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 |
|---|---|---|---|---|---|
| Generation Investment Management LLP | 14,512,120 | $10.4 億 | 6.19% | +1,847,091+14.6% | 加碼 |
| FMR LLC | 15,264,673 | $11.0 億 | 0.11% | −1,621,661−9.6% | 減碼 |
| Fisher Asset Management, LLC | 15,433,332 | $11.1 億 | 0.83% | +15,433,332 | 新進 |
| Northern Trust Corp | 15,714,926 | $11.3 億 | 0.26% | −13,789−0.1% | 減碼 |
| Royal Bank of Canada | 15,728,007 | $11.3 億 | 0.38% | +791,010+5.3% | 加碼 |
| Norges Bank | 15,998,167 | $11.5 億 | 0.31% | +1,264,185+8.6% | 加碼 |
| GQG Partners LLC | 16,567,655 | $11.9 億 | 3.44% | +16,567,655 | 新進 |
| Nuveen Asset Management, LLC | 17,076,247 | $12.3 億 | 0.50% | +68,423+0.4% | 加碼 |
| Alliancebernstein L.P. | 20,767,564 | $14.9 億 | 0.72% | +1,431,879+7.4% | 加碼 |
| Geode Capital Management, LLC | 26,052,507 | $18.7 億 | 0.28% | +596,620+2.3% | 加碼 |
| JPMorgan Chase & Co | 31,485,042 | $22.6 億 | 0.35% | +1,446,768+4.8% | 加碼 |
| Massachusetts Financial Services Co | 31,895,350 | $22.9 億 | 0.86% | −1,522,141−4.6% | 減碼 |
| Price T Rowe Associates Inc | 50,820,314 | $36.6 億 | 0.60% | −12,478,146−19.7% | 減碼 |
| State Street Corp | 65,566,364 | $47.1 億 | 0.30% | +717,683+1.1% | 加碼 |
| Wellington Management Group LLP | 75,415,805 | $54.2 億 | 1.15% | −273,624−0.4% | 減碼 |
| Dodge & Cox | 80,511,141 | $57.9 億 | 4.38% | +1,468,678+1.9% | 加碼 |
| BlackRock Inc. | 102,936,741 | $74.0 億 | 0.25% | −4,461,496−4.2% | 減碼 |
| Vanguard Group Inc | 124,437,061 | $89.4 億 | 0.26% | +2,589,952+2.1% | 加碼 |
| Sofos Investments, Inc. | 1,152 | – | – | +18+1.6% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 18 | – | – | +18 | 新進 |
| Alua Capital Management LP | 0 | $0 | 0.00% | −859,300−100.0% | 清倉 |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −668,079−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −562,884−100.0% | 清倉 |
| Eminence Capital, LP | 0 | $0 | 0.00% | −504,215−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −400,237−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −393,448−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −263,803−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −188,672−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −169,200−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −126,175−100.0% | 清倉 |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −119,110−100.0% | 清倉 |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −112,859−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −124,542−100.0% | 清倉 |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −104,900−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −80,488−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −79,942−100.0% | 清倉 |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −69,048−100.0% | 清倉 |
| Citizens Business Bank | 0 | $0 | 0.00% | −59,850−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −58,072−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,447−100.0% | 清倉 |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| De Burlo Group Inc | 0 | $0 | 0.00% | −40,988−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −37,211−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,609−100.0% | 清倉 |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −27,952−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,663−100.0% | 清倉 |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −25,532−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −21,588−100.0% | 清倉 |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −18,395−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,489−100.0% | 清倉 |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −15,365−100.0% | 清倉 |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −14,638−100.0% | 清倉 |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −13,823−100.0% | 清倉 |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −12,613−100.0% | 清倉 |
| QVR LLC | 0 | $0 | 0.00% | −11,602−100.0% | 清倉 |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,044−100.0% | 清倉 |
| Next Level Private LLC | 0 | $0 | 0.00% | −9,989−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,627−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,588−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,404−100.0% | 清倉 |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −8,998−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −8,785−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,671−100.0% | 清倉 |
| BBR Partners, LLC | 0 | $0 | 0.00% | −7,149−100.0% | 清倉 |
| Hyperion Asset Management Ltd | 0 | $0 | 0.00% | −6,540−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −6,484−100.0% | 清倉 |
| RDA Financial Network | 0 | $0 | 0.00% | −6,492−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,383−100.0% | 清倉 |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −5,965−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,644−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,600−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,518−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,398−100.0% | 清倉 |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −5,259−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −5,247−100.0% | 清倉 |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −5,189−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −5,019−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −4,665−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,631−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −4,566−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Envoi LLC | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −4,288−100.0% | 清倉 |
| Gould Asset Management LLC | 0 | $0 | 0.00% | −3,827−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,780−100.0% | 清倉 |
| Welch Group, LLC | 0 | $0 | 0.00% | −3,675−100.0% | 清倉 |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −3,418−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −3,214−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,152−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,012−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1,808−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,620−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −1,550−100.0% | 清倉 |
| First Bank & Trust | 0 | $0 | 0.00% | −1,515−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −1,120−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,112−100.0% | 清倉 |