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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 12,171,943 | $10.1 億 | 0.30% | +76,815+0.6% | 加碼 |
| Parnassus Investments | 12,647,066 | $10.5 億 | 2.62% | −1,403,401−10.0% | 減碼 |
| Janus Henderson Group PLC | 13,029,053 | $10.8 億 | 0.77% | +573,647+4.6% | 加碼 |
| Bank of New York Mellon Corp | 13,547,924 | $11.3 億 | 0.26% | +52,763+0.4% | 加碼 |
| FMR LLC | 13,577,474 | $11.3 億 | 0.11% | −1,687,199−11.1% | 減碼 |
| Generation Investment Management LLP | 14,632,241 | $12.2 億 | 7.03% | +120,121+0.8% | 加碼 |
| Northern Trust Corp | 15,776,206 | $13.1 億 | 0.28% | +61,280+0.4% | 加碼 |
| Norges Bank | 15,920,665 | $13.3 億 | 0.32% | −77,502−0.5% | 減碼 |
| Fisher Asset Management, LLC | 16,159,036 | $13.5 億 | 0.91% | +725,704+4.7% | 加碼 |
| GQG Partners LLC | 17,377,879 | $14.5 億 | 3.91% | +810,224+4.9% | 加碼 |
| Nuveen Asset Management, LLC | 17,474,406 | $14.5 億 | 0.56% | +398,159+2.3% | 加碼 |
| Royal Bank of Canada | 18,535,721 | $15.4 億 | 0.47% | +2,807,714+17.9% | 加碼 |
| Alliancebernstein L.P. | 19,281,835 | $16.1 億 | 0.72% | −1,485,729−7.2% | 減碼 |
| Bank of America Corp | 20,372,561 | $17.0 億 | 0.21% | +8,365,883+69.7% | 加碼 |
| Morgan Stanley | 22,255,649 | $18.5 億 | 0.21% | +8,563,389+62.5% | 加碼 |
| Geode Capital Management, LLC | 26,658,930 | $22.2 億 | 0.31% | +606,423+2.3% | 加碼 |
| Massachusetts Financial Services Co | 28,166,148 | $23.5 億 | 0.82% | −3,729,202−11.7% | 減碼 |
| JPMorgan Chase & Co | 33,729,763 | $28.1 億 | 0.40% | +2,244,721+7.1% | 加碼 |
| Price T Rowe Associates Inc | 39,880,041 | $33.2 億 | 0.53% | −10,940,273−21.5% | 減碼 |
| State Street Corp | 65,295,069 | $54.4 億 | 0.32% | −271,295−0.4% | 減碼 |
| Dodge & Cox | 77,428,730 | $64.5 億 | 4.42% | −3,082,411−3.8% | 減碼 |
| Wellington Management Group LLP | 79,847,280 | $66.5 億 | 1.33% | +4,431,475+5.9% | 加碼 |
| BlackRock Inc. | 106,840,100 | $89.0 億 | 0.28% | +3,903,359+3.8% | 加碼 |
| Vanguard Group Inc | 125,888,270 | $104.8 億 | 0.29% | +1,451,209+1.2% | 加碼 |
| Toronto Dominion Bank | 225,994,826 | $188.2 億 | 28.16% | +225,295,680+32,224.4% | 加碼 |
| Transamerica Financial Advisors, Inc. | 2 | – | – | −31−93.9% | 減碼 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −793,534−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −481,584−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −474,397−100.0% | 清倉 |
| Davis Asset Management, L.P. | 0 | $0 | 0.00% | −433,479−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −323,166−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −196,659−100.0% | 清倉 |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −163,333−100.0% | 清倉 |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −158,000−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −94,433−100.0% | 清倉 |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −48,573−100.0% | 清倉 |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −42,153−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −39,600−100.0% | 清倉 |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −38,938−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,089−100.0% | 清倉 |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −22,067−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −21,028−100.0% | 清倉 |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −17,408−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −17,208−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −16,507−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,950−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −10,750−100.0% | 清倉 |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −9,700−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −9,700−100.0% | 清倉 |
| Patriot Investment Management Inc. | 0 | $0 | 0.00% | −9,157−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −7,980−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,050−100.0% | 清倉 |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −6,772−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,603−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,320−100.0% | 清倉 |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −5,910−100.0% | 清倉 |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −5,589−100.0% | 清倉 |
| NinePointTwo Capital | 0 | $0 | 0.00% | −5,596−100.0% | 清倉 |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −5,516−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,497−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,321−100.0% | 清倉 |
| Highland Private Wealth Management | 0 | $0 | 0.00% | −5,171−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,753−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −4,727−100.0% | 清倉 |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −4,677−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −4,583−100.0% | 清倉 |
| Geller Advisors LLC | 0 | $0 | 0.00% | −4,550−100.0% | 清倉 |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −4,480−100.0% | 清倉 |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −3,409−100.0% | 清倉 |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,350−100.0% | 清倉 |
| DSC Advisors, L.P. | 0 | $0 | 0.00% | −3,335−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,113−100.0% | 清倉 |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −3,115−100.0% | 清倉 |
| Berkeley, Inc | 0 | $0 | 0.00% | −3,053−100.0% | 清倉 |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,032−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,013−100.0% | 清倉 |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −2,904−100.0% | 清倉 |
| Bremer Bank National Association | 0 | $0 | 0.00% | −2,842−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −2,801−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,526−100.0% | 清倉 |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −1,940−100.0% | 清倉 |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,640−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −1,187−100.0% | 清倉 |
| Selway Asset Management | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −379−100.0% | 清倉 |
| West Branch Capital LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −342−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −270−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −165−100.0% | 清倉 |
| Tevis Investment Management | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |