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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。

其他股別SCHW.PDSCHW.PJ

2023 年第 2 季與 2023 年第 1 季比較

持有 Schwab Charles Corp 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

SCHW 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數1,67681,775+107
股數14.9 億25.3 萬14.6 億−2,294 萬 (−1.5%)
市值$770.8 億$1,323 萬$829.4 億+$58.7 億 (+7.6%)

8 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（252 家）

2023 年第 2 季季末持有 Schwab Charles Corp、2023 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 252 家。

2023 年第 2 季新進 SCHW 的機構
機構股數市值佔組合 %
Newlands Management Operations LLC3,196,166$1.81 億1.93%
AustralianSuper Pty Ltd2,546,122$1.44 億0.92%
North Peak Capital Management, LLC2,200,121$1.25 億14.30%
Sandhill Capital Partners LLC624,416$3,539 萬3.23%
North Reef Capital Management LP553,500$3,137 萬2.41%
Senvest Management, LLC441,091$2,500 萬0.82%
UniSuper Management Pty Ltd415,611$2,356 萬0.27%
Clear Street LLC408,200$2,314 萬0.55%
Weiss Multi-Strategy Advisers LLC305,000$1,729 萬0.37%
Walleye Capital LLC267,008$1,513 萬0.27%
GW Henssler & Associates Ltd261,132$1,480 萬0.97%
Act Two Investors LLC237,969$1,349 萬3.77%
PM Capital Ltd219,871$1,246 萬2.60%
Interval Partners, LP200,003$1,134 萬0.57%
Modera Wealth Management, LLC175,072$992.3 萬0.18%
Skba Capital Management LLC161,160$913.5 萬1.65%
Sawgrass Asset Management LLC143,728$814.7 萬1.00%
Edgemoor Investment Advisors, Inc.140,100$794.1 萬0.90%
Clough Capital Partners L P130,700$740.8 萬0.75%
LaFleur & Godfrey LLC118,695$672.8 萬1.01%
Boothe Investment Group, Inc.94,721$536.9 萬2.84%
Lansdowne Partners (UK) LLP87,000$493.1 萬0.55%
First National Bank of Omaha78,874$447.1 萬0.26%
St Germain D J Co Inc73,702$417.7 萬0.22%
Resolute Capital Asset Partners LLC70,000$396.8 萬2.82%
Quadrature Capital Ltd66,926$379.3 萬0.08%
Adviser Investments LLC63,460$359.7 萬0.08%
First Interstate Bank61,499$348.6 萬0.29%
Stamos Capital Partners, L.P.53,040$300.6 萬0.70%
ICICI Prudential Asset Management Co Ltd52,200$295.9 萬0.38%
Hixon Zuercher, LLC51,976$294.6 萬1.48%
San Luis Wealth Advisors LLC49,985$282.4 萬1.00%
Walleye Trading LLC46,632$264.3 萬0.14%
Horan Capital Advisors, LLC.45,067$255.4 萬1.00%
Sixth Street Partners Management Company, L.P.44,000$249.4 萬0.23%
Prevail Innovative Wealth Advisors, LLC40,144$227.5 萬1.25%
Anson Funds Management LP40,000$226.7 萬0.68%
Genoa Capital Gestora de Recursos Ltda.39,699$225.0 萬5.94%
Citizens Business Bank38,858$220.2 萬0.49%
Peak Financial Advisors LLC35,359$200.4 萬1.57%
CoreCap Advisors, LLC33,777$191.4 萬0.14%
Graham Capital Wealth Management, LLC33,596$190.4 萬4.49%
Spectrum Financial Alliance Ltd LLC30,792$174.5 萬0.83%
LGT Fund Management Co Ltd.30,000$170.0 萬0.78%
Mount Vernon Associates Inc29,600$167.8 萬1.78%
Bradley Mark J.28,340$160.6 萬1.59%
Waycross Partners, LLC26,800$151.9 萬0.33%
Magnetar Financial LLC26,642$151.0 萬0.03%
Pine Valley Investments Ltd Liability Co20,703$146.8 萬0.14%
Bollard Group LLC25,625$145.2 萬0.05%
HBK Sorce Advisory LLC25,590$145.0 萬0.06%
Money Concepts Capital Corp25,246$143.1 萬0.15%
Platinum Investment Management Ltd25,000$141.7 萬0.05%
Argus Investors' Counsel, Inc.24,588$139.4 萬0.97%
E. Ohman J:or Asset Management AB24,500$138.9 萬0.05%
Mizuho Markets Cayman LP23,111$131.0 萬0.25%
Investment House LLC23,100$130.9 萬0.10%
Corton Capital Inc.22,729$128.8 萬0.60%
Mount Yale Investment Advisors, LLC22,520$127.6 萬0.14%
Virtu Financial LLC21,428$121.5 萬0.09%
Monetta Financial Services Inc20,800$117.9 萬1.15%
Strategic Wealth Partners, Ltd.20,290$115.0 萬0.15%
EPG Wealth Management LLC20,052$113.7 萬0.34%
Davis Investment Partners, LLC16,516$112.2 萬0.54%
Sander Capital Advisors Inc19,510$110.6 萬0.60%
Parkside Investments, LLC22,413$110.0 萬0.21%
WoodTrust Financial Corp19,400$110.0 萬0.20%
Ascent Wealth Partners, LLC19,277$109.3 萬0.19%
Stableford Capital II LLC16,265$105.0 萬0.46%
Texas Yale Capital Corp.18,300$103.7 萬0.05%
James Investment Research Inc17,985$101.9 萬0.13%
Lighthouse Investment Partners, LLC17,501$99.2 萬0.08%
Pearl River Capital, LLC16,600$94.1 萬0.15%
Arete Wealth Advisors, LLC16,396$92.9 萬0.08%
Gillson Capital LP16,322$92.5 萬0.08%
Numerai GP LLC15,863$89.9 萬0.18%
Delphi Management Inc15,773$89.4 萬0.94%
Freestone Capital Holdings, LLC15,708$89.0 萬0.04%
Worm Capital, LLC15,668$88.8 萬0.78%
Nations Financial Group Inc,15,564$88.2 萬0.09%
PMC FIG Opportunities LLC15,000$85.0 萬4.79%
Coastline Trust Co14,475$82.0 萬0.11%
Cidel Asset Management Inc14,300$81.1 萬0.04%
Sabal Trust CO13,437$76.2 萬0.05%
Triumph Capital Management13,400$76.0 萬0.34%
Unio Capital LLC13,365$75.8 萬0.39%
National Wealth Management Group, LLC10,754$70.5 萬0.73%
Brown, Lisle/Cummings, Inc.12,150$68.9 萬0.31%
Delphia (USA) Inc.11,810$66.9 萬1.06%
EA Series Trust11,798$66.9 萬0.02%
Invictus Private Wealth, LLC11,515$65.3 萬0.07%
Cynosure Management, LLC11,266$63.9 萬0.19%
Matisse Capital11,145$63.2 萬0.39%
Lebenthal Global Advisors, LLC11,119$63.0 萬0.18%
Sciencast Management LP11,011$63.0 萬0.51%
Dumont & Blake Investment Advisors LLC11,099$62.9 萬0.20%
Bridgeworth, LLC10,790$61.2 萬0.07%
United Community Bank10,790$61.2 萬0.54%
Seelaus Asset Management LLC10,743$60.9 萬0.48%
Washburn Capital Management, Inc.10,464$59.3 萬0.50%

清倉機構（145 家）

2023 年第 1 季季末持有 Schwab Charles Corp、2023 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 145 家。

2023 年第 2 季清倉 SCHW 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Southpoint Capital Advisors LP1,900,000$9,952 萬
Dragoneer Investment Group, LLC1,117,000$5,851 萬
Voloridge Investment Management, LLC1,020,357$5,345 萬
Sessa Capital IM, L.P.902,313$4,726 萬
First Republic Investment Management, Inc.870,591$4,560 萬
James Hambro & Partners857,499$4,490 萬
GFI Investment Counsel Ltd.837,412$4,386 萬
Qube Research & Technologies Ltd594,862$3,116 萬
Ruffer LLP476,256$2,494 萬
Wilkinson Global Asset Management LLC369,849$1,937 萬
Ghisallo Capital Management LLC300,000$1,571 萬
Jefferies Financial Group Inc.296,284$1,552 萬
Parallax Volatility Advisers, L.P.282,361$1,479 萬
Rit Capital Partners PLC265,000$1,388 萬
Simplex Trading, LLC242,679$1,271 萬
Philosophy Capital Management LLC240,000$1,257 萬
Twinbeech Capital LP239,139$1,253 萬
Wafra Inc.216,864$1,136 萬
Longbow Finance SA211,715$1,109 萬
united american securities inc. (d/b/a uas asset management)160,227$839.3 萬
Wolf Hill Capital Management, LP158,664$831.1 萬
Jump Financial, LLC139,286$729.6 萬
Capital Fund Management S.A.106,433$557.5 萬
Cumberland Advisors Inc82,895$434.2 萬
Bridger Management, LLC82,600$432.7 萬
Global Frontier Investments LLC50,000$416.3 萬
Armor Advisors, L.L.C.63,000$330.0 萬
Polar Capital Holdings Plc61,102$320.1 萬
La Banque Postale Asset Management SA60,525$317.0 萬
Aquatic Capital Management LLC60,400$316.4 萬
Yost Capital Management, LP59,000$309.0 萬
Nikko Asset Management Americas, Inc.56,061$296.0 萬
Jupiter Asset Management Ltd53,410$279.7 萬
Dynamic Technology Lab Private Ltd51,945$272.1 萬
Duality Advisers, LP51,286$268.6 萬
Itau Unibanco Holding S.A.48,614$254.6 萬
True North Advisors, LLC46,100$241.5 萬
Cornerstone Wealth Group, LLC45,379$237.7 萬
Abner Herrman & Brock LLC43,350$227.1 萬
Phoenix Holdings Ltd.40,426$211.8 萬
Teza Capital Management LLC40,208$210.6 萬
Venator Management LLC38,765$203.1 萬
Manchester Global Management (UK) Ltd38,500$201.7 萬
Beck Capital Management, LLC38,375$201.0 萬
Capula Management Ltd37,673$197.3 萬
OTA Financial Group L.P.34,032$178.2 萬
Parkwood LLC32,466$170.1 萬
Old Mission Capital LLC32,252$168.9 萬
Cumberland Partners Ltd32,042$167.8 萬
Caption Management, LLC27,000$141.4 萬
M&G Investment Management Ltd25,825$134.3 萬
Advisor Resource Council25,872$133.8 萬
O'Brien Greene & Co. Inc24,895$130.4 萬
Change Path, LLC22,964$120.3 萬
IMC-Chicago, LLC22,631$118.5 萬
Seven Eight Capital, LP21,534$112.8 萬
Forefront Wealth Management Inc.20,760$108.7 萬
Bridgefront Capital, LLC20,217$105.9 萬
W.H. Cornerstone Investments Inc.18,798$98.5 萬
Richard Bernstein Advisors LLC18,785$98.4 萬
Griffin Asset Management, Inc.17,050$89.3 萬
Eagle Asset Management Inc15,714$82.3 萬
Shay Capital LLC15,000$78.6 萬
Quantitative Investment Management, LLC14,788$77.4 萬
Stratos Wealth Advisors, LLC14,429$75.6 萬
Oak Thistle LLC14,422$75.5 萬
Redhawk Wealth Advisors, Inc.14,207$74.4 萬
Financial Consulate, Inc12,086$63.3 萬
MYDA Advisors LLC12,000$62.9 萬
Avidian Wealth Solutions, LLC11,726$61.4 萬
Virtus ETF Advisers LLC11,418$59.8 萬
Sun Life Financial INC11,374$59.4 萬
Psagot Value Holdings Ltd. / (Israel)11,100$57.7 萬
X-Square Capital, LLC10,950$57.4 萬
Pitti Group Wealth Management, LLC10,385$54.4 萬
Qsemble Capital Management, LP10,200$53.4 萬
Bluefin Capital Management, LLC–$52.4 萬
Plustick Management LLC10,000$52.4 萬
Lyell Wealth Management, LP9,436$49.4 萬
Radnor Capital Management, LLC9,285$48.6 萬
HWG Holdings LP9,229$48.3 萬
Latitude Advisors, LLC8,928$46.8 萬
Point72 Asset Management, L.P.8,888$46.6 萬
Summit Wealth & Retirement Planning, Inc.8,864$46.4 萬
Lombard Odier Asset Management (Switzerland) SA8,841$46.3 萬
Blueprint Investment Partners LLC7,552$39.6 萬
Biltmore Family Office, LLC6,926$36.3 萬
Smith Anglin Financial, LLC6,751$35.4 萬
Keeley-Teton Advisors, LLC6,488$34.0 萬
Alta Wealth Advisors LLC6,442$33.7 萬
Legacy Capital Wealth Partners, LLC6,324$33.1 萬
Credit Capital Investments LLC6,000$31.4 萬
Colony Family Offices, LLC5,900$30.9 萬
BBR Partners, LLC5,857$30.7 萬
Ofi Invest Asset Management15,276,683$29.0 萬
LVW Advisors, LLC5,534$29.0 萬
Cinctive Capital Management LP5,370$28.1 萬
Knightsbridge Asset Management, LLC5,282$27.7 萬
Brave Warrior Advisors, LLC5,250$27.5 萬
BancorpSouth Bank5,219$27.3 萬

尚未申報 2023 年第 2 季的機構（8 家）

2023 年第 1 季季末持有 Schwab Charles Corp、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 SCHW、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Parsec Financial Management, Inc.164,267$860.4 萬
LeJeune Puetz Investment Counsel LLC58,515$306.5 萬
Stonnington Group, LLC12,768$65.7 萬
ETF Managers Group, LLC8,615$45.1 萬
Old Port Advisors7,744$40.0 萬
Householder Group Estate & Retirement Specialist, LLC574$3.00 萬
Pathway Financial Advisers, LLC340$1.78 萬
Ahrens Investment Partners LLC33$1,729