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 |
|---|---|---|---|---|---|
| Lakehouse Capital Pty Ltd | 22,657 | $162.8 萬 | 1.78% | +22,657 | 新進 |
| Two Sigma Investments, LP | 23,030 | $165.5 萬 | 0.01% | −2,668,649−99.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 23,170 | $166.5 萬 | 0.03% | +1,361+6.2% | 加碼 |
| Harbour Capital Advisors, LLC | 22,882 | $168.3 萬 | 0.58% | −85−0.4% | 減碼 |
| Jefferies Group LLC | 23,448 | $168.5 萬 | 0.05% | −73,298−75.8% | 減碼 |
| Industrial Alliance Investment Management Inc. | 23,453 | $168.6 萬 | 0.05% | −59−0.3% | 減碼 |
| Regions Financial Corp | 23,545 | $169.2 萬 | 0.02% | −4,392−15.7% | 減碼 |
| Rossmore Private Capital | 23,555 | $169.3 萬 | 0.30% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 23,929 | $172.0 萬 | 0.24% | +700+3.0% | 加碼 |
| Chesley Taft & Associates LLC | 24,006 | $172.5 萬 | 0.13% | +245+1.0% | 加碼 |
| 1st Source Bank | 24,341 | $174.9 萬 | 0.13% | +150+0.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 24,352 | $175.0 萬 | 0.74% | −3,393−12.2% | 減碼 |
| Chartwell Investment Partners, LLC | 24,464 | $175.8 萬 | 0.07% | −227−0.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 24,591 | $176.7 萬 | 0.08% | +157+0.6% | 加碼 |
| SkyView Investment Advisors, LLC | 24,581 | $176.7 萬 | 0.52% | +2,384+10.7% | 加碼 |
| Round Table Services, LLC | 24,616 | $176.9 萬 | 0.35% | +46+0.2% | 加碼 |
| 55I, LLC | 24,672 | $177.3 萬 | 0.05% | +17,051+223.7% | 加碼 |
| Colonial Trust Co | 24,709 | $177.6 萬 | 0.57% | +24,709 | 新進 |
| Appleton Partners Inc | 24,810 | $178.3 萬 | 0.18% | −2,879−10.4% | 減碼 |
| Western Wealth Management, LLC | 24,893 | $178.6 萬 | 0.10% | +24,893 | 新進 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $179.7 萬 | 0.31% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $179.7 萬 | 0.35% | 00.0% | 不變 |
| Prudential PLC | 25,008 | $179.7 萬 | 0.03% | +2,742+12.3% | 加碼 |
| EP Wealth Advisors, LLC | 25,049 | $180.0 萬 | 0.04% | −3,549−12.4% | 減碼 |
| Seven Eight Capital, LP | 25,089 | $180.3 萬 | 0.36% | −4,054−13.9% | 減碼 |
| Verition Fund Management LLC | 25,094 | $180.4 萬 | 0.02% | −199,323−88.8% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 25,284 | $181.7 萬 | 2.12% | +2,143+9.3% | 加碼 |
| Aspiriant, LLC | 25,581 | $183.7 萬 | 0.09% | −986−3.7% | 減碼 |
| Evolutionary Tree Capital Management, LLC | 25,718 | $184.8 萬 | 1.78% | −7,495−22.6% | 減碼 |
| Private Asset Management Inc | 26,063 | $187.3 萬 | 0.33% | −1,960−7.0% | 減碼 |
| RiverPark Advisors, LLC | 26,121 | $187.7 萬 | 0.61% | +1,877+7.7% | 加碼 |
| Redpoint Investment Management Pty Ltd | 26,174 | $188.1 萬 | 0.28% | −179−0.7% | 減碼 |
| Avitas Wealth Management LLC | 26,197 | $188.3 萬 | 0.43% | +26,197 | 新進 |
| Redmond Asset Management, LLC | 26,335 | $189.3 萬 | 0.70% | −219−0.8% | 減碼 |
| Greenleaf Trust | 26,353 | $189.4 萬 | 0.03% | +2,832+12.0% | 加碼 |
| Frisch Financial Group, Inc. | 26,363 | $189.5 萬 | 0.80% | +331+1.3% | 加碼 |
| DuPont Capital Management Corp | 26,547 | $190.8 萬 | 0.11% | −36,915−58.2% | 減碼 |
| Sheets Smith Wealth Management | 26,577 | $191.0 萬 | 0.32% | +5,777+27.8% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 26,601 | $191.2 萬 | 1.92% | −955−3.5% | 減碼 |
| CWA Asset Management Group, LLC | 26,620 | $191.3 萬 | 0.18% | +635+2.4% | 加碼 |
| Group One Trading, L.P. | 26,644 | $191.5 萬 | 0.06% | −11,041−29.3% | 減碼 |
| Garner Asset Management Corp | 26,703 | $191.9 萬 | 1.02% | −6,231−18.9% | 減碼 |
| Capital Advisors Inc | 27,850 | $192.1 萬 | 0.06% | +14,942+115.8% | 加碼 |
| Associated Banc-Corp | 26,827 | $192.8 萬 | 0.09% | −250−0.9% | 減碼 |
| Foundations Investment Advisors, LLC | 27,008 | $194.1 萬 | 0.08% | +3,756+16.2% | 加碼 |
| Hudson Canyon Capital Management | 27,270 | $196.0 萬 | 1.95% | 00.0% | 不變 |
| Acadian Asset Management LLC | 27,538 | $197.5 萬 | 0.01% | −12,480−31.2% | 減碼 |
| Parallel Advisors, LLC | 27,544 | $198.0 萬 | 0.09% | +5,692+26.0% | 加碼 |
| Armstrong Henry H Associates Inc | 27,591 | $198.3 萬 | 0.27% | 00.0% | 不變 |
| Aurora Investment Counsel | 27,964 | $201.0 萬 | 1.53% | +566+2.1% | 加碼 |
| Private Wealth Partners, LLC | 28,575 | $205.4 萬 | 0.26% | −1,000−3.4% | 減碼 |
| Brown Brothers Harriman & Co | 28,638 | $205.8 萬 | 0.02% | +3,260+12.8% | 加碼 |
| Herbst Group, LLC | 28,750 | $206.6 萬 | 1.70% | −1,100−3.7% | 減碼 |
| Quantinno Capital Management LP | 28,896 | $207.7 萬 | 0.27% | +17,801+160.4% | 加碼 |
| Raymond James Trust N.A. | 29,299 | $210.6 萬 | 0.08% | +475+1.6% | 加碼 |
| Naples Global Advisors, LLC | 29,410 | $211.4 萬 | 0.29% | +1,385+4.9% | 加碼 |
| JT Stratford LLC | 29,427 | $211.5 萬 | 0.75% | +3,169+12.1% | 加碼 |
| Sumitomo Life Insurance Co | 29,452 | $211.7 萬 | 0.09% | −3,519−10.7% | 減碼 |
| 180 Wealth Advisors, LLC | 29,720 | $213.6 萬 | 0.59% | +177+0.6% | 加碼 |
| Metis Global Partners, LLC | 29,807 | $214.2 萬 | 0.35% | +3,856+14.9% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $215.6 萬 | 1.66% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 29,886 | $217.1 萬 | 0.28% | +609+2.1% | 加碼 |
| CenterBook Partners LP | 30,339 | $218.0 萬 | 0.42% | −17,067−36.0% | 減碼 |
| Johnson Investment Counsel Inc | 30,565 | $219.7 萬 | 0.03% | +414+1.4% | 加碼 |
| Ancora Advisors, LLC | 30,728 | $220.8 萬 | 0.07% | +588+2.0% | 加碼 |
| Wolverine Trading, LLC | 30,480 | $221.4 萬 | 0.09% | −486−1.6% | 減碼 |
| Old National Bancorp | 30,931 | $222.3 萬 | 0.08% | −1,514−4.7% | 減碼 |
| Granite Investment Partners, LLC | 31,001 | $222.8 萬 | 0.10% | −8,075−20.7% | 減碼 |
| Bartlett & Co. LLC | 31,352 | $225.3 萬 | 0.05% | −329−1.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 31,352 | $225.3 萬 | 0.05% | −329−1.0% | 減碼 |
| Harfst & Associates, Inc. | 31,956 | $229.7 萬 | 0.69% | +3,735+13.2% | 加碼 |
| Red Spruce Capital, LLC | 31,974 | $229.8 萬 | 1.61% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 31,977 | $229.8 萬 | 0.05% | +564+1.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 32,011 | $230.1 萬 | 0.06% | −748−2.3% | 減碼 |
| West Oak Capital, LLC | 32,015 | $230.1 萬 | 1.25% | +490+1.6% | 加碼 |
| Courier Capital LLC | 32,189 | $231.3 萬 | 0.29% | −365−1.1% | 減碼 |
| Investment Advisory Services Inc | 32,478 | $233.4 萬 | 1.39% | +161+0.5% | 加碼 |
| Perigon Wealth Management, LLC | 33,219 | $238.7 萬 | 0.21% | +1,658+5.3% | 加碼 |
| Central Bank & Trust Co | 33,492 | $240.7 萬 | 0.52% | +6,294+23.1% | 加碼 |
| F/M Investments LLC | 33,565 | $241.2 萬 | 3.91% | +33,565 | 新進 |
| Brookstone Capital Management | 33,776 | $242.8 萬 | 0.06% | +33,776 | 新進 |
| Miracle Mile Advisors, LLC | 34,193 | $245.7 萬 | 0.11% | +58+0.2% | 加碼 |
| Vestcor Inc | 34,243 | $246.1 萬 | 0.09% | +521+1.5% | 加碼 |
| Quinn Opportunity Partners LLC | 34,300 | $246.5 萬 | 0.28% | −4,200−10.9% | 減碼 |
| Advisor Partners II, LLC | 34,320 | $246.7 萬 | 0.19% | +34,320 | 新進 |
| Empirical Finance, LLC | 34,358 | $246.9 萬 | 0.29% | +6,083+21.5% | 加碼 |
| MAI Capital Management | 34,371 | $247.0 萬 | 0.05% | −5,982−14.8% | 減碼 |
| Central Trust Co | 34,756 | $249.8 萬 | 0.09% | −2,187−5.9% | 減碼 |
| Capital Investment Counsel, Inc | 34,855 | $250.5 萬 | 0.73% | −4,779−12.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 35,000 | $251.5 萬 | 0.07% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 35,328 | $253.9 萬 | 0.15% | +1,896+5.7% | 加碼 |
| Thompson Investment Management, Inc. | 35,437 | $254.7 萬 | 0.49% | −18−0.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 36,948 | $265.5 萬 | 0.05% | +3,518+10.5% | 加碼 |
| CWM, LLC | 36,974 | $265.7 萬 | 0.02% | +5,535+17.6% | 加碼 |
| Moody National Bank Trust Division | 37,114 | $266.7 萬 | 0.28% | +697+1.9% | 加碼 |
| Chatham Capital Group, Inc. | 37,107 | $266.7 萬 | 0.65% | +32,730+747.8% | 加碼 |
| Salvus Wealth Management, LLC | 37,313 | $268.2 萬 | 2.55% | +30+0.1% | 加碼 |
| Siemens Fonds Invest GmbH | 37,701 | $271.0 萬 | 0.31% | −694−1.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,047 | $273.4 萬 | 0.14% | +6,533+20.7% | 加碼 |
| Wunderlich Capital Managemnt | 38,198 | $274.5 萬 | 1.76% | +789+2.1% | 加碼 |