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 |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 3,032 | $21.8 萬 | 0.18% | +3,032 | 新進 |
| Paloma Partners Management Co | 3,013 | $21.7 萬 | 0.04% | −7,370−71.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 3,024 | $21.7 萬 | 0.00% | +3,024 | 新進 |
| Ibex Wealth Advisors | 3,024 | $21.7 萬 | 0.06% | +3,024 | 新進 |
| Buttonwood Financial Advisors Inc. | 2,929 | $21.7 萬 | 0.20% | +2,929 | 新進 |
| Journey Strategic Wealth LLC | 3,013 | $21.7 萬 | 0.03% | +3,013 | 新進 |
| Romano Brothers and Company | 3,012 | $21.6 萬 | 0.03% | +3,012 | 新進 |
| Garrett Investment Advisors LLC | 3,000 | $21.6 萬 | 0.05% | +3,000 | 新進 |
| Autus Asset Management, LLC | 2,996 | $21.5 萬 | 0.04% | +2,996 | 新進 |
| Manchester Capital Management LLC | 2,948 | $21.2 萬 | 0.04% | −73−2.4% | 減碼 |
| NewEdge Wealth, LLC | 2,938 | $21.1 萬 | 0.01% | −2,931−49.9% | 減碼 |
| Acropolis Investment Management, LLC | 2,937 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 2,925 | $21.0 萬 | 0.04% | +2,925 | 新進 |
| Proequities, Inc. | 2,914 | $20.9 萬 | 0.02% | +139+5.0% | 加碼 |
| Shilanski & Associates, Inc. | 2,904 | $20.9 萬 | 0.08% | +2,904 | 新進 |
| Private Capital Management LLC | 2,904 | $20.9 萬 | 0.08% | +2,904 | 新進 |
| Colton Groome Financial Advisors, LLC | 2,909 | $20.9 萬 | 0.11% | +2,909 | 新進 |
| Crestone Asset Management LLC | 2,876 | $20.7 萬 | 0.05% | +2,876 | 新進 |
| Jeppson Wealth Management, LLC | 2,866 | $20.6 萬 | 0.09% | −510−15.1% | 減碼 |
| Financial Architects, Inc | 2,873 | $20.6 萬 | 0.04% | +2,873 | 新進 |
| Halbert Hargrove Global Advisors, LLC | 2,857 | $20.6 萬 | 0.02% | +2,857 | 新進 |
| Veracity Capital LLC | 2,865 | $20.6 萬 | 0.11% | +2,865 | 新進 |
| Alliance Wealth Advisors, LLC | 2,860 | $20.6 萬 | 0.19% | +2,860 | 新進 |
| Bremer Bank National Association | 2,842 | $20.4 萬 | 0.05% | −977−25.6% | 減碼 |
| Five Oceans Advisors | 2,820 | $20.3 萬 | 0.16% | +2,820 | 新進 |
| StoneX Group Inc. | 2,816 | $20.2 萬 | 0.03% | −3,632−56.3% | 減碼 |
| Fagan Associates, Inc. | 2,813 | $20.2 萬 | 0.06% | +2,813 | 新進 |
| Old Port Advisors | 2,655 | $20.2 萬 | 0.08% | +2,655 | 新進 |
| TCG Advisory Services, LLC | 2,801 | $20.1 萬 | 0.06% | +2,801 | 新進 |
| Glassman Wealth Services | 2,700 | $19.4 萬 | 0.04% | +63+2.4% | 加碼 |
| Evoke Wealth, LLC | 2,683 | $19.3 萬 | 0.01% | +72+2.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,526 | $18.2 萬 | 0.05% | +57+2.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 2,411 | $17.3 萬 | 0.00% | −16,441−87.2% | 減碼 |
| Bellwether Advisors, LLC | 2,309 | $16.5 萬 | 0.05% | 00.0% | 不變 |
| Seaport Global Advisors, LLC | 2,297 | $16.5 萬 | 0.67% | 00.0% | 不變 |
| Tobam | 2,269 | $16.3 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 2,215 | $15.9 萬 | 0.02% | +198+9.8% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,132 | $15.3 萬 | 0.07% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 2,134 | $15.3 萬 | 0.15% | −34−1.6% | 減碼 |
| Coastal Capital Group, Inc. | 2,054 | $14.8 萬 | 0.04% | +6+0.3% | 加碼 |
| Mizuho Securities Co. Ltd. | 1,940 | $13.9 萬 | 0.05% | +1,940 | 新進 |
| Pflug Koory, LLC | 1,926 | $13.8 萬 | 0.08% | −1,011−34.4% | 減碼 |
| Castleview Partners, LLC | 1,919 | $13.8 萬 | 0.13% | +1,222+175.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,911 | $13.7 萬 | 0.04% | −231−10.8% | 減碼 |
| Edge Capital Group, LLC | 1,871 | $13.4 萬 | 0.01% | −203−9.8% | 減碼 |
| Harbor Investment Advisory, LLC | 1,817 | $13.1 萬 | 0.02% | −98−5.1% | 減碼 |
| Hartford Financial Management Inc. | 1,800 | $12.9 萬 | 0.04% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,762 | $12.7 萬 | 0.02% | −7,200−80.3% | 減碼 |
| Optimum Investment Advisors | 1,766 | $12.7 萬 | 0.07% | 00.0% | 不變 |
| Rock Creek Group, LP | 1,714 | $12.3 萬 | 0.02% | +579+51.0% | 加碼 |
| Hills Bank & Trust Co | 1,682 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,676 | $12.0 萬 | 0.04% | +40+2.4% | 加碼 |
| Western Pacific Wealth Management, LP | 1,654 | $11.8 萬 | 0.12% | +1,654 | 新進 |
| Icon Wealth Advisors, LLC | 1,640 | $11.8 萬 | 0.01% | +1,640 | 新進 |
| Barrett & Company, Inc. | 1,388 | $11.6 萬 | 0.08% | +1,388 | 新進 |
| Tradition Wealth Management, LLC | 1,528 | $11.0 萬 | 0.02% | +1,528 | 新進 |
| Creative Financial Designs Inc | 1,510 | $10.9 萬 | 0.02% | +1+0.1% | 加碼 |
| Corsicana & Co. | 1,500 | $10.8 萬 | 0.09% | 00.0% | 不變 |
| Lee Financial Co | 1,466 | $10.5 萬 | 0.02% | −3−0.2% | 減碼 |
| Massmutual Trust Co FSB | 1,461 | $10.5 萬 | 0.00% | +510+53.6% | 加碼 |
| Monetary Management Group Inc | 1,350 | $9.70 萬 | 0.03% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 1,342 | $9.60 萬 | 0.02% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,269 | $9.10 萬 | 0.01% | +1,022+413.8% | 加碼 |
| West Paces Advisors Inc. | 1,258 | $9.04 萬 | 0.03% | −12−0.9% | 減碼 |
| Baystate Wealth Management LLC | 1,248 | $9.00 萬 | 0.01% | +4+0.3% | 加碼 |
| Oakworth Capital, Inc. | 1,200 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| DT Investment Partners, LLC | 1,213 | $8.70 萬 | 0.01% | +1,213 | 新進 |
| Axiom Investment Management LLC | 1,187 | $8.50 萬 | 0.17% | +1,187 | 新進 |
| Quent Capital, LLC | 1,165 | $8.40 萬 | 0.02% | +127+12.2% | 加碼 |
| Hantz Financial Services, Inc. | 1,140 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 1,071 | $7.84 萬 | 0.05% | +305+39.8% | 加碼 |
| Disciplined Investments, LLC | 1,080 | $7.80 萬 | 0.04% | +45+4.3% | 加碼 |
| Old North State Trust, LLC | 1,092 | $7.80 萬 | 0.07% | +1,092 | 新進 |
| Leonteq Securities AG | 1,040 | $7.47 萬 | 0.00% | −7,659−88.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,026 | $7.30 萬 | 0.02% | +1+0.1% | 加碼 |
| America First Investment Advisors, LLC | 1,000 | $7.20 萬 | 0.03% | 00.0% | 不變 |
| Field & Main Bank | 1,000 | $7.20 萬 | 0.05% | 00.0% | 不變 |
| Fortis Advisors, LLC | 1,000 | $7.20 萬 | 0.05% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 985 | $7.10 萬 | 0.00% | +190+23.9% | 加碼 |
| Zions Bancorporation, N.A. | 981 | $7.10 萬 | 0.01% | +215+28.1% | 加碼 |
| City Holding Co | 975 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| M&R Capital Management Inc | 974 | $7.00 萬 | 0.02% | +2+0.2% | 加碼 |
| Bell Investment Advisors, Inc | 966 | $6.90 萬 | 0.02% | +99+11.4% | 加碼 |
| Endurance Wealth Management, Inc. | 952 | $6.80 萬 | 0.01% | 00.0% | 不變 |
| Crewe Advisors LLC | 863 | $6.20 萬 | 0.01% | +186+27.5% | 加碼 |
| Kistler-Tiffany Companies, LLC | 833 | $6.00 萬 | 0.01% | +615+282.1% | 加碼 |
| St. James Investment Advisors, LLC | 815 | $5.90 萬 | 0.13% | +280+52.3% | 加碼 |
| Toth Financial Advisory Corp | 810 | $5.80 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 760 | $5.50 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 762 | $5.48 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 753 | $5.40 萬 | 0.02% | −413−35.4% | 減碼 |
| Bangor Savings Bank | 750 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| MV Capital Management, Inc. | 756 | $5.40 萬 | 0.01% | +221+41.3% | 加碼 |
| Core Alternative Capital | 722 | $5.20 萬 | 0.01% | +53+7.9% | 加碼 |
| Earnest Partners LLC | 682 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 663 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| American National Bank | 642 | $4.60 萬 | 0.01% | +62+10.7% | 加碼 |
| Arrow Financial Corp | 625 | $4.50 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 625 | $4.50 萬 | 0.00% | +56+9.8% | 加碼 |
| RWM Asset Management, LLC | 603 | $4.30 萬 | 0.01% | −108−15.2% | 減碼 |