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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 26,577 | $221.3 萬 | 0.35% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 26,572 | $221.2 萬 | 0.18% | −48−0.2% | 減碼 |
| Associated Banc-Corp | 26,522 | $220.8 萬 | 0.09% | −305−1.1% | 減碼 |
| Alpha DNA Investment Management LLC | 26,437 | $220.1 萬 | 1.17% | +6,609+33.3% | 加碼 |
| Avitas Wealth Management LLC | 26,420 | $220.0 萬 | 0.46% | +223+0.9% | 加碼 |
| Colonial Trust Co | 26,359 | $219.5 萬 | 0.60% | +1,650+6.7% | 加碼 |
| EP Wealth Advisors, LLC | 26,349 | $219.4 萬 | 0.04% | +1,300+5.2% | 加碼 |
| Aurora Investment Counsel | 26,340 | $219.3 萬 | 1.52% | −1,624−5.8% | 減碼 |
| Redmond Asset Management, LLC | 26,205 | $218.2 萬 | 0.78% | −130−0.5% | 減碼 |
| Aspiriant, LLC | 25,886 | $215.5 萬 | 0.11% | +305+1.2% | 加碼 |
| Difesa Capital Management, LP | 25,850 | $215.2 萬 | 1.68% | +11,200+76.5% | 加碼 |
| Palisade Asset Management, LLC | 25,800 | $214.8 萬 | 0.25% | +1,871+7.8% | 加碼 |
| Cookson Peirce & Co Inc | 25,495 | $212.3 萬 | 0.14% | +25,495 | 新進 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $208.2 萬 | 0.34% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $208.2 萬 | 0.41% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 24,999 | $208.1 萬 | 0.91% | +24,999 | 新進 |
| Whittier Trust Co of Nevada Inc | 24,979 | $208.0 萬 | 0.08% | +388+1.6% | 加碼 |
| O'Brien Greene & Co. Inc | 24,895 | $207.3 萬 | 0.79% | +24,895 | 新進 |
| Tokio Marine Asset Management Co Ltd | 24,808 | $206.6 萬 | 0.16% | +2,657+12.0% | 加碼 |
| Chartwell Investment Partners, LLC | 24,411 | $203.2 萬 | 0.08% | −53−0.2% | 減碼 |
| Mach-1 Financial Group, Inc. | 24,357 | $202.8 萬 | 0.95% | +23,822+4,452.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 24,352 | $202.8 萬 | 0.80% | 00.0% | 不變 |
| 1st Source Bank | 24,291 | $202.2 萬 | 0.13% | −50−0.2% | 減碼 |
| Chesley Taft & Associates LLC | 24,006 | $199.9 萬 | 0.14% | 00.0% | 不變 |
| Acadian Asset Management LLC | 23,972 | $199.5 萬 | 0.01% | −3,566−12.9% | 減碼 |
| Ibex Wealth Advisors | 23,951 | $199.4 萬 | 0.45% | +20,927+692.0% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 23,722 | $197.5 萬 | 2.02% | −1,562−6.2% | 減碼 |
| SkyView Investment Advisors, LLC | 23,568 | $196.2 萬 | 0.59% | −1,013−4.1% | 減碼 |
| Rossmore Private Capital | 23,555 | $196.1 萬 | 0.31% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 23,500 | $195.7 萬 | 0.09% | +1,076+4.8% | 加碼 |
| Industrial Alliance Investment Management Inc. | 23,453 | $195.3 萬 | 0.05% | 00.0% | 不變 |
| CenterBook Partners LP | 23,404 | $194.9 萬 | 0.32% | −6,935−22.9% | 減碼 |
| Chemistry Wealth Management LLC | 23,342 | $194.3 萬 | 0.76% | +7,473+47.1% | 加碼 |
| Private Asset Management Inc | 23,317 | $194.1 萬 | 0.33% | −2,746−10.5% | 減碼 |
| Huntington National Bank | 23,240 | $193.5 萬 | 0.02% | +788+3.5% | 加碼 |
| Foundations Investment Advisors, LLC | 23,087 | $192.2 萬 | 0.08% | −3,921−14.5% | 減碼 |
| Seeyond | 22,833 | $190.1 萬 | 0.18% | +6,453+39.4% | 加碼 |
| Meeder Advisory Services, Inc. | 22,715 | $189.1 萬 | 0.24% | +22,715 | 新進 |
| Signaturefd, LLC | 22,701 | $189.0 萬 | 0.06% | +2,115+10.3% | 加碼 |
| Appleton Partners Inc | 22,546 | $187.7 萬 | 0.18% | −2,264−9.1% | 減碼 |
| Herbst Group, LLC | 22,350 | $186.1 萬 | 1.50% | −6,400−22.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 22,321 | $185.8 萬 | 0.03% | −849−3.7% | 減碼 |
| Veriti Management LLC | 22,150 | $184.4 萬 | 0.24% | +1,026+4.9% | 加碼 |
| HM Payson & Co | 22,026 | $183.4 萬 | 0.05% | +779+3.7% | 加碼 |
| Bridges Investment Management Inc | 21,973 | $182.9 萬 | 0.07% | 00.0% | 不變 |
| Evolutionary Tree Capital Management, LLC | 21,884 | $182.2 萬 | 1.75% | −3,834−14.9% | 減碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $181.9 萬 | 0.03% | 00.0% | 不變 |
| Sonen Capital LLC | 21,839 | $181.8 萬 | 2.97% | +611+2.9% | 加碼 |
| Birmingham Capital Management Co Inc | 21,700 | $180.7 萬 | 0.69% | −220−1.0% | 減碼 |
| Harbour Capital Advisors, LLC | 21,895 | $179.4 萬 | 0.60% | −987−4.3% | 減碼 |
| DoubleLine ETF Adviser LP | 21,495 | $179.0 萬 | 0.92% | +21,495 | 新進 |
| Linker Capital Management Inc. | 21,477 | $178.8 萬 | 2.05% | 00.0% | 不變 |
| Wealth Alliance | 21,459 | $178.7 萬 | 0.32% | +620+3.0% | 加碼 |
| Archford Capital Strategies, LLC | 21,439 | $178.5 萬 | 0.41% | +2,105+10.9% | 加碼 |
| Schechter Investment Advisors, LLC | 21,297 | $177.3 萬 | 0.16% | −287−1.3% | 減碼 |
| Titleist Asset Management, Ltd. | 21,294 | $177.3 萬 | 0.42% | −889−4.0% | 減碼 |
| Thomasville National Bank | 21,256 | $177.0 萬 | 0.20% | −30−0.1% | 減碼 |
| Regions Financial Corp | 21,141 | $176.0 萬 | 0.02% | −2,404−10.2% | 減碼 |
| Beacon Financial Group | 21,032 | $175.1 萬 | 0.24% | −253−1.2% | 減碼 |
| Park Avenue Securities LLC | 21,036 | $175.1 萬 | 0.03% | +7,041+50.3% | 加碼 |
| Financial Partners Group, LLC | 20,956 | $174.5 萬 | 1.03% | +20,956 | 新進 |
| Empowered Funds, LLC | 20,776 | $173.0 萬 | 0.11% | +2,621+14.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,670 | $172.1 萬 | 0.07% | +50.0% | 加碼 |
| DuPont Capital Management Corp | 20,604 | $171.5 萬 | 0.08% | −5,943−22.4% | 減碼 |
| PFS Investments Inc. | 20,596 | $171.5 萬 | 0.03% | +2,055+11.1% | 加碼 |
| Leisure Capital Management | 20,580 | $171.3 萬 | 0.89% | −601−2.8% | 減碼 |
| Crescent Grove Advisors, LLC | 20,458 | $170.3 萬 | 0.18% | +605+3.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 20,445 | $170.2 萬 | 0.04% | +215+1.1% | 加碼 |
| Epoch Investment Partners, Inc. | 20,403 | $169.9 萬 | 0.01% | −118−0.6% | 減碼 |
| AllGen Financial Advisors, Inc. | 20,291 | $168.9 萬 | 1.21% | +11,340+126.7% | 加碼 |
| We Are One Seven, LLC | 20,283 | $168.9 萬 | 0.17% | −426−2.1% | 減碼 |
| Greenup Street Wealth Management LLC | 20,190 | $168.1 萬 | 0.71% | +395+2.0% | 加碼 |
| Montecito Bank & Trust | 20,179 | $168.0 萬 | 0.41% | −250−1.2% | 減碼 |
| Pendal Group Limited | 20,117 | $167.5 萬 | 0.01% | −1,747−8.0% | 減碼 |
| MYDA Advisors LLC | 20,000 | $166.5 萬 | 1.20% | −1,000−4.8% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $166.5 萬 | 0.03% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 20,000 | $166.5 萬 | 0.72% | +20,000 | 新進 |
| Caliber Wealth Management, LLC | 19,965 | $166.2 萬 | 1.27% | +19,965 | 新進 |
| Bank of Hawaii | 19,934 | $166.0 萬 | 0.10% | +1,271+6.8% | 加碼 |
| Accretive Wealth Partners, LLC | 19,907 | $165.7 萬 | 1.14% | −612−3.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 19,736 | $164.3 萬 | 0.25% | +818+4.3% | 加碼 |
| Prelude Capital Management, LLC | 19,718 | $164.2 萬 | 0.10% | +19,718 | 新進 |
| Bensler, LLC | 19,715 | $164.2 萬 | 0.36% | +628+3.3% | 加碼 |
| Diversified Investment Strategies, LLC | 19,537 | $162.7 萬 | 1.26% | +20.0% | 加碼 |
| Cascade Investment Advisors, Inc. | 19,150 | $159.4 萬 | 1.33% | +100+0.5% | 加碼 |
| Roberts Wealth Advisors, LLC | 19,309 | $158.2 萬 | 0.76% | −122−0.6% | 減碼 |
| Essex Savings Bank | 19,002 | $158.2 萬 | 0.56% | +24+0.1% | 加碼 |
| Hodges Capital Management Inc. | 18,847 | $156.9 萬 | 0.14% | +1,796+10.5% | 加碼 |
| Richard Bernstein Advisors LLC | 18,785 | $156.4 萬 | 0.03% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 18,757 | $156.2 萬 | 0.08% | +3,039+19.3% | 加碼 |
| Penserra Capital Management LLC | 18,734 | $155.9 萬 | 0.03% | +18,330+4,537.1% | 加碼 |
| RiverPark Advisors, LLC | 18,681 | $155.5 萬 | 0.74% | −7,440−28.5% | 減碼 |
| Sowell Financial Services LLC | 18,676 | $155.5 萬 | 0.10% | +8,438+82.4% | 加碼 |
| Cigna Investments Inc | 18,671 | $155.4 萬 | 0.33% | +48+0.3% | 加碼 |
| SG Americas Securities, LLC | 18,616 | $155.0 萬 | 0.02% | −44,824−70.7% | 減碼 |
| Davis R M Inc | 18,587 | $154.8 萬 | 0.04% | +116+0.6% | 加碼 |
| NovaPoint Capital, LLC | 18,573 | $154.6 萬 | 0.68% | −1,118−5.7% | 減碼 |
| Aj Wealth Strategies, LLC | 18,450 | $153.6 萬 | 0.08% | +13+0.1% | 加碼 |
| Franklin Street Advisors Inc | 18,383 | $153.1 萬 | 0.15% | −1,350−6.8% | 減碼 |
| Fiduciary Trust Co | 18,267 | $152.1 萬 | 0.03% | −379−2.0% | 減碼 |