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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 10,672 | $76.7 萬 | 0.12% | +625+6.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 10,710 | $77.0 萬 | 0.20% | −245−2.2% | 減碼 |
| Ledyard National Bank | 10,709 | $77.0 萬 | 0.10% | −350−3.2% | 減碼 |
| Marathon Trading Investment Management LLC | 10,750 | $77.3 萬 | 0.51% | −8,363−43.8% | 減碼 |
| Virtus ETF Advisers LLC | 10,763 | $77.4 萬 | 0.31% | +492+4.8% | 加碼 |
| FineMark National Bank & Trust | 10,788 | $77.5 萬 | 0.04% | −128−1.2% | 減碼 |
| Diversified Trust Co | 10,804 | $77.7 萬 | 0.04% | −1,530−12.4% | 減碼 |
| Hardy Reed LLC | 10,827 | $77.8 萬 | 0.17% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 10,863 | $78.1 萬 | 0.98% | +1,846+20.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,877 | $78.2 萬 | 0.11% | +38+0.4% | 加碼 |
| Hyperion Capital Advisors LP | 10,899 | $78.3 萬 | 0.39% | 00.0% | 不變 |
| Spearhead Capital Advisors, LLC | 10,908 | $78.4 萬 | 0.85% | −113,103−91.2% | 減碼 |
| 1832 Asset Management L.P. | 10,976 | $78.9 萬 | 0.00% | +139+1.3% | 加碼 |
| Man Group plc | 10,998 | $79.1 萬 | 0.00% | – | – |
| TCTC Holdings, LLC | 11,020 | $79.2 萬 | 0.03% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 11,034 | $79.3 萬 | 0.35% | −3,113−22.0% | 減碼 |
| Family Management Corp | 11,069 | $79.6 萬 | 0.21% | 00.0% | 不變 |
| Fulton Bank, N.A. | 11,300 | $81.2 萬 | 0.05% | +2,502+28.4% | 加碼 |
| Salem Investment Counselors Inc | 11,351 | $81.6 萬 | 0.04% | +692+6.5% | 加碼 |
| Bordeaux Wealth Advisors LLC | 11,511 | $82.7 萬 | 0.52% | −268−2.3% | 減碼 |
| Anchor Investment Management, LLC | 11,509 | $82.7 萬 | 0.13% | +2,165+23.2% | 加碼 |
| Mizuho Markets Cayman LP | 11,530 | $82.9 萬 | 0.12% | −3,749−24.5% | 減碼 |
| Clean Yield Group | 11,644 | $83.7 萬 | 0.39% | +114+1.0% | 加碼 |
| HCR Wealth Advisors | 11,720 | $84.2 萬 | 0.18% | −30−0.3% | 減碼 |
| Powell Investment Advisors, LLC | 11,738 | $84.4 萬 | 0.55% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,742 | $84.4 萬 | 0.05% | +8,277+238.9% | 加碼 |
| Waldron Private Wealth LLC | 11,759 | $84.5 萬 | 0.05% | +502+4.5% | 加碼 |
| IMS Capital Management | 11,780 | $84.7 萬 | 0.58% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 11,799 | $84.8 萬 | 0.81% | −166−1.4% | 減碼 |
| Systematic Alpha Investments, LLC | 11,901 | $85.5 萬 | 0.05% | 00.0% | 不變 |
| Hamel Associates, Inc. | 11,910 | $85.6 萬 | 0.34% | −550−4.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,906 | $85.6 萬 | 0.39% | +368+3.2% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 11,935 | $85.9 萬 | 0.65% | −274−2.2% | 減碼 |
| Wipfli Financial Advisors LLC, | 11,975 | $86.1 萬 | 0.06% | +11,975 | 新進 |
| Mount Yale Investment Advisors, LLC | 11,998 | $86.2 萬 | 0.11% | +3,832+46.9% | 加碼 |
| Arden Trust Co | 12,028 | $86.4 萬 | 0.22% | −366−3.0% | 減碼 |
| Platform Technology Partners | 12,118 | $87.1 萬 | 0.50% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 12,127 | $87.2 萬 | 0.07% | +2,344+24.0% | 加碼 |
| Lake Street Advisors Group, LLC | 12,147 | $87.3 萬 | 0.06% | −721−5.6% | 減碼 |
| Elmwood Wealth Management, Inc. | 12,177 | $87.5 萬 | 0.44% | +19+0.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 12,278 | $88.1 萬 | 0.01% | −177−1.4% | 減碼 |
| Private Ocean, LLC | 12,291 | $88.3 萬 | 0.14% | +2,163+21.4% | 加碼 |
| First Financial Corp | 12,333 | $88.6 萬 | 0.60% | +602+5.1% | 加碼 |
| American Portfolios Advisors | 12,333 | $88.6 萬 | 0.04% | +6,895+126.8% | 加碼 |
| Sawtooth Solutions, LLC | 12,419 | $89.3 萬 | 0.13% | +1,986+19.0% | 加碼 |
| Summit Asset Management, LLC | 12,499 | $89.8 萬 | 0.29% | −130−1.0% | 減碼 |
| Financial Consulate, Inc | 12,496 | $89.8 萬 | 0.38% | +12,496 | 新進 |
| Credit Agricole S A | 12,546 | $90.2 萬 | 0.03% | +7,032+127.5% | 加碼 |
| Gemmer Asset Management LLC | 12,581 | $90.4 萬 | 0.15% | 00.0% | 不變 |
| West Financial Advisors, LLC | 12,600 | $90.6 萬 | 0.27% | 00.0% | 不變 |
| Laffer Tengler Investments | 12,613 | $90.6 萬 | 0.33% | +288+2.3% | 加碼 |
| Ascent Group, LLC | 11,460 | $91.3 萬 | 0.11% | +3,130+37.6% | 加碼 |
| Forum Financial Management, LP | 12,795 | $92.0 萬 | 0.04% | −41−0.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 12,900 | $92.7 萬 | 0.08% | +1,813+16.4% | 加碼 |
| Evermay Wealth Management LLC | 12,940 | $93.0 萬 | 0.18% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 13,035 | $93.7 萬 | 0.69% | +215+1.7% | 加碼 |
| ARGI Investment Services, LLC | 13,154 | $94.5 萬 | 0.03% | +801+6.5% | 加碼 |
| Ambassador Advisors, LLC | 13,224 | $95.0 萬 | 0.23% | −3,038−18.7% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 13,224 | $95.0 萬 | 0.38% | −554−4.0% | 減碼 |
| Bollard Group LLC | 13,358 | $96.0 萬 | 0.04% | −19,388−59.2% | 減碼 |
| Checchi Capital Advisers, LLC | 13,509 | $97.1 萬 | 0.11% | +246+1.9% | 加碼 |
| Professional Financial Advisors, LLC | 13,660 | $98.2 萬 | 0.61% | +246+1.8% | 加碼 |
| Cumberland Partners Ltd | 13,672 | $98.2 萬 | 0.10% | +13,672 | 新進 |
| Stony Point Wealth Management Inc. | 13,980 | $100.5 萬 | 0.74% | +3,296+30.8% | 加碼 |
| Park Avenue Securities LLC | 13,995 | $100.6 萬 | 0.02% | +1,807+14.8% | 加碼 |
| Merit Financial Group, LLC | 14,094 | $101.3 萬 | 0.04% | −7,360−34.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 14,110 | $101.4 萬 | 0.02% | +158+1.1% | 加碼 |
| Doheny Asset Management | 14,194 | $102.0 萬 | 1.02% | +14,194 | 新進 |
| Dakota Wealth Management | 14,219 | $102.1 萬 | 0.08% | +14,219 | 新進 |
| W.H. Cornerstone Investments Inc. | 14,334 | $102.8 萬 | 1.08% | +14,334 | 新進 |
| Quadrant Capital Group LLC | 14,333 | $103.0 萬 | 0.14% | +1,615+12.7% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 14,347 | $103.1 萬 | 0.11% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 14,597 | $104.9 萬 | 0.44% | 00.0% | 不變 |
| Krilogy Financial LLC | 14,606 | $105.0 萬 | 0.13% | −96−0.7% | 減碼 |
| Clay Northam Wealth Management, LLC | 14,603 | $105.0 萬 | 1.31% | +26+0.2% | 加碼 |
| AXS Investments LLC | 14,625 | $105.1 萬 | 0.41% | −518−3.4% | 減碼 |
| Difesa Capital Management, LP | 14,650 | $105.3 萬 | 0.77% | +9,650+193.0% | 加碼 |
| Royce & Associates LP | 14,671 | $105.4 萬 | 0.01% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 14,684 | $105.5 萬 | 0.31% | −546−3.6% | 減碼 |
| Clarius Group, LLC | 14,886 | $107.0 萬 | 0.11% | +205+1.4% | 加碼 |
| Hall Capital Management Co Inc | 15,074 | $108.3 萬 | 0.72% | +2,562+20.5% | 加碼 |
| Wedbush Securities Inc | 15,099 | $108.5 萬 | 0.06% | +3,363+28.7% | 加碼 |
| Carmel Capital Partners, LLC | 15,129 | $108.7 萬 | 1.05% | +506+3.5% | 加碼 |
| Founders Financial Securities LLC | 15,190 | $109.2 萬 | 0.19% | +12+0.1% | 加碼 |
| United Capital Financial Advisers, LLC | 15,281 | $109.8 萬 | 0.01% | −941−5.8% | 減碼 |
| Ballentine Partners, LLC | 15,283 | $109.8 萬 | 0.04% | +2,130+16.2% | 加碼 |
| Neumann Capital Management, LLC | 15,313 | $110.1 萬 | 0.57% | −950−5.8% | 減碼 |
| Fruth Investment Management | 15,529 | $111.6 萬 | 0.37% | 00.0% | 不變 |
| Destination Wealth Management | 15,569 | $111.9 萬 | 0.05% | −2,197−12.4% | 減碼 |
| World Equity Group, Inc. | 15,602 | $112.1 萬 | 0.28% | +1,555+11.1% | 加碼 |
| Csenge Advisory Group | 15,635 | $112.4 萬 | 0.09% | +419+2.8% | 加碼 |
| JNBA Financial Advisors | 15,671 | $112.6 萬 | 0.17% | −185−1.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 15,681 | $112.7 萬 | 0.06% | −453−2.8% | 減碼 |
| Strategic Blueprint, LLC | 15,694 | $112.8 萬 | 0.14% | +521+3.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 15,718 | $113.0 萬 | 0.06% | +3,361+27.2% | 加碼 |
| Caldwell Trust Co | 15,734 | $113.1 萬 | 0.17% | +309+2.0% | 加碼 |
| Stokes Family Office, LLC | 15,749 | $113.2 萬 | 0.16% | +279+1.8% | 加碼 |
| Chemistry Wealth Management LLC | 15,869 | $114.1 萬 | 0.45% | +5,880+58.9% | 加碼 |
| Brown Capital Management LLC | 15,910 | $114.3 萬 | 0.02% | −181−1.1% | 減碼 |
| Simplex Trading, LLC | 15,950 | $114.6 萬 | 0.04% | +15,950 | 新進 |