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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 3,922 | $28.2 萬 | 0.03% | +250+6.8% | 加碼 |
| PDS Planning, Inc | 3,906 | $28.1 萬 | 0.05% | +368+10.4% | 加碼 |
| Retirement Planning Group | 3,912 | $28.1 萬 | 0.04% | +3,912 | 新進 |
| Grandfield & Dodd, LLC | 3,961 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Haverford Trust Co | 3,889 | $28.0 萬 | 0.00% | +220+6.0% | 加碼 |
| Parkside Advisors LLC | 3,881 | $27.9 萬 | 0.11% | −461−10.6% | 減碼 |
| Lindbrook Capital, LLC | 3,875 | $27.8 萬 | 0.05% | +1,143+41.8% | 加碼 |
| Norris Perne & French LLP | 3,850 | $27.7 萬 | 0.03% | 00.0% | 不變 |
| Graypoint LLC | 3,853 | $27.7 萬 | 0.04% | +3,853 | 新進 |
| Davidson Investment Advisors | 3,835 | $27.6 萬 | 0.02% | −2,340−37.9% | 減碼 |
| Baxter Bros Inc | 3,837 | $27.6 萬 | 0.05% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 3,839 | $27.6 萬 | 0.02% | +10.0% | 加碼 |
| Klingman & Associates, LLC | 3,833 | $27.5 萬 | 0.03% | +23+0.6% | 加碼 |
| Atlas Private Wealth Management | 3,829 | $27.5 萬 | 0.20% | +151+4.1% | 加碼 |
| Kathleen S. Wright Associates Inc. | 3,812 | $27.4 萬 | 0.22% | 00.0% | 不變 |
| Carson Advisory Inc. | 3,803 | $27.3 萬 | 0.30% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 3,800 | $27.3 萬 | 0.20% | +300+8.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,784 | $27.2 萬 | 0.02% | −106−2.7% | 減碼 |
| Brighton Jones LLC | 3,786 | $27.2 萬 | 0.02% | +102+2.8% | 加碼 |
| Regal Investment Advisors LLC | 3,783 | $27.2 萬 | 0.03% | +3,783 | 新進 |
| Cary Street Partner Investment Advisory LLC | 3,770 | $27.1 萬 | 0.02% | −402−9.6% | 減碼 |
| Affinity Capital Advisors, LLC | 3,769 | $27.1 萬 | 0.09% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 4,270 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| Souders Financial Advisors | 3,740 | $26.9 萬 | 0.07% | −13−0.3% | 減碼 |
| Bradley Foster & Sargent Inc | 3,744 | $26.9 萬 | 0.01% | +68+1.8% | 加碼 |
| Founders Capital Management | 3,714 | $26.7 萬 | 0.22% | 00.0% | 不變 |
| Riverview Trust Co | 3,711 | $26.7 萬 | 0.26% | +1,162+45.6% | 加碼 |
| Marshall Financial Group LLC | 3,707 | $26.6 萬 | 0.11% | −290−7.3% | 減碼 |
| Beaumont Financial Partners, LLC | 3,700 | $26.6 萬 | 0.03% | +25+0.7% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,660 | $26.6 萬 | 0.01% | +3,660 | 新進 |
| Absolute Capital Management, LLC | 3,700 | $26.6 萬 | 0.35% | +300+8.8% | 加碼 |
| Purus Wealth Management, LLC | 3,692 | $26.5 萬 | 0.24% | −152−4.0% | 減碼 |
| Crawford Investment Counsel Inc | 3,694 | $26.5 萬 | 0.01% | −83−2.2% | 減碼 |
| West Coast Financial LLC | 3,665 | $26.3 萬 | 0.05% | −430−10.5% | 減碼 |
| Vantage Consulting Group Inc | 3,661 | $26.3 萬 | 0.15% | −438−10.7% | 減碼 |
| Syntax Advisors, LLC | 3,661 | $26.3 萬 | 0.22% | −438−10.7% | 減碼 |
| Carlson Capital Management | 3,664 | $26.3 萬 | 0.02% | −29−0.8% | 減碼 |
| Cohen Klingenstein LLC | 3,660 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Glaxis Capital Management, LLC | 3,654 | $26.3 萬 | 3.80% | +12+0.3% | 加碼 |
| Quantum Financial Advisors, LLC | 3,640 | $26.2 萬 | 0.12% | +9+0.2% | 加碼 |
| Avantax Planning Partners, Inc. | 3,639 | $26.2 萬 | 0.01% | −306−7.8% | 減碼 |
| Mather Group, LLC. | 3,650 | $26.2 萬 | 0.01% | +290+8.6% | 加碼 |
| WNY Asset Management, LLC | 3,628 | $26.1 萬 | 0.09% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 3,615 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Chiron Capital Management, LLC | 3,600 | $25.9 萬 | 0.17% | −2,000−35.7% | 減碼 |
| Jacobi Capital Management LLC | 3,606 | $25.9 萬 | 0.04% | +5+0.1% | 加碼 |
| Kaizen Financial Strategies | 3,570 | $25.7 萬 | 0.26% | −194−5.2% | 減碼 |
| Sigma Investment Counselors Inc | 3,574 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 3,572 | $25.7 萬 | 0.02% | +168+4.9% | 加碼 |
| Equitable Holdings, Inc. | 3,577 | $25.7 萬 | 0.01% | +3,577 | 新進 |
| Johnson Financial Group, Inc. | 3,217 | $25.6 萬 | 0.02% | −4,697−59.4% | 減碼 |
| Westshore Wealth, LLC | 3,563 | $25.6 萬 | 0.18% | 00.0% | 不變 |
| Choate Investment Advisors | 3,565 | $25.6 萬 | 0.02% | +3,565 | 新進 |
| Garde Capital, Inc. | 3,547 | $25.5 萬 | 0.03% | −3,923−52.5% | 減碼 |
| Cypress Wealth Services, LLC | 3,408 | $25.3 萬 | 0.09% | −1,354−28.4% | 減碼 |
| CWS Financial Advisors, LLC | 3,511 | $25.2 萬 | 0.12% | +98+2.9% | 加碼 |
| LCM Capital Management Inc | 3,472 | $25.0 萬 | 0.26% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,476 | $25.0 萬 | 0.06% | +571+19.7% | 加碼 |
| Covestor Ltd | 3,456 | $24.9 萬 | 0.22% | +559+19.3% | 加碼 |
| Tempus Wealth Planning, LLC | 3,409 | $24.5 萬 | 0.16% | +3,409 | 新進 |
| Narus Financial Partners, LLC | 3,403 | $24.5 萬 | 0.15% | 00.0% | 不變 |
| L2 Asset Management, LLC | 3,383 | $24.3 萬 | 0.18% | +3,383 | 新進 |
| Hudson Valley Investment Advisors Inc | 3,372 | $24.2 萬 | 0.04% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 3,365 | $24.2 萬 | 0.15% | +10.0% | 加碼 |
| Journey Advisory Group, LLC | 3,374 | $24.2 萬 | 0.06% | +3,374 | 新進 |
| Eastern Bank | 3,363 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Boyar Asset Management Inc. | 3,350 | $24.1 萬 | 0.20% | 00.0% | 不變 |
| New England Research & Management, Inc. | 3,350 | $24.1 萬 | 0.15% | +3,350 | 新進 |
| DSC Advisors, L.P. | 3,335 | $24.0 萬 | 0.26% | −786−19.1% | 減碼 |
| St Germain D J Co Inc | 3,792 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 3,335 | $24.0 萬 | 0.12% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 12,068 | $23.8 萬 | 0.03% | +8,753+264.0% | 加碼 |
| Little House Capital LLC | 3,300 | $23.7 萬 | 0.13% | −49−1.5% | 減碼 |
| C2C Wealth Management, LLC | 3,100 | $23.6 萬 | 0.05% | +3,100 | 新進 |
| First Affirmative Financial Network | 3,272 | $23.5 萬 | 0.30% | −954−22.6% | 減碼 |
| Waddell & Associates, LLC | 3,264 | $23.5 萬 | 0.05% | −89−2.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,253 | $23.4 萬 | 0.04% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 2,925 | $23.3 萬 | 0.15% | +2,925 | 新進 |
| Prime Capital Investment Advisors, LLC | 3,239 | $23.3 萬 | 0.01% | +3,239 | 新進 |
| Verity & Verity, LLC | 3,235 | $23.2 萬 | 0.04% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 3,235 | $23.2 萬 | 0.14% | +3,235 | 新進 |
| Essex Financial Services, Inc. | 3,211 | $23.1 萬 | 0.03% | −242−7.0% | 減碼 |
| Brave Asset Management Inc | 3,200 | $23.0 萬 | 0.12% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 3,182 | $22.9 萬 | 0.01% | −3,100−49.3% | 減碼 |
| Stockman Wealth Management, Inc. | 3,184 | $22.9 萬 | 0.06% | −142−4.3% | 減碼 |
| Cambridge Trust Co | 3,164 | $22.7 萬 | 0.01% | +22+0.7% | 加碼 |
| Noesis Capital Mangement Corp | 3,153 | $22.7 萬 | 0.07% | +3,153 | 新進 |
| Summit Financial, LLC | 3,131 | $22.5 萬 | 0.02% | +3,131 | 新進 |
| AlphaCrest Capital Management LLC | 3,113 | $22.4 萬 | 0.01% | −12,147−79.6% | 減碼 |
| Trust Co of Virginia | 3,112 | $22.4 萬 | 0.03% | −4,563−59.5% | 減碼 |
| Pacer Advisors, Inc. | 3,114 | $22.4 萬 | 0.00% | +714+29.8% | 加碼 |
| Curated Wealth Partners LLC | 3,115 | $22.3 萬 | 0.07% | +3,115 | 新進 |
| Carolinas Wealth Consulting LLC | 3,085 | $22.2 萬 | 0.06% | −34−1.1% | 減碼 |
| Warren Averett Asset Management, LLC | 3,080 | $22.2 萬 | 0.02% | +3,080 | 新進 |
| E Fund Management Co., Ltd. | 3,092 | $22.2 萬 | 0.02% | +3,092 | 新進 |
| Private Trust Co NA | 3,060 | $22.0 萬 | 0.04% | −153−4.8% | 減碼 |
| Wolff Wiese Magana LLC | 3,052 | $22.0 萬 | 0.18% | +2,790+1,064.9% | 加碼 |
| Berkeley, Inc | 3,053 | $21.9 萬 | 0.18% | −214−6.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 3,050 | $21.9 萬 | 0.05% | +3,050 | 新進 |
| Convergence Investment Partners, LLC | 3,032 | $21.8 萬 | 0.14% | +3,032 | 新進 |