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 4 季 13F 持有人
Schwab Charles Corp 在 2022/12/31 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
- 1,626
- 較 2022 年第 3 季 +134 家
- 持有股數
- 15.6 億
- 較 2022 年第 3 季 +2.20 億 (+16.4%)
- 總市值
- $1,299 億
- 較 2022 年第 3 季 +$332.8 億 (+34.4%)
- 新進機構
- 212
- 另有 652 家加碼
- 清倉機構
- 78
- 另有 542 家減碼
另有 28 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 23,972 | $199.5 萬 | 0.01% | −3,566−12.9% | 減碼 |
| Chesley Taft & Associates LLC | 24,006 | $199.9 萬 | 0.14% | 00.0% | 不變 |
| 1st Source Bank | 24,291 | $202.2 萬 | 0.13% | −50−0.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 24,352 | $202.8 萬 | 0.80% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 24,357 | $202.8 萬 | 0.95% | +23,822+4,452.7% | 加碼 |
| Chartwell Investment Partners, LLC | 24,411 | $203.2 萬 | 0.08% | −53−0.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 24,808 | $206.6 萬 | 0.16% | +2,657+12.0% | 加碼 |
| O'Brien Greene & Co. Inc | 24,895 | $207.3 萬 | 0.79% | +24,895 | 新進 |
| Whittier Trust Co of Nevada Inc | 24,979 | $208.0 萬 | 0.08% | +388+1.6% | 加碼 |
| Beverly Hills Private Wealth, LLC | 24,999 | $208.1 萬 | 0.91% | +24,999 | 新進 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $208.2 萬 | 0.34% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $208.2 萬 | 0.41% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 25,495 | $212.3 萬 | 0.14% | +25,495 | 新進 |
| Palisade Asset Management, LLC | 25,800 | $214.8 萬 | 0.25% | +1,871+7.8% | 加碼 |
| Difesa Capital Management, LP | 25,850 | $215.2 萬 | 1.68% | +11,200+76.5% | 加碼 |
| Aspiriant, LLC | 25,886 | $215.5 萬 | 0.11% | +305+1.2% | 加碼 |
| Redmond Asset Management, LLC | 26,205 | $218.2 萬 | 0.78% | −130−0.5% | 減碼 |
| Aurora Investment Counsel | 26,340 | $219.3 萬 | 1.52% | −1,624−5.8% | 減碼 |
| EP Wealth Advisors, LLC | 26,349 | $219.4 萬 | 0.04% | +1,300+5.2% | 加碼 |
| Colonial Trust Co | 26,359 | $219.5 萬 | 0.60% | +1,650+6.7% | 加碼 |
| Avitas Wealth Management LLC | 26,420 | $220.0 萬 | 0.46% | +223+0.9% | 加碼 |
| Alpha DNA Investment Management LLC | 26,437 | $220.1 萬 | 1.17% | +6,609+33.3% | 加碼 |
| Associated Banc-Corp | 26,522 | $220.8 萬 | 0.09% | −305−1.1% | 減碼 |
| CWA Asset Management Group, LLC | 26,572 | $221.2 萬 | 0.18% | −48−0.2% | 減碼 |
| Sheets Smith Wealth Management | 26,577 | $221.3 萬 | 0.35% | 00.0% | 不變 |
| Garner Asset Management Corp | 26,579 | $221.3 萬 | 1.09% | −124−0.5% | 減碼 |
| Frisch Financial Group, Inc. | 26,620 | $221.6 萬 | 0.83% | +257+1.0% | 加碼 |
| Hudson Canyon Capital Management | 26,688 | $222.2 萬 | 2.05% | −582−2.1% | 減碼 |
| Brown Brothers Harriman & Co | 26,858 | $223.6 萬 | 0.02% | −1,780−6.2% | 減碼 |
| Kinneret Advisory, LLC | 27,006 | $224.9 萬 | 0.30% | −14,997−35.7% | 減碼 |
| Colony Group LLC | 27,081 | $225.5 萬 | 0.03% | +10,285+61.2% | 加碼 |
| 180 Wealth Advisors, LLC | 29,031 | $226.6 萬 | 0.53% | −689−2.3% | 減碼 |
| Capital Advisors Inc | 27,295 | $227.3 萬 | 0.06% | −555−2.0% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 27,304 | $227.3 萬 | 2.00% | +703+2.6% | 加碼 |
| Armstrong Henry H Associates Inc | 27,591 | $229.7 萬 | 0.28% | 00.0% | 不變 |
| Riverpark Capital Management LLC | 27,830 | $231.7 萬 | 5.36% | −55,842−66.7% | 減碼 |
| Martin Capital Advisors, LLP | 27,884 | $232.2 萬 | 2.60% | +5,663+25.5% | 加碼 |
| Voya Financial Advisors, Inc. | 28,114 | $232.4 萬 | 0.30% | −1,772−5.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 27,958 | $232.8 萬 | 0.02% | −24,086−46.3% | 減碼 |
| Bleakley Financial Group, LLC | 27,968 | $232.9 萬 | 0.08% | +27,968 | 新進 |
| Wright Investors Service Inc | 28,259 | $235.3 萬 | 0.67% | +9,515+50.8% | 加碼 |
| Regency Capital Management Inc. | 28,739 | $239.3 萬 | 2.75% | +23,647+464.4% | 加碼 |
| Raymond James Trust N.A. | 28,828 | $240.0 萬 | 0.08% | −471−1.6% | 減碼 |
| Private Wealth Partners, LLC | 28,975 | $241.2 萬 | 0.28% | +400+1.4% | 加碼 |
| Greenleaf Trust | 29,154 | $242.7 萬 | 0.03% | +2,801+10.6% | 加碼 |
| Sumitomo Life Insurance Co | 29,188 | $243.0 萬 | 0.18% | −264−0.9% | 減碼 |
| Central Bank & Trust Co | 29,232 | $243.4 萬 | 0.46% | −4,260−12.7% | 減碼 |
| Parkwood LLC | 29,448 | $245.2 萬 | 0.50% | +29,448 | 新進 |
| K.J. Harrison & Partners Inc | 22,083 | $249.0 萬 | 0.49% | 00.0% | 不變 |
| West Oak Capital, LLC | 29,985 | $249.7 萬 | 1.30% | −2,030−6.3% | 減碼 |
| united american securities inc. (d/b/a uas asset management) | 30,000 | $249.8 萬 | 0.89% | −10,000−25.0% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $249.8 萬 | 1.74% | 00.0% | 不變 |
| Nations Financial Group Inc, | 30,048 | $250.2 萬 | 0.28% | +30,048 | 新進 |
| Picton Mahoney Asset Management | 30,060 | $250.3 萬 | 0.13% | −20,960−41.1% | 減碼 |
| Ossiam | 30,130 | $250.9 萬 | 0.07% | −8,636−22.3% | 減碼 |
| Credit Agricole S A | 30,142 | $251.0 萬 | 0.09% | +17,596+140.3% | 加碼 |
| Naples Global Advisors, LLC | 30,254 | $251.9 萬 | 0.32% | +844+2.9% | 加碼 |
| Ancora Advisors, LLC | 30,255 | $251.9 萬 | 0.07% | −473−1.5% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 30,360 | $252.8 萬 | 0.57% | +30,360 | 新進 |
| Tower Research Capital LLC (TRC) | 30,609 | $254.8 萬 | 0.11% | −120,979−79.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 30,659 | $255.3 萬 | 0.06% | −1,352−4.2% | 減碼 |
| JT Stratford LLC | 30,711 | $255.7 萬 | 0.82% | +1,284+4.4% | 加碼 |
| Bartlett & Co. LLC | 30,976 | $257.9 萬 | 0.05% | −376−1.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 30,976 | $257.9 萬 | 0.05% | −376−1.2% | 減碼 |
| F/M Investments LLC | 31,013 | $258.2 萬 | 3.13% | −2,552−7.6% | 減碼 |
| Johnson Investment Counsel Inc | 31,066 | $258.7 萬 | 0.04% | +501+1.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 31,221 | $259.9 萬 | 0.01% | −604,117−95.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,476 | $262.1 萬 | 0.12% | −6,571−17.3% | 減碼 |
| Harfst & Associates, Inc. | 31,965 | $266.1 萬 | 0.77% | +90.0% | 加碼 |
| 3Chopt Investment Partners, LLC | 32,133 | $267.5 萬 | 1.46% | +32,133 | 新進 |
| Parallel Advisors, LLC | 32,260 | $268.6 萬 | 0.12% | +4,716+17.1% | 加碼 |
| Baader Bank INC | 32,602 | $271.4 萬 | 0.25% | −8,640−20.9% | 減碼 |
| Investment Advisory Services Inc | 32,642 | $271.8 萬 | 1.40% | +164+0.5% | 加碼 |
| SYSTM Wealth Solutions LLC | 32,705 | $272.3 萬 | 0.34% | +32,705 | 新進 |
| Phoenix Holdings Ltd. | 32,928 | $274.2 萬 | 0.05% | −9,247−21.9% | 減碼 |
| Red Spruce Capital, LLC | 33,474 | $278.7 萬 | 1.77% | +1,500+4.7% | 加碼 |
| Old National Bancorp | 33,523 | $279.1 萬 | 0.09% | +2,592+8.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 33,540 | $279.3 萬 | 0.17% | −25,106−42.8% | 減碼 |
| Gyon Technologies Capital Management, LP | 34,429 | $286.7 萬 | 1.07% | +34,429 | 新進 |
| Vestcor Inc | 34,498 | $287.2 萬 | 0.11% | +255+0.7% | 加碼 |
| Capital Investment Counsel, Inc | 34,529 | $287.5 萬 | 0.68% | −326−0.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 35,000 | $291.4 萬 | 0.08% | 00.0% | 不變 |
| Bessemer Securities LLC | 35,102 | $292.3 萬 | 1.31% | −9,700−21.7% | 減碼 |
| Thompson Investment Management, Inc. | 35,437 | $295.0 萬 | 0.54% | 00.0% | 不變 |
| Courier Capital LLC | 35,681 | $297.1 萬 | 0.34% | +3,492+10.8% | 加碼 |
| MAI Capital Management | 35,759 | $297.7 萬 | 0.05% | +1,388+4.0% | 加碼 |
| Miracle Mile Advisors, LLC | 36,023 | $299.9 萬 | 0.10% | +1,830+5.4% | 加碼 |
| Siemens Fonds Invest GmbH | 36,114 | $300.7 萬 | 0.30% | −1,587−4.2% | 減碼 |
| Perigon Wealth Management, LLC | 36,328 | $302.5 萬 | 0.19% | +3,109+9.4% | 加碼 |
| Granite Investment Partners, LLC | 36,501 | $303.9 萬 | 0.13% | +5,500+17.7% | 加碼 |
| Everence Capital Management Inc | 36,590 | $304.6 萬 | 0.26% | −6,890−15.8% | 減碼 |
| Linscomb & Williams, Inc. | 36,816 | $306.5 萬 | 0.16% | +1,488+4.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 36,909 | $307.3 萬 | 0.05% | −39−0.1% | 減碼 |
| Moody National Bank Trust Division | 37,184 | $309.6 萬 | 0.27% | +70+0.2% | 加碼 |
| Salvus Wealth Management, LLC | 37,228 | $310.0 萬 | 2.84% | −85−0.2% | 減碼 |
| Assetmark, Inc | 37,258 | $310.2 萬 | 0.01% | −1,148−3.0% | 減碼 |
| Twin Capital Management Inc | 37,318 | $310.7 萬 | 0.40% | −1,860−4.7% | 減碼 |
| Empirical Finance, LLC | 37,699 | $313.9 萬 | 0.32% | +3,341+9.7% | 加碼 |
| Watchman Group, Inc. | 37,900 | $315.6 萬 | 1.74% | +37,900 | 新進 |
| Wunderlich Capital Managemnt | 37,907 | $315.6 萬 | 1.76% | −291−0.8% | 減碼 |