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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 7,840 | $65.3 萬 | 0.08% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 7,850 | $65.4 萬 | 0.40% | +103+1.3% | 加碼 |
| Monograph Wealth Advisors, LLC | 7,874 | $65.6 萬 | 0.17% | −455−5.5% | 減碼 |
| FinTrust Capital Advisors, LLC | 7,908 | $65.8 萬 | 0.16% | −221−2.7% | 減碼 |
| Ellevest, Inc. | 7,925 | $66.0 萬 | 0.06% | +448+6.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 7,952 | $66.2 萬 | 0.07% | −103−1.3% | 減碼 |
| Bahl & Gaynor Inc | 7,958 | $66.3 萬 | 0.00% | +425+5.6% | 加碼 |
| Edgewood Management LLC | 7,960 | $66.3 萬 | 0.00% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 7,990 | $66.5 萬 | 0.08% | 00.0% | 不變 |
| Compass Advisory Group LLC | 8,000 | $66.8 萬 | 0.38% | −2,000−20.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,044 | $67.0 萬 | 0.10% | +283+3.6% | 加碼 |
| Bordeaux Wealth Advisors LLC | 8,048 | $67.0 萬 | 0.37% | −3,463−30.1% | 減碼 |
| Wedmont Private Capital | 7,980 | $67.5 萬 | 0.10% | +426+5.6% | 加碼 |
| First Capital Advisors Group, LLC. | 8,133 | $67.7 萬 | 0.46% | −243−2.9% | 減碼 |
| DAGCO, Inc. | 8,175 | $68.1 萬 | 0.40% | −5−0.1% | 減碼 |
| Great Lakes Advisors, LLC | 8,219 | $68.4 萬 | 0.04% | +8,219 | 新進 |
| Toth Financial Advisory Corp | 8,240 | $68.6 萬 | 0.11% | +7,430+917.3% | 加碼 |
| Navalign, LLC | 8,256 | $68.7 萬 | 0.28% | −7−0.1% | 減碼 |
| Qtron Investments LLC | 8,268 | $68.8 萬 | 0.14% | +2,070+33.4% | 加碼 |
| Mutual Advisors, LLC | 8,283 | $69.0 萬 | 0.03% | +707+9.3% | 加碼 |
| Doheny Asset Management | 8,395 | $69.9 萬 | 0.81% | −5,799−40.9% | 減碼 |
| Versor Investments LP | 8,400 | $69.9 萬 | 0.06% | +8,400 | 新進 |
| Spire Wealth Management | 8,440 | $70.3 萬 | 0.04% | −34−0.4% | 減碼 |
| ETF Managers Group, LLC | 8,487 | $70.7 萬 | 0.03% | +325+4.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,548 | $71.2 萬 | 0.13% | +257+3.1% | 加碼 |
| Concentric Wealth Management, LLC | 8,581 | $71.4 萬 | 0.24% | −373−4.2% | 減碼 |
| Grove Bank & Trust | 8,588 | $71.5 萬 | 0.16% | −1,834−17.6% | 減碼 |
| Cresset Asset Management, LLC | 12,105 | $72.9 萬 | 0.01% | −6,541−35.1% | 減碼 |
| Boston Financial Mangement LLC | 8,939 | $74.4 萬 | 0.03% | +310+3.6% | 加碼 |
| Intrust Bank NA | 8,947 | $74.5 萬 | 0.10% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 8,968 | $74.7 萬 | 0.01% | +6,557+272.0% | 加碼 |
| Kearns & Associates LLC | 9,000 | $74.9 萬 | 0.79% | +9,000 | 新進 |
| Los Angeles Capital Management LLC | 9,067 | $75.5 萬 | 0.00% | −42,100−82.3% | 減碼 |
| Axxcess Wealth Management, LLC | 9,078 | $75.6 萬 | 0.06% | −582−6.0% | 減碼 |
| Ironwood Financial, llc | 9,111 | $75.9 萬 | 0.24% | 00.0% | 不變 |
| Omega Financial Group, LLC | 9,143 | $76.1 萬 | 0.39% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 9,180 | $76.4 萬 | 0.14% | −75−0.8% | 減碼 |
| HF Advisory Group, LLC | 9,176 | $76.4 萬 | 0.77% | +9,176 | 新進 |
| Burton Enright Welch | 9,188 | $76.5 萬 | 0.32% | +251+2.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 9,220 | $76.8 萬 | 0.04% | +443+5.0% | 加碼 |
| Apriem Advisors | 9,251 | $77.0 萬 | 0.13% | −35−0.4% | 減碼 |
| Cozad Asset Management Inc | 9,254 | $77.1 萬 | 0.11% | +258+2.9% | 加碼 |
| Baldwin Investment Management, LLC | 9,295 | $77.4 萬 | 0.14% | +995+12.0% | 加碼 |
| Private Advisor Group, LLC | 59,733 | $77.4 萬 | 0.04% | −823−1.4% | 減碼 |
| Cannell Peter B & Co Inc | 9,346 | $77.8 萬 | 0.03% | −527−5.3% | 減碼 |
| SNS Financial Group, LLC | 9,370 | $78.0 萬 | 0.11% | +86+0.9% | 加碼 |
| Shira Ridge Wealth Management | 9,389 | $78.2 萬 | 0.54% | +9,389 | 新進 |
| Ashton Thomas Private Wealth, LLC | 9,426 | $78.5 萬 | 0.08% | −436−4.4% | 減碼 |
| Lyell Wealth Management, LP | 9,435 | $78.6 萬 | 0.12% | −20−0.2% | 減碼 |
| TCTC Holdings, LLC | 9,570 | $79.7 萬 | 0.03% | −1,450−13.2% | 減碼 |
| Claro Advisors LLC | 9,662 | $80.4 萬 | 0.26% | +2,090+27.6% | 加碼 |
| Great Lakes Retirement, Inc. | 9,681 | $80.6 萬 | 0.21% | +9,681 | 新進 |
| MRP Capital Investments, LLC | 9,710 | $80.8 萬 | 0.89% | +9,710 | 新進 |
| HWG Holdings LP | 9,749 | $81.2 萬 | 0.53% | +9,733+60,831.3% | 加碼 |
| Balentine LLC | 9,754 | $81.2 萬 | 0.03% | +396+4.2% | 加碼 |
| Pitcairn Co | 9,824 | $81.8 萬 | 0.08% | +107+1.1% | 加碼 |
| Zeke Capital Advisors, LLC | 9,826 | $81.8 萬 | 0.05% | +2,236+29.5% | 加碼 |
| Sun Life Financial INC | 9,846 | $82.4 萬 | 0.06% | −679−6.5% | 減碼 |
| Symmetry Partners, LLC | 9,966 | $83.0 萬 | 0.05% | 00.0% | 不變 |
| Aspen Investment Management Inc | 10,008 | $83.3 萬 | 0.54% | −178−1.7% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 10,007 | $83.3 萬 | 0.48% | +5,162+106.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 10,018 | $83.4 萬 | 0.27% | +2,298+29.8% | 加碼 |
| Avantax Advisory Services, Inc. | 10,050 | $83.7 萬 | 0.01% | −462−4.4% | 減碼 |
| Logan Capital Management Inc | 10,097 | $84.1 萬 | 0.04% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 11,759 | $84.5 萬 | 0.05% | 00.0% | 不變 |
| Riverwater Partners LLC | 10,255 | $85.4 萬 | 0.73% | 00.0% | 不變 |
| Choate Investment Advisors | 10,306 | $85.8 萬 | 0.05% | +6,741+189.1% | 加碼 |
| Clearstead Advisors, LLC | 10,326 | $86.0 萬 | 0.07% | +606+6.2% | 加碼 |
| Belpointe Asset Management LLC | 10,344 | $86.1 萬 | 0.05% | −5,717−35.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 10,413 | $86.7 萬 | 0.11% | −464−4.3% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 10,435 | $86.9 萬 | 0.36% | +40.0% | 加碼 |
| Moseley Investment Management Inc | 10,480 | $87.3 萬 | 0.63% | −99−0.9% | 減碼 |
| Ritholtz Wealth Management | 10,535 | $87.7 萬 | 0.05% | −10,956−51.0% | 減碼 |
| Seelaus Asset Management LLC | 10,544 | $87.8 萬 | 0.66% | +1,985+23.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 10,604 | $88.3 萬 | 0.22% | −106−1.0% | 減碼 |
| Capital Advantage, Inc. | 10,613 | $88.4 萬 | 0.20% | +120+1.1% | 加碼 |
| Crumly & Associates Inc. | 10,621 | $88.4 萬 | 0.33% | +2,610+32.6% | 加碼 |
| Sage Rhino Capital LLC | 10,642 | $88.6 萬 | 0.28% | +124+1.2% | 加碼 |
| Greatmark Investment Partners, Inc. | 10,677 | $88.9 萬 | 0.16% | 00.0% | 不變 |
| Sentry Investment Management LLC | 10,693 | $89.0 萬 | 0.39% | +552+5.4% | 加碼 |
| FineMark National Bank & Trust | 10,750 | $89.5 萬 | 0.04% | −38−0.4% | 減碼 |
| Hardy Reed LLC | 10,827 | $90.1 萬 | 0.17% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 10,837 | $90.2 萬 | 0.00% | −139−1.3% | 減碼 |
| Hyperion Capital Advisors LP | 10,899 | $90.7 萬 | 0.45% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 10,956 | $91.2 萬 | 0.35% | −78−0.7% | 減碼 |
| Virtus ETF Advisers LLC | 10,984 | $91.5 萬 | 0.48% | +221+2.1% | 加碼 |
| Monte Financial Group, LLC | 11,031 | $91.8 萬 | 0.47% | +634+6.1% | 加碼 |
| Lodestone Wealth Management LLC | 11,060 | $92.1 萬 | 0.74% | +11,060 | 新進 |
| Family Management Corp | 11,069 | $92.2 萬 | 0.22% | 00.0% | 不變 |
| Arden Trust Co | 11,176 | $93.1 萬 | 0.19% | −852−7.1% | 減碼 |
| Glenview Trust Co | 11,231 | $93.5 萬 | 0.03% | +964+9.4% | 加碼 |
| HCR Wealth Advisors | 11,269 | $93.8 萬 | 0.20% | −451−3.8% | 減碼 |
| Western Wealth Management, LLC | 11,309 | $94.2 萬 | 0.10% | −13,584−54.6% | 減碼 |
| Salem Investment Counselors Inc | 11,323 | $94.3 萬 | 0.04% | −28−0.2% | 減碼 |
| Clean Yield Group | 11,330 | $94.3 萬 | 0.41% | −314−2.7% | 減碼 |
| Squarepoint Ops LLC | 11,391 | $94.8 萬 | 0.01% | +11,391 | 新進 |
| Osborne Partners Capital Management, LLC | 11,425 | $95.1 萬 | 0.07% | −1,475−11.4% | 減碼 |
| Allworth Financial LP | 11,486 | $95.6 萬 | 0.01% | −7,579−39.8% | 減碼 |
| Nuance Investments, LLC | 11,497 | $95.7 萬 | 0.02% | +1,406+13.9% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,742 | $97.8 萬 | 0.05% | 00.0% | 不變 |