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。
2023 年第 1 季 13F 持有人
Schwab Charles Corp 在 2023/3/31 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
- 1,676
- 較 2022 年第 4 季 +80 家
- 持有股數
- 14.9 億
- 較 2022 年第 4 季 −7,421 萬 (−4.8%)
- 總市值
- $770.8 億
- 較 2022 年第 4 季 −$526.4 億 (−40.6%)
- 新進機構
- 295
- 另有 795 家加碼
- 清倉機構
- 215
- 另有 462 家減碼
另有 30 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Destination Wealth Management | 258,257 | $1,353 萬 | 0.51% | +243,121+1,606.2% | 加碼 |
| Karpas Strategies, LLC | 252,752 | $1,324 萬 | 4.66% | +68,297+37.0% | 加碼 |
| CIBC Asset Management Inc | 251,042 | $1,315 萬 | 0.05% | −68,902−21.5% | 減碼 |
| Cornerstone Capital, Inc. | 249,528 | $1,307 萬 | 1.58% | +5,995+2.5% | 加碼 |
| Vancity Investment Management Ltd | 247,503 | $1,296 萬 | 1.82% | +52,780+27.1% | 加碼 |
| Alyeska Investment Group, L.P. | 244,598 | $1,281 萬 | 0.11% | +244,598 | 新進 |
| PEAK6 Investments LLC | 244,055 | $1,278 萬 | 0.81% | +201,863+478.4% | 加碼 |
| Simplex Trading, LLC | 242,679 | $1,271 萬 | 0.57% | +242,679 | 新進 |
| D.A. Davidson & Co. | 242,519 | $1,271 萬 | 0.14% | +48,867+25.2% | 加碼 |
| Evergreen Capital Management LLC | 241,128 | $1,263 萬 | 0.57% | +80,724+50.3% | 加碼 |
| Quantbot Technologies LP | 241,027 | $1,262 萬 | 0.89% | +241,027 | 新進 |
| Philosophy Capital Management LLC | 240,000 | $1,257 萬 | 2.63% | +240,000 | 新進 |
| Evercore Wealth Management, LLC | 239,239 | $1,253 萬 | 0.25% | −5,537−2.3% | 減碼 |
| Twinbeech Capital LP | 239,139 | $1,253 萬 | 0.25% | +239,139 | 新進 |
| Public Employees Retirement Association of Colorado | 239,095 | $1,252 萬 | 0.06% | −9,489−3.8% | 減碼 |
| Nordea Investment Management AB | 243,021 | $1,243 萬 | 0.02% | −143,007−37.0% | 減碼 |
| Tower Bridge Advisors | 236,262 | $1,238 萬 | 1.01% | +2,132+0.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 235,482 | $1,233 萬 | 0.26% | −49,133−17.3% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 234,935 | $1,231 萬 | 1.95% | +7,707+3.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 234,760 | $1,230 萬 | 0.17% | −2,900−1.2% | 減碼 |
| Main Street Research LLC | 234,346 | $1,228 萬 | 2.42% | +192,404+458.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 230,232 | $1,206 萬 | 0.20% | +1,489+0.7% | 加碼 |
| Cohen Capital Management, Inc. | 228,820 | $1,199 萬 | 2.42% | −1,076−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 226,015 | $1,184 萬 | 0.06% | +135,956+151.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 225,199 | $1,180 萬 | 0.07% | −233,694−50.9% | 減碼 |
| Park National Corp | 224,762 | $1,177 萬 | 0.52% | +60,695+37.0% | 加碼 |
| Rockefeller Capital Management L.P. | 222,178 | $1,164 萬 | 0.05% | −403,898−64.5% | 減碼 |
| Umb Bank N A | 218,883 | $1,147 萬 | 0.18% | +1,114+0.5% | 加碼 |
| Mutual of America Capital Management LLC | 218,228 | $1,143 萬 | 0.14% | +366+0.2% | 加碼 |
| Yousif Capital Management, LLC | 218,024 | $1,142 萬 | 0.15% | −9,377−4.1% | 減碼 |
| Wafra Inc. | 216,864 | $1,136 萬 | 0.40% | −183,211−45.8% | 減碼 |
| Empower Advisory Group, LLC | 219,152 | $1,130 萬 | 0.05% | +219,152 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 215,597 | $1,129 萬 | 0.03% | −137−0.1% | 減碼 |
| Longbow Finance SA | 211,715 | $1,109 萬 | 1.40% | +70,264+49.7% | 加碼 |
| Cutler Investment Counsel LLC | 211,119 | $1,106 萬 | 1.72% | +2,058+1.0% | 加碼 |
| Swiss Life Asset Management Ltd | 210,583 | $1,103 萬 | 0.17% | +56,966+37.1% | 加碼 |
| State of Alaska, Department of Revenue | 210,122 | $1,101 萬 | 0.13% | −3,390−1.6% | 減碼 |
| Pacific Heights Asset Management LLC | 210,000 | $1,100 萬 | 1.03% | +30,000+16.7% | 加碼 |
| Lathrop Investment Management Corp | 209,779 | $1,099 萬 | 2.33% | +2,024+1.0% | 加碼 |
| Cornerstone Advisors, LLC | 205,000 | $1,074 萬 | 0.50% | 00.0% | 不變 |
| Osher Van de Voorde Investment Management | 204,480 | $1,071 萬 | 2.97% | −10,310−4.8% | 減碼 |
| Point72 Middle East FZE | 203,106 | $1,064 萬 | 0.60% | +59,354+41.3% | 加碼 |
| Engineers Gate Manager LP | 201,755 | $1,057 萬 | 0.44% | +201,755 | 新進 |
| Crossmark Global Holdings, Inc. | 200,854 | $1,052 萬 | 0.25% | +2,907+1.5% | 加碼 |
| CIBC World Markets Corp | 200,367 | $1,050 萬 | 0.17% | −304,109−60.3% | 減碼 |
| Mercer Global Advisors Inc | 200,099 | $1,048 萬 | 0.05% | +8,885+4.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 199,789 | $1,047 萬 | 0.28% | +44,421+28.6% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,040 萬 | 11.50% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 215,584 | $1,039 萬 | 0.07% | +56,497+35.5% | 加碼 |
| Shelton Capital Management | 197,629 | $1,035 萬 | 0.43% | +121,629+160.0% | 加碼 |
| Vantage Investment Partners, LLC | 192,641 | $1,009 萬 | 1.38% | +192,641 | 新進 |
| Panagora Asset Management Inc | 187,590 | $982.6 萬 | 0.06% | −147,717−44.1% | 減碼 |
| Live Oak Private Wealth LLC | 186,995 | $979.5 萬 | 2.02% | +4,988+2.7% | 加碼 |
| Harber Asset Management LLC | 185,800 | $973.2 萬 | 2.63% | +185,800 | 新進 |
| Exencial Wealth Advisors, LLC | 184,362 | $965.7 萬 | 0.50% | −3,876−2.1% | 減碼 |
| Capstone Investment Advisors, LLC | 182,899 | $958.0 萬 | 0.30% | +132,217+260.9% | 加碼 |
| Financial Counselors Inc | 182,900 | $958.0 萬 | 0.21% | +9,031+5.2% | 加碼 |
| Captrust Financial Advisors | 181,995 | $953.3 萬 | 0.04% | −112,720−38.2% | 減碼 |
| Goodman Financial Corp | 181,850 | $952.5 萬 | 2.77% | +181,850 | 新進 |
| Daymark Wealth Partners, LLC | 180,253 | $944.2 萬 | 1.25% | +180,253 | 新進 |
| Heron Bay Capital Management | 180,170 | $943.7 萬 | 3.67% | +106,631+145.0% | 加碼 |
| Czech National Bank | 179,690 | $941.2 萬 | 0.23% | +1,141+0.6% | 加碼 |
| Commerce Bank | 179,059 | $937.9 萬 | 0.07% | +125,145+232.1% | 加碼 |
| LFL Advisers, LLC | 178,164 | $933.2 萬 | 4.19% | 00.0% | 不變 |
| HFR Wealth Management, LLC | 177,847 | $931.6 萬 | 2.64% | +34,630+24.2% | 加碼 |
| LGT Group Foundation | 177,496 | $929.7 萬 | 0.27% | +116,561+191.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 177,217 | $928.3 萬 | 0.03% | −147,036−45.3% | 減碼 |
| Daiwa Securities Group Inc. | 176,652 | $925.4 萬 | 0.06% | −197,614−52.8% | 減碼 |
| Boston Private Wealth LLC | 176,433 | $924.2 萬 | 0.13% | −28,246−13.8% | 減碼 |
| Cetera Advisor Networks LLC | 175,920 | $921.5 萬 | 0.07% | +54,736+45.2% | 加碼 |
| Winslow Asset Management Inc | 174,811 | $915.7 萬 | 2.14% | −4,614−2.6% | 減碼 |
| GenTrust, LLC | 174,000 | $911.4 萬 | 0.66% | +174,000 | 新進 |
| Jacobson & Schmitt Advisors, LLC | 173,272 | $907.6 萬 | 2.61% | −4,787−2.7% | 減碼 |
| Blume Capital Management, Inc. | 173,070 | $906.5 萬 | 2.88% | +28,694+19.9% | 加碼 |
| Georgetown University | 172,665 | $904.4 萬 | 3.16% | +172,665 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 170,533 | $893.2 萬 | 0.14% | −450,503−72.5% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 168,988 | $885.2 萬 | 0.31% | −2,431−1.4% | 減碼 |
| Intech Investment Management LLC | 166,725 | $873.3 萬 | 0.07% | +19,477+13.2% | 加碼 |
| Churchill Management Corp | 164,831 | $863.4 萬 | 0.18% | −4,659−2.7% | 減碼 |
| Parsec Financial Management, Inc. | 164,267 | $860.4 萬 | 0.36% | +7,863+5.0% | 加碼 |
| Nissay Asset Management Corp | 162,323 | $850.2 萬 | 0.08% | −5,887−3.5% | 減碼 |
| Financial Avengers, Inc. | 161,865 | $847.9 萬 | 6.51% | +10,475+6.9% | 加碼 |
| Van Eck Associates Corp | 161,115 | $843.9 萬 | 0.02% | +27,115+20.2% | 加碼 |
| Oppenheimer & Co Inc | 161,105 | $843.9 萬 | 0.18% | +68,521+74.0% | 加碼 |
| united american securities inc. (d/b/a uas asset management) | 160,227 | $839.3 萬 | 2.86% | +130,227+434.1% | 加碼 |
| Wolf Hill Capital Management, LP | 158,664 | $831.1 萬 | 0.89% | +158,664 | 新進 |
| Ci Investments Inc. | 157,072 | $822.7 萬 | 0.04% | −11,144−6.6% | 減碼 |
| Lakehouse Capital Pty Ltd | 156,467 | $819.6 萬 | 7.25% | +52,965+51.2% | 加碼 |
| 1623 Capital LLC | 154,400 | $808.7 萬 | 5.20% | +42,769+38.3% | 加碼 |
| HST Ventures, LLC | 153,920 | $806.2 萬 | 4.11% | +21,400+16.1% | 加碼 |
| Asset Advisors Investment Management, LLC | 153,788 | $805.5 萬 | 1.05% | +1,400+0.9% | 加碼 |
| AE Wealth Management LLC | 151,792 | $795.1 萬 | 0.05% | +48,080+46.4% | 加碼 |
| Jacobs & Co | 150,133 | $786.3 萬 | 0.97% | +2,785+1.9% | 加碼 |
| Mill Capital Management, LLC | 149,935 | $785.4 萬 | 0.80% | +1,638+1.1% | 加碼 |
| GAM Holding AG | 149,478 | $783.0 萬 | 0.54% | −5,188−3.4% | 減碼 |
| Ashburton (Jersey) Ltd | 149,458 | $782.9 萬 | 3.69% | +149,458 | 新進 |
| Alberta Investment Management Corp | 148,849 | $779.7 萬 | 0.08% | −248,375−62.5% | 減碼 |
| Van Cleef Asset Management,Inc | 147,053 | $770.3 萬 | 1.20% | +201+0.1% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 146,374 | $766.7 萬 | 0.50% | +12,546+9.4% | 加碼 |
| Snowden Capital Advisors LLC | 142,728 | $747.6 萬 | 0.29% | +64,196+81.7% | 加碼 |