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 |
|---|---|---|---|---|---|
| IMS Capital Management | 11,780 | $98.1 萬 | 0.63% | 00.0% | 不變 |
| TownSquare Capital, LLC | 11,816 | $98.4 萬 | 0.02% | +1,412+13.6% | 加碼 |
| Powell Investment Advisors, LLC | 11,816 | $98.4 萬 | 0.57% | +78+0.7% | 加碼 |
| Summit Asset Management, LLC | 11,899 | $99.1 萬 | 0.29% | −600−4.8% | 減碼 |
| Systematic Alpha Investments, LLC | 11,901 | $99.1 萬 | 0.05% | 00.0% | 不變 |
| Financial Consulate, Inc | 11,901 | $99.1 萬 | 0.35% | −595−4.8% | 減碼 |
| Hamel Associates, Inc. | 11,910 | $99.2 萬 | 0.34% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 11,926 | $99.3 萬 | 0.11% | −72−0.6% | 減碼 |
| Greenline Partners, LLC | 12,010 | $100.0 萬 | 0.20% | +2,511+26.4% | 加碼 |
| Smith, Moore & Co. | 12,038 | $100.2 萬 | 0.14% | +1,366+12.8% | 加碼 |
| Platform Technology Partners | 12,076 | $100.5 萬 | 0.52% | −42−0.3% | 減碼 |
| Lake Street Advisors Group, LLC | 12,092 | $100.7 萬 | 0.07% | −55−0.5% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 12,115 | $100.9 萬 | 0.70% | +180+1.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 12,204 | $101.6 萬 | 0.04% | +2,843+30.4% | 加碼 |
| Diversified Trust Co | 12,263 | $102.1 萬 | 0.04% | +1,459+13.5% | 加碼 |
| Davidson Capital Management Inc. | 12,298 | $102.4 萬 | 0.70% | +12,298 | 新進 |
| ARGI Investment Services, LLC | 12,313 | $102.5 萬 | 0.03% | −841−6.4% | 減碼 |
| Paradigm Asset Management Co LLC | 12,400 | $103.2 萬 | 0.29% | +12,400 | 新進 |
| BerganKDV Wealth Management, LLC | 12,480 | $103.9 萬 | 0.11% | +1,829+17.2% | 加碼 |
| Operose Advisors LLC | 12,491 | $104.0 萬 | 0.56% | +8,006+178.5% | 加碼 |
| Gemmer Asset Management LLC | 12,587 | $104.8 萬 | 0.17% | +60.0% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $104.9 萬 | 0.29% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 12,712 | $105.8 萬 | 0.53% | +535+4.4% | 加碼 |
| HB Wealth Management, LLC | 12,716 | $105.9 萬 | 0.02% | +4,419+53.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 12,728 | $105.9 萬 | 0.01% | +450+3.7% | 加碼 |
| First Financial Corp | 12,730 | $106.0 萬 | 0.65% | +397+3.2% | 加碼 |
| Eagle Asset Management Inc | 13,096 | $107.3 萬 | 0.01% | −46,995−78.2% | 減碼 |
| Laffer Tengler Investments | 12,901 | $107.4 萬 | 0.31% | +288+2.3% | 加碼 |
| Evermay Wealth Management LLC | 12,910 | $107.5 萬 | 0.22% | −30−0.2% | 減碼 |
| Burns Matteson Capital Management, LLC | 12,942 | $107.8 萬 | 0.71% | −93−0.7% | 減碼 |
| Ascent Group, LLC | 13,037 | $108.5 萬 | 0.13% | +1,577+13.8% | 加碼 |
| Winton Group Ltd | 13,061 | $108.7 萬 | 0.07% | −168,129−92.8% | 減碼 |
| Forum Financial Management, LP | 13,077 | $108.9 萬 | 0.04% | +282+2.2% | 加碼 |
| South Dakota Investment Council | 13,075 | $108.9 萬 | 0.02% | −3,700−22.1% | 減碼 |
| Ronald Blue Trust, Inc. | 15,190 | $109.1 萬 | 0.02% | +6,839+81.9% | 加碼 |
| Heartland Bank & Trust Co | 13,240 | $110.2 萬 | 0.81% | +1,441+12.2% | 加碼 |
| Ambassador Advisors, LLC | 13,318 | $110.9 萬 | 0.24% | +94+0.7% | 加碼 |
| Bollard Group LLC | 13,388 | $111.5 萬 | 0.04% | +30+0.2% | 加碼 |
| Cetera Advisors LLC | 13,400 | $111.6 萬 | 0.02% | +7,183+115.5% | 加碼 |
| Sawtooth Solutions, LLC | 13,604 | $113.3 萬 | 0.15% | +1,185+9.5% | 加碼 |
| Professional Financial Advisors, LLC | 13,703 | $114.1 萬 | 0.77% | +43+0.3% | 加碼 |
| Clay Northam Wealth Management, LLC | 13,773 | $114.7 萬 | 1.32% | −830−5.7% | 減碼 |
| Intact Investment Management Inc. | 13,800 | $114.9 萬 | 0.05% | +13,800 | 新進 |
| Copperleaf Capital, LLC | 13,830 | $115.1 萬 | 1.33% | +5,325+62.6% | 加碼 |
| Boyd Watterson Asset Management LLC | 13,862 | $115.4 萬 | 0.48% | +1,956+16.4% | 加碼 |
| Checchi Capital Advisers, LLC | 13,893 | $115.7 萬 | 0.12% | +384+2.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 13,930 | $116.0 萬 | 0.02% | −180−1.3% | 減碼 |
| Apollon Wealth Management, LLC | 13,973 | $116.3 萬 | 0.08% | +1,846+15.2% | 加碼 |
| GWM Advisors LLC | 50,343 | $116.4 萬 | 0.03% | +2,280+4.7% | 加碼 |
| United Capital Financial Advisers, LLC | 13,993 | $116.5 萬 | 0.01% | −1,288−8.4% | 減碼 |
| Brown Capital Management LLC | 14,217 | $118.4 萬 | 0.02% | −1,693−10.6% | 減碼 |
| Strategic Blueprint, LLC | 14,247 | $118.6 萬 | 0.14% | −1,447−9.2% | 減碼 |
| Private Ocean, LLC | 14,253 | $118.7 萬 | 0.15% | +1,962+16.0% | 加碼 |
| Itau Unibanco Holding S.A. | 14,500 | $119.9 萬 | 0.05% | +14,500 | 新進 |
| WBI Investments | 14,464 | $120.4 萬 | 0.26% | +14,464 | 新進 |
| Carmel Capital Partners, LLC | 14,508 | $120.8 萬 | 0.84% | −621−4.1% | 減碼 |
| Merit Financial Group, LLC | 14,516 | $120.9 萬 | 0.04% | +422+3.0% | 加碼 |
| Fulton Bank, N.A. | 14,595 | $121.5 萬 | 0.07% | +3,295+29.2% | 加碼 |
| Uncommon Cents Investing LLC | 14,597 | $121.5 萬 | 0.45% | 00.0% | 不變 |
| Royce & Associates LP | 14,671 | $122.2 萬 | 0.01% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 14,693 | $122.3 萬 | 0.08% | +11,121+311.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 14,767 | $123.0 萬 | 0.10% | +14,767 | 新進 |
| Wedbush Securities Inc | 14,885 | $123.9 萬 | 0.07% | −214−1.4% | 減碼 |
| Lido Advisors, LLC | 14,919 | $124.2 萬 | 0.02% | −46,854−75.8% | 減碼 |
| Stonnington Group, LLC | 14,597 | $125.0 萬 | 0.34% | +7,050+93.4% | 加碼 |
| Neumann Capital Management, LLC | 15,019 | $125.0 萬 | 0.59% | −294−1.9% | 減碼 |
| Krilogy Financial LLC | 15,023 | $125.1 萬 | 0.12% | +417+2.9% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 15,063 | $125.4 萬 | 0.45% | +1,839+13.9% | 加碼 |
| Stokes Family Office, LLC | 15,122 | $125.9 萬 | 0.16% | −627−4.0% | 減碼 |
| Destination Wealth Management | 15,136 | $126.0 萬 | 0.05% | −433−2.8% | 減碼 |
| Csenge Advisory Group | 15,201 | $126.6 萬 | 0.10% | −434−2.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 15,356 | $127.8 萬 | 0.07% | −3,191−17.2% | 減碼 |
| Providence Wealth Advisors, LLC | 15,438 | $128.4 萬 | 0.95% | +23+0.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 15,424 | $128.4 萬 | 0.06% | −257−1.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 15,451 | $128.6 萬 | 0.03% | +5,978+63.1% | 加碼 |
| JNBA Financial Advisors | 15,504 | $129.1 萬 | 0.18% | −167−1.1% | 減碼 |
| Quadrant Capital Group LLC | 15,517 | $129.2 萬 | 0.15% | +1,184+8.3% | 加碼 |
| Fruth Investment Management | 15,529 | $129.2 萬 | 0.38% | 00.0% | 不變 |
| World Equity Group, Inc. | 15,518 | $129.2 萬 | 0.31% | −84−0.5% | 減碼 |
| Hall Capital Management Co Inc | 15,522 | $129.2 萬 | 0.78% | +448+3.0% | 加碼 |
| Clarius Group, LLC | 15,641 | $130.2 萬 | 0.12% | +755+5.1% | 加碼 |
| W.H. Cornerstone Investments Inc. | 15,913 | $132.0 萬 | 1.25% | +1,579+11.0% | 加碼 |
| Ballentine Partners, LLC | 15,952 | $132.8 萬 | 0.04% | +669+4.4% | 加碼 |
| Founders Financial Securities LLC | 15,961 | $132.9 萬 | 0.21% | +771+5.1% | 加碼 |
| Horizon Investments, LLC | 16,045 | $133.2 萬 | 0.04% | +10,929+213.6% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 16,021 | $133.4 萬 | 0.13% | +1,674+11.7% | 加碼 |
| Duff & Phelps Investment Management Co | 16,080 | $133.9 萬 | 0.02% | 00.0% | 不變 |
| Annandale Capital, LLC | 16,132 | $134.3 萬 | 0.44% | 00.0% | 不變 |
| Caldwell Trust Co | 16,140 | $134.4 萬 | 0.19% | +406+2.6% | 加碼 |
| KB Financial Partners, LLC | 16,228 | $135.1 萬 | 0.46% | −842−4.9% | 減碼 |
| Anchor Investment Management, LLC | 16,231 | $135.1 萬 | 0.19% | +4,722+41.0% | 加碼 |
| Garrison Bradford & Associates Inc | 16,549 | $137.8 萬 | 1.67% | +12,000+263.8% | 加碼 |
| Boston Common Asset Management, LLC | 16,585 | $138.1 萬 | 0.07% | 00.0% | 不變 |
| Tranquility Partners, LLC | 16,617 | $138.4 萬 | 0.70% | −618−3.6% | 減碼 |
| Change Path, LLC | 16,615 | $138.4 萬 | 0.08% | −374−2.2% | 減碼 |
| Fund Management at Engine No. 1 LLC | 16,792 | $139.8 萬 | 0.34% | +2,108+14.4% | 加碼 |
| Dakota Wealth Management | 16,824 | $140.1 萬 | 0.10% | +2,605+18.3% | 加碼 |
| Fairfield Financial Advisors, LTD | 16,870 | $140.5 萬 | 0.64% | +97+0.6% | 加碼 |
| Tealwood Asset Management Inc | 16,878 | $140.5 萬 | 0.73% | −336−2.0% | 減碼 |
| McCarthy Asset Management, Inc. | 16,886 | $140.6 萬 | 0.98% | 00.0% | 不變 |