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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 237,660 | $1,979 萬 | 0.28% | −14,400−5.7% | 減碼 |
| Tower Bridge Advisors | 234,130 | $1,949 萬 | 1.62% | +3,350+1.5% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 230,986 | $1,927 萬 | 1.44% | −100,907−30.4% | 減碼 |
| Cohen Capital Management, Inc. | 229,896 | $1,914 萬 | 3.89% | −1,200−0.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 228,743 | $1,905 萬 | 0.31% | +54,507+31.3% | 加碼 |
| Yousif Capital Management, LLC | 227,401 | $1,893 萬 | 0.25% | +7,939+3.6% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 227,228 | $1,892 萬 | 3.47% | +1,338+0.6% | 加碼 |
| Ivy Lane Capital Management, LLC | 225,000 | $1,873 萬 | 16.89% | 00.0% | 不變 |
| Walleye Capital LLC | 224,247 | $1,867 萬 | 0.41% | +142,703+175.0% | 加碼 |
| Commonwealth Equity Services, LLC | 221,371 | $1,843 萬 | 0.04% | +64,110+40.8% | 加碼 |
| Westwood Holdings Group Inc. | 218,167 | $1,817 萬 | 0.16% | −910,928−80.7% | 減碼 |
| Mutual of America Capital Management LLC | 217,862 | $1,814 萬 | 0.23% | +6,475+3.1% | 加碼 |
| Umb Bank N A | 217,769 | $1,813 萬 | 0.29% | +304+0.1% | 加碼 |
| Texas Permanent School Fund | 216,717 | $1,804 萬 | 0.27% | +664+0.3% | 加碼 |
| Personal Capital Advisors Corp | 216,491 | $1,803 萬 | 0.09% | −2,262−1.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 215,734 | $1,796 萬 | 0.06% | −2,314−1.1% | 減碼 |
| Brookfield Asset Management Inc. | 214,977 | $1,790 萬 | 0.07% | −117,470−35.3% | 減碼 |
| Osher Van de Voorde Investment Management | 214,790 | $1,788 萬 | 4.61% | −7,300−3.3% | 減碼 |
| State of Alaska, Department of Revenue | 213,512 | $1,778 萬 | 0.22% | +1,665+0.8% | 加碼 |
| Cutler Investment Counsel LLC | 209,061 | $1,741 萬 | 2.66% | −8,918−4.1% | 減碼 |
| Lathrop Investment Management Corp | 207,755 | $1,730 萬 | 3.83% | +2,788+1.4% | 加碼 |
| Cornerstone Advisors, LLC | 205,000 | $1,707 萬 | 0.84% | 00.0% | 不變 |
| Boston Private Wealth LLC | 204,679 | $1,704 萬 | 0.23% | −2,442−1.2% | 減碼 |
| Fifth Third Bancorp | 203,986 | $1,698 萬 | 0.08% | +32,653+19.1% | 加碼 |
| Assenagon Asset Management S.A. | 202,618 | $1,687 萬 | 0.07% | −516,228−71.8% | 減碼 |
| Courant Investment Management LLC | 198,499 | $1,653 萬 | 16.08% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 197,947 | $1,648 萬 | 0.41% | +7,393+3.9% | 加碼 |
| Comerica Bank | 194,598 | $1,625 萬 | 0.13% | +3,065+1.6% | 加碼 |
| Vancity Investment Management Ltd | 194,723 | $1,621 萬 | 2.43% | +18,542+10.5% | 加碼 |
| D.A. Davidson & Co. | 193,652 | $1,611 萬 | 0.19% | +13,558+7.5% | 加碼 |
| Mercer Global Advisors Inc | 191,214 | $1,592 萬 | 0.08% | +30,097+18.7% | 加碼 |
| Baker Avenue Asset Management, LP | 189,708 | $1,580 萬 | 0.95% | +6,919+3.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 189,571 | $1,578 萬 | 0.68% | +19,259+11.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 188,238 | $1,567 萬 | 0.85% | −57,976−23.5% | 減碼 |
| ClariVest Asset Management LLC | 184,698 | $1,538 萬 | 0.74% | −4,735−2.5% | 減碼 |
| Karpas Strategies, LLC | 184,455 | $1,536 萬 | 5.39% | −328−0.2% | 減碼 |
| Live Oak Private Wealth LLC | 182,007 | $1,515 萬 | 3.13% | −1,156−0.6% | 減碼 |
| Pacific Heights Asset Management LLC | 180,000 | $1,499 萬 | 1.46% | 00.0% | 不變 |
| Winslow Asset Management Inc | 179,425 | $1,494 萬 | 3.53% | −11,815−6.2% | 減碼 |
| Czech National Bank | 178,549 | $1,487 萬 | 0.40% | +1,145+0.6% | 加碼 |
| LFL Advisers, LLC | 178,164 | $1,483 萬 | 7.03% | 00.0% | 不變 |
| Bank of Nova Scotia | 176,927 | $1,473 萬 | 0.04% | +34,826+24.5% | 加碼 |
| Titan Global Capital Management USA LLC | 174,180 | $1,450 萬 | 4.12% | −9,337−5.1% | 減碼 |
| Financial Counselors Inc | 173,869 | $1,448 萬 | 0.32% | +97+0.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 171,419 | $1,427 萬 | 0.54% | −2,141−1.2% | 減碼 |
| Jane Street Group, LLC | 171,329 | $1,426 萬 | 0.03% | −66,201−27.9% | 減碼 |
| Churchill Management Corp | 169,490 | $1,411 萬 | 0.34% | −3,249−1.9% | 減碼 |
| Ci Investments Inc. | 168,216 | $1,401 萬 | 0.07% | +1,735+1.0% | 加碼 |
| Nissay Asset Management Corp | 168,210 | $1,401 萬 | 0.13% | +2,700+1.6% | 加碼 |
| Park National Corp | 164,067 | $1,366 萬 | 0.61% | −4,609−2.7% | 減碼 |
| Financial Avengers, Inc. | 151,390 | $1,360 萬 | 11.13% | −1,765−1.2% | 減碼 |
| Kerrisdale Advisers, LLC | 163,102 | $1,358 萬 | 4.03% | −45,429−21.8% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 160,962 | $1,340 萬 | 0.59% | +32,135+24.9% | 加碼 |
| Evergreen Capital Management LLC | 160,404 | $1,336 萬 | 0.63% | +1,681+1.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 159,087 | $1,324 萬 | 0.09% | −32,021−16.8% | 減碼 |
| Parsec Financial Management, Inc. | 156,404 | $1,302 萬 | 0.58% | +5,566+3.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 155,368 | $1,294 萬 | 0.34% | +136,023+703.1% | 加碼 |
| Ieq Capital, LLC | 154,809 | $1,289 萬 | 0.36% | +7,596+5.2% | 加碼 |
| GAM Holding AG | 154,666 | $1,288 萬 | 1.03% | −924−0.6% | 減碼 |
| Swiss Life Asset Management Ltd | 153,617 | $1,280 萬 | 0.21% | −13,734−8.2% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 178,059 | $1,280 萬 | 4.09% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 152,388 | $1,269 萬 | 1.67% | +100+0.1% | 加碼 |
| Mill Capital Management, LLC | 148,297 | $1,235 萬 | 1.36% | +440.0% | 加碼 |
| Jacobs & Co | 147,348 | $1,227 萬 | 1.60% | −531−0.4% | 減碼 |
| Intech Investment Management LLC | 147,248 | $1,226 萬 | 0.09% | +52,062+54.7% | 加碼 |
| Van Cleef Asset Management,Inc | 146,852 | $1,223 萬 | 2.02% | −347−0.2% | 減碼 |
| First Trust Advisors LP | 145,813 | $1,214 萬 | 0.01% | +72,843+99.8% | 加碼 |
| Blume Capital Management, Inc. | 144,376 | $1,202 萬 | 4.07% | −6,923−4.6% | 減碼 |
| Tiaa, FSB | 143,880 | $1,198 萬 | 0.05% | +122,538+574.2% | 加碼 |
| Toroso Investments, LLC | 143,829 | $1,198 萬 | 0.46% | +27,613+23.8% | 加碼 |
| Point72 Middle East FZE | 143,752 | $1,197 萬 | 0.92% | +143,752 | 新進 |
| Ycg, LLC | 143,525 | $1,194 萬 | 1.28% | −73,728−33.9% | 減碼 |
| HFR Wealth Management, LLC | 143,217 | $1,192 萬 | 3.46% | −1,318−0.9% | 減碼 |
| Longbow Finance SA | 141,451 | $1,178 萬 | 1.59% | +141,451 | 新進 |
| Makena Capital Management LLC | 139,614 | $1,162 萬 | 2.18% | +32,318+30.1% | 加碼 |
| McGuire Investment Group, LLC | 137,959 | $1,149 萬 | 2.49% | +1,032+0.8% | 加碼 |
| Two Sigma Investments, LP | 137,031 | $1,141 萬 | 0.04% | +114,001+495.0% | 加碼 |
| Van Eck Associates Corp | 134,000 | $1,116 萬 | 0.03% | −1,334,660−90.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 133,828 | $1,114 萬 | 0.74% | +70,429+111.1% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 133,818 | $1,114 萬 | 1.09% | −2,482−1.8% | 減碼 |
| Baldwin Brothers Inc | 133,705 | $1,113 萬 | 1.01% | +133,705 | 新進 |
| HST Ventures, LLC | 132,520 | $1,103 萬 | 7.80% | +80,669+155.6% | 加碼 |
| Wealthfront Advisers LLC | 132,331 | $1,102 萬 | 0.05% | −9,195−6.5% | 減碼 |
| Aptus Capital Advisors, LLC | 131,704 | $1,097 萬 | 0.36% | +14,101+12.0% | 加碼 |
| Securian Asset Management, Inc | 127,415 | $1,061 萬 | 0.30% | −545−0.4% | 減碼 |
| Sandy Spring Bank | 126,172 | $1,051 萬 | 0.62% | −3,310−2.6% | 減碼 |
| Schwerin Boyle Capital Management Inc | 125,375 | $1,044 萬 | 1.05% | −1,700−1.3% | 減碼 |
| Basswood Capital Management, L.L.C. | 124,701 | $1,038 萬 | 0.77% | −32,255−20.6% | 減碼 |
| Tredje AP-fonden | 124,218 | $1,034 萬 | 0.18% | +19,653+18.8% | 加碼 |
| First Hawaiian Bank | 122,003 | $1,016 萬 | 0.37% | −2,999−2.4% | 減碼 |
| Cetera Advisor Networks LLC | 121,184 | $1,009 萬 | 0.08% | +69,837+136.0% | 加碼 |
| Marvin & Palmer Associates Inc | 120,122 | $1,000 萬 | 5.26% | +16,672+16.1% | 加碼 |
| Biechele Royce Advisors | 120,107 | $1,000 萬 | 4.08% | −2,392−2.0% | 減碼 |
| Kentucky Retirement Systems | 120,051 | $999.5 萬 | 0.39% | +525+0.4% | 加碼 |
| Hanson & Doremus Investment Management | 119,888 | $998.2 萬 | 2.15% | +8,342+7.5% | 加碼 |
| Maryland State Retirement & Pension System | 119,625 | $996.0 萬 | 0.29% | +1,641+1.4% | 加碼 |
| Point72 Europe (London) LLP | 118,999 | $990.8 萬 | 2.57% | −42,100−26.1% | 減碼 |
| Prana Capital Management, LP | 118,829 | $989.4 萬 | 0.76% | +101,454+583.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 118,691 | $988.2 萬 | 0.11% | +34,809+41.5% | 加碼 |
| Guggenheim Capital LLC | 118,350 | $985.4 萬 | 0.09% | −1,840−1.5% | 減碼 |