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 |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 38,725 | $322.4 萬 | 0.12% | −1,500−3.7% | 減碼 |
| Quinn Opportunity Partners LLC | 38,734 | $322.5 萬 | 0.40% | +4,434+12.9% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 38,824 | $323.2 萬 | 2.37% | −1,691−4.2% | 減碼 |
| KCM Investment Advisors LLC | 39,704 | $330.6 萬 | 0.14% | +67+0.2% | 加碼 |
| Quantinno Capital Management LP | 39,890 | $332.1 萬 | 0.25% | +10,994+38.0% | 加碼 |
| Pine Haven Investment Counsel, Inc | 40,209 | $334.8 萬 | 3.68% | +221+0.6% | 加碼 |
| Telemus Capital, LLC | 39,612 | $334.9 萬 | 0.31% | +486+1.2% | 加碼 |
| Colonial Trust Advisors | 40,451 | $336.8 萬 | 0.41% | +1,641+4.2% | 加碼 |
| Fosun International Ltd | 40,522 | $337.4 萬 | 0.30% | −1,140−2.7% | 減碼 |
| Chatham Capital Group, Inc. | 40,527 | $337.4 萬 | 0.79% | +3,420+9.2% | 加碼 |
| Central Trust Co | 40,619 | $338.2 萬 | 0.10% | +5,863+16.9% | 加碼 |
| CWM, LLC | 40,659 | $338.5 萬 | 0.02% | +3,685+10.0% | 加碼 |
| Permanens Capital L.P. | 40,965 | $341.1 萬 | 0.83% | −5,230−11.3% | 減碼 |
| Sculati Wealth Management, LLC | 41,094 | $342.2 萬 | 1.92% | +174+0.4% | 加碼 |
| Hunter Perkins Capital Management, LLC | 41,120 | $342.3 萬 | 0.78% | 00.0% | 不變 |
| SOL Capital Management CO | 41,298 | $343.8 萬 | 0.61% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 41,516 | $345.7 萬 | 0.39% | −2,102−4.8% | 減碼 |
| Taika Capital, LP | 41,600 | $346.4 萬 | 1.82% | +41,600 | 新進 |
| Main Street Research LLC | 41,942 | $349.2 萬 | 0.85% | +341+0.8% | 加碼 |
| PEAK6 Investments LLC | 42,192 | $351.3 萬 | 0.19% | +42,192 | 新進 |
| Stony Point Wealth Management Inc. | 42,627 | $354.9 萬 | 1.96% | +28,647+204.9% | 加碼 |
| Pring Turner Capital Group Inc | 42,937 | $357.5 萬 | 3.90% | −10,648−19.9% | 減碼 |
| Scotia Capital Inc. | 42,939 | $357.5 萬 | 0.03% | −13,551−24.0% | 減碼 |
| Pettee Investors, Inc. | 43,152 | $359.3 萬 | 1.76% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 43,227 | $359.9 萬 | 0.07% | −1,743−3.9% | 減碼 |
| Burleson & Company, LLC | 43,249 | $360.1 萬 | 0.90% | +118+0.3% | 加碼 |
| Malaga Cove Capital, LLC | 43,313 | $360.6 萬 | 1.97% | −444−1.0% | 減碼 |
| American Trust | 43,354 | $361.0 萬 | 0.34% | +2,378+5.8% | 加碼 |
| Bryn Mawr Trust Co | 43,641 | $363.4 萬 | 0.17% | −1,287−2.9% | 減碼 |
| Illinois Municipal Retirement Fund | 43,850 | $365.1 萬 | 0.08% | 00.0% | 不變 |
| Veritable, L.P. | 43,918 | $365.7 萬 | 0.07% | +693+1.6% | 加碼 |
| Keybank National Association | 44,133 | $367.5 萬 | 0.02% | −486−1.1% | 減碼 |
| Webster Bank, N. A. | 44,371 | $369.4 萬 | 0.50% | −510−1.1% | 減碼 |
| Advisor Partners II, LLC | 44,710 | $372.3 萬 | 0.23% | +10,390+30.3% | 加碼 |
| True North Advisors, LLC | 45,000 | $374.7 萬 | 1.28% | 00.0% | 不變 |
| Cloverfields Capital Group, LP | 45,539 | $379.2 萬 | 1.21% | +45,539 | 新進 |
| PFG Advisors | 45,586 | $379.6 萬 | 0.37% | −1,436−3.1% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 46,146 | $384.2 萬 | 1.86% | +4,450+10.7% | 加碼 |
| Stephens Inc | 46,337 | $385.8 萬 | 0.08% | +1,130+2.5% | 加碼 |
| Covey Capital Advisors, LLC | 46,615 | $388.1 萬 | 6.32% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 46,921 | $390.7 萬 | 0.92% | −196−0.4% | 減碼 |
| Roundview Capital LLC | 47,120 | $392.3 萬 | 0.45% | +5,521+13.3% | 加碼 |
| Connable Office Inc | 47,163 | $392.7 萬 | 0.56% | −164−0.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 47,807 | $398.0 萬 | 0.10% | −8,907−15.7% | 減碼 |
| Northwest Investment Counselors, LLC | 47,872 | $398.6 萬 | 1.15% | +1,753+3.8% | 加碼 |
| Abner Herrman & Brock LLC | 48,350 | $402.6 萬 | 0.62% | +48,350 | 新進 |
| Metis Global Partners, LLC | 48,479 | $403.6 萬 | 0.36% | +18,672+62.6% | 加碼 |
| Intrinsic Value Partners, LLC | 48,596 | $404.6 萬 | 5.54% | −4,300−8.1% | 減碼 |
| Achmea Investment Management B.V. | 51,954 | $405.3 萬 | 0.14% | +463+0.9% | 加碼 |
| William Allan, LLC | 48,868 | $406.9 萬 | 3.42% | +174+0.4% | 加碼 |
| Wetherby Asset Management Inc | 49,153 | $409.2 萬 | 0.26% | +2,938+6.4% | 加碼 |
| Pinnacle Associates Ltd | 49,161 | $409.3 萬 | 0.09% | +344+0.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 49,368 | $411.0 萬 | 0.78% | −548−1.1% | 減碼 |
| Signet Financial Management, LLC | 49,378 | $411.1 萬 | 0.73% | +139+0.3% | 加碼 |
| Gill Capital Partners, LLC | 49,690 | $413.7 萬 | 1.95% | −325−0.6% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $416.3 萬 | 1.83% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 50,070 | $416.9 萬 | 0.49% | +71+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 50,205 | $418.0 萬 | 0.04% | −520−1.0% | 減碼 |
| Gotham Asset Management, LLC | 50,395 | $419.6 萬 | 0.12% | +159+0.3% | 加碼 |
| Capstone Investment Advisors, LLC | 50,682 | $422.0 萬 | 0.11% | −29,487−36.8% | 減碼 |
| Advisory Services Network, LLC | 50,831 | $423.2 萬 | 0.13% | +1,799+3.7% | 加碼 |
| Investment Research & Advisory Group, Inc. | 51,344 | $427.5 萬 | 2.85% | −357−0.7% | 減碼 |
| Gs Investments, Inc. | 51,408 | $428.0 萬 | 2.65% | +125+0.2% | 加碼 |
| Harrington Investments, INC | 51,579 | $429.4 萬 | 3.11% | +20.0% | 加碼 |
| Wealthspire Advisors, LLC | 51,738 | $430.8 萬 | 0.08% | +19,761+61.8% | 加碼 |
| Vident Investment Advisory, LLC | 51,794 | $431.2 萬 | 0.16% | +26,819+107.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 51,824 | $431.5 萬 | 0.07% | +3,880+8.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 51,885 | $432.0 萬 | 0.07% | +6,240+13.7% | 加碼 |
| East Coast Asset Management, LLC. | 52,314 | $435.6 萬 | 2.21% | −830−1.6% | 減碼 |
| Group One Trading, L.P. | 52,428 | $436.5 萬 | 0.15% | +25,784+96.8% | 加碼 |
| Condor Capital Management | 52,638 | $438.3 萬 | 0.55% | −249−0.5% | 減碼 |
| Hohimer Wealth Management, LLC | 52,928 | $440.7 萬 | 1.41% | −1,703−3.1% | 減碼 |
| Brookstone Capital Management | 52,617 | $444.8 萬 | 0.09% | +18,841+55.8% | 加碼 |
| Jessup Wealth Management, Inc | 53,563 | $446.0 萬 | 2.83% | +53,563 | 新進 |
| Bridgecreek Investment Management, LLC | 53,600 | $446.3 萬 | 1.00% | +650+1.2% | 加碼 |
| Commerce Bank | 53,914 | $448.9 萬 | 0.04% | +231+0.4% | 加碼 |
| WCG Wealth Advisors LLC | 53,939 | $449.1 萬 | 0.62% | +6,460+13.6% | 加碼 |
| RBF Capital, LLC | 54,000 | $449.6 萬 | 0.34% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 54,818 | $451.4 萬 | 0.05% | +8,830+19.2% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 54,465 | $453.5 萬 | 1.69% | +500+0.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 54,721 | $455.6 萬 | 0.39% | 00.0% | 不變 |
| Crestline Management, LP | 55,000 | $457.9 萬 | 0.67% | +45,000+450.0% | 加碼 |
| Steel Canyon Capital, LLC | 55,017 | $458.1 萬 | 8.52% | −13,504−19.7% | 減碼 |
| CX Institutional | 55,191 | $459.5 萬 | 0.28% | +3,518+6.8% | 加碼 |
| Allstate Corp | 55,523 | $462.3 萬 | 0.14% | +833+1.5% | 加碼 |
| Allstate Investment Management Co | 55,523 | $462.3 萬 | 0.14% | +55,523 | 新進 |
| Mitchell Capital Management Co | 55,570 | $462.7 萬 | 1.28% | +11,554+26.2% | 加碼 |
| VELA Investment Management, LLC | 55,597 | $462.9 萬 | 2.29% | +3,207+6.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 55,657 | $463.3 萬 | 0.07% | −6,343−10.2% | 減碼 |
| Goelzer Investment Management, Inc. | 55,772 | $464.4 萬 | 0.40% | +12,930+30.2% | 加碼 |
| Bailard, Inc. | 55,876 | $465.2 萬 | 0.18% | +487+0.9% | 加碼 |
| Sendero Wealth Management, LLC | 55,918 | $465.6 萬 | 1.66% | −32,412−36.7% | 減碼 |
| United Services Automobile Association | 56,698 | $472.1 萬 | 0.11% | −629−1.1% | 減碼 |
| Reliant Investment Management, LLC | 57,250 | $476.7 萬 | 2.84% | +57,250 | 新進 |
| Lincoln Capital Corp | 57,817 | $481.4 萬 | 2.95% | +256+0.4% | 加碼 |
| Brinker Capital Investments, LLC | 57,948 | $482.5 萬 | 0.10% | −1,696−2.8% | 減碼 |
| AMG National Trust Bank | 58,049 | $483.3 萬 | 0.18% | +1,884+3.4% | 加碼 |
| Financial Enhancement Group LLC | 60,032 | $483.9 萬 | 0.93% | +55,645+1,268.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 58,288 | $485.3 萬 | 0.08% | −7,641−11.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 59,007 | $491.3 萬 | 0.10% | +5,634+10.6% | 加碼 |