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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 56,714 | $407.6 萬 | 0.10% | −12,354−17.9% | 減碼 |
| United Services Automobile Association | 57,327 | $412.0 萬 | 0.11% | +2,284+4.1% | 加碼 |
| Lincoln Capital Corp | 57,561 | $413.7 萬 | 2.78% | +8,335+16.9% | 加碼 |
| Gabelli Funds LLC | 58,000 | $416.8 萬 | 0.03% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 58,646 | $421.5 萬 | 0.28% | −1,989−3.3% | 減碼 |
| Brinker Capital Investments, LLC | 59,644 | $428.7 萬 | 0.09% | +7,060+13.4% | 加碼 |
| Eagle Asset Management Inc | 60,091 | $431.8 萬 | 0.03% | +47,627+382.1% | 加碼 |
| Private Advisor Group, LLC | 60,556 | $435.2 萬 | 0.05% | −13,951−18.7% | 減碼 |
| Banque Cantonale Vaudoise | 61,288 | $440.5 萬 | 0.25% | −517−0.8% | 減碼 |
| GHP Investment Advisors, Inc. | 61,439 | $441.6 萬 | 0.34% | +10,574+20.8% | 加碼 |
| Connectus Wealth, LLC | 61,388 | $441.6 萬 | 0.09% | +54,386+776.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 61,757 | $443.8 萬 | 0.04% | −5,595−8.3% | 減碼 |
| Lido Advisors, LLC | 61,773 | $443.8 萬 | 0.09% | +46,423+302.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 62,000 | $444.9 萬 | 0.06% | −197−0.3% | 減碼 |
| JB Capital LLC | 62,668 | $450.4 萬 | 0.49% | +62,668 | 新進 |
| Advocate Group LLC | 62,767 | $451.1 萬 | 1.12% | +712+1.1% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 63,119 | $453.6 萬 | 1.01% | −140.0% | 減碼 |
| SG Americas Securities, LLC | 63,440 | $455.9 萬 | 0.07% | +10,527+19.9% | 加碼 |
| Synovus Financial Corp | 63,600 | $456.6 萬 | 0.06% | +3,316+5.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 63,747 | $458.1 萬 | 0.10% | +6,793+11.9% | 加碼 |
| JustInvest LLC | 63,920 | $459.4 萬 | 0.21% | +8,096+14.5% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 64,366 | $462.6 萬 | 0.20% | −210−0.3% | 減碼 |
| Fiduciary Group LLC | 59,467 | $467.2 萬 | 0.61% | −507−0.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 65,929 | $473.9 萬 | 0.08% | +6,780+11.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,885 | $480.5 萬 | 0.08% | −11,488−14.7% | 減碼 |
| Perkins Coie Trust Co | 66,870 | $480.5 萬 | 1.84% | −332−0.5% | 減碼 |
| First American Bank | 66,986 | $481.4 萬 | 0.50% | +4,419+7.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 68,066 | $489.2 萬 | 1.25% | +156+0.2% | 加碼 |
| Madison Asset Management, LLC | 68,109 | $489.5 萬 | 0.08% | −369−0.5% | 減碼 |
| Steel Canyon Capital, LLC | 68,521 | $492.5 萬 | 12.54% | +68,521 | 新進 |
| Northwestern Mutual Wealth Management Co | 69,512 | $499.7 萬 | 0.01% | −345−0.5% | 減碼 |
| Snowden Capital Advisors LLC | 69,697 | $500.9 萬 | 0.23% | +2,640+3.9% | 加碼 |
| Heron Bay Capital Management | 70,426 | $506.2 萬 | 3.45% | +4,051+6.1% | 加碼 |
| Argent Trust Co | 71,157 | $511.4 萬 | 0.37% | +6,786+10.5% | 加碼 |
| Vestor Capital, LLC | 71,494 | $513.8 萬 | 0.67% | +71,494 | 新進 |
| BancorpSouth Bank | 71,738 | $515.6 萬 | 0.53% | +2,937+4.3% | 加碼 |
| Whittier Trust Co | 72,076 | $518.0 萬 | 0.11% | −2,355−3.2% | 減碼 |
| First Trust Advisors LP | 72,970 | $524.4 萬 | 0.01% | −105,437−59.1% | 減碼 |
| Torray LLC | 73,082 | $525.2 萬 | 1.05% | −160−0.2% | 減碼 |
| Marco Investment Management LLC | 73,539 | $528.5 萬 | 0.67% | +6,493+9.7% | 加碼 |
| Aviance Capital Partners, LLC | 74,011 | $531.9 萬 | 1.32% | −39−0.1% | 減碼 |
| Mengis Capital Management, Inc. | 74,062 | $532.2 萬 | 1.26% | −3,873−5.0% | 減碼 |
| Bokf, NA | 74,491 | $535.4 萬 | 0.11% | −7,728−9.4% | 減碼 |
| Timber Creek Capital Management LLC | 74,940 | $538.5 萬 | 2.13% | −66−0.1% | 減碼 |
| Andra AP-fonden | 75,175 | $540.3 萬 | 0.18% | −22,500−23.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 75,474 | $542.4 萬 | 0.10% | +63,200+514.9% | 加碼 |
| Cullinan Associates Inc | 76,000 | $546.2 萬 | 0.34% | −1,500−1.9% | 減碼 |
| TD Private Client Wealth LLC | 76,896 | $552.7 萬 | 0.28% | +5,106+7.1% | 加碼 |
| New Mexico Educational Retirement Board | 77,087 | $554.0 萬 | 0.30% | −6,200−7.4% | 減碼 |
| Twin Lakes Capital Management, LLC | 77,087 | $554.0 萬 | 4.47% | +203+0.3% | 加碼 |
| Marshall & Sullivan Inc | 80,178 | $576.2 萬 | 3.98% | +109+0.1% | 加碼 |
| Capstone Investment Advisors, LLC | 80,169 | $576.2 萬 | 0.12% | +10,226+14.6% | 加碼 |
| Eagle Global Advisors LLC | 80,295 | $577.1 萬 | 0.43% | +80,295 | 新進 |
| Yost Capital Management, LP | 80,532 | $578.8 萬 | 6.25% | 00.0% | 不變 |
| Valley National Advisers Inc | 84,598 | $580.4 萬 | 1.21% | −102−0.1% | 減碼 |
| Walleye Capital LLC | 81,544 | $586.1 萬 | 0.13% | −130,711−61.6% | 減碼 |
| American Assets Investment Management, LLC | 81,674 | $587.0 萬 | 0.76% | 00.0% | 不變 |
| Highland Capital Management, LLC | 83,173 | $597.8 萬 | 0.46% | +11,162+15.5% | 加碼 |
| Oppenheimer & Co Inc | 83,209 | $598.0 萬 | 0.14% | −2,909−3.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 83,326 | $598.9 萬 | 0.07% | −215−0.3% | 減碼 |
| Riverpark Capital Management LLC | 83,672 | $601.3 萬 | 5.42% | −1,632−1.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 83,882 | $602.9 萬 | 0.07% | −15,100−15.3% | 減碼 |
| Geneos Wealth Management Inc. | 84,101 | $604.4 萬 | 0.42% | −3,260−3.7% | 減碼 |
| Conning Inc. | 84,321 | $606.0 萬 | 0.22% | −16,090−16.0% | 減碼 |
| Cumberland Advisors Inc | 85,135 | $611.9 萬 | 2.44% | +27,990+49.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 85,756 | $616.3 萬 | 0.15% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 85,936 | $617.7 萬 | 0.22% | +531+0.6% | 加碼 |
| Grimes & Company, Inc. | 85,990 | $618.0 萬 | 0.32% | +6,156+7.7% | 加碼 |
| Chapman Investment Management, LLC | 86,203 | $619.5 萬 | 4.53% | +2,632+3.1% | 加碼 |
| Hoylecohen, LLC | 86,851 | $624.2 萬 | 0.68% | −723−0.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 87,494 | $628.8 萬 | 0.04% | +3,123+3.7% | 加碼 |
| United Asset Strategies, Inc. | 88,197 | $633.9 萬 | 0.97% | +323+0.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 88,285 | $634.5 萬 | 1.81% | +3,117+3.7% | 加碼 |
| Sendero Wealth Management, LLC | 88,330 | $634.8 萬 | 2.64% | +11,521+15.0% | 加碼 |
| Montag A & Associates Inc | 88,348 | $635.0 萬 | 0.44% | +9,059+11.4% | 加碼 |
| Metropolitan Life Insurance Co | 88,710 | $637.6 萬 | 0.30% | +290.0% | 加碼 |
| Amica Mutual Insurance Co | 90,505 | $650.5 萬 | 0.92% | +15,486+20.6% | 加碼 |
| Busey Wealth Management | 92,860 | $667.4 萬 | 0.33% | +1,525+1.7% | 加碼 |
| AE Wealth Management LLC | 93,900 | $674.9 萬 | 0.05% | +27,295+41.0% | 加碼 |
| Natixis | 94,433 | $678.7 萬 | 0.03% | −242,592−72.0% | 減碼 |
| Transform Wealth, LLC | 94,527 | $679.4 萬 | 0.88% | −344−0.4% | 減碼 |
| Annex Advisory Services, LLC | 94,747 | $680.9 萬 | 0.46% | −2,317−2.4% | 減碼 |
| Intech Investment Management LLC | 95,186 | $684.1 萬 | 0.05% | +16,739+21.3% | 加碼 |
| First Western Trust Bank | 95,777 | $688.3 萬 | 0.46% | −27,927−22.6% | 減碼 |
| Louisiana State Employees Retirement System | 97,700 | $702.2 萬 | 0.21% | +2,200+2.3% | 加碼 |
| Ethic Inc. | 98,118 | $705.2 萬 | 0.48% | +12,425+14.5% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 98,663 | $709.0 萬 | 0.74% | +666+0.7% | 加碼 |
| Lafayette Investments, Inc. | 98,910 | $710.9 萬 | 2.19% | +1,288+1.3% | 加碼 |
| River & Mercantile Asset Management LLP | 98,945 | $711.7 萬 | 1.36% | +13,660+16.0% | 加碼 |
| Nelson Capital Management, LLC | 99,472 | $714.9 萬 | 2.10% | −3,325−3.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 99,778 | $717.1 萬 | 3.80% | −1,623−1.6% | 減碼 |
| Banque Pictet & Cie SA | 99,962 | $718.4 萬 | 0.08% | −1,619−1.6% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 100,409 | $721.6 萬 | 2.94% | +1,779+1.8% | 加碼 |
| Northeast Financial Consultants Inc | 100,556 | $722.7 萬 | 0.53% | 00.0% | 不變 |
| Panagora Asset Management Inc | 101,565 | $729.9 萬 | 0.05% | +67,108+194.8% | 加碼 |
| Howe & Rusling Inc | 102,099 | $733.8 萬 | 0.97% | +741+0.7% | 加碼 |
| Atria Investments LLC | 102,499 | $736.7 萬 | 0.16% | +17,083+20.0% | 加碼 |
| Motco | 103,169 | $741.4 萬 | 0.59% | +5,359+5.5% | 加碼 |
| Marvin & Palmer Associates Inc | 103,450 | $743.5 萬 | 4.56% | +103,450 | 新進 |
| Virginia Retirement Systems Et Al | 103,700 | $745.3 萬 | 0.08% | +103,700 | 新進 |