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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

2024 年第 2 季與 2024 年第 1 季比較

持有 Schwab Charles Corp 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

SCHW 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數1,879261,899+46
股數15.0 億323.5 萬15.0 億+637.1 萬 (+0.4%)
市值$1,082 億$2.34 億$1,104 億+$25.0 億 (+2.3%)

26 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(157 家)

2024 年第 2 季季末持有 Schwab Charles Corp、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 157 家。

2024 年第 2 季新進 SCHW 的機構
機構股數市值佔組合 %
Alyeska Investment Group, L.P.2,710,059$2.00 億1.16%
Prana Capital Management, LP868,608$6,401 萬3.04%
Arrowstreet Capital, Limited Partnership544,196$4,010 萬0.04%
Corebridge Financial, Inc.410,827$3,027 萬0.17%
Adams Diversified Equity Fund, Inc.310,700$2,290 萬0.78%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)249,660$1,840 萬0.21%
Sanctuary Advisors, LLC230,946$1,732 萬0.13%
Mirae Asset Global ETFs Holdings Ltd.198,883$1,466 萬0.03%
Cumberland Partners Ltd156,898$1,156 萬0.84%
Ashburton (Jersey) Ltd146,234$1,074 萬4.53%
Point72 Asset Management, L.P.127,024$936.0 萬0.03%
Mizuho Securities USA LLC115,114$848.3 萬0.19%
Cinctive Capital Management LP102,180$753.0 萬0.40%
NWK Group, Inc.74,516$549.1 萬2.31%
Parkwood LLC74,520$549.1 萬0.69%
Patton Fund Management, Inc.67,379$496.5 萬1.05%
Nomura Holdings Inc60,698$447.3 萬0.03%
Omers Administration Corp52,253$385.1 萬0.04%
Pinebridge Investments, L.P.51,381$378.6 萬0.03%
Daymark Wealth Partners, LLC50,953$375.5 萬0.17%
Fiduciary Financial Group, LLC54,823$369.7 萬0.89%
GPM Growth Investors, Inc.45,946$338.6 萬1.44%
XTX Topco Ltd40,713$300.0 萬0.26%
Marvin & Palmer Associates Inc40,210$296.3 萬3.03%
Two Sigma Securities, LLC39,614$291.9 萬0.14%
Drucker Wealth 3.0, LLC39,375$290.2 萬0.77%
Martingale Asset Management L P39,203$288.9 萬0.06%
Fundamentun, LLC36,317$267.6 萬0.22%
Maia Wealth LLC34,124$256.2 萬0.77%
Kinneret Advisory, LLC33,930$250.0 萬0.24%
Commonwealth Retirement Investments LLC25,233$185.9 萬0.85%
Ofi Invest Asset Management27,025$185.8 萬0.05%
SageView Advisory Group, LLC24,747$182.4 萬0.08%
Mattson Financial Services, LLC24,108$177.7 萬0.63%
Seven Eight Capital, LP23,829$175.6 萬0.18%
Camarda Financial Advisors, LLC23,430$172.7 萬0.68%
L & S Advisors Inc22,472$165.6 萬0.19%
Diversify Wealth Management, LLC26,451$164.8 萬0.20%
Bridges Investment Management Inc22,055$162.5 萬0.02%
Iowa State Bank20,647$152.1 萬0.34%
Golden State Equity Partners18,670$137.6 萬0.29%
Twin Tree Management, LP18,357$135.3 萬0.04%
Black Swift Group, LLC16,500$121.6 萬0.28%
Point72 (DIFC) Ltd15,813$116.5 萬0.10%
Fifth Third Wealth Advisors LLC15,673$115.5 萬0.09%
Chicago Capital, LLC14,557$107.3 萬0.03%
Point72 Asia (Singapore) Pte. Ltd.14,503$106.9 萬0.22%
Wolf Group Capital Advisors13,886$102.3 萬0.40%
Brown Financial Advisors13,441$99.0 萬0.44%
Engineers Gate Manager LP13,182$97.1 萬0.02%
Eagle Strategies LLC12,791$94.3 萬0.18%
Thoroughbred Financial Services, LLC10,965$80.8 萬0.05%
Fullcircle Wealth LLC12,573$80.6 萬0.39%
Eschler Asset Management LLP10,345$76.2 萬0.60%
Colton Groome Financial Advisors, LLC10,312$76.0 萬0.30%
Ulysses Management LLC10,000$73.7 萬0.18%
Retirement Planning Group9,414$69.4 萬0.04%
One Capital Management, LLC9,053$66.7 萬0.02%
Eisler Capital (US) LLC9,000$66.3 萬0.13%
Machina Capital S.A.S.8,078$59.5 萬0.27%
Custom Index Systems, LLC8,049$59.3 萬0.34%
David R. Rahn & Associates Inc.7,850$57.8 萬0.18%
Centiva Capital, LP7,824$57.7 萬0.03%
Legacy Capital Wealth Partners, LLC7,704$56.8 萬0.14%
Versor Investments LP6,945$51.2 萬0.09%
Sax Wealth Advisors, LLC6,831$50.3 萬0.05%
Platform Technology Partners6,827$50.3 萬0.17%
Heritage Wealth Management, Inc.6,817$49.9 萬0.17%
Weaver Capital Management LLC6,771$49.9 萬0.16%
Empirical Asset Management, LLC6,519$48.0 萬0.18%
Strategic Financial Concepts, LLC30,278$46.6 萬0.00%
Arete Wealth Advisors, LLC6,298$46.4 萬0.04%
Signature Estate & Investment Advisors LLC6,251$46.1 萬0.01%
Strategic Financial Services, Inc,6,184$45.6 萬0.03%
Alera Investment Advisors, LLC6,061$44.7 萬0.05%
LGT Fund Management Co Ltd.5,926$43.7 萬0.05%
SS&H Financial Advisors, Inc.5,899$43.5 萬0.17%
Alpine Global Management, LLC5,809$42.8 萬0.07%
Hobbs Group Advisors, LLC5,721$42.2 萬0.16%
Catalyst Funds Management Pty Ltd5,400$39.8 萬0.11%
Twin Capital Management Inc5,301$39.1 萬0.05%
Paradigm Financial Partners, LLC5,175$38.1 萬0.06%
Boothbay Fund Management, LLC5,170$38.1 萬0.01%
BBR Partners, LLC5,000$36.8 萬0.03%
Avidian Wealth Solutions, LLC4,904$36.1 萬0.02%
Cromwell Holdings LLC4,739$34.9 萬0.21%
Aviso Financial Inc.4,479$33.0 萬0.02%
Catalyst Private Wealth, LLC4,468$32.9 萬0.17%
Fiduciary Alliance LLC4,302$31.9 萬0.05%
Exchange Capital Management, Inc.4,243$31.3 萬0.05%
New Wave Wealth Advisors LLC4,210$31.0 萬0.17%
Dark Forest Capital Management LP4,113$30.3 萬0.06%
Journey Strategic Wealth LLC3,903$28.8 萬0.01%
Oak Thistle LLC3,900$28.7 萬0.21%
Kovack Advisors, Inc.3,889$28.7 萬0.03%
Sara-Bay Financial3,854$28.4 萬0.12%
CMT Capital Markets Trading GmbH3,756$27.7 萬0.08%
Cable Hill Partners, LLC3,723$27.4 萬0.03%
Hibernia Wealth Partners, LLC3,717$27.4 萬0.10%
Curated Wealth Partners LLC3,647$26.9 萬0.04%

清倉機構(111 家)

2024 年第 1 季季末持有 Schwab Charles Corp、2024 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 111 家。

2024 年第 2 季清倉 SCHW 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Maverick Capital Ltd大師Maverick 資本1,273,057$9,209 萬
PointState Capital LP913,556$6,609 萬
American International Group, Inc.419,449$3,034 萬
Wafra Inc.358,483$2,593 萬
Texas Permanent School Fund343,437$2,484 萬
Quantitative Investment Management, LLC154,865$1,120 萬
Mill Capital Management, LLC151,231$1,094 萬
Coalescence Partners Investment Management, LP132,721$960.1 萬
RedJay Asset Management Inc.115,000$831.9 萬
Point72 Europe (London) LLP84,600$612.0 萬
Teza Capital Management LLC81,183$587.3 萬
Lighthouse Investment Partners, LLC74,522$539.1 萬
ExodusPoint Capital Management, LP62,401$451.4 萬
Metropolitan Life Insurance Co60,024$434.2 萬
Hohimer Wealth Management, LLC48,482$350.7 萬
Coombe, Bender & Co LLC44,847$324.4 萬
Radnor Capital Management, LLC42,000$303.8 萬
Quantbot Technologies LP32,493$235.1 萬
Money Concepts Capital Corp32,193$232.9 萬
Dynamic Technology Lab Private Ltd31,697$229.3 萬
Concentric Capital Strategies, LP30,733$222.3 萬
Landscape Capital Management, L.L.C.29,028$210.0 萬
Prelude Capital Management, LLC28,899$209.1 萬
Baader Bank INC27,712$200.5 萬
Bridgewater Associates, LP26,150$189.2 萬
Tealwood Asset Management Inc25,467$184.2 萬
ISAM Funds (UK) Ltd25,355$183.4 萬
Second Line Capital, LLC21,983$159.0 萬
Lincoln National Corp19,323$139.8 萬
Ally Financial Inc.15,000$108.5 萬
Caption Management, LLC15,000$108.5 萬
Portfolio Strategies, Inc.13,145$95.1 萬
Worm Capital, LLC12,022$87.0 萬
Cim Investment Mangement Inc11,992$86.8 萬
Wilsey Asset Management Inc11,592$83.9 萬
Jupiter Wealth Management LLC10,000$76.4 萬
Baillie Gifford & Co9,074$65.6 萬
Eisler Capital (UK) Ltd.8,392$60.7 萬
Emerald Advisers, LLC8,176$59.1 萬
InTrack Investment Management Inc8,118$58.7 萬
Natixis7,236$52.3 萬
Stamos Capital Partners, L.P.7,040$50.9 萬
Cornerstone Advisory, LLC6,974$50.4 萬
Qsemble Capital Management, LP6,876$49.7 萬
Cedar Brook Financial Partners, LLC6,511$47.1 萬
CoreCap Advisors, LLC6,205$44.9 萬
Financial Advisory Service, Inc.5,972$43.2 萬
Evoke Wealth, LLC5,881$42.5 萬
Relative Value Partners Group, LLC6,522$41.0 萬
Campbell & CO Investment Adviser LLC5,566$40.3 萬
Traphagen Investment Advisors LLC4,887$35.4 萬
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,836$35.0 萬
Hall Capital Management Co Inc4,815$34.8 萬
Waters Parkerson & Co., LLC4,793$34.7 萬
Kaizen Financial Strategies4,741$34.3 萬
Aigen Investment Management, LP4,719$34.1 萬
Gries Financial LLC4,586$33.2 萬
Mizuho Markets Cayman LP4,818$33.1 萬
Delap Wealth Advisory, LLC4,498$32.5 萬
Envoi LLC4,325$31.3 萬
Triangle Securities Wealth Management4,050$29.3 萬
Per Stirling Capital Management, LLC.3,982$28.8 萬
Ycg, LLC3,835$27.7 萬
Sherbrooke Park Advisers LLC3,795$27.5 萬
Narus Financial Partners, LLC3,774$27.3 萬
Retirement Planning Co of New England, Inc.3,732$27.0 萬
Landaas & Co3,621$26.2 萬
Balentine LLC3,515$25.4 萬
Cottonwood Capital Advisors, LLC3,283$23.4 萬
Asahi Life Asset Management Co., Ltd.3,230$23.4 萬
Capula Management Ltd3,189$23.1 萬
Trinity Financial Advisors LLC3,163$22.9 萬
Towerpoint Wealth, LLC3,082$22.3 萬
Triumph Capital Management3,048$22.1 萬
Buckingham Strategic Partners3,046$22.0 萬
BCJ Capital Management, LLC3,046$22.0 萬
Wedge Capital Management L L P2,983$21.6 萬
Eastern Bank2,950$21.3 萬
Fermata Advisors, LLC2,941$21.3 萬
Acas, LLC2,900$21.0 萬
Crestone Asset Management LLC2,868$20.7 萬
Aprio Wealth Management, LLC2,846$20.6 萬
Aspire Capital Advisors LLC2,844$20.6 萬
New Potomac Partners, LLC2,844$20.6 萬
Prospect Financial Services LLC2,820$20.4 萬
Gratus Wealth Advisors, LLC2,761$20.1 萬
Emerald Mutual Fund Advisers Trust2,337$16.9 萬
Quest Partners LLC2,110$15.3 萬
Marathon Trading Investment Management LLC1,723$12.5 萬
Formidable Asset Management, LLC1,526$11.0 萬
Truvestments Capital LLC1,359$9.83 萬
Mine & Arao Wealth Creation & Management, LLC.1,183$8.56 萬
New Covenant Trust Company, N.A.1,077$7.79 萬
Future Financial Wealth Managment LLC1,000$7.23 萬
Mma Asset Management LLC1,000$7.23 萬
Fernwood Investment Management, LLC523$3.78 萬
WFA Asset Management Corp458$3.31 萬
Financial Synergies Wealth Advisors, Inc.292$2.11 萬
Provenance Wealth Advisors, LLC237$1.71 萬
CarsonAllaria Wealth Management, Ltd.211$1.53 萬

尚未申報 2024 年第 2 季的機構(26 家)

2024 年第 1 季季末持有 Schwab Charles Corp、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 SCHW、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG2,438,515$1.76 億
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund229,860$1,663 萬
Wilbanks Smith & Thomas Asset Management LLC182,363$1,319 萬
Degroof Petercam Asset Management118,200$855.1 萬
Caliber Wealth Management, LLC41,818$302.5 萬
InterOcean Capital Group, LLC39,267$284.1 萬
CWA Asset Management Group, LLC38,848$281.0 萬
Shell Asset Management Co26,284$193.7 萬
Watts Gwilliam & Co., LLC20,918$161.2 萬
Panoramic Investment Advisors, LLC13,593$98.3 萬
Steward Partners Investment Solutions, LLC9,203$66.6 萬
Derbend Asset Management8,651$62.6 萬
Credential Qtrade Securities Inc.7,778$56.3 萬
Cipher Capital LP7,511$54.3 萬
Grey Street Capital, LLC7,180$51.9 萬
Connectus Wealth, LLC7,034$50.9 萬
Atlas Private Wealth Management6,625$47.9 萬
Centurion Wealth Management LLC6,171$44.6 萬
Tactive Advisors, LLC5,951$43.0 萬
Keating Wealth Management LLC5,370$38.8 萬
Coulter & Justus Financial Services, LLC4,753$34.4 萬
Reitz Capital Advisors LLC4,461$30.7 萬
Pflug Koory, LLC1,954$14.1 萬
Cutler Group LP1,510$10.9 萬
Retirement Group, LLC1,308$9.46 萬
Highlander Capital Management, LLC136$9,838