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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 5,614 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 5,632 | $46.9 萬 | 0.01% | −19,462−77.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,640 | $47.0 萬 | 0.13% | +1,020+22.1% | 加碼 |
| Chilton Capital Management LLC | 5,650 | $47.0 萬 | 0.03% | −30−0.5% | 減碼 |
| Savant Capital, LLC | 5,659 | $47.1 萬 | 0.01% | +430+8.2% | 加碼 |
| Delphia (USA) Inc. | 5,684 | $47.3 萬 | 0.55% | −1,355−19.2% | 減碼 |
| Marks Group Wealth Management, Inc | 5,687 | $47.4 萬 | 0.06% | 00.0% | 不變 |
| CNB Bank | 5,702 | $47.5 萬 | 0.30% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 5,713 | $47.6 萬 | 0.08% | −1,016−15.1% | 減碼 |
| Abbrea Capital, LLC | 5,716 | $47.6 萬 | 0.09% | +1,078+23.2% | 加碼 |
| SRB Corp | 5,744 | $47.9 萬 | 0.03% | +5,744 | 新進 |
| LS Investment Advisors, LLC | 5,755 | $47.9 萬 | 0.09% | +5,755 | 新進 |
| Bank of the West | 5,757 | $47.9 萬 | 0.06% | −74−1.3% | 減碼 |
| Childress Capital Advisors, LLC | 5,781 | $48.1 萬 | 0.16% | +925+19.0% | 加碼 |
| Stock Yards Bank & Trust Co | 5,798 | $48.2 萬 | 0.02% | +30+0.5% | 加碼 |
| O'Neil Global Advisors, Inc. | 5,800 | $48.3 萬 | 2.23% | +5,800 | 新進 |
| Wealthcare Advisory Partners LLC | 5,809 | $48.4 萬 | 0.02% | +118+2.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,812 | $48.4 萬 | 0.03% | +64+1.1% | 加碼 |
| Advisors Capital Management, LLC | 5,821 | $48.5 萬 | 0.01% | +47+0.8% | 加碼 |
| Index Fund Advisors, Inc. | 5,863 | $48.8 萬 | 0.03% | +619+11.8% | 加碼 |
| Moors & Cabot, Inc. | 5,875 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| Equitable Trust Co | 5,881 | $49.0 萬 | 0.04% | −1,210−17.1% | 減碼 |
| Ropes Wealth Advisors LLC | 5,885 | $49.0 萬 | 0.09% | +928+18.7% | 加碼 |
| Colony Family Offices, LLC | 5,900 | $49.1 萬 | 0.20% | 00.0% | 不變 |
| Studio Investment Management LLC | 5,952 | $49.6 萬 | 0.16% | +220+3.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 5,999 | $49.9 萬 | 0.07% | +77+1.3% | 加碼 |
| Peak Planning Group, LLC | 6,004 | $50.0 萬 | 0.44% | 00.0% | 不變 |
| Keel Point, LLC | 6,023 | $50.1 萬 | 0.08% | −59−1.0% | 減碼 |
| Lincoln National Corp | 6,027 | $50.2 萬 | 0.01% | +533+9.7% | 加碼 |
| IFG Advisory, LLC | 6,043 | $50.3 萬 | 0.05% | −132−2.1% | 減碼 |
| IFP Advisors, Inc | 12,294 | $50.9 萬 | 0.02% | −2,583−17.4% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 6,116 | $50.9 萬 | 0.08% | +263+4.5% | 加碼 |
| WNY Asset Management, LLC | 6,118 | $50.9 萬 | 0.14% | +2,490+68.6% | 加碼 |
| Corton Capital Inc. | 6,143 | $51.1 萬 | 0.42% | −767−11.1% | 減碼 |
| Angeles Investment Advisors, LLC | 6,171 | $51.4 萬 | 0.04% | +6,171 | 新進 |
| Radnor Capital Management, LLC | 6,620 | $51.5 萬 | 0.13% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,208 | $51.7 萬 | 0.07% | +6,208 | 新進 |
| Garde Capital, Inc. | 6,207 | $51.7 萬 | 0.06% | +2,660+75.0% | 加碼 |
| Integrated Investment Consultants, LLC | 6,220 | $51.8 萬 | 0.17% | +1,029+19.8% | 加碼 |
| TAGStone Capital, Inc. | 6,221 | $51.8 萬 | 0.43% | +17+0.3% | 加碼 |
| Rosenberg Matthew Hamilton | 6,244 | $52.0 萬 | 0.18% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 6,245 | $52.0 萬 | 0.05% | +269+4.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,246 | $52.0 萬 | 0.05% | +1,411+29.2% | 加碼 |
| Wintrust Investments LLC | 6,274 | $52.2 萬 | 0.07% | +160+2.6% | 加碼 |
| Accuvest Global Advisors | 6,344 | $52.8 萬 | 0.18% | +6,344 | 新進 |
| Quadrant Private Wealth Management, LLC | 6,347 | $52.8 萬 | 0.18% | +6,347 | 新進 |
| Latitude Advisors, LLC | 6,369 | $53.0 萬 | 0.40% | −234−3.5% | 減碼 |
| BSW Wealth Partners | 6,377 | $53.1 萬 | 0.11% | −293−4.4% | 減碼 |
| Resources Investment Advisors, LLC. | 6,428 | $53.5 萬 | 0.02% | +466+7.8% | 加碼 |
| First Dallas Securities Inc. | 6,445 | $53.7 萬 | 0.32% | −150−2.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 6,469 | $53.9 萬 | 0.06% | −55−0.8% | 減碼 |
| Transatlantique Private Wealth LLC | 6,484 | $53.9 萬 | 0.32% | −22−0.3% | 減碼 |
| Regatta Capital Group, LLC | 6,470 | $53.9 萬 | 0.19% | +680+11.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 6,541 | $54.5 萬 | 0.08% | +6,541 | 新進 |
| Proficio Capital Partners LLC | 6,547 | $54.5 萬 | 0.10% | +454+7.5% | 加碼 |
| RMR Wealth Builders | 6,550 | $54.5 萬 | 0.12% | −49−0.7% | 減碼 |
| Catalyst Financial Partners LLC | 6,603 | $55.0 萬 | 0.28% | +6,603 | 新進 |
| FLC Capital Advisors | 6,621 | $55.1 萬 | 0.17% | +358+5.7% | 加碼 |
| DRW Securities, LLC | 6,641 | $55.3 萬 | 0.11% | +6,641 | 新進 |
| Personal Cfo Solutions, LLC | 6,650 | $55.4 萬 | 0.12% | −719−9.8% | 減碼 |
| LVW Advisors, LLC | 6,685 | $55.7 萬 | 0.12% | +37+0.6% | 加碼 |
| MBM Wealth Consultants, LLC | 6,795 | $55.7 萬 | 0.26% | +6,795 | 新進 |
| TCI Wealth Advisors, Inc. | 6,730 | $56.0 萬 | 0.08% | +443+7.0% | 加碼 |
| Harbour Investments, Inc. | 6,795 | $56.6 萬 | 0.03% | +258+3.9% | 加碼 |
| Venture Visionary Partners LLC | 6,799 | $56.6 萬 | 0.04% | +471+7.4% | 加碼 |
| Fiera Capital Corp | 6,814 | $56.7 萬 | 0.00% | +314+4.8% | 加碼 |
| NBT Bank N A | 6,879 | $57.3 萬 | 0.08% | +150+2.2% | 加碼 |
| Focus Financial Network, Inc. | 6,883 | $57.3 萬 | 0.05% | +56+0.8% | 加碼 |
| Orca Investment Management, LLC | 6,896 | $57.4 萬 | 0.73% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 6,919 | $57.6 萬 | 0.08% | +1,330+23.8% | 加碼 |
| Ledyard National Bank | 6,941 | $57.8 萬 | 0.07% | −3,768−35.2% | 減碼 |
| Integrated Wealth Concepts LLC | 6,951 | $57.9 萬 | 0.02% | +180+2.7% | 加碼 |
| Calamos Wealth Management LLC | 7,043 | $58.6 萬 | 0.05% | −260−3.6% | 減碼 |
| Cavalier Investments, LLC | 7,096 | $59.1 萬 | 0.21% | −360−4.8% | 減碼 |
| Eqis Capital Management, Inc. | 7,122 | $59.3 萬 | 0.07% | −520−6.8% | 減碼 |
| Keystone Financial Services | 7,663 | $59.3 萬 | 0.32% | +611+8.7% | 加碼 |
| Tranquilli Financial Advisor LLC | 7,147 | $59.5 萬 | 0.45% | +2,354+49.1% | 加碼 |
| Sigma Planning Corp | 7,152 | $59.5 萬 | 0.02% | +198+2.8% | 加碼 |
| Blueprint Investment Partners LLC | 7,155 | $59.6 萬 | 0.13% | +3,055+74.5% | 加碼 |
| Stevens Capital Management LP | 7,182 | $59.8 萬 | 0.38% | +7,182 | 新進 |
| Garrison Point Advisors, LLC | 7,185 | $59.8 萬 | 0.49% | 00.0% | 不變 |
| Intrepid Capital Management Inc | 7,211 | $60.0 萬 | 0.52% | +7,211 | 新進 |
| GFG Capital, LLC | 7,231 | $60.2 萬 | 0.14% | −17−0.2% | 減碼 |
| InterOcean Capital Group, LLC | 7,243 | $60.3 萬 | 0.02% | +363+5.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 7,285 | $60.7 萬 | 0.20% | −260−3.4% | 減碼 |
| Aaron Wealth Advisors | 7,360 | $61.3 萬 | 0.09% | +2,433+49.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 7,362 | $61.3 萬 | 0.14% | +1,749+31.2% | 加碼 |
| RW Investment Management LLC | 7,365 | $61.3 萬 | 0.24% | +7,365 | 新進 |
| Bragg Financial Advisors, Inc | 7,371 | $61.4 萬 | 0.04% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 7,438 | $61.9 萬 | 0.25% | −84−1.1% | 減碼 |
| Athena Investment Management | 7,458 | $62.1 萬 | 0.46% | 00.0% | 不變 |
| Altfest L J & Co Inc | 7,454 | $62.1 萬 | 0.10% | −2,635−26.1% | 減碼 |
| Sutton Place Investors LLC | 7,516 | $62.6 萬 | 0.89% | +43+0.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 7,562 | $63.0 萬 | 0.15% | +10.0% | 加碼 |
| Arkadios Wealth Advisors | 7,626 | $63.5 萬 | 0.08% | +99+1.3% | 加碼 |
| Koshinski Asset Management, Inc. | 7,693 | $64.1 萬 | 0.06% | +333+4.5% | 加碼 |
| First National Bank of Hutchinson | 7,707 | $64.2 萬 | 0.54% | +697+9.9% | 加碼 |
| Amica Retiree Medical Trust | 7,790 | $64.9 萬 | 0.83% | −3,073−28.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 7,800 | $64.9 萬 | 0.05% | 00.0% | 不變 |
| Albion Financial Group | 7,810 | $65.0 萬 | 0.06% | 00.0% | 不變 |