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。
2024 年第 1 季 13F 持有人
Schwab Charles Corp 在 2024/3/31 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
- 1,879
- 較 2023 年第 4 季 +26 家
- 持有股數
- 15.0 億
- 較 2023 年第 4 季 +1,133 萬 (+0.8%)
- 總市值
- $1,082 億
- 較 2023 年第 4 季 +$60.6 億 (+5.9%)
- 新進機構
- 175
- 另有 768 家加碼
- 清倉機構
- 149
- 另有 682 家減碼
另有 24 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 57,453 | $415.6 萬 | 2.00% | +325+0.6% | 加碼 |
| Prentiss Smith & Co Inc | 57,863 | $418.6 萬 | 2.94% | −1,308−2.2% | 減碼 |
| Southeast Asset Advisors Inc. | 58,358 | $422.2 萬 | 0.51% | +8,704+17.5% | 加碼 |
| DLK Investment Management, LLC | 58,378 | $422.3 萬 | 1.79% | +775+1.3% | 加碼 |
| American Trust | 58,728 | $424.8 萬 | 0.39% | −1,969−3.2% | 減碼 |
| AustralianSuper Pty Ltd | 58,735 | $425.1 萬 | 0.02% | −185,931−76.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 59,741 | $432.1 萬 | 0.05% | −1,447−2.4% | 減碼 |
| Annandale Capital, LLC | 59,743 | $432.2 萬 | 0.98% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 60,024 | $434.2 萬 | 0.19% | −552−0.9% | 減碼 |
| First American Bank | 60,184 | $435.4 萬 | 0.33% | +6,127+11.3% | 加碼 |
| GHP Investment Advisors, Inc. | 60,351 | $436.6 萬 | 0.22% | +529+0.9% | 加碼 |
| First Interstate Bank | 60,804 | $439.9 萬 | 0.30% | −3,090−4.8% | 減碼 |
| Northwest Investment Counselors, LLC | 61,404 | $444.2 萬 | 1.08% | +2,931+5.0% | 加碼 |
| Watchman Group, Inc. | 61,450 | $444.5 萬 | 1.34% | +449+0.7% | 加碼 |
| Pittenger & Anderson Inc | 61,499 | $444.9 萬 | 0.18% | +1,075+1.8% | 加碼 |
| Investment Research & Advisory Group, Inc. | 62,250 | $450.3 萬 | 2.09% | +3,271+5.5% | 加碼 |
| ExodusPoint Capital Management, LP | 62,401 | $451.4 萬 | 0.06% | +5,893+10.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 62,416 | $451.5 萬 | 0.19% | +12,447+24.9% | 加碼 |
| We Are One Seven, LLC | 62,583 | $452.7 萬 | 0.24% | +557+0.9% | 加碼 |
| Keybank National Association | 63,398 | $458.6 萬 | 0.02% | +484+0.8% | 加碼 |
| 1832 Asset Management L.P. | 63,681 | $460.7 萬 | 0.01% | −456−0.7% | 減碼 |
| Lincoln Capital Corp | 64,414 | $466.0 萬 | 2.04% | +13,689+27.0% | 加碼 |
| Legal Advantage Investments, Inc. | 64,600 | $467.3 萬 | 2.61% | +2,300+3.7% | 加碼 |
| Colonial Trust Advisors | 64,661 | $467.8 萬 | 0.46% | +11,294+21.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 64,723 | $468.2 萬 | 0.84% | +188+0.3% | 加碼 |
| Next Capital Management LLC | 65,048 | $470.6 萬 | 1.91% | +1,161+1.8% | 加碼 |
| Kinsale Capital Group, Inc. | 65,213 | $471.8 萬 | 1.86% | +11,896+22.3% | 加碼 |
| Condor Capital Management | 65,710 | $475.3 萬 | 0.47% | −774−1.2% | 減碼 |
| Lincoln Capital LLC | 65,887 | $476.6 萬 | 1.06% | −793−1.2% | 減碼 |
| Naples Global Advisors, LLC | 66,451 | $480.7 萬 | 0.49% | +749+1.1% | 加碼 |
| HST Ventures, LLC | 66,649 | $482.1 萬 | 1.95% | −78,003−53.9% | 減碼 |
| Girard Partners Ltd. | 67,135 | $485.7 萬 | 0.46% | +67,135 | 新進 |
| Scotia Capital Inc. | 69,027 | $499.3 萬 | 0.03% | −1,887−2.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 69,095 | $499.8 萬 | 1.15% | +1,168+1.7% | 加碼 |
| DRW Securities, LLC | 69,159 | $500.3 萬 | 0.29% | +52,513+315.5% | 加碼 |
| CenterBook Partners LP | 69,627 | $503.7 萬 | 0.35% | +37,536+117.0% | 加碼 |
| Pring Turner Capital Group Inc | 70,354 | $508.9 萬 | 3.71% | −170.0% | 減碼 |
| Kavar Capital Partners Group, LLC | 70,563 | $510.5 萬 | 0.94% | +7,247+11.4% | 加碼 |
| Commerce Bank | 70,774 | $512.0 萬 | 0.03% | −53,819−43.2% | 減碼 |
| Allen Capital Group, LLC | 70,913 | $513.0 萬 | 0.74% | −3,581−4.8% | 減碼 |
| Ascent Group, LLC | 71,741 | $519.0 萬 | 0.46% | +5,012+7.5% | 加碼 |
| Perkins Coie Trust Co | 71,745 | $519.0 萬 | 1.22% | +1,220+1.7% | 加碼 |
| Metis Global Partners, LLC | 72,255 | $522.7 萬 | 0.19% | +377+0.5% | 加碼 |
| Valley National Advisers Inc | 72,354 | $523.3 萬 | 0.79% | +1,221+1.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 72,471 | $524.3 萬 | 0.22% | +1,491+2.1% | 加碼 |
| Quantinno Capital Management LP | 73,884 | $534.5 萬 | 0.12% | +43,373+142.2% | 加碼 |
| Westover Capital Advisors, LLC | 74,096 | $536.0 萬 | 1.57% | −12,093−14.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 74,522 | $539.1 萬 | 0.32% | −48,713−39.5% | 減碼 |
| Birch Capital Management, LLC | 74,564 | $539.4 萬 | 2.80% | +3,278+4.6% | 加碼 |
| WCG Wealth Advisors LLC | 74,749 | $540.7 萬 | 0.45% | −24,148−24.4% | 減碼 |
| Permanens Capital L.P. | 74,970 | $542.3 萬 | 0.67% | −24,816−24.9% | 減碼 |
| Mezzasalma Advisors, LLC | 74,974 | $542.4 萬 | 2.57% | +6,865+10.1% | 加碼 |
| New Mexico Educational Retirement Board | 74,987 | $542.5 萬 | 0.19% | −2,300−3.0% | 減碼 |
| Bayesian Capital Management, LP | 75,000 | $542.5 萬 | 0.52% | +55,600+286.6% | 加碼 |
| Salvus Wealth Management, LLC | 75,434 | $545.7 萬 | 3.73% | −439−0.6% | 減碼 |
| Community Financial Services Group, LLC | 75,479 | $546.0 萬 | 1.24% | +75,479 | 新進 |
| Bailard, Inc. | 75,929 | $549.3 萬 | 0.15% | −10.0% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 76,139 | $550.8 萬 | 2.36% | +6,155+8.8% | 加碼 |
| Hoylecohen, LLC | 76,563 | $553.9 萬 | 0.42% | −1,861−2.4% | 減碼 |
| Marco Investment Management LLC | 77,264 | $558.9 萬 | 0.53% | +20.0% | 加碼 |
| Conning Inc. | 77,329 | $559.4 萬 | 0.18% | +4,027+5.5% | 加碼 |
| Twin Lakes Capital Management, LLC | 77,331 | $559.4 萬 | 3.78% | +140+0.2% | 加碼 |
| Shelton Capital Management | 77,613 | $561.5 萬 | 0.16% | 00.0% | 不變 |
| Marshall & Sullivan Inc | 78,273 | $566.2 萬 | 2.80% | −719−0.9% | 減碼 |
| Private Advisory Group LLC | 79,065 | $572.0 萬 | 0.82% | +863+1.1% | 加碼 |
| Schwerin Boyle Capital Management Inc | 79,825 | $577.5 萬 | 0.57% | −250−0.3% | 減碼 |
| Hunter Perkins Capital Management, LLC | 80,740 | $584.1 萬 | 1.20% | −19,185−19.2% | 減碼 |
| Teza Capital Management LLC | 81,183 | $587.3 萬 | 0.78% | +81,183 | 新進 |
| GWM Advisors LLC | 81,450 | $589.2 萬 | 0.05% | +4,221+5.5% | 加碼 |
| First Western Trust Bank | 81,914 | $592.6 萬 | 0.27% | −4,152−4.8% | 減碼 |
| Achmea Investment Management B.V. | 82,325 | $595.5 萬 | 0.11% | −5,787−6.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 82,799 | $599.0 萬 | 0.01% | −2,456−2.9% | 減碼 |
| Mengis Capital Management, Inc. | 82,858 | $599.4 萬 | 0.92% | +537+0.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 83,207 | $601.9 萬 | 0.07% | +17,433+26.5% | 加碼 |
| American Money Management, LLC | 83,874 | $606.7 萬 | 1.27% | +3,140+3.9% | 加碼 |
| Point72 Europe (London) LLP | 84,600 | $612.0 萬 | 0.57% | −92,040−52.1% | 減碼 |
| Stony Point Wealth Management Inc. | 84,889 | $614.1 萬 | 2.67% | +473+0.6% | 加碼 |
| Abn Amro Investment Solutions | 84,954 | $614.6 萬 | 0.11% | −54,980−39.3% | 減碼 |
| Louisiana State Employees Retirement System | 86,600 | $626.5 萬 | 0.12% | −3,400−3.8% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $627.0 萬 | 0.60% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 86,821 | $628.1 萬 | 0.93% | +5,436+6.7% | 加碼 |
| Securian Asset Management, Inc | 87,654 | $634.1 萬 | 0.19% | −6,536−6.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 89,335 | $646.2 萬 | 0.11% | +849+1.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 90,108 | $651.8 萬 | 0.04% | +3,378+3.9% | 加碼 |
| Means Investment Co., Inc. | 90,138 | $652.1 萬 | 0.84% | +18,266+25.4% | 加碼 |
| Central Pacific Bank - Trust Division | 90,265 | $653.2 萬 | 0.81% | +90,265 | 新進 |
| Guggenheim Capital LLC | 90,649 | $655.8 萬 | 0.05% | −30,122−24.9% | 減碼 |
| Argent Trust Co | 91,359 | $660.9 萬 | 0.30% | +7,092+8.4% | 加碼 |
| Ieq Capital, LLC | 91,366 | $660.9 萬 | 0.09% | +4,679+5.4% | 加碼 |
| Advisors Capital Management, LLC | 92,343 | $668.0 萬 | 0.12% | +2,339+2.6% | 加碼 |
| Cloverfields Capital Group, LP | 93,569 | $676.9 萬 | 2.28% | +19,832+26.9% | 加碼 |
| Private Advisor Group, LLC | 93,742 | $678.1 萬 | 0.05% | −5,741−5.8% | 減碼 |
| Pinnacle Financial Partners Inc | 93,980 | $679.9 萬 | 0.15% | +640+0.7% | 加碼 |
| Pinnacle Associates Ltd | 94,442 | $683.2 萬 | 0.11% | +1,905+2.1% | 加碼 |
| Citizens Financial Group Inc | 95,457 | $690.5 萬 | 0.23% | −3,743−3.8% | 減碼 |
| KCM Investment Advisors LLC | 95,604 | $691.6 萬 | 0.26% | +18,474+24.0% | 加碼 |
| Hartford Investment Management Co | 96,178 | $695.8 萬 | 0.25% | −4,102−4.1% | 減碼 |
| Wolverine Trading, LLC | 96,184 | $695.8 萬 | 0.07% | −58,001−37.6% | 減碼 |
| QRG Capital Management, Inc. | 96,676 | $699.4 萬 | 0.09% | +2,137+2.3% | 加碼 |
| Lafayette Investments, Inc. | 97,016 | $701.8 萬 | 1.58% | +1,044+1.1% | 加碼 |