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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 1,926 | $16.0 萬 | 0.09% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,952 | $16.3 萬 | 0.01% | +491+33.6% | 加碼 |
| Castleview Partners, LLC | 1,984 | $16.5 萬 | 0.16% | +65+3.4% | 加碼 |
| Creative Financial Designs Inc | 2,011 | $16.7 萬 | 0.02% | +501+33.2% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 2,114 | $17.6 萬 | 0.17% | −20−0.9% | 減碼 |
| South State Corp. | 2,126 | $17.7 萬 | 0.02% | −89−4.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,132 | $17.8 萬 | 0.07% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 2,160 | $18.0 萬 | 0.07% | +2,160 | 新進 |
| AlphaCore Capital LLC | 2,197 | $18.3 萬 | 0.07% | +2,197 | 新進 |
| Private Trust Co NA | 2,192 | $18.3 萬 | 0.03% | −868−28.4% | 減碼 |
| Western Pacific Wealth Management, LP | 2,249 | $18.7 萬 | 0.16% | +595+36.0% | 加碼 |
| Pittenger & Anderson Inc | 2,266 | $18.9 萬 | 0.01% | −916−28.8% | 減碼 |
| Seaport Global Advisors, LLC | 2,297 | $19.1 萬 | 0.66% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 2,309 | $19.2 萬 | 0.06% | 00.0% | 不變 |
| Private Capital Management LLC | 2,415 | $20.1 萬 | 0.07% | −489−16.8% | 減碼 |
| Ziegler Capital Management, LLC | 2,426 | $20.2 萬 | 0.01% | +2,426 | 新進 |
| Canandaigua National Corp | 2,424 | $20.2 萬 | 0.03% | +2,424 | 新進 |
| Single Point Partners, LLC | 2,423 | $20.2 萬 | 0.05% | +2,423 | 新進 |
| SFMG, LLC | 2,429 | $20.2 萬 | 0.02% | +2,429 | 新進 |
| Angeles Wealth Management, LLC | 2,430 | $20.2 萬 | 0.04% | +2,430 | 新進 |
| First Affirmative Financial Network | 2,432 | $20.2 萬 | 0.25% | −840−25.7% | 減碼 |
| Welch Group, LLC | 2,454 | $20.4 萬 | 0.01% | +2,454 | 新進 |
| Weatherly Asset Management L. P. | 2,459 | $20.5 萬 | 0.03% | +2,459 | 新進 |
| Mission Wealth Management, LP | 2,465 | $20.5 萬 | 0.01% | +2,465 | 新進 |
| Raab & Moskowitz Asset Management LLC | 2,467 | $20.5 萬 | 0.08% | +2,467 | 新進 |
| One Wealth Advisors, LLC | 2,469 | $20.6 萬 | 0.05% | +2,469 | 新進 |
| Avestar Capital, LLC | 2,476 | $20.6 萬 | 0.04% | +2,476 | 新進 |
| Garrett Wealth Advisory Group, LLC | 2,481 | $20.7 萬 | 0.11% | +2,481 | 新進 |
| Provence Wealth Management Group | 2,492 | $20.7 萬 | 0.17% | +2,492 | 新進 |
| SMART Wealth LLC | 2,492 | $20.7 萬 | 0.16% | +2,492 | 新進 |
| Portman Square Capital LLP | 2,500 | $20.8 萬 | 0.10% | +2,500 | 新進 |
| Patton Fund Management, Inc. | 2,524 | $21.0 萬 | 0.06% | +2,524 | 新進 |
| First International Bank & Trust | 2,559 | $21.3 萬 | 0.07% | +2,559 | 新進 |
| Occidental Asset Management, LLC | 2,575 | $21.4 萬 | 0.06% | +2,575 | 新進 |
| 9258 Wealth Management, LLC | 2,581 | $21.5 萬 | 0.05% | −1,768−40.7% | 減碼 |
| Ameritas Advisory Services, LLC | 2,582 | $21.5 萬 | 0.01% | +2,582 | 新進 |
| Old Port Advisors | 2,600 | $21.6 萬 | 0.08% | −55−2.1% | 減碼 |
| Forte Capital LLC | 2,604 | $21.7 萬 | 0.04% | +2,604 | 新進 |
| Rock Creek Group, LP | 2,611 | $21.7 萬 | 0.03% | +897+52.3% | 加碼 |
| Barings LLC | 2,613 | $21.8 萬 | 0.01% | +2,613 | 新進 |
| Silvia McColl Wealth Management, LLC | 2,623 | $21.8 萬 | 0.21% | +2,623 | 新進 |
| Cahill Financial Advisors Inc | 2,636 | $21.9 萬 | 0.04% | +2,636 | 新進 |
| Broadleaf Partners, LLC | 2,640 | $22.0 萬 | 0.09% | +2,640 | 新進 |
| MONECO Advisors, LLC | 2,643 | $22.0 萬 | 0.08% | +2,643 | 新進 |
| Academy Capital Management Inc | 2,656 | $22.1 萬 | 0.05% | +2,656 | 新進 |
| Nwam LLC | 2,667 | $22.2 萬 | 0.02% | +2,667 | 新進 |
| Benin Management CORP | 2,700 | $22.5 萬 | 0.09% | +2,700 | 新進 |
| Pure Financial Advisors, Inc. | 2,701 | $22.5 萬 | 0.01% | +2,701 | 新進 |
| Waypoint Wealth Partners Inc. | 2,705 | $22.5 萬 | 0.09% | +2,705 | 新進 |
| Five Oceans Advisors | 2,707 | $22.5 萬 | 0.16% | −113−4.0% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,718 | $22.6 萬 | 0.26% | +2,718 | 新進 |
| Centric Wealth Management | 2,723 | $22.7 萬 | 0.11% | +2,723 | 新進 |
| Prosperity Wealth Management, Inc. | 2,736 | $22.8 萬 | 0.23% | +2,736 | 新進 |
| Freestone Capital Holdings, LLC | 2,759 | $23.0 萬 | 0.01% | −3,262−54.2% | 減碼 |
| Farmers Trust Co | 2,760 | $23.0 萬 | 0.05% | +2,760 | 新進 |
| Evoke Wealth, LLC | 2,765 | $23.0 萬 | 0.01% | +82+3.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 2,780 | $23.1 萬 | 0.02% | +2,780 | 新進 |
| KRS Capital Management, LLC | 2,800 | $23.3 萬 | 0.32% | +2,800 | 新進 |
| Wolverine Trading, LLC | 2,809 | $23.4 萬 | 0.00% | −27,671−90.8% | 減碼 |
| BNC Wealth Management, LLC | 2,812 | $23.4 萬 | 0.14% | −553−16.4% | 減碼 |
| Fagan Associates, Inc. | 2,813 | $23.4 萬 | 0.06% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 2,814 | $23.4 萬 | 0.08% | +2,814 | 新進 |
| StoneX Group Inc. | 2,820 | $23.5 萬 | 0.03% | +4+0.1% | 加碼 |
| Enterprise Financial Services Corp | 2,839 | $23.6 萬 | 0.16% | +2,839 | 新進 |
| New Potomac Partners, LLC | 2,844 | $23.7 萬 | 0.18% | +2,844 | 新進 |
| C2C Wealth Management, LLC | 3,100 | $23.7 萬 | 0.04% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 2,847 | $23.7 萬 | 0.00% | +2,847 | 新進 |
| Alliance Wealth Advisors, LLC | 2,853 | $23.8 萬 | 0.20% | −7−0.2% | 減碼 |
| International Assets Investment Management, LLC | 2,866 | $23.9 萬 | 0.02% | +2,866 | 新進 |
| Financial Architects, Inc | 2,873 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Crestone Asset Management LLC | 2,876 | $23.9 萬 | 0.05% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 2,888 | $24.0 萬 | 0.21% | −164−5.4% | 減碼 |
| Convergence Investment Partners, LLC | 2,907 | $24.2 萬 | 0.14% | −125−4.1% | 減碼 |
| Comerica Securities,inc. | 2,916 | $24.3 萬 | 0.02% | +2,916 | 新進 |
| Ausdal Financial Partners, Inc. | 2,921 | $24.3 萬 | 0.04% | −332−10.2% | 減碼 |
| E Fund Management Co., Ltd. | 2,936 | $24.4 萬 | 0.02% | −156−5.0% | 減碼 |
| Wimmer Associates 1, LLC | 2,935 | $24.4 萬 | 0.16% | +10+0.3% | 加碼 |
| Hartford Funds Management Co LLC | 2,942 | $24.5 萬 | 0.03% | +2,942 | 新進 |
| Kaizen Financial Strategies | 2,960 | $24.6 萬 | 0.24% | −610−17.1% | 減碼 |
| Acropolis Investment Management, LLC | 2,960 | $24.6 萬 | 0.02% | +23+0.8% | 加碼 |
| NewEdge Wealth, LLC | 2,969 | $24.7 萬 | 0.01% | +31+1.1% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 2,973 | $24.8 萬 | 0.02% | +116+4.1% | 加碼 |
| Veracity Capital LLC | 2,979 | $24.8 萬 | 0.12% | +114+4.0% | 加碼 |
| Romano Brothers and Company | 2,983 | $24.8 萬 | 0.04% | −29−1.0% | 減碼 |
| Glassman Wealth Services | 2,991 | $24.9 萬 | 0.05% | +291+10.8% | 加碼 |
| Manchester Capital Management LLC | 2,991 | $24.9 萬 | 0.04% | +43+1.5% | 加碼 |
| Autus Asset Management, LLC | 2,996 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| PCG Wealth Advisors, LLC | 3,028 | $25.2 萬 | 0.16% | −2,994−49.7% | 減碼 |
| Jeppson Wealth Management, LLC | 3,044 | $25.3 萬 | 0.11% | +178+6.2% | 加碼 |
| Warren Averett Asset Management, LLC | 3,058 | $25.5 萬 | 0.01% | −22−0.7% | 減碼 |
| Essex Financial Services, Inc. | 3,079 | $25.6 萬 | 0.03% | −132−4.1% | 減碼 |
| Carolinas Wealth Consulting LLC | 3,084 | $25.7 萬 | 0.06% | −10.0% | 減碼 |
| Acas, LLC | 3,088 | $25.7 萬 | 0.40% | +3,088 | 新進 |
| Trust Co of Virginia | 3,112 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| CWS Financial Advisors, LLC | 3,982 | $26.0 萬 | 0.11% | +471+13.4% | 加碼 |
| Cambridge Trust Co | 3,142 | $26.2 萬 | 0.01% | −22−0.7% | 減碼 |
| Noesis Capital Mangement Corp | 3,153 | $26.3 萬 | 0.07% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 3,164 | $26.3 萬 | 0.08% | −978−23.6% | 減碼 |
| Seed Wealth Management, Inc. | 3,167 | $26.4 萬 | 0.30% | +3,167 | 新進 |
| Stockman Wealth Management, Inc. | 3,184 | $26.5 萬 | 0.06% | 00.0% | 不變 |