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 4 季 13F 持有人
Schwab Charles Corp 在 2023/12/31 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
- 1,877
- 較 2023 年第 3 季 +165 家
- 持有股數
- 15.0 億
- 較 2023 年第 3 季 +3,329 萬 (+2.3%)
- 總市值
- $1,030 億
- 較 2023 年第 3 季 +$226.4 億 (+28.2%)
- 新進機構
- 287
- 另有 763 家加碼
- 清倉機構
- 122
- 另有 639 家減碼
另有 28 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 88,486 | $608.8 萬 | 0.12% | +9,063+11.4% | 加碼 |
| Achmea Investment Management B.V. | 88,112 | $606.2 萬 | 0.13% | −471−0.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 86,730 | $596.7 萬 | 0.04% | −8,629−9.0% | 減碼 |
| Ieq Capital, LLC | 86,687 | $596.4 萬 | 0.10% | −6,819−7.3% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $596.3 萬 | 0.62% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 86,189 | $593.0 萬 | 1.93% | −2,552−2.9% | 減碼 |
| First Western Trust Bank | 86,066 | $592.1 萬 | 0.29% | −2,052−2.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 85,255 | $586.6 萬 | 0.01% | −45,821−35.0% | 減碼 |
| Stony Point Wealth Management Inc. | 84,416 | $580.8 萬 | 2.69% | +1,806+2.2% | 加碼 |
| Argent Trust Co | 84,267 | $579.8 萬 | 0.29% | +2,538+3.1% | 加碼 |
| Cinctive Capital Management LP | 83,487 | $574.4 萬 | 0.40% | +43,130+106.9% | 加碼 |
| Mengis Capital Management, Inc. | 82,321 | $566.4 萬 | 1.06% | −1,048−1.3% | 減碼 |
| Aviance Capital Partners, LLC | 81,385 | $559.9 萬 | 1.20% | +878+1.1% | 加碼 |
| American Money Management, LLC | 80,734 | $555.4 萬 | 1.25% | +2,244+2.9% | 加碼 |
| Schwerin Boyle Capital Management Inc | 80,075 | $550.9 萬 | 0.62% | −200−0.2% | 減碼 |
| SG Americas Securities, LLC | 79,227 | $545.1 萬 | 0.06% | +1,251+1.6% | 加碼 |
| Shell Asset Management Co | 79,205 | $544.9 萬 | 0.25% | −18,392−18.8% | 減碼 |
| Marshall & Sullivan Inc | 78,992 | $543.5 萬 | 2.87% | −122−0.2% | 減碼 |
| Hoylecohen, LLC | 78,424 | $539.6 萬 | 0.44% | −618−0.8% | 減碼 |
| JustInvest LLC | 78,212 | $538.1 萬 | 0.14% | +4,579+6.2% | 加碼 |
| Private Advisory Group LLC | 78,202 | $538.0 萬 | 0.93% | −6,866−8.1% | 減碼 |
| Shelton Capital Management | 77,613 | $534.0 萬 | 0.17% | −30,916−28.5% | 減碼 |
| New Mexico Educational Retirement Board | 77,287 | $531.7 萬 | 0.20% | 00.0% | 不變 |
| Marco Investment Management LLC | 77,262 | $531.6 萬 | 0.54% | −676−0.9% | 減碼 |
| Twin Lakes Capital Management, LLC | 77,191 | $531.1 萬 | 3.63% | −448−0.6% | 減碼 |
| KCM Investment Advisors LLC | 77,130 | $530.7 萬 | 0.21% | +217+0.3% | 加碼 |
| GWM Advisors LLC | 77,229 | $526.0 萬 | 0.05% | −1,745−2.2% | 減碼 |
| Bailard, Inc. | 75,930 | $522.4 萬 | 0.15% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 75,873 | $522.0 萬 | 3.71% | +15,878+26.5% | 加碼 |
| Maxi Investments CY Ltd | 75,167 | $517.1 萬 | 1.45% | +75,167 | 新進 |
| Allen Capital Group, LLC | 74,494 | $512.5 萬 | 0.85% | −2,067−2.7% | 減碼 |
| Cloverfields Capital Group, LP | 73,737 | $507.3 萬 | 1.99% | +8,385+12.8% | 加碼 |
| Conning Inc. | 73,302 | $504.3 萬 | 0.18% | −2,846−3.7% | 減碼 |
| Metis Global Partners, LLC | 71,878 | $494.5 萬 | 0.20% | −4,138−5.4% | 減碼 |
| Means Investment Co., Inc. | 71,872 | $494.5 萬 | 0.71% | +15,314+27.1% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 71,700 | $493.3 萬 | 0.16% | +71,700 | 新進 |
| Birch Capital Management, LLC | 71,286 | $490.4 萬 | 2.81% | +28,163+65.3% | 加碼 |
| Valley National Advisers Inc | 71,133 | $489.3 萬 | 0.78% | −2,441−3.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 70,980 | $488.3 萬 | 0.22% | −89−0.1% | 減碼 |
| Scotia Capital Inc. | 70,914 | $487.9 萬 | 0.03% | +9,036+14.6% | 加碼 |
| Perkins Coie Trust Co | 70,525 | $485.1 萬 | 1.22% | +730+1.0% | 加碼 |
| Pring Turner Capital Group Inc | 70,371 | $484.2 萬 | 3.70% | −102−0.1% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 69,984 | $481.5 萬 | 2.13% | +1,577+2.3% | 加碼 |
| Man Group plc | 69,385 | $477.4 萬 | 0.01% | – | – |
| Greenup Street Wealth Management LLC | 68,544 | $471.6 萬 | 1.31% | −1,009−1.5% | 減碼 |
| Mezzasalma Advisors, LLC | 68,109 | $468.6 萬 | 2.55% | +2,253+3.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 67,927 | $467.3 萬 | 1.22% | −1,830−2.6% | 減碼 |
| Lincoln Capital LLC | 66,680 | $459.0 萬 | 1.12% | +37+0.1% | 加碼 |
| Condor Capital Management | 66,484 | $457.4 萬 | 0.49% | +1,746+2.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 65,774 | $452.5 萬 | 0.06% | +18,613+39.5% | 加碼 |
| Naples Global Advisors, LLC | 65,702 | $452.0 萬 | 0.50% | +2,144+3.4% | 加碼 |
| Resolute Capital Asset Partners LLC | 65,000 | $447.2 萬 | 2.92% | +65,000 | 新進 |
| Wetherby Asset Management Inc | 64,684 | $445.0 萬 | 0.23% | +565+0.9% | 加碼 |
| Gilman Hill Asset Management, LLC | 64,535 | $444.0 萬 | 0.83% | −258−0.4% | 減碼 |
| 1832 Asset Management L.P. | 64,137 | $441.3 萬 | 0.01% | +53,300+491.8% | 加碼 |
| First Interstate Bank | 63,894 | $439.6 萬 | 0.33% | −1,123−1.7% | 減碼 |
| Next Capital Management LLC | 63,887 | $439.5 萬 | 1.89% | +1,040+1.7% | 加碼 |
| Hodges Capital Management Inc. | 63,830 | $439.1 萬 | 0.23% | −60,606−48.7% | 減碼 |
| Tredje AP-fonden | 63,523 | $437.0 萬 | 0.05% | −71,821−53.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 63,316 | $435.6 萬 | 0.49% | +223+0.4% | 加碼 |
| Keybank National Association | 62,914 | $432.8 萬 | 0.02% | +952+1.5% | 加碼 |
| Ascent Group, LLC | 66,729 | $430.4 萬 | 0.41% | +11,461+20.7% | 加碼 |
| Banque Cantonale Vaudoise | 62,458 | $429.8 萬 | 0.19% | −17,046−21.4% | 減碼 |
| Legal Advantage Investments, Inc. | 62,300 | $428.6 萬 | 2.58% | +4,200+7.2% | 加碼 |
| We Are One Seven, LLC | 62,026 | $426.7 萬 | 0.25% | +3,132+5.3% | 加碼 |
| Employees Retirement System of Texas | 61,755 | $424.9 萬 | 0.05% | −12,850−17.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 61,188 | $421.2 萬 | 0.05% | −53,846−46.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 61,200 | $421.1 萬 | 0.05% | +61,200 | 新進 |
| Watchman Group, Inc. | 61,001 | $419.7 萬 | 1.38% | +4,564+8.1% | 加碼 |
| American Trust | 60,697 | $417.6 萬 | 0.31% | −1,302−2.1% | 減碼 |
| Metropolitan Life Insurance Co | 60,576 | $416.8 萬 | 0.20% | −946−1.5% | 減碼 |
| Pittenger & Anderson Inc | 60,424 | $415.7 萬 | 0.19% | −4,488−6.9% | 減碼 |
| GHP Investment Advisors, Inc. | 59,822 | $411.6 萬 | 0.22% | −1,805−2.9% | 減碼 |
| Annandale Capital, LLC | 59,743 | $411.0 萬 | 0.96% | +16,473+38.1% | 加碼 |
| Prentiss Smith & Co Inc | 59,171 | $407.1 萬 | 3.03% | −1,634−2.7% | 減碼 |
| River & Mercantile Asset Management LLP | 58,960 | $406.0 萬 | 0.77% | −4,798−7.5% | 減碼 |
| Investment Research & Advisory Group, Inc. | 58,979 | $405.8 萬 | 2.09% | +607+1.0% | 加碼 |
| Northwest Investment Counselors, LLC | 58,473 | $402.3 萬 | 1.08% | +698+1.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 20,456 | $400.5 萬 | 0.65% | +220+1.1% | 加碼 |
| Sepio Capital, LP | 58,030 | $399.2 萬 | 0.34% | −15,566−21.2% | 減碼 |
| Miura Global Management, LLC | 58,000 | $399.0 萬 | 2.23% | +58,000 | 新進 |
| DLK Investment Management, LLC | 57,603 | $396.3 萬 | 1.80% | +57,603 | 新進 |
| Crystal Rock Capital Management | 57,200 | $393.5 萬 | 2.60% | +38,200+201.1% | 加碼 |
| Gs Investments, Inc. | 57,128 | $393.0 萬 | 2.05% | −140−0.2% | 減碼 |
| Chapman Investment Management, LLC | 57,039 | $392.4 萬 | 2.99% | −3,830−6.3% | 減碼 |
| Intrinsic Value Partners, LLC | 56,736 | $390.3 萬 | 4.55% | +130+0.2% | 加碼 |
| ExodusPoint Capital Management, LP | 56,508 | $388.8 萬 | 0.05% | +56,508 | 新進 |
| Fiduciary Group LLC | 56,067 | $385.7 萬 | 0.45% | −4,379−7.2% | 減碼 |
| PEAK6 Investments LLC | 56,040 | $385.6 萬 | 0.17% | −131,359−70.1% | 減碼 |
| Delta Global Management LP | 55,559 | $382.2 萬 | 0.59% | +55,559 | 新進 |
| Advisory Services Network, LLC | 55,140 | $379.4 萬 | 0.09% | −15,051−21.4% | 減碼 |
| Bridgecreek Investment Management, LLC | 55,025 | $378.6 萬 | 0.73% | −750−1.3% | 減碼 |
| SOL Capital Management CO | 54,971 | $378.2 萬 | 0.51% | +5,655+11.5% | 加碼 |
| SFMG, LLC | 54,913 | $377.8 萬 | 0.35% | +1,445+2.7% | 加碼 |
| Prudential PLC | 54,795 | $377.0 萬 | 0.04% | −60−0.1% | 減碼 |
| Left Brain Wealth Management, LLC | 54,767 | $376.8 萬 | 2.18% | −285−0.5% | 減碼 |
| Delta Capital Management LLC | 54,700 | $376.3 萬 | 2.63% | −60−0.1% | 減碼 |
| Alberta Investment Management Corp | 54,225 | $373.1 萬 | 0.04% | +20,325+60.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 54,198 | $372.9 萬 | 0.08% | +10,761+24.8% | 加碼 |
| Hixon Zuercher, LLC | 54,081 | $372.1 萬 | 1.73% | +1,229+2.3% | 加碼 |