 | 0.23% | +2,111+4.8% | 加碼 |
| Vontobel Holding Ltd. | 45,988 | $334.0 萬 | 0.04% | −758−1.6% | 減碼 |
| Covey Capital Advisors, LLC | 46,615 | $335.0 萬 | 5.68% | −149−0.3% | 減碼 |
| PFG Advisors | 47,022 | $337.9 萬 | 0.39% | −598,307−92.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 47,117 | $338.6 萬 | 0.91% | 00.0% | 不變 |
| Connable Office Inc | 47,327 | $340.1 萬 | 0.55% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 47,944 | $344.6 萬 | 0.06% | +21,268+79.7% | 加碼 |
| GWM Advisors LLC | 48,063 | $345.4 萬 | 0.06% | +3,346+7.5% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 48,573 | $349.1 萬 | 0.54% | 00.0% | 不變 |
| William Allan, LLC | 48,694 | $350.0 萬 | 3.23% | +8,905+22.4% | 加碼 |
| Pinnacle Associates Ltd | 48,817 | $350.8 萬 | 0.08% | −3,801−7.2% | 減碼 |
| Advisory Services Network, LLC | 49,032 | $352.3 萬 | 0.12% | −2,890−5.6% | 減碼 |
| Signet Financial Management, LLC | 49,239 | $353.9 萬 | 0.69% | +271+0.6% | 加碼 |
| Cetera Investment Advisers | 49,251 | $354.0 萬 | 0.07% | −435−0.9% | 減碼 |
| Stanley-Laman Group, Ltd. | 49,916 | $358.7 萬 | 0.68% | +1,376+2.8% | 加碼 |
| Stonebridge Capital Advisors LLC | 49,999 | $359.3 萬 | 0.46% | −493−1.0% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $359.4 萬 | 1.82% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 50,015 | $359.5 萬 | 1.88% | +200+0.4% | 加碼 |
| Gotham Asset Management, LLC | 50,236 | $361.0 萬 | 0.11% | +25,415+102.4% | 加碼 |
| Kestra Advisory Services, LLC | 50,725 | $364.6 萬 | 0.04% | +9,464+22.9% | 加碼 |
| We Are One Seven, LLC | 20,709 | $365.5 萬 | 0.35% | +4,154+25.1% | 加碼 |
| Pathstone Family Office, LLC | 50,865 | $366.0 萬 | 0.07% | +8,851+21.1% | 加碼 |
| ACG Wealth | 50,987 | $366.4 萬 | 0.84% | +628+1.2% | 加碼 |
| Picton Mahoney Asset Management | 51,020 | $366.8 萬 | 0.17% | −18,420−26.5% | 減碼 |
| Los Angeles Capital Management LLC | 51,167 | $367.7 萬 | 0.02% | +13,093+34.4% | 加碼 |
| Gs Investments, Inc. | 51,283 | $368.6 萬 | 2.44% | −235−0.5% | 減碼 |
| Cetera Advisor Networks LLC | 51,347 | $369.0 萬 | 0.05% | +31,140+154.1% | 加碼 |
| WCG Wealth Advisors LLC | 47,479 | $369.1 萬 | 0.49% | +5,447+13.0% | 加碼 |
| Achmea Investment Management B.V. | 51,491 | $370.1 萬 | 0.13% | −17,983−25.9% | 減碼 |
| Harrington Investments, INC | 51,577 | $370.7 萬 | 2.88% | +303+0.6% | 加碼 |
| CX Institutional | 51,673 | $371.4 萬 | 0.26% | +48,286+1,425.6% | 加碼 |
| Investment Research & Advisory Group, Inc. | 51,701 | $371.6 萬 | 2.81% | +2,128+4.3% | 加碼 |
| National Asset Management, Inc. | 54,719 | $372.6 萬 | 0.11% | +16,632+43.7% | 加碼 |
| HST Ventures, LLC | 51,851 | $372.7 萬 | 2.51% | +51,851 | 新進 |
| Schonfeld Strategic Advisors LLC | 52,044 | $374.1 萬 | 0.03% | −283,437−84.5% | 減碼 |
| VELA Investment Management, LLC | 52,390 | $376.5 萬 | 2.13% | +5,855+12.6% | 加碼 |
| Condor Capital Management | 52,887 | $380.1 萬 | 0.49% | +241+0.5% | 加碼 |
| Intrinsic Value Partners, LLC | 52,896 | $380.2 萬 | 5.28% | +1,395+2.7% | 加碼 |
| Bridgecreek Investment Management, LLC | 52,950 | $380.6 萬 | 0.81% | +1,635+3.2% | 加碼 |
| East Coast Asset Management, LLC. | 53,144 | $381.9 萬 | 2.18% | −299−0.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 53,373 | $384.1 萬 | 0.09% | +8,978+20.2% | 加碼 |
| Pring Turner Capital Group Inc | 53,585 | $385.1 萬 | 3.88% | +569+1.1% | 加碼 |
| Commerce Bank | 53,683 | $385.8 萬 | 0.03% | −5,507−9.3% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 53,965 | $387.8 萬 | 1.60% | +1,700+3.3% | 加碼 |
| RBF Capital, LLC | 54,000 | $388.1 萬 | 0.33% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 54,631 | $392.6 萬 | 1.26% | +506+0.9% | 加碼 |
| Allstate Corp | 54,690 | $393.1 萬 | 0.11% | −3,664−6.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 54,721 | $393.3 萬 | 0.36% | +3,195+6.2% | 加碼 |
| Bailard, Inc. | 55,389 | $398.1 萬 | 0.16% | −1,172−2.1% | 減碼 |
| Dowling & Yahnke LLC | 55,440 | $398.4 萬 | 0.19% | +643+1.2% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 63,399 | $400.6 萬 | 0.28% | 00.0% | 不變 |
| AMG National Trust Bank | 56,165 | $403.6 萬 | 0.15% | +6,163+12.3% | 加碼 |
| Scotia Capital Inc. | 56,490 | $406.0 萬 | 0.03% | +2,497+4.6% | 加碼 |