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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 59,435 | $495.0 萬 | 0.26% | −1,853−3.0% | 減碼 |
| Fiduciary Group LLC | 59,463 | $495.1 萬 | 0.66% | −40.0% | 減碼 |
| Bokf, NA | 60,605 | $504.6 萬 | 0.09% | −13,886−18.6% | 減碼 |
| Montag A & Associates Inc | 60,709 | $505.5 萬 | 0.34% | −27,639−31.3% | 減碼 |
| National Asset Management, Inc. | 63,651 | $505.7 萬 | 0.14% | +8,932+16.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 60,871 | $506.8 萬 | 0.37% | +57,101+1,514.6% | 加碼 |
| LGT Group Foundation | 60,935 | $507.3 萬 | 0.16% | +15,059+32.8% | 加碼 |
| Riggs Asset Managment Co. Inc. | 62,889 | $523.6 萬 | 2.16% | +62,889 | 新進 |
| Cumberland Partners Ltd | 63,067 | $525.1 萬 | 0.55% | +49,395+361.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 63,068 | $525.1 萬 | 0.11% | −679−1.1% | 減碼 |
| La Banque Postale Asset Management SA | 63,446 | $528.3 萬 | 0.15% | +63,446 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 63,502 | $528.7 萬 | 1.05% | +383+0.6% | 加碼 |
| Connectus Wealth, LLC | 63,637 | $530.5 萬 | 0.14% | +2,249+3.7% | 加碼 |
| River & Mercantile Asset Management LLP | 63,984 | $532.7 萬 | 1.14% | −34,961−35.3% | 減碼 |
| Perkins Coie Trust Co | 64,393 | $536.1 萬 | 1.71% | −2,477−3.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 64,504 | $537.1 萬 | 0.21% | +138+0.2% | 加碼 |
| Ruffer LLP | 64,405 | $537.9 萬 | 0.36% | −565,346−89.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 64,721 | $539.5 萬 | 0.08% | −2,164−3.2% | 減碼 |
| Amica Mutual Insurance Co | 65,370 | $544.3 萬 | 0.69% | −25,135−27.8% | 減碼 |
| JB Capital LLC | 65,516 | $545.5 萬 | 0.53% | +2,848+4.5% | 加碼 |
| Madison Asset Management, LLC | 67,330 | $560.6 萬 | 0.09% | −779−1.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 67,619 | $563.0 萬 | 1.30% | −447−0.7% | 減碼 |
| Geneos Wealth Management Inc. | 67,770 | $564.3 萬 | 0.34% | −16,331−19.4% | 減碼 |
| Advocate Group LLC | 68,035 | $566.5 萬 | 1.22% | +5,268+8.4% | 加碼 |
| First American Bank | 68,347 | $569.1 萬 | 0.55% | +1,361+2.0% | 加碼 |
| Compass Wealth Management LLC | 68,400 | $569.5 萬 | 1.87% | +68,400 | 新進 |
| Erste Asset Management GmbH | 68,900 | $569.5 萬 | 0.12% | +68,900 | 新進 |
| Synovus Financial Corp | 68,622 | $571.3 萬 | 0.07% | +5,022+7.9% | 加碼 |
| Jefferies Financial Group Inc. | 68,625 | $571.4 萬 | 0.10% | +68,625 | 新進 |
| Argent Trust Co | 68,860 | $573.3 萬 | 0.38% | −2,297−3.2% | 減碼 |
| GHP Investment Advisors, Inc. | 69,307 | $577.1 萬 | 0.39% | +7,868+12.8% | 加碼 |
| Cetera Investment Advisers | 69,405 | $577.9 萬 | 0.05% | +20,154+40.9% | 加碼 |
| Conning Inc. | 70,141 | $584.0 萬 | 0.19% | −14,180−16.8% | 減碼 |
| Braun Stacey Associates Inc | 70,510 | $587.1 萬 | 0.33% | +70,510 | 新進 |
| Channing Capital Management, LLC | 71,640 | $596.5 萬 | 0.19% | −36,458−33.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 71,717 | $597.1 萬 | 0.01% | +2,205+3.2% | 加碼 |
| BancorpSouth Bank | 71,999 | $599.5 萬 | 0.55% | +261+0.4% | 加碼 |
| Torray LLC | 72,221 | $601.3 萬 | 1.08% | −861−1.2% | 減碼 |
| New Mexico Educational Retirement Board | 72,787 | $606.0 萬 | 0.33% | −4,300−5.6% | 減碼 |
| Marco Investment Management LLC | 72,939 | $607.3 萬 | 0.71% | −600−0.8% | 減碼 |
| TD Private Client Wealth LLC | 73,136 | $608.9 萬 | 0.29% | −3,760−4.9% | 減碼 |
| Mengis Capital Management, Inc. | 73,163 | $609.1 萬 | 1.33% | −899−1.2% | 減碼 |
| Heron Bay Capital Management | 73,539 | $612.3 萬 | 3.79% | +3,113+4.4% | 加碼 |
| JustInvest LLC | 73,871 | $615.0 萬 | 0.25% | +9,951+15.6% | 加碼 |
| Aviance Capital Partners, LLC | 74,065 | $616.7 萬 | 1.44% | +54+0.1% | 加碼 |
| Cumberland Advisors Inc | 74,445 | $619.8 萬 | 2.68% | −10,690−12.6% | 減碼 |
| Timber Creek Capital Management LLC | 74,865 | $623.3 萬 | 2.36% | −75−0.1% | 減碼 |
| Cullinan Associates Inc | 75,700 | $630.3 萬 | 0.35% | −300−0.4% | 減碼 |
| Manchester Global Management (UK) Ltd | 75,900 | $631.9 萬 | 2.56% | +75,900 | 新進 |
| Shelton Capital Management | 76,000 | $632.8 萬 | 0.67% | −120,628−61.3% | 減碼 |
| Marshall & Sullivan Inc | 76,442 | $636.5 萬 | 3.99% | −3,736−4.7% | 減碼 |
| Twin Lakes Capital Management, LLC | 77,029 | $641.3 萬 | 4.94% | −58−0.1% | 減碼 |
| Pathstone Family Office, LLC | 89,363 | $642.4 萬 | 0.13% | +38,498+75.7% | 加碼 |
| Chapman Investment Management, LLC | 77,843 | $648.1 萬 | 5.91% | −8,360−9.7% | 減碼 |
| Banque Pictet & Cie SA | 78,125 | $650.5 萬 | 0.07% | −21,837−21.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 78,271 | $651.7 萬 | 0.11% | +2,797+3.7% | 加碼 |
| Snowden Capital Advisors LLC | 78,532 | $653.9 萬 | 0.27% | +8,835+12.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 80,495 | $670.2 萬 | 0.05% | +18,738+30.3% | 加碼 |
| Yost Capital Management, LP | 80,532 | $670.5 萬 | 6.98% | 00.0% | 不變 |
| ING Groep NV | 80,840 | $673.1 萬 | 0.07% | +80,840 | 新進 |
| Norinchukin Bank, The | 81,096 | $675.2 萬 | 0.15% | −25,789−24.1% | 減碼 |
| Eagle Global Advisors LLC | 81,135 | $675.5 萬 | 0.47% | +840+1.0% | 加碼 |
| Prudential PLC | 81,526 | $678.8 萬 | 0.09% | +56,518+226.0% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 81,632 | $679.7 萬 | 2.72% | −18,777−18.7% | 減碼 |
| American Assets Investment Management, LLC | 81,674 | $680.0 萬 | 0.79% | 00.0% | 不變 |
| ProVise Management Group, LLC | 83,848 | $698.1 萬 | 0.71% | +45,527+118.8% | 加碼 |
| Highland Capital Management, LLC | 83,870 | $698.3 萬 | 0.49% | +697+0.8% | 加碼 |
| Valley National Advisers Inc | 83,978 | $700.5 萬 | 1.26% | −620−0.7% | 減碼 |
| Andra AP-fonden | 84,175 | $700.8 萬 | 0.21% | +9,000+12.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 84,277 | $701.7 萬 | 0.08% | +951+1.1% | 加碼 |
| Pinnacle Financial Partners Inc | 85,851 | $714.8 萬 | 0.21% | −85−0.1% | 減碼 |
| Hoylecohen, LLC | 86,064 | $716.6 萬 | 0.71% | −787−0.9% | 減碼 |
| Metropolitan Life Insurance Co | 86,110 | $717.0 萬 | 0.32% | −2,600−2.9% | 減碼 |
| United Asset Strategies, Inc. | 86,155 | $717.3 萬 | 1.00% | −2,042−2.3% | 減碼 |
| Ethic Inc. | 86,384 | $719.2 萬 | 0.39% | −11,734−12.0% | 減碼 |
| Meeder Asset Management Inc | 86,830 | $722.9 萬 | 0.63% | −25,382−22.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 87,313 | $727.0 萬 | 0.17% | +1,557+1.8% | 加碼 |
| Abeille Asset Management SA | 282,577 | $730.1 萬 | 0.38% | −1,383−0.5% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 87,717 | $730.3 萬 | 5.61% | −105,196−54.5% | 減碼 |
| Worldquant Millennium Advisors LLC | 87,766 | $730.7 萬 | 0.17% | −358,808−80.3% | 減碼 |
| Ironwood Investment Counsel, LLC | 88,632 | $738.0 萬 | 1.79% | +347+0.4% | 加碼 |
| BlueMar Capital Management, LLC | 89,525 | $745.4 萬 | 6.34% | +73,125+445.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 90,059 | $749.8 萬 | 0.04% | +2,565+2.9% | 加碼 |
| Busey Wealth Management | 90,606 | $754.4 萬 | 0.34% | −2,254−2.4% | 減碼 |
| Gamble Jones Investment Counsel | 91,227 | $759.6 萬 | 0.57% | +70,101+331.8% | 加碼 |
| Grimes & Company, Inc. | 92,441 | $769.7 萬 | 0.32% | +6,451+7.5% | 加碼 |
| Oppenheimer & Co Inc | 92,584 | $770.9 萬 | 0.18% | +9,375+11.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 92,995 | $774.3 萬 | 0.38% | −11,975−11.4% | 減碼 |
| Transform Wealth, LLC | 93,557 | $779.0 萬 | 0.87% | −970−1.0% | 減碼 |
| Overbrook Management Corp | 93,869 | $781.6 萬 | 2.27% | +93,869 | 新進 |
| Walleye Trading LLC | 94,996 | $790.9 萬 | 0.20% | +55,872+142.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 96,389 | $801.1 萬 | 0.78% | −2,274−2.3% | 減碼 |
| Nelson Capital Management, LLC | 97,108 | $808.5 萬 | 2.37% | −2,364−2.4% | 減碼 |
| Westbourne Investment Advisors, Inc. | 98,297 | $818.4 萬 | 4.13% | −1,481−1.5% | 減碼 |
| Vestor Capital, LLC | 98,322 | $818.6 萬 | 0.99% | +26,828+37.5% | 加碼 |
| Louisiana State Employees Retirement System | 98,600 | $820.9 萬 | 0.22% | +900+0.9% | 加碼 |
| Annex Advisory Services, LLC | 98,647 | $821.3 萬 | 0.46% | +3,900+4.1% | 加碼 |
| Lafayette Investments, Inc. | 99,347 | $827.2 萬 | 2.33% | +437+0.4% | 加碼 |
| First Western Trust Bank | 100,435 | $836.2 萬 | 0.48% | +4,658+4.9% | 加碼 |
| Northeast Financial Consultants Inc | 100,556 | $837.2 萬 | 0.57% | 00.0% | 不變 |