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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 5,952 | $49.6 萬 | 0.16% | +220+3.8% | 加碼 |
| Colony Family Offices, LLC | 5,900 | $49.1 萬 | 0.20% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 5,885 | $49.0 萬 | 0.09% | +928+18.7% | 加碼 |
| Equitable Trust Co | 5,881 | $49.0 萬 | 0.04% | −1,210−17.1% | 減碼 |
| Moors & Cabot, Inc. | 5,875 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 5,863 | $48.8 萬 | 0.03% | +619+11.8% | 加碼 |
| Advisors Capital Management, LLC | 5,821 | $48.5 萬 | 0.01% | +47+0.8% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,812 | $48.4 萬 | 0.03% | +64+1.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,809 | $48.4 萬 | 0.02% | +118+2.1% | 加碼 |
| O'Neil Global Advisors, Inc. | 5,800 | $48.3 萬 | 2.23% | +5,800 | 新進 |
| Stock Yards Bank & Trust Co | 5,798 | $48.2 萬 | 0.02% | +30+0.5% | 加碼 |
| Childress Capital Advisors, LLC | 5,781 | $48.1 萬 | 0.16% | +925+19.0% | 加碼 |
| Bank of the West | 5,757 | $47.9 萬 | 0.06% | −74−1.3% | 減碼 |
| LS Investment Advisors, LLC | 5,755 | $47.9 萬 | 0.09% | +5,755 | 新進 |
| SRB Corp | 5,744 | $47.9 萬 | 0.03% | +5,744 | 新進 |
| Abbrea Capital, LLC | 5,716 | $47.6 萬 | 0.09% | +1,078+23.2% | 加碼 |
| Main Street Financial Solutions, LLC | 5,713 | $47.6 萬 | 0.08% | −1,016−15.1% | 減碼 |
| CNB Bank | 5,702 | $47.5 萬 | 0.30% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 5,687 | $47.4 萬 | 0.06% | 00.0% | 不變 |
| Delphia (USA) Inc. | 5,684 | $47.3 萬 | 0.55% | −1,355−19.2% | 減碼 |
| Savant Capital, LLC | 5,659 | $47.1 萬 | 0.01% | +430+8.2% | 加碼 |
| Chilton Capital Management LLC | 5,650 | $47.0 萬 | 0.03% | −30−0.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,640 | $47.0 萬 | 0.13% | +1,020+22.1% | 加碼 |
| Verition Fund Management LLC | 5,632 | $46.9 萬 | 0.01% | −19,462−77.6% | 減碼 |
| Boston Trust Walden Corp | 5,614 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 5,604 | $46.7 萬 | 0.03% | −36−0.6% | 減碼 |
| Principle Wealth Partners LLC | 5,602 | $46.6 萬 | 0.05% | −62−1.1% | 減碼 |
| Centurion Wealth Management LLC | 5,558 | $46.3 萬 | 0.26% | +5,558 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 5,547 | $46.2 萬 | 0.02% | +1,166+26.6% | 加碼 |
| RNC Capital Management LLC | 5,518 | $45.9 萬 | 0.03% | −58−1.0% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 5,508 | $45.9 萬 | 0.35% | 00.0% | 不變 |
| Addison Advisors LLC | 5,490 | $45.7 萬 | 0.27% | −12−0.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,901 | $45.7 萬 | 0.01% | +15+0.3% | 加碼 |
| Joel Isaacson & Co., LLC | 5,483 | $45.7 萬 | 0.04% | +30+0.6% | 加碼 |
| 44 Wealth Management LLC | 5,471 | $45.6 萬 | 0.16% | −1,392−20.3% | 減碼 |
| Biltmore Family Office, LLC | 5,467 | $45.5 萬 | 0.09% | +5,467 | 新進 |
| Welch & Forbes LLC | 5,462 | $45.5 萬 | 0.01% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 5,457 | $45.4 萬 | 0.11% | −65−1.2% | 減碼 |
| Nicolet Bankshares Inc | 5,450 | $45.4 萬 | 0.16% | −10−0.2% | 減碼 |
| Triangle Securities Wealth Management | 5,441 | $45.3 萬 | 0.17% | +85+1.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,443 | $45.3 萬 | 0.01% | +200+3.8% | 加碼 |
| Aberdeen Wealth Management LLC | 5,410 | $45.0 萬 | 0.34% | +10.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,407 | $45.0 萬 | 0.03% | +377+7.5% | 加碼 |
| Traynor Capital Management, Inc. | 5,396 | $44.9 萬 | 0.08% | −311−5.4% | 減碼 |
| Mirova | 5,394 | $44.9 萬 | 0.07% | −47−0.9% | 減碼 |
| Hyman Charles D | 5,381 | $44.8 萬 | 0.03% | 00.0% | 不變 |
| Fayez Sarofim & Co | 5,363 | $44.7 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 5,359 | $44.6 萬 | 0.02% | +5,359 | 新進 |
| New Hampshire Trust | 5,334 | $44.4 萬 | 0.12% | +5,334 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 5,330 | $44.4 萬 | 0.04% | −1,326−19.9% | 減碼 |
| American Money Management, LLC | 5,329 | $44.4 萬 | 0.13% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 5,300 | $44.1 萬 | 0.33% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 5,280 | $44.0 萬 | 0.08% | −74−1.4% | 減碼 |
| Pointe Capital Management LLC | 5,246 | $43.7 萬 | 0.34% | −876−14.3% | 減碼 |
| Desjardins Global Asset Management Inc. | 5,239 | $43.6 萬 | 0.07% | +103+2.0% | 加碼 |
| Smithfield Trust Co | 5,241 | $43.5 萬 | 0.03% | 00.0% | 不變 |
| Asset Management Resources, LLC | 5,217 | $43.4 萬 | 0.47% | +92+1.8% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,205 | $43.3 萬 | 0.16% | −250−4.6% | 減碼 |
| Graham Capital Management, L.P. | 5,198 | $43.3 萬 | 0.02% | +5,198 | 新進 |
| Prospera Financial Services Inc | 5,192 | $43.2 萬 | 0.02% | +87+1.7% | 加碼 |
| Diligent Investors, LLC | 5,183 | $43.2 萬 | 0.14% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 5,174 | $43.1 萬 | 0.11% | +1,800+53.3% | 加碼 |
| Crawford Investment Counsel Inc | 5,154 | $42.9 萬 | 0.01% | +1,460+39.5% | 加碼 |
| Steel Peak Wealth Management LLC | 5,111 | $42.6 萬 | 0.03% | +5,111 | 新進 |
| Family Legacy, Inc. | 5,362 | $42.5 萬 | 0.19% | +41+0.8% | 加碼 |
| RMB Capital Management, LLC | 5,067 | $42.2 萬 | 0.02% | +844+20.0% | 加碼 |
| Nova R Wealth, Inc. | 5,056 | $42.1 萬 | 0.31% | −4−0.1% | 減碼 |
| Alpha Cubed Investments, LLC | 5,051 | $42.1 萬 | 0.03% | +756+17.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $42.0 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 5,041 | $42.0 萬 | 0.01% | +1,464+40.9% | 加碼 |
| Avantax Planning Partners, Inc. | 5,027 | $41.9 萬 | 0.02% | +1,388+38.1% | 加碼 |
| Norway Savings Bank | 5,020 | $41.8 萬 | 0.21% | −75−1.5% | 減碼 |
| Court Place Advisors, LLC | 5,000 | $41.6 萬 | 0.15% | −350−6.5% | 減碼 |
| Kinsale Capital Group, Inc. | 5,000 | $41.6 萬 | 0.36% | +5,000 | 新進 |
| Viawealth, LLC | 4,865 | $41.6 萬 | 0.34% | +4,865 | 新進 |
| FSB Premier Wealth Management, Inc. | 4,983 | $41.5 萬 | 0.23% | +1,748+54.0% | 加碼 |
| Meridian Wealth Management, LLC | 4,980 | $41.5 萬 | 0.04% | −4,727−48.7% | 減碼 |
| RFG Advisory, LLC | 5,207 | $41.1 萬 | 0.02% | −270−4.9% | 減碼 |
| Tompkins Financial Corp | 4,935 | $41.1 萬 | 0.06% | −539−9.8% | 減碼 |
| Sonora Investment Management Group, LLC | 4,865 | $40.5 萬 | 0.04% | +595+13.9% | 加碼 |
| ASB Consultores, LLC | 4,859 | $40.5 萬 | 0.17% | −870−15.2% | 減碼 |
| Summit X, LLC | 6,350 | $40.1 萬 | 0.12% | −884−12.2% | 減碼 |
| Circle Wealth Management, LLC | 4,811 | $40.1 萬 | 0.06% | +131+2.8% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 4,810 | $40.0 萬 | 0.16% | +4,810 | 新進 |
| Parkside Financial Bank & Trust | 4,804 | $40.0 萬 | 0.12% | +169+3.6% | 加碼 |
| N.E.W. Advisory Services LLC | 4,798 | $39.9 萬 | 0.06% | +590+14.0% | 加碼 |
| Westmount Partners, LLC | 4,765 | $39.7 萬 | 0.21% | +4,765 | 新進 |
| Teamwork Financial Advisors, LLC | 4,733 | $39.4 萬 | 0.08% | −224−4.5% | 減碼 |
| Tiedemann Advisors, LLC | 4,714 | $39.2 萬 | 0.02% | +44+0.9% | 加碼 |
| Transcend Wealth Collective, LLC | 4,710 | $39.2 萬 | 0.04% | −1,159−19.7% | 減碼 |
| Parkside Advisors LLC | 4,694 | $39.1 萬 | 0.14% | +813+20.9% | 加碼 |
| Delta Financial Advisors LLC | 4,681 | $39.0 萬 | 0.19% | 00.0% | 不變 |
| Progressive Investment Management Corp | 4,647 | $38.7 萬 | 0.15% | +4,647 | 新進 |
| Financial Advisory Corp | 4,629 | $38.5 萬 | 0.19% | −63−1.3% | 減碼 |
| Vista Private Wealth Partners. LLC | 4,612 | $38.4 萬 | 0.18% | +177+4.0% | 加碼 |
| Park Place Capital Corp | 4,588 | $38.2 萬 | 0.11% | +4,588 | 新進 |
| Graypoint LLC | 4,554 | $37.9 萬 | 0.05% | +701+18.2% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,541 | $37.8 萬 | 0.15% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 4,532 | $37.7 萬 | 0.08% | +215+5.0% | 加碼 |
| Chilton Investment Co LLC | 4,519 | $37.6 萬 | 0.01% | 00.0% | 不變 |