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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。

其他股別SCHW.PDSCHW.PJ

2022 年第 4 季與 2022 年第 3 季比較

持有 Schwab Charles Corp 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

SCHW 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數1,520281,626+134
股數13.5 億943.3 萬15.6 億+2.20 億 (+16.4%)
市值$973.2 億$6.78 億$1,299 億+$332.8 億 (+34.4%)

28 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(212 家)

2022 年第 4 季季末持有 Schwab Charles Corp、2022 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 212 家。

2022 年第 4 季新進 SCHW 的機構
機構股數市值佔組合 %
Findlay Park Partners LLP1,621,114$1.35 億1.47%
Agf Management Ltd850,711$7,083 萬0.51%
Cercano Management LLC846,325$7,047 萬2.86%
Jacobs Levy Equity Management, Inc694,162$5,780 萬0.39%
Suvretta Capital Management, LLC604,204$5,031 萬2.11%
Provident Investment Management, Inc.522,962$4,354 萬5.16%
Azora Capital LP444,570$3,701 萬6.30%
CI Private Wealth, LLC427,370$3,558 萬0.13%
North Reef Capital Management LP419,414$3,492 萬3.83%
Point72 Middle East FZE143,752$1,197 萬0.92%
Longbow Finance SA141,451$1,178 萬1.59%
Baldwin Brothers Inc133,705$1,113 萬1.01%
Overbrook Management Corp93,869$781.6 萬2.27%
ING Groep NV80,840$673.1 萬0.07%
Manchester Global Management (UK) Ltd75,900$631.9 萬2.56%
Braun Stacey Associates Inc70,510$587.1 萬0.33%
Jefferies Financial Group Inc.68,625$571.4 萬0.10%
Erste Asset Management GmbH68,900$569.5 萬0.12%
Compass Wealth Management LLC68,400$569.5 萬1.87%
La Banque Postale Asset Management SA63,446$528.3 萬0.15%
Riggs Asset Managment Co. Inc.62,889$523.6 萬2.16%
Reliant Investment Management, LLC57,250$476.7 萬2.84%
Allstate Investment Management Co55,523$462.3 萬0.14%
Jessup Wealth Management, Inc53,563$446.0 萬2.83%
Abner Herrman & Brock LLC48,350$402.6 萬0.62%
Cloverfields Capital Group, LP45,539$379.2 萬1.21%
PEAK6 Investments LLC42,192$351.3 萬0.19%
Taika Capital, LP41,600$346.4 萬1.82%
Watchman Group, Inc.37,900$315.6 萬1.74%
Gyon Technologies Capital Management, LP34,429$286.7 萬1.07%
SYSTM Wealth Solutions LLC32,705$272.3 萬0.34%
3Chopt Investment Partners, LLC32,133$267.5 萬1.46%
Ramsay, Stattman, Vela & Price, Inc.30,360$252.8 萬0.57%
Nations Financial Group Inc,30,048$250.2 萬0.28%
Parkwood LLC29,448$245.2 萬0.50%
Bleakley Financial Group, LLC27,968$232.9 萬0.08%
Cookson Peirce & Co Inc25,495$212.3 萬0.14%
Beverly Hills Private Wealth, LLC24,999$208.1 萬0.91%
O'Brien Greene & Co. Inc24,895$207.3 萬0.79%
Meeder Advisory Services, Inc.22,715$189.1 萬0.24%
DoubleLine ETF Adviser LP21,495$179.0 萬0.92%
Financial Partners Group, LLC20,956$174.5 萬1.03%
LGT Fund Management Co Ltd.20,000$166.5 萬0.72%
Caliber Wealth Management, LLC19,965$166.2 萬1.27%
Prelude Capital Management, LLC19,718$164.2 萬0.10%
Coldstream Capital Management Inc17,607$146.6 萬0.05%
Poehling Capital Management, LLC17,349$144.4 萬0.54%
Delphi Management Inc17,217$143.3 萬1.73%
Stratos Wealth Advisors, LLC14,767$123.0 萬0.10%
WBI Investments14,464$120.4 萬0.26%
Itau Unibanco Holding S.A.14,500$119.9 萬0.05%
Intact Investment Management Inc.13,800$114.9 萬0.05%
Paradigm Asset Management Co LLC12,400$103.2 萬0.29%
Davidson Capital Management Inc.12,298$102.4 萬0.70%
Squarepoint Ops LLC11,391$94.8 萬0.01%
Lodestone Wealth Management LLC11,060$92.1 萬0.74%
MRP Capital Investments, LLC9,710$80.8 萬0.89%
Great Lakes Retirement, Inc.9,681$80.6 萬0.21%
Shira Ridge Wealth Management9,389$78.2 萬0.54%
HF Advisory Group, LLC9,176$76.4 萬0.77%
Kearns & Associates LLC9,000$74.9 萬0.79%
Versor Investments LP8,400$69.9 萬0.06%
Great Lakes Advisors, LLC8,219$68.4 萬0.04%
RW Investment Management LLC7,365$61.3 萬0.24%
Intrepid Capital Management Inc7,211$60.0 萬0.52%
Stevens Capital Management LP7,182$59.8 萬0.38%
MBM Wealth Consultants, LLC6,795$55.7 萬0.26%
DRW Securities, LLC6,641$55.3 萬0.11%
Catalyst Financial Partners LLC6,603$55.0 萬0.28%
Y-Intercept (Hong Kong) Ltd6,541$54.5 萬0.08%
Quadrant Private Wealth Management, LLC6,347$52.8 萬0.18%
Accuvest Global Advisors6,344$52.8 萬0.18%
Hilltop Holdings Inc.6,208$51.7 萬0.07%
Angeles Investment Advisors, LLC6,171$51.4 萬0.04%
O'Neil Global Advisors, Inc.5,800$48.3 萬2.23%
LS Investment Advisors, LLC5,755$47.9 萬0.09%
SRB Corp5,744$47.9 萬0.03%
Centurion Wealth Management LLC5,558$46.3 萬0.26%
Biltmore Family Office, LLC5,467$45.5 萬0.09%
RSM US Wealth Management LLC5,359$44.6 萬0.02%
New Hampshire Trust5,334$44.4 萬0.12%
Graham Capital Management, L.P.5,198$43.3 萬0.02%
Steel Peak Wealth Management LLC5,111$42.6 萬0.03%
Kinsale Capital Group, Inc.5,000$41.6 萬0.36%
Viawealth, LLC4,865$41.6 萬0.34%
Redhawk Wealth Advisors, Inc.4,810$40.0 萬0.16%
Westmount Partners, LLC4,765$39.7 萬0.21%
Progressive Investment Management Corp4,647$38.7 萬0.15%
Park Place Capital Corp4,588$38.2 萬0.11%
V Wealth Advisors LLC4,222$35.2 萬0.07%
David Loasby4,007$33.4 萬0.04%
Fulcrum Capital LLC4,000$33.3 萬0.10%
Sound View Wealth Advisors Group, LLC4,750$32.7 萬0.04%
Alpha Family Trust3,875$32.3 萬0.29%
Lodestar Private Asset Management LLC3,841$32.0 萬0.06%
Insigneo Advisory Services, LLC3,779$31.5 萬0.12%
Moss Adams Wealth Advisors LLC3,762$31.3 萬0.16%
Beaumont Financial Advisors, LLC3,720$31.0 萬0.03%
Callan Family Office, LLC3,710$30.9 萬0.10%
Baron Wealth Management LLC3,651$30.4 萬0.23%

清倉機構(78 家)

2022 年第 3 季季末持有 Schwab Charles Corp、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 SCHW 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Point72 Asset Management, L.P.793,534$5,703 萬
Capitolis Advisors LLC500,000$3,594 萬
Marshall Wace, LLP481,584$3,461 萬
Laurion Capital Management LP474,397$3,410 萬
Davis Asset Management, L.P.433,479$3,115 萬
MUFG Americas Holdings Corp323,166$2,323 萬
LMR Partners LLP196,659$1,413 萬
Stamina Capital Management LP163,333$1,174 萬
Engle Capital Management, L.P.158,000$1,136 萬
Hudson Bay Capital Management LP110,000$790.5 萬
Natixis94,433$678.7 萬
ICICI Prudential Asset Management Co Ltd48,573$349.1 萬
Allen Capital Group, LLC42,153$303.0 萬
AIA Group Ltd39,600$284.6 萬
Alcosta Capital Management, Inc.38,938$279.8 萬
Seven Eight Capital, LP25,089$180.3 萬
Vetamer Capital Management, L.P.22,067$158.6 萬
CAPROCK Group, Inc.21,028$151.1 萬
Balboa Wealth Partners17,408$125.1 萬
Weiss Multi-Strategy Advisers LLC17,208$123.7 萬
Independent Advisor Alliance16,507$118.7 萬
Maven Securities LTD16,000$115.0 萬
Simplex Trading, LLC15,950$114.6 萬
Marathon Trading Investment Management LLC10,750$77.3 萬
Sustainable Insight Capital Management, LLC9,700$69.7 萬
Drive Wealth Management, LLC9,700$69.7 萬
Patriot Investment Management Inc.9,157$65.8 萬
Algert Global LLC7,980$57.4 萬
Capula Management Ltd7,050$50.7 萬
GraniteShares Advisors LLC6,772$48.6 萬
Hartline Investment Corp6,603$47.5 萬
Ergoteles LLC6,320$45.4 萬
GSB Wealth Management, LLC5,910$42.5 萬
Berkshire Asset Management LLC5,589$40.2 萬
NinePointTwo Capital5,596$40.2 萬
Connacht Asset Management LP5,516$39.6 萬
Pearl River Capital, LLC5,497$39.5 萬
Cipher Capital LP5,321$38.2 萬
Highland Private Wealth Management5,171$37.1 萬
National Wealth Management Group, LLC4,753$34.2 萬
Redwood Investment Management, LLC4,727$34.0 萬
Cardiff Park Advisors, LLC4,677$33.6 萬
Standard Family Office LLC4,583$32.9 萬
Geller Advisors LLC4,550$32.7 萬
Yorktown Management & Research Co Inc4,500$32.3 萬
Centaurus Financial, Inc.4,480$32.2 萬
Tempus Wealth Planning, LLC3,409$24.5 萬
New England Research & Management, Inc.3,350$24.1 萬
DSC Advisors, L.P.3,335$24.0 萬
AlphaCrest Capital Management LLC3,113$22.4 萬
Curated Wealth Partners LLC3,115$22.3 萬
Berkeley, Inc3,053$21.9 萬
Cherry Creek Investment Advisors, Inc.3,032$21.8 萬
Paloma Partners Management Co3,013$21.7 萬
Garrett Investment Advisors LLC3,000$21.6 萬
Shilanski & Associates, Inc.2,904$20.9 萬
Bremer Bank National Association2,842$20.4 萬
TCG Advisory Services, LLC2,801$20.1 萬
Harvest Fund Management Co., Ltd2,526$18.2 萬
Mizuho Securities Co. Ltd.1,940$13.9 萬
Icon Wealth Advisors, LLC1,640$11.8 萬
Axiom Investment Management LLC1,187$8.50 萬
Selway Asset Management400$2.90 萬
Point72 Hong Kong Ltd379$2.70 萬
West Branch Capital LLC350$2.50 萬
Householder Group Estate & Retirement Specialist, LLC342$2.40 萬
Washington Trust Advisors, Inc.270$1.90 萬
Wagner Wealth Management, LLC200$1.40 萬
McMillion Capital Management Inc165$1.20 萬
Tevis Investment Management154$1.10 萬
Cedar Wealth Management, LLC112$8,000
GPS Wealth Strategies Group, LLC56$4,000
PFG Private Wealth Management, LLC35$3,000
Laurel Wealth Advisors LLC25$2,000
Morton Brown Family Wealth, LLC22$2,000
Community Bank, N.A.16$1,000
WR Wealth Planners, LLC6$431
Baron Silver Stevens Financial Advisors, LLC18–

尚未申報 2022 年第 4 季的機構(28 家)

2022 年第 3 季季末持有 Schwab Charles Corp、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 SCHW、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Eaton Vance Management5,633,133$4.05 億
Atlanta Capital Management Co L L C1,200,752$8,630 萬
Agf Investments Inc.803,803$5,777 萬
Sadoff Investment Management LLC700,377$5,034 萬
Maryland Capital Management299,240$2,151 萬
Covington Capital Management299,065$2,149 萬
American Research & Management Co.138,021$992.0 萬
Dowling & Yahnke LLC55,440$398.4 萬
ACG Wealth50,987$366.4 萬
Regentatlantic Capital LLC43,854$315.2 萬
Redpoint Investment Management Pty Ltd26,174$188.1 萬
55I, LLC24,672$177.3 萬
Round Table Services, LLC24,616$176.9 萬
Jefferies Group LLC23,448$168.5 萬
Corient Capital Partners, LLC25,483$161.0 萬
Bowling Portfolio Management LLC19,901$143.0 萬
American Portfolios Advisors12,333$88.6 萬
Wipfli Financial Advisors LLC,11,975$86.1 萬
Spearhead Capital Advisors, LLC10,908$78.4 萬
Inverness Counsel LLC9,314$66.9 萬
DRW Securities, L.L.C.6,741$48.4 萬
BTR Capital Management Inc6,092$43.8 萬
Beaumont Financial Partners, LLC3,700$26.6 萬
Corsicana & Co.1,500$10.8 萬
FourThought Financial, LLC1,269$9.10 萬
Siena Capital LLC200$1.40 萬
Surevest, LLC46$3,000
USA Financial Portformulas Corp7$1,000