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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 238,445 | $1,713 萬 | 0.05% | +11,444+5.0% | 加碼 |
| Jane Street Group, LLC | 237,530 | $1,707 萬 | 0.03% | +84,193+54.9% | 加碼 |
| Cohen Capital Management, Inc. | 231,096 | $1,661 萬 | 3.66% | 00.0% | 不變 |
| Tower Bridge Advisors | 230,780 | $1,659 萬 | 1.47% | +980+0.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 229,690 | $1,651 萬 | 0.10% | +27,205+13.4% | 加碼 |
| CIBC World Markets Inc. | 228,042 | $1,639 萬 | 0.07% | +41,295+22.1% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 225,890 | $1,624 萬 | 3.16% | +1,087+0.5% | 加碼 |
| Ivy Lane Capital Management, LLC | 225,000 | $1,617 萬 | 15.77% | +1,000+0.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 223,345 | $1,605 萬 | 0.16% | +3,757+1.7% | 加碼 |
| Osher Van de Voorde Investment Management | 222,090 | $1,596 萬 | 4.40% | +695+0.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 252,060 | $1,593 萬 | 0.20% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 219,462 | $1,577 萬 | 0.22% | −1,954−0.9% | 減碼 |
| Personal Capital Advisors Corp | 218,753 | $1,572 萬 | 0.08% | +1,865+0.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 218,048 | $1,567 萬 | 0.05% | −3,019−1.4% | 減碼 |
| Cutler Investment Counsel LLC | 217,979 | $1,567 萬 | 2.60% | −533−0.2% | 減碼 |
| Umb Bank N A | 217,465 | $1,563 萬 | 0.26% | +1,939+0.9% | 加碼 |
| Ycg, LLC | 217,253 | $1,561 萬 | 1.86% | +148+0.1% | 加碼 |
| Texas Permanent School Fund | 216,053 | $1,553 萬 | 0.25% | +16,848+8.5% | 加碼 |
| State of Alaska, Department of Revenue | 211,847 | $1,523 萬 | 0.20% | −4,700−2.2% | 減碼 |
| Mutual of America Capital Management LLC | 211,387 | $1,519 萬 | 0.21% | +5,763+2.8% | 加碼 |
| Kerrisdale Advisers, LLC | 208,531 | $1,499 萬 | 3.64% | +96,920+86.8% | 加碼 |
| Boston Private Wealth LLC | 207,121 | $1,489 萬 | 0.22% | +19,980+10.7% | 加碼 |
| Cornerstone Advisors, LLC | 205,000 | $1,473 萬 | 0.72% | +35,000+20.6% | 加碼 |
| Lathrop Investment Management Corp | 204,967 | $1,473 萬 | 3.89% | −1,123−0.5% | 減碼 |
| Courant Investment Management LLC | 198,499 | $1,427 萬 | 15.44% | 00.0% | 不變 |
| LMR Partners LLP | 196,659 | $1,413 萬 | 0.36% | +187,409+2,026.0% | 加碼 |
| Shelton Capital Management | 196,628 | $1,413 萬 | 0.67% | +44,300+29.1% | 加碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 192,913 | $1,387 萬 | 7.64% | −174,173−47.4% | 減碼 |
| Winslow Asset Management Inc | 191,240 | $1,374 萬 | 3.58% | −2,945−1.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 191,108 | $1,374 萬 | 0.10% | −289,966−60.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 190,554 | $1,370 萬 | 0.38% | +1,761+0.9% | 加碼 |
| ClariVest Asset Management LLC | 189,433 | $1,362 萬 | 0.66% | −11,300−5.6% | 減碼 |
| Comerica Bank | 191,533 | $1,354 萬 | 0.11% | +7,366+4.0% | 加碼 |
| Karpas Strategies, LLC | 184,783 | $1,328 萬 | 5.04% | +255+0.1% | 加碼 |
| Titan Global Capital Management USA LLC | 183,517 | $1,319 萬 | 3.78% | −187,347−50.5% | 減碼 |
| Live Oak Private Wealth LLC | 183,163 | $1,316 萬 | 2.95% | +3,240+1.8% | 加碼 |
| Baker Avenue Asset Management, LP | 182,789 | $1,314 萬 | 0.87% | −3,077−1.7% | 減碼 |
| Winton Group Ltd | 181,190 | $1,302 萬 | 0.85% | +181,190 | 新進 |
| D.A. Davidson & Co. | 180,094 | $1,296 萬 | 0.17% | +4,858+2.8% | 加碼 |
| Pacific Heights Asset Management LLC | 180,000 | $1,294 萬 | 1.37% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 179,200 | $1,288 萬 | 0.20% | −235,448−56.8% | 減碼 |
| MML Investors Services, LLC | 178,845 | $1,285 萬 | 0.10% | +97,906+121.0% | 加碼 |
| LFL Advisers, LLC | 178,164 | $1,281 萬 | 6.78% | −5,000−2.7% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 178,059 | $1,280 萬 | 4.09% | −16,998−8.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 178,000 | $1,279 萬 | 0.21% | 00.0% | 不變 |
| Czech National Bank | 177,404 | $1,275 萬 | 0.36% | +177,404 | 新進 |
| Vancity Investment Management Ltd | 176,181 | $1,266 萬 | 2.01% | +13,888+8.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 174,236 | $1,252 萬 | 0.22% | −7,894−4.3% | 減碼 |
| Financial Counselors Inc | 173,772 | $1,249 萬 | 0.31% | −2,852−1.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 173,560 | $1,247 萬 | 0.53% | +4,837+2.9% | 加碼 |
| Churchill Management Corp | 172,739 | $1,242 萬 | 0.33% | +172,739 | 新進 |
| Fifth Third Bancorp | 171,333 | $1,231 萬 | 0.06% | +29,844+21.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 170,312 | $1,224 萬 | 0.58% | +38,123+28.8% | 加碼 |
| Park National Corp | 168,676 | $1,212 萬 | 0.61% | +5,466+3.3% | 加碼 |
| Swiss Life Asset Management Ltd | 167,351 | $1,203 萬 | 0.21% | +9,138+5.8% | 加碼 |
| Ci Investments Inc. | 166,481 | $1,197 萬 | 0.06% | −2,838−1.7% | 減碼 |
| Nissay Asset Management Corp | 165,510 | $1,190 萬 | 0.12% | +6,628+4.2% | 加碼 |
| Stamina Capital Management LP | 163,333 | $1,174 萬 | 8.40% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 161,117 | $1,158 萬 | 0.07% | −12,357−7.1% | 減碼 |
| Point72 Europe (London) LLP | 161,099 | $1,158 萬 | 3.68% | −139,001−46.3% | 減碼 |
| Evergreen Capital Management LLC | 158,723 | $1,141 萬 | 0.60% | +1,307+0.8% | 加碼 |
| Engle Capital Management, L.P. | 158,000 | $1,136 萬 | 3.33% | +158,000 | 新進 |
| Commonwealth Equity Services, LLC | 157,261 | $1,130 萬 | 0.03% | +2,882+1.9% | 加碼 |
| Basswood Capital Management, L.L.C. | 156,956 | $1,128 萬 | 0.83% | +156,956 | 新進 |
| GAM Holding AG | 155,590 | $1,118 萬 | 0.86% | −504−0.3% | 減碼 |
| Rockefeller Capital Management L.P. | 153,926 | $1,106 萬 | 0.06% | +116,388+310.1% | 加碼 |
| Financial Avengers, Inc. | 153,155 | $1,101 萬 | 9.00% | −1,052−0.7% | 減碼 |
| Asset Advisors Investment Management, LLC | 152,288 | $1,095 萬 | 1.56% | +1,400+0.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 151,588 | $1,090 萬 | 0.18% | +88,617+140.7% | 加碼 |
| Blume Capital Management, Inc. | 151,299 | $1,087 萬 | 4.10% | +360+0.2% | 加碼 |
| Parsec Financial Management, Inc. | 150,838 | $1,084 萬 | 0.54% | +10,654+7.6% | 加碼 |
| Mill Capital Management, LLC | 148,253 | $1,066 萬 | 1.24% | +2,291+1.6% | 加碼 |
| Jacobs & Co | 147,879 | $1,063 萬 | 1.53% | +1,527+1.0% | 加碼 |
| Ieq Capital, LLC | 147,213 | $1,058 萬 | 0.29% | +21,389+17.0% | 加碼 |
| Van Cleef Asset Management,Inc | 147,199 | $1,058 萬 | 2.05% | +176+0.1% | 加碼 |
| Hartford Investment Management Co | 145,002 | $1,042 萬 | 0.34% | +616+0.4% | 加碼 |
| HFR Wealth Management, LLC | 144,535 | $1,039 萬 | 3.39% | −2,043−1.4% | 減碼 |
| Bank of Nova Scotia | 142,101 | $1,021 萬 | 0.03% | −164,622−53.7% | 減碼 |
| Wealthfront Advisers LLC | 141,526 | $1,017 萬 | 0.05% | +46,444+48.8% | 加碼 |
| American Research & Management Co. | 138,021 | $992.0 萬 | 2.74% | +123+0.1% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 136,300 | $985.6 萬 | 0.85% | +1,081+0.8% | 加碼 |
| McGuire Investment Group, LLC | 136,927 | $984.1 萬 | 2.24% | +944+0.7% | 加碼 |
| Susquehanna International Group, LLP | 130,880 | $940.6 萬 | 0.02% | −120,852−48.0% | 減碼 |
| Sandy Spring Bank | 129,482 | $930.7 萬 | 0.59% | +2,576+2.0% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 128,827 | $925.9 萬 | 0.44% | +128,827 | 新進 |
| Securian Asset Management, Inc | 127,960 | $919.6 萬 | 0.27% | +2,166+1.7% | 加碼 |
| Schwerin Boyle Capital Management Inc | 127,075 | $913.3 萬 | 0.99% | −450−0.4% | 減碼 |
| Addenda Capital Inc. | 125,217 | $899.9 萬 | 0.41% | −18,082−12.6% | 減碼 |
| First Hawaiian Bank | 125,002 | $898.4 萬 | 0.35% | +8,291+7.1% | 加碼 |
| Biechele Royce Advisors | 122,499 | $880.4 萬 | 4.14% | +10,899+9.8% | 加碼 |
| Guggenheim Capital LLC | 120,190 | $863.9 萬 | 0.08% | −253,879−67.9% | 減碼 |
| Kentucky Retirement Systems | 119,526 | $859.0 萬 | 0.36% | +7,592+6.8% | 加碼 |
| Maryland State Retirement & Pension System | 117,984 | $848.0 萬 | 0.70% | +868+0.7% | 加碼 |
| Aptus Capital Advisors, LLC | 117,603 | $845.2 萬 | 0.27% | +39,842+51.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 116,959 | $840.6 萬 | 0.12% | −147−0.1% | 減碼 |
| Toroso Investments, LLC | 116,216 | $835.2 萬 | 0.35% | +6,190+5.6% | 加碼 |
| Davenport & Co LLC | 115,219 | $828.1 萬 | 0.07% | +6,297+5.8% | 加碼 |
| Madison Wealth Management | 113,701 | $817.2 萬 | 2.02% | +2,729+2.5% | 加碼 |
| Meeder Asset Management Inc | 112,212 | $806.4 萬 | 0.46% | +54,125+93.2% | 加碼 |
| Hanson & Doremus Investment Management | 111,546 | $801.7 萬 | 2.07% | +3,329+3.1% | 加碼 |