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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 431,859 | $3,596 萬 | 0.27% | −8,348−1.9% | 減碼 |
| LPL Financial LLC | 434,151 | $3,615 萬 | 0.03% | +18,813+4.5% | 加碼 |
| Nomura Asset Management Co Ltd | 439,597 | $3,660 萬 | 0.21% | +5,660+1.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 441,464 | $3,676 萬 | 2.74% | −128,681−22.6% | 減碼 |
| Azora Capital LP | 444,570 | $3,701 萬 | 6.30% | +444,570 | 新進 |
| Nisa Investment Advisors, LLC | 445,995 | $3,713 萬 | 0.29% | −15,476−3.4% | 減碼 |
| American International Group, Inc. | 452,487 | $3,767 萬 | 0.26% | −36,776−7.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 456,432 | $3,796 萬 | 0.10% | +58,914+14.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 458,893 | $3,821 萬 | 0.19% | −259,189−36.1% | 減碼 |
| Aviva PLC | 469,826 | $3,912 萬 | 0.19% | −7,926−1.7% | 減碼 |
| First Republic Investment Management, Inc. | 471,127 | $3,923 萬 | 0.09% | +37,473+8.6% | 加碼 |
| Greenwich Wealth Management LLC | 480,866 | $4,004 萬 | 4.40% | +494+0.1% | 加碼 |
| Gateway Investment Advisers LLC | 490,345 | $4,083 萬 | 0.50% | −51,419−9.5% | 減碼 |
| Employees Retirement System of Texas | 499,894 | $4,162 萬 | 0.61% | +166,839+50.1% | 加碼 |
| Allen Operations LLC | 502,815 | $4,186 萬 | 11.19% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 503,360 | $4,191 萬 | 0.09% | +220,770+78.1% | 加碼 |
| CIBC World Markets Corp | 504,476 | $4,200 萬 | 0.28% | −304,887−37.7% | 減碼 |
| Vaughan David Investments LLC | 515,408 | $4,291 萬 | 1.28% | +2,182+0.4% | 加碼 |
| Provident Investment Management, Inc. | 522,962 | $4,354 萬 | 5.16% | +522,962 | 新進 |
| Citadel Advisors LLC | 532,647 | $4,435 萬 | 0.05% | +276,756+108.2% | 加碼 |
| Crestwood Advisors Group LLC | 547,807 | $4,561 萬 | 1.55% | +16,150+3.0% | 加碼 |
| Snyder Capital Management L P | 554,473 | $4,617 萬 | 1.04% | +80,886+17.1% | 加碼 |
| Summitry LLC | 557,128 | $4,639 萬 | 3.41% | −14,562−2.5% | 減碼 |
| Storebrand Asset Management AS | 563,030 | $4,688 萬 | 0.26% | −6,524−1.1% | 減碼 |
| Susquehanna International Group, LLP | 569,399 | $4,741 萬 | 0.09% | +438,519+335.1% | 加碼 |
| Federated Hermes, Inc. | 569,977 | $4,746 萬 | 0.13% | +1,420+0.2% | 加碼 |
| Hosking Partners LLP | 574,025 | $4,779 萬 | 1.93% | −135,965−19.2% | 減碼 |
| Asset Management One Co.,Ltd. | 578,925 | $4,787 萬 | 0.23% | −26,533−4.4% | 減碼 |
| Rafferty Asset Management, LLC | 587,411 | $4,891 萬 | 0.41% | +62,966+12.0% | 加碼 |
| Swedbank AB | 588,184 | $4,897 萬 | 0.11% | +12,098+2.1% | 加碼 |
| Calamos Advisors LLC | 591,632 | $4,926 萬 | 0.24% | +1,665+0.3% | 加碼 |
| Aureus Asset Management, LLC | 593,121 | $4,938 萬 | 4.26% | +21,073+3.7% | 加碼 |
| Oak Associates, Ltd | 597,228 | $4,973 萬 | 4.17% | −79,536−11.8% | 減碼 |
| Bristol John W & Co Inc | 598,115 | $4,980 萬 | 1.18% | +2,105+0.4% | 加碼 |
| M&T Bank Corp | 599,863 | $4,994 萬 | 0.20% | +31,694+5.6% | 加碼 |
| Central Securities Corp | 600,000 | $4,996 萬 | 6.46% | 00.0% | 不變 |
| Suvretta Capital Management, LLC | 604,204 | $5,031 萬 | 2.11% | +604,204 | 新進 |
| Nicholas Company, Inc. | 606,230 | $5,047 萬 | 1.08% | −1550.0% | 減碼 |
| Bridgewater Associates, LP | 610,615 | $5,084 萬 | 0.28% | +365,874+149.5% | 加碼 |
| Pinebridge Investments, L.P. | 612,525 | $5,100 萬 | 0.62% | +61,772+11.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 621,036 | $5,171 萬 | 0.88% | +21,573+3.6% | 加碼 |
| Thornburg Investment Management Inc | 621,115 | $5,171 萬 | 0.87% | −943−0.2% | 減碼 |
| First Manhattan Co | 621,435 | $5,174 萬 | 0.19% | +177,118+39.9% | 加碼 |
| Rockefeller Capital Management L.P. | 626,076 | $5,213 萬 | 0.26% | +472,150+306.7% | 加碼 |
| Glenmede Trust Co NA | 627,451 | $5,224 萬 | 0.31% | −241,041−27.8% | 減碼 |
| Natixis Advisors, L.P. | 627,466 | $5,224 萬 | 0.20% | −3,219−0.5% | 減碼 |
| HughesLittle Investment Management Ltd. | 639,890 | $5,328 萬 | 15.73% | −17,820−2.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 640,586 | $5,334 萬 | 0.15% | −207,395−24.5% | 減碼 |
| Barr E S & Co | 649,742 | $5,410 萬 | 4.49% | +135,437+26.3% | 加碼 |
| Capital World Investors | 650,894 | $5,419 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 666,336 | $5,548 萬 | 0.05% | −150,069−18.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 677,234 | $5,566 萬 | 0.15% | +31,906+4.9% | 加碼 |
| State of Tennessee, Treasury Department | 673,803 | $5,610 萬 | 0.26% | −7,568−1.1% | 減碼 |
| Treasurer of the State of North Carolina | 676,222 | $5,630 萬 | 0.34% | +14,020+2.1% | 加碼 |
| Ninety One North America, Inc. | 677,392 | $5,640 萬 | 2.76% | −86,909−11.4% | 減碼 |
| Mariner, LLC | 677,462 | $5,641 萬 | 0.18% | +3,624+0.5% | 加碼 |
| Jacobs Levy Equity Management, Inc | 694,162 | $5,780 萬 | 0.39% | +694,162 | 新進 |
| Pictet Asset Management SA | 698,837 | $5,819 萬 | 0.08% | +11,047+1.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 699,900 | $5,827 萬 | 0.65% | −103,900−12.9% | 減碼 |
| James Hambro & Partners | 719,526 | $5,990 萬 | 4.58% | +438,128+155.7% | 加碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 726,426 | $6,048 萬 | 3.43% | −45,224−5.9% | 減碼 |
| Fort Pitt Capital Group, LLC | 733,391 | $6,106 萬 | 2.49% | −45,216−5.8% | 減碼 |
| Becker Capital Management Inc | 736,159 | $6,129 萬 | 2.86% | +7,850+1.1% | 加碼 |
| Ami Asset Management Corp | 738,898 | $6,152 萬 | 4.31% | −2,391−0.3% | 減碼 |
| Victory Capital Management Inc | 753,906 | $6,277 萬 | 0.07% | −1,127,436−59.9% | 減碼 |
| Clarkston Capital Partners, LLC | 778,047 | $6,478 萬 | 1.22% | +945+0.1% | 加碼 |
| AMF Pensionsforsakring AB | 779,765 | $6,494 萬 | 0.74% | +280,446+56.2% | 加碼 |
| Royal London Asset Management Ltd | 820,198 | $6,829 萬 | 0.31% | +556+0.1% | 加碼 |
| Blue Whale Capital LLP | 827,000 | $6,886 萬 | 11.74% | −165,500−16.7% | 減碼 |
| Premier Fund Managers Ltd | 842,770 | $6,967 萬 | 2.71% | +838,198+18,333.3% | 加碼 |
| Cercano Management LLC | 846,325 | $7,047 萬 | 2.86% | +846,325 | 新進 |
| Agf Management Ltd | 850,711 | $7,083 萬 | 0.51% | +850,711 | 新進 |
| GFI Investment Counsel Ltd. | 850,998 | $7,085 萬 | 11.94% | −14,530−1.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 851,475 | $7,089 萬 | 0.55% | +82,319+10.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 859,482 | $7,156 萬 | 0.27% | +1,835+0.2% | 加碼 |
| TD Asset Management Inc | 862,102 | $7,178 萬 | 0.09% | +3,886+0.5% | 加碼 |
| Canada Pension Plan Investment Board | 875,433 | $7,289 萬 | 0.13% | −297,128−25.3% | 減碼 |
| Ariel Investments, LLC | 884,406 | $7,364 萬 | 0.75% | −226,576−20.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 893,902 | $7,443 萬 | 0.32% | −55,151−5.8% | 減碼 |
| Bowen Hanes & Co Inc | 913,074 | $7,602 萬 | 2.70% | +1,464+0.2% | 加碼 |
| Tocqueville Asset Management L.P. | 970,979 | $8,084 萬 | 1.54% | −36,885−3.7% | 減碼 |
| Westpac Banking Corp | 976,857 | $8,133 萬 | 1.20% | −229,882−19.0% | 減碼 |
| London Co of Virginia | 994,137 | $8,277 萬 | 0.49% | −32,643−3.2% | 減碼 |
| Cerity Partners LLC | 951,803 | $8,319 萬 | 0.54% | +599,878+170.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,006,579 | $8,381 萬 | 0.21% | −19,681−1.9% | 減碼 |
| KBC Group NV | 1,015,116 | $8,452 萬 | 0.41% | −17,070−1.7% | 減碼 |
| Equity Investment Corp | 1,023,432 | $8,521 萬 | 2.87% | +7,011+0.7% | 加碼 |
| AustralianSuper Pty Ltd | 1,041,337 | $8,533 萬 | 0.62% | −169,727−14.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,059,997 | $8,686 萬 | 0.24% | +121,742+13.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,054,446 | $8,779 萬 | 0.27% | −337,100−24.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,069,511 | $8,905 萬 | 0.61% | +87,122+8.9% | 加碼 |
| Balyasny Asset Management LLC | 1,077,096 | $8,968 萬 | 0.32% | +584,281+118.6% | 加碼 |
| STRS Ohio | 1,080,580 | $8,997 萬 | 0.41% | +404,551+59.8% | 加碼 |
| Great West Life Assurance Co | 1,077,606 | $9,011 萬 | 0.24% | +42,401+4.1% | 加碼 |
| Coronation Fund Managers Ltd. | 1,091,679 | $9,089 萬 | 2.53% | +417,749+62.0% | 加碼 |
| Zurich Insurance Group Ltd | 1,125,387 | $9,370 萬 | 1.34% | +139,560+14.2% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,135,300 | $9,453 萬 | 1.27% | +19,000+1.7% | 加碼 |
| Clark Capital Management Group, Inc. | 1,158,794 | $9,648 萬 | 0.89% | +46,055+4.1% | 加碼 |
| Par Capital Management Inc | 1,159,500 | $9,654 萬 | 3.47% | +5,000+0.4% | 加碼 |
| Lazard Asset Management LLC | 1,170,677 | $9,747 萬 | 0.13% | +88,102+8.1% | 加碼 |