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 |
|---|---|---|---|---|---|
| Index Fund Advisors, Inc. | 5,244 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 5,243 | $37.7 萬 | 0.01% | +67+1.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $38.1 萬 | 0.32% | 00.0% | 不變 |
| Family Legacy, Inc. | 5,321 | $38.2 萬 | 0.19% | 00.0% | 不變 |
| Cipher Capital LP | 5,321 | $38.2 萬 | 0.06% | +5,321 | 新進 |
| American Money Management, LLC | 5,329 | $38.3 萬 | 0.12% | +105+2.0% | 加碼 |
| Knightsbridge Asset Management, LLC | 5,354 | $38.5 萬 | 0.08% | −1,853−25.7% | 減碼 |
| Court Place Advisors, LLC | 5,350 | $38.5 萬 | 0.15% | −150−2.7% | 減碼 |
| Fayez Sarofim & Co | 5,363 | $38.5 萬 | 0.00% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 5,356 | $38.5 萬 | 0.16% | +1,040+24.1% | 加碼 |
| Hyman Charles D | 5,381 | $38.7 萬 | 0.03% | +25+0.5% | 加碼 |
| Aberdeen Wealth Management LLC | 5,409 | $38.9 萬 | 0.34% | +10.0% | 加碼 |
| Cutler Group LP | 5,417 | $38.9 萬 | 0.05% | +1,087+25.1% | 加碼 |
| Mirova | 5,441 | $39.1 萬 | 0.07% | −3,198−37.0% | 減碼 |
| Welch & Forbes LLC | 5,462 | $39.2 萬 | 0.01% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 5,460 | $39.2 萬 | 0.11% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,453 | $39.2 萬 | 0.03% | +1,004+22.6% | 加碼 |
| Tompkins Financial Corp | 5,474 | $39.3 萬 | 0.07% | −761−12.2% | 減碼 |
| Pearl River Capital, LLC | 5,497 | $39.5 萬 | 0.07% | −48,482−89.8% | 減碼 |
| Addison Advisors LLC | 5,502 | $39.5 萬 | 0.24% | +9+0.2% | 加碼 |
| Lincoln National Corp | 5,494 | $39.5 萬 | 0.01% | +219+4.2% | 加碼 |
| Connacht Asset Management LP | 5,516 | $39.6 萬 | 0.75% | +10+0.2% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 5,508 | $39.6 萬 | 0.32% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 5,522 | $39.7 萬 | 0.10% | −40−0.7% | 減碼 |
| Arete Wealth Advisors, LLC | 5,534 | $39.8 萬 | 0.04% | −23,537−81.0% | 減碼 |
| RNC Capital Management LLC | 5,576 | $40.1 萬 | 0.03% | −1,942−25.8% | 減碼 |
| NinePointTwo Capital | 5,596 | $40.2 萬 | 0.16% | −1,294−18.8% | 減碼 |
| Berkshire Asset Management LLC | 5,589 | $40.2 萬 | 0.03% | +200+3.7% | 加碼 |
| Two Sigma Securities, LLC | 5,589 | $40.2 萬 | 0.06% | +5,589 | 新進 |
| Boston Trust Walden Corp | 5,614 | $40.3 萬 | 0.00% | +309+5.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,613 | $40.3 萬 | 0.10% | +2,338+71.4% | 加碼 |
| Credential Qtrade Securities Inc. | 5,640 | $40.5 萬 | 0.03% | −20−0.4% | 減碼 |
| Principle Wealth Partners LLC | 5,664 | $40.7 萬 | 0.05% | 00.0% | 不變 |
| Chilton Capital Management LLC | 5,680 | $40.8 萬 | 0.03% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 5,687 | $40.9 萬 | 0.06% | +68+1.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,691 | $40.9 萬 | 0.02% | +803+16.4% | 加碼 |
| CNB Bank | 5,702 | $41.0 萬 | 0.28% | −10.0% | 減碼 |
| Traynor Capital Management, Inc. | 5,707 | $41.0 萬 | 0.07% | +313+5.8% | 加碼 |
| Studio Investment Management LLC | 5,732 | $41.2 萬 | 0.15% | −799−12.2% | 減碼 |
| ASB Consultores, LLC | 5,729 | $41.2 萬 | 0.19% | +1,864+48.2% | 加碼 |
| Harbour Investments, Inc. | 6,537 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 5,748 | $41.3 萬 | 0.03% | −619−9.7% | 減碼 |
| Stock Yards Bank & Trust Co | 5,768 | $41.4 萬 | 0.02% | 00.0% | 不變 |
| Bank of the West | 5,831 | $41.9 萬 | 0.05% | −156−2.6% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 5,853 | $42.1 萬 | 0.07% | +57+1.0% | 加碼 |
| Transcend Wealth Collective, LLC | 5,869 | $42.2 萬 | 0.05% | −408−6.5% | 減碼 |
| Moors & Cabot, Inc. | 5,875 | $42.2 萬 | 0.03% | +31+0.5% | 加碼 |
| National Bank of Canada | 5,888 | $42.3 萬 | 0.00% | −533,050−98.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,886 | $42.3 萬 | 0.02% | −635−9.7% | 減碼 |
| Colony Family Offices, LLC | 5,900 | $42.4 萬 | 0.18% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 5,910 | $42.5 萬 | 0.15% | +625+11.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 5,922 | $42.6 萬 | 0.07% | −353−5.6% | 減碼 |
| Resources Investment Advisors, LLC. | 5,962 | $42.8 萬 | 0.02% | +852+16.7% | 加碼 |
| Rehmann Capital Advisory Group | 5,976 | $43.0 萬 | 0.05% | +25+0.4% | 加碼 |
| Kingsview Wealth Management, LLC | 5,991 | $43.1 萬 | 0.02% | +604+11.2% | 加碼 |
| Peak Planning Group, LLC | 6,004 | $43.2 萬 | 0.40% | +6,004 | 新進 |
| PCG Wealth Advisors, LLC | 6,022 | $43.3 萬 | 0.15% | +331+5.8% | 加碼 |
| Freestone Capital Holdings, LLC | 6,021 | $43.3 萬 | 0.02% | +2,363+64.6% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,455 | $43.5 萬 | 0.18% | −7,083−56.5% | 減碼 |
| RFG Advisory, LLC | 5,477 | $43.6 萬 | 0.02% | +1,316+31.6% | 加碼 |
| Keel Point, LLC | 6,082 | $43.7 萬 | 0.08% | +1,723+39.5% | 加碼 |
| BTR Capital Management Inc | 6,092 | $43.8 萬 | 0.07% | +105+1.8% | 加碼 |
| Proficio Capital Partners LLC | 6,093 | $43.9 萬 | 0.08% | −2,458−28.7% | 減碼 |
| Wintrust Investments LLC | 6,114 | $43.9 萬 | 0.05% | −177−2.8% | 減碼 |
| Pointe Capital Management LLC | 6,122 | $44.0 萬 | 0.35% | +65+1.1% | 加碼 |
| Advisors Capital Management, LLC | 5,774 | $44.2 萬 | 0.01% | −621−9.7% | 減碼 |
| IFG Advisory, LLC | 6,175 | $44.3 萬 | 0.04% | +144+2.4% | 加碼 |
| Qtron Investments LLC | 6,198 | $44.5 萬 | 0.11% | +6,198 | 新進 |
| TAGStone Capital, Inc. | 6,204 | $44.6 萬 | 0.41% | +19+0.3% | 加碼 |
| Cetera Advisors LLC | 6,217 | $44.7 萬 | 0.01% | +33+0.5% | 加碼 |
| Rosenberg Matthew Hamilton | 6,244 | $44.9 萬 | 0.17% | +278+4.7% | 加碼 |
| FLC Capital Advisors | 6,263 | $45.0 萬 | 0.16% | +597+10.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 6,287 | $45.2 萬 | 0.07% | −898−12.5% | 減碼 |
| Ergoteles LLC | 6,320 | $45.4 萬 | 0.02% | −61,694−90.7% | 減碼 |
| Venture Visionary Partners LLC | 6,328 | $45.4 萬 | 0.04% | +65+1.0% | 加碼 |
| Fiera Capital Corp | 6,500 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,506 | $46.7 萬 | 0.31% | +338+5.5% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 6,524 | $46.9 萬 | 0.06% | −13−0.2% | 減碼 |
| First Dallas Securities Inc. | 6,595 | $47.4 萬 | 0.33% | −105−1.6% | 減碼 |
| RMR Wealth Builders | 6,599 | $47.4 萬 | 0.12% | +245+3.9% | 加碼 |
| Atticus Wealth Management, LLC | 7,522 | $47.5 萬 | 0.23% | 00.0% | 不變 |
| Latitude Advisors, LLC | 6,603 | $47.5 萬 | 0.39% | +855+14.9% | 加碼 |
| Hartline Investment Corp | 6,603 | $47.5 萬 | 0.39% | +6,603 | 新進 |
| Radnor Capital Management, LLC | 6,620 | $47.6 萬 | 0.14% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 6,656 | $47.8 萬 | 0.04% | −4,204−38.7% | 減碼 |
| Claro Advisors LLC | 7,572 | $47.8 萬 | 0.19% | 00.0% | 不變 |
| LVW Advisors, LLC | 6,648 | $47.8 萬 | 0.11% | +653+10.9% | 加碼 |
| BSW Wealth Partners | 6,670 | $47.9 萬 | 0.12% | −162−2.4% | 減碼 |
| NBT Bank N A | 6,729 | $48.4 萬 | 0.08% | −84−1.2% | 減碼 |
| Main Street Financial Solutions, LLC | 6,729 | $48.4 萬 | 0.08% | +40+0.6% | 加碼 |
| DRW Securities, L.L.C. | 6,741 | $48.4 萬 | 0.15% | +6,741 | 新進 |
| GraniteShares Advisors LLC | 6,772 | $48.6 萬 | 0.39% | +6,772 | 新進 |
| Integrated Wealth Concepts LLC | 6,771 | $48.7 萬 | 0.02% | +577+9.3% | 加碼 |
| Focus Financial Network, Inc. | 6,827 | $49.1 萬 | 0.04% | +126+1.9% | 加碼 |
| 44 Wealth Management LLC | 6,863 | $49.3 萬 | 0.20% | −1,719−20.0% | 減碼 |
| InterOcean Capital Group, LLC | 6,880 | $49.4 萬 | 0.02% | +615+9.8% | 加碼 |
| Orca Investment Management, LLC | 6,896 | $49.6 萬 | 0.65% | −180−2.5% | 減碼 |
| Corton Capital Inc. | 6,910 | $49.7 萬 | 0.61% | +1,910+38.2% | 加碼 |
| Sigma Planning Corp | 6,954 | $50.0 萬 | 0.02% | −172−2.4% | 減碼 |
| First National Bank of Hutchinson | 7,010 | $50.4 萬 | 0.40% | −476−6.4% | 減碼 |