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 |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 7,039 | $50.6 萬 | 0.58% | +82+1.2% | 加碼 |
| Capula Management Ltd | 7,050 | $50.7 萬 | 0.06% | +1,258+21.7% | 加碼 |
| Equitable Trust Co | 7,091 | $51.0 萬 | 0.04% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 7,185 | $51.6 萬 | 0.46% | 00.0% | 不變 |
| Stonnington Group, LLC | 7,547 | $51.9 萬 | 0.15% | −5,000−39.9% | 減碼 |
| GFG Capital, LLC | 7,248 | $52.1 萬 | 0.17% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 7,303 | $52.5 萬 | 0.05% | −1,263−14.7% | 減碼 |
| Summit X, LLC | 7,234 | $52.7 萬 | 0.16% | +883+13.9% | 加碼 |
| Ronald Blue Trust, Inc. | 8,351 | $52.8 萬 | 0.01% | +2,738+48.8% | 加碼 |
| Koshinski Asset Management, Inc. | 7,360 | $52.9 萬 | 0.06% | +3,623+96.9% | 加碼 |
| Bragg Financial Advisors, Inc | 7,371 | $53.0 萬 | 0.04% | −338−4.4% | 減碼 |
| Personal Cfo Solutions, LLC | 7,369 | $53.0 萬 | 0.13% | +1,610+28.0% | 加碼 |
| Cavalier Investments, LLC | 7,456 | $53.6 萬 | 0.19% | −621−7.7% | 減碼 |
| Athena Investment Management | 7,458 | $53.6 萬 | 0.45% | 00.0% | 不變 |
| Sutton Place Investors LLC | 7,473 | $53.7 萬 | 0.81% | +84+1.1% | 加碼 |
| Ellevest, Inc. | 7,477 | $53.7 萬 | 0.05% | +2,934+64.6% | 加碼 |
| Arkadios Wealth Advisors | 7,527 | $54.1 萬 | 0.08% | +203+2.8% | 加碼 |
| Bahl & Gaynor Inc | 7,533 | $54.1 萬 | 0.00% | +953+14.5% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 7,545 | $54.2 萬 | 0.17% | −100−1.3% | 減碼 |
| Wedmont Private Capital | 7,554 | $54.3 萬 | 0.11% | +2,423+47.2% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 7,561 | $54.3 萬 | 0.15% | −79−1.0% | 減碼 |
| Mutual Advisors, LLC | 7,576 | $54.4 萬 | 0.03% | −3,157−29.4% | 減碼 |
| Zeke Capital Advisors, LLC | 7,590 | $54.6 萬 | 0.04% | −130−1.7% | 減碼 |
| Keystone Financial Services | 7,052 | $54.6 萬 | 0.32% | −93−1.3% | 減碼 |
| Eqis Capital Management, Inc. | 7,642 | $54.9 萬 | 0.06% | −739−8.8% | 減碼 |
| Ninety One SA (PTY) Ltd | 7,720 | $55.5 萬 | 0.22% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 7,747 | $55.7 萬 | 0.36% | +473+6.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 8,129 | $55.8 萬 | 0.14% | +7+0.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 7,761 | $55.8 萬 | 0.08% | +1,010+15.0% | 加碼 |
| Albion Financial Group | 7,810 | $56.1 萬 | 0.06% | −61−0.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 7,800 | $56.1 萬 | 0.05% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 7,840 | $56.3 萬 | 0.08% | 00.0% | 不變 |
| Edgewood Management LLC | 7,960 | $57.2 萬 | 0.00% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 7,990 | $57.4 萬 | 0.07% | −2,400−23.1% | 減碼 |
| Algert Global LLC | 7,980 | $57.4 萬 | 0.03% | 00.0% | 不變 |
| Crumly & Associates Inc. | 8,011 | $57.6 萬 | 0.24% | −113−1.4% | 減碼 |
| Laurel Wealth Advisors, Inc. | 8,055 | $57.8 萬 | 0.06% | −237−2.9% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 8,070 | $58.0 萬 | 0.16% | 00.0% | 不變 |
| ETF Managers Group, LLC | 8,162 | $58.7 萬 | 0.02% | +350+4.5% | 加碼 |
| DAGCO, Inc. | 8,180 | $58.8 萬 | 0.37% | −100−1.2% | 減碼 |
| Navalign, LLC | 8,263 | $59.4 萬 | 0.27% | +494+6.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,291 | $59.6 萬 | 0.11% | +43+0.5% | 加碼 |
| HB Wealth Management, LLC | 8,297 | $59.6 萬 | 0.01% | +1,629+24.4% | 加碼 |
| Baldwin Investment Management, LLC | 8,300 | $59.7 萬 | 0.23% | −3,758−31.2% | 減碼 |
| Monograph Wealth Advisors, LLC | 8,329 | $59.9 萬 | 0.20% | 00.0% | 不變 |
| First Capital Advisors Group, LLC. | 8,376 | $60.2 萬 | 0.50% | +202+2.5% | 加碼 |
| Spire Wealth Management | 8,474 | $60.9 萬 | 0.04% | −3,672−30.2% | 減碼 |
| Copperleaf Capital, LLC | 8,505 | $61.1 萬 | 0.66% | +8,505 | 新進 |
| Seelaus Asset Management LLC | 8,559 | $61.5 萬 | 0.49% | +8,559 | 新進 |
| Boston Financial Mangement LLC | 8,629 | $62.0 萬 | 0.03% | −14−0.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 8,777 | $63.1 萬 | 0.04% | −1,777−16.8% | 減碼 |
| Americana Partners, LLC | 8,898 | $63.9 萬 | 0.11% | +255+3.0% | 加碼 |
| Burton Enright Welch | 8,937 | $64.2 萬 | 0.32% | −1,924−17.7% | 減碼 |
| Intrust Bank NA | 8,947 | $64.3 萬 | 0.10% | −92−1.0% | 減碼 |
| AllGen Financial Advisors, Inc. | 8,951 | $64.3 萬 | 0.50% | +8,951 | 新進 |
| Concentric Wealth Management, LLC | 8,954 | $64.4 萬 | 0.24% | +20.0% | 加碼 |
| Cozad Asset Management Inc | 8,996 | $64.7 萬 | 0.10% | −13−0.1% | 減碼 |
| IFP Advisors, Inc | 14,877 | $65.0 萬 | 0.02% | +2,524+20.4% | 加碼 |
| Ironwood Financial, llc | 9,111 | $65.5 萬 | 0.22% | 00.0% | 不變 |
| Omega Financial Group, LLC | 9,143 | $65.7 萬 | 0.34% | +32+0.4% | 加碼 |
| Patriot Investment Management Inc. | 9,157 | $65.8 萬 | 0.07% | −389−4.1% | 減碼 |
| Violich Capital Management, Inc. | 9,255 | $66.5 萬 | 0.13% | −1,350−12.7% | 減碼 |
| Apriem Advisors | 9,286 | $66.7 萬 | 0.12% | −550−5.6% | 減碼 |
| SNS Financial Group, LLC | 9,284 | $66.7 萬 | 0.10% | +70+0.8% | 加碼 |
| Inverness Counsel LLC | 9,314 | $66.9 萬 | 0.04% | −400−4.1% | 減碼 |
| Balentine LLC | 9,358 | $67.3 萬 | 0.03% | −4,414−32.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 9,361 | $67.3 萬 | 0.03% | +2,845+43.7% | 加碼 |
| Lyell Wealth Management, LP | 9,455 | $68.0 萬 | 0.12% | +745+8.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 9,473 | $68.1 萬 | 0.02% | −4,645−32.9% | 減碼 |
| Greenline Partners, LLC | 9,499 | $68.3 萬 | 0.16% | +9,499 | 新進 |
| Axxcess Wealth Management, LLC | 9,660 | $69.5 萬 | 0.07% | +5,096+111.7% | 加碼 |
| Sustainable Insight Capital Management, LLC | 9,700 | $69.7 萬 | 0.81% | −11,500−54.2% | 減碼 |
| Drive Wealth Management, LLC | 9,700 | $69.7 萬 | 0.66% | +32+0.3% | 加碼 |
| Meridian Wealth Management, LLC | 9,707 | $69.8 萬 | 0.08% | +69+0.7% | 加碼 |
| Pitcairn Co | 9,717 | $69.8 萬 | 0.08% | +121+1.3% | 加碼 |
| Clearstead Advisors, LLC | 9,720 | $69.9 萬 | 0.06% | +217+2.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 9,862 | $70.9 萬 | 0.08% | +68+0.7% | 加碼 |
| Cannell Peter B & Co Inc | 9,873 | $71.0 萬 | 0.03% | +527+5.6% | 加碼 |
| Symmetry Partners, LLC | 9,966 | $71.6 萬 | 0.05% | +558+5.9% | 加碼 |
| Compass Advisory Group LLC | 10,000 | $71.9 萬 | 0.40% | 00.0% | 不變 |
| Crestline Management, LP | 10,000 | $71.9 萬 | 0.10% | +10,000 | 新進 |
| Nuance Investments, LLC | 10,091 | $72.5 萬 | 0.02% | −139,704−93.3% | 減碼 |
| Altfest L J & Co Inc | 10,089 | $72.5 萬 | 0.14% | +5,039+99.8% | 加碼 |
| Logan Capital Management Inc | 10,097 | $72.6 萬 | 0.04% | +266+2.7% | 加碼 |
| Sentry Investment Management LLC | 10,141 | $72.9 萬 | 0.35% | 00.0% | 不變 |
| Aspen Investment Management Inc | 10,186 | $73.2 萬 | 0.49% | 00.0% | 不變 |
| Sowell Financial Services LLC | 10,238 | $73.6 萬 | 0.07% | +10,238 | 新進 |
| Riverwater Partners LLC | 10,255 | $73.7 萬 | 0.74% | 00.0% | 不變 |
| Glenview Trust Co | 10,267 | $73.8 萬 | 0.03% | +303+3.0% | 加碼 |
| Monte Financial Group, LLC | 10,397 | $74.7 萬 | 0.46% | +165+1.6% | 加碼 |
| TownSquare Capital, LLC | 10,404 | $74.8 萬 | 0.02% | +1,057+11.3% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 10,431 | $74.9 萬 | 0.35% | −196−1.8% | 減碼 |
| Grove Bank & Trust | 10,422 | $74.9 萬 | 0.19% | 00.0% | 不變 |
| Capital Advantage, Inc. | 10,493 | $75.4 萬 | 0.17% | +173+1.7% | 加碼 |
| Sage Rhino Capital LLC | 10,518 | $75.6 萬 | 0.30% | −1,586−13.1% | 減碼 |
| Avantax Advisory Services, Inc. | 10,512 | $75.6 萬 | 0.01% | +1,805+20.7% | 加碼 |
| Sun Life Financial INC | 10,525 | $75.7 萬 | 0.06% | −2,061−16.4% | 減碼 |
| Moseley Investment Management Inc | 10,579 | $76.0 萬 | 0.56% | +10.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 10,651 | $76.5 萬 | 0.09% | +509+5.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 10,677 | $76.7 萬 | 0.15% | −800−7.0% | 減碼 |