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。
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 | 2,174 | $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 |
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 |
|---|---|---|---|---|---|
| Vancity Investment Management Ltd | 252,097 | $1,824 萬 | 2.17% | +7,666+3.1% | 加碼 |
| Karpas Strategies, LLC | 251,102 | $1,816 萬 | 5.65% | +978+0.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 254,226 | $1,763 萬 | 0.13% | +14,198+5.9% | 加碼 |
| Cornerstone Capital, Inc. | 240,926 | $1,743 萬 | 1.79% | +3,937+1.7% | 加碼 |
| TownSquare Capital, LLC | 238,343 | $1,724 萬 | 0.25% | +41,384+21.0% | 加碼 |
| Captrust Financial Advisors | 237,101 | $1,715 萬 | 0.06% | −32,693−12.1% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 235,213 | $1,702 萬 | 1.37% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 234,203 | $1,694 萬 | 0.12% | +1,866+0.8% | 加碼 |
| CIBC Asset Management Inc | 232,307 | $1,681 萬 | 0.06% | +5,984+2.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 231,042 | $1,671 萬 | 0.32% | +132,399+134.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 229,860 | $1,663 萬 | 0.18% | +600+0.3% | 加碼 |
| Cohen Capital Management, Inc. | 228,820 | $1,655 萬 | 2.92% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 225,837 | $1,634 萬 | 0.23% | −27,569−10.9% | 減碼 |
| Gradient Investments LLC | 225,207 | $1,629 萬 | 0.38% | −282,764−55.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 223,985 | $1,620 萬 | 0.06% | +3,300+1.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 221,500 | $1,602 萬 | 0.18% | +75,997+52.2% | 加碼 |
| SG Americas Securities, LLC | 219,012 | $1,584 萬 | 0.08% | +139,785+176.4% | 加碼 |
| Greenstone Partners & Co., LLC | 218,842 | $1,583 萬 | 7.10% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 216,715 | $1,568 萬 | 2.71% | +10,469+5.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 215,503 | $1,559 萬 | 0.07% | −10,264−4.5% | 減碼 |
| Fifth Third Bancorp | 215,386 | $1,558 萬 | 0.06% | +55,932+35.1% | 加碼 |
| Lathrop Investment Management Corp | 213,992 | $1,548 萬 | 3.00% | +4,377+2.1% | 加碼 |
| Whittier Trust Co | 213,830 | $1,547 萬 | 0.23% | −11,622−5.2% | 減碼 |
| Everett Harris & Co | 213,520 | $1,545 萬 | 0.20% | −1,562−0.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 212,812 | $1,539 萬 | 0.17% | −12,562−5.6% | 減碼 |
| KBC Group NV | 211,159 | $1,528 萬 | 0.05% | −184,903−46.7% | 減碼 |
| Cutler Investment Counsel LLC | 210,708 | $1,524 萬 | 2.04% | +1,389+0.7% | 加碼 |
| Busey Wealth Management | 208,252 | $1,506 萬 | 0.53% | +2,662+1.3% | 加碼 |
| Xponance, Inc. | 206,848 | $1,496 萬 | 0.16% | +13,926+7.2% | 加碼 |
| Montag & Caldwell, LLC | 205,798 | $1,489 萬 | 2.57% | +8,177+4.1% | 加碼 |
| Diversify Advisory Services, LLC | 203,205 | $1,471 萬 | 0.87% | +203,205 | 新進 |
| New York Life Investment Management LLC | 203,195 | $1,470 萬 | 0.15% | −7,726−3.7% | 減碼 |
| Clough Capital Partners L P | 202,905 | $1,468 萬 | 1.61% | +107,685+113.1% | 加碼 |
| Yousif Capital Management, LLC | 201,942 | $1,461 萬 | 0.16% | +2,640+1.3% | 加碼 |
| Goodman Financial Corp | 201,359 | $1,457 萬 | 3.33% | +9,884+5.2% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,436 萬 | 11.94% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 198,268 | $1,434 萬 | 0.22% | −2,664−1.3% | 減碼 |
| Mutual of America Capital Management LLC | 195,120 | $1,411 萬 | 0.15% | −4,032−2.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 194,998 | $1,411 萬 | 0.03% | −6,324−3.1% | 減碼 |
| Mercer Global Advisors Inc | 190,592 | $1,379 萬 | 0.04% | +30,490+19.0% | 加碼 |
| Daiwa Securities Group Inc. | 190,597 | $1,379 萬 | 0.08% | +17,925+10.4% | 加碼 |
| Poehling Capital Management, LLC | 190,523 | $1,378 萬 | 3.69% | −352−0.2% | 減碼 |
| Blume Capital Management, Inc. | 188,745 | $1,365 萬 | 3.33% | +825+0.4% | 加碼 |
| Dudley & Shanley, Inc. | 188,695 | $1,365 萬 | 2.30% | +188,695 | 新進 |
| Franklin Street Advisors Inc | 188,330 | $1,362 萬 | 1.01% | +47,915+34.1% | 加碼 |
| ING Groep NV | 187,617 | $1,357 萬 | 0.09% | +187,617 | 新進 |
| Picton Mahoney Asset Management | 187,561 | $1,357 萬 | 0.57% | −32,665−14.8% | 減碼 |
| Atria Investments LLC | 186,945 | $1,352 萬 | 0.19% | −2,251−1.2% | 減碼 |
| LFL Advisers, LLC | 185,278 | $1,340 萬 | 4.84% | +15,664+9.2% | 加碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,338 萬 | 1.10% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 184,270 | $1,333 萬 | 5.95% | −2,645−1.4% | 減碼 |
| Empower Advisory Group, LLC | 183,656 | $1,329 萬 | 0.05% | −7,899−4.1% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 182,363 | $1,319 萬 | 0.37% | +4,224+2.4% | 加碼 |
| 1623 Capital LLC | 181,700 | $1,314 萬 | 7.34% | −14,200−7.2% | 減碼 |
| Qube Research & Technologies Ltd | 181,144 | $1,310 萬 | 0.02% | +147,990+446.4% | 加碼 |
| Montag A & Associates Inc | 179,872 | $1,301 萬 | 0.65% | +19,757+12.3% | 加碼 |
| Evercore Wealth Management, LLC | 179,583 | $1,299 萬 | 0.20% | −50,117−21.8% | 減碼 |
| Walleye Trading LLC | 179,168 | $1,296 萬 | 0.21% | −177,463−49.8% | 減碼 |
| United Asset Strategies, Inc. | 178,702 | $1,293 萬 | 1.29% | −9,671−5.1% | 減碼 |
| TCTC Holdings, LLC | 178,547 | $1,292 萬 | 0.43% | +618+0.3% | 加碼 |
| Winslow Asset Management Inc | 177,401 | $1,283 萬 | 2.42% | +863+0.5% | 加碼 |
| Pathstone Holdings, LLC | 174,810 | $1,265 萬 | 0.06% | +20,736+13.5% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 179,008 | $1,264 萬 | 2.43% | +245+0.1% | 加碼 |
| HFR Wealth Management, LLC | 174,380 | $1,261 萬 | 3.19% | −604−0.3% | 減碼 |
| GenTrust, LLC | 174,000 | $1,259 萬 | 0.78% | 00.0% | 不變 |
| Biechele Royce Advisors | 173,003 | $1,252 萬 | 4.15% | +7,085+4.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 172,736 | $1,250 萬 | 1.18% | +1,816+1.1% | 加碼 |
| AXA S.A. | 172,483 | $1,248 萬 | 0.04% | −141,684−45.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 172,126 | $1,245 萬 | 0.28% | −20,383−10.6% | 減碼 |
| Financial Avengers, Inc. | 171,953 | $1,244 萬 | 6.61% | +1,095+0.6% | 加碼 |
| Nissay Asset Management Corp | 168,075 | $1,216 萬 | 0.08% | +3,387+2.1% | 加碼 |
| Asset Advisors Investment Management, LLC | 166,422 | $1,204 萬 | 1.35% | −1,300−0.8% | 減碼 |
| Evergreen Capital Management LLC | 166,358 | $1,203 萬 | 0.46% | +259+0.2% | 加碼 |
| Ninety One North America, Inc. | 165,453 | $1,197 萬 | 0.58% | −500,775−75.2% | 減碼 |
| Perigon Wealth Management, LLC | 164,746 | $1,192 萬 | 0.36% | +3,757+2.3% | 加碼 |
| Ossiam | 163,666 | $1,184 萬 | 0.21% | −465,947−74.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 163,048 | $1,179 萬 | 0.15% | +6,716+4.3% | 加碼 |
| Jacobs & Co | 162,685 | $1,177 萬 | 1.25% | +2,747+1.7% | 加碼 |
| State of Alaska, Department of Revenue | 161,482 | $1,168 萬 | 0.13% | +755+0.5% | 加碼 |
| Delta Global Management LP | 161,052 | $1,165 萬 | 0.89% | +105,493+189.9% | 加碼 |
| M&G Plc | 159,054 | $1,145 萬 | 0.07% | +159,054 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,952 | $1,143 萬 | 0.03% | +16,091+11.3% | 加碼 |
| Lakehouse Capital Pty Ltd | 156,467 | $1,132 萬 | 8.80% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 156,248 | $1,130 萬 | 0.01% | −497−0.3% | 減碼 |
| Quantitative Investment Management, LLC | 154,865 | $1,120 萬 | 0.66% | +154,865 | 新進 |
| Jacobson & Schmitt Advisors, LLC | 154,833 | $1,120 萬 | 2.65% | −943−0.6% | 減碼 |
| RMB Capital Management, LLC | 154,774 | $1,120 萬 | 0.26% | +149,541+2,857.7% | 加碼 |
| Talbot Financial, LLC | 152,889 | $1,106 萬 | 1.48% | +7,305+5.0% | 加碼 |
| ProVise Management Group, LLC | 152,227 | $1,101 萬 | 0.95% | +15,942+11.7% | 加碼 |
| Tower Bridge Advisors | 151,859 | $1,099 萬 | 1.12% | −98,596−39.4% | 減碼 |
| Snowden Capital Advisors LLC | 151,377 | $1,095 萬 | 0.34% | −1,568−1.0% | 減碼 |
| Mill Capital Management, LLC | 151,231 | $1,094 萬 | 0.91% | +175+0.1% | 加碼 |
| Oppenheimer & Co Inc | 150,742 | $1,090 萬 | 0.18% | −13,339−8.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 150,530 | $1,089 萬 | 0.04% | +20,835+16.1% | 加碼 |
| National Philanthropic Trust | 150,488 | $1,089 萬 | 0.24% | −5,553−3.6% | 減碼 |
| Hyperion Capital Advisors LP | 150,010 | $1,085 萬 | 5.12% | −4,497−2.9% | 減碼 |
| Greenwood Gearhart Inc | 148,783 | $1,076 萬 | 1.05% | −45,848−23.6% | 減碼 |
| MAI Capital Management | 147,651 | $1,068 萬 | 0.11% | +103,417+233.8% | 加碼 |
| Sendero Wealth Management, LLC | 145,879 | $1,055 萬 | 1.81% | +21,262+17.1% | 加碼 |
| Van Cleef Asset Management,Inc | 145,843 | $1,055 萬 | 1.33% | −2,086−1.4% | 減碼 |