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 3 季 13F 持有人
Schwab Charles Corp 在 2024/9/30 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
- 1,857
- 較 2024 年第 2 季 −20 家
- 持有股數
- 14.9 億
- 較 2024 年第 2 季 +8,774 萬 (+6.3%)
- 總市值
- $963.3 億
- 較 2024 年第 2 季 −$66.1 億 (−6.4%)
- 新進機構
- 147
- 另有 743 家加碼
- 清倉機構
- 167
- 另有 743 家減碼
另有 22 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 138,813 | $899.6 萬 | 0.17% | +488+0.4% | 加碼 |
| Univest Financial Corp | 138,078 | $894.9 萬 | 0.59% | +84,570+158.1% | 加碼 |
| Quantbot Technologies LP | 135,076 | $875.4 萬 | 0.35% | +135,076 | 新進 |
| McGuire Investment Group, LLC | 132,648 | $859.7 萬 | 1.21% | −1,675−1.2% | 減碼 |
| Clough Capital Partners L P | 130,100 | $843.2 萬 | 0.86% | −63,531−32.8% | 減碼 |
| Country Club Bank | 130,180 | $838.6 萬 | 0.56% | −4,413−3.3% | 減碼 |
| Ironwood Investment Counsel, LLC | 129,333 | $838.2 萬 | 1.40% | −162−0.1% | 減碼 |
| Thompson Siegel & Walmsley LLC | 128,703 | $834.1 萬 | 0.13% | −5,304−4.0% | 減碼 |
| Terry L. Blaker | 128,619 | $833.6 萬 | 0.32% | −695−0.5% | 減碼 |
| Principal Securities, Inc. | 128,180 | $830.7 萬 | 0.20% | +5,798+4.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 127,997 | $829.5 萬 | 0.10% | −17,488−12.0% | 減碼 |
| Tower Bridge Advisors | 127,859 | $828.7 萬 | 0.86% | −3,431−2.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 127,842 | $828.5 萬 | 0.16% | −350−0.3% | 減碼 |
| Sandy Spring Bank | 127,434 | $825.9 萬 | 0.34% | −5,581−4.2% | 減碼 |
| TCG Advisory Services, LLC | 127,104 | $823.8 萬 | 0.36% | −10,135−7.4% | 減碼 |
| Sendero Wealth Management, LLC | 127,012 | $823.2 萬 | 1.30% | −11,403−8.2% | 減碼 |
| Jamison Private Wealth Management, Inc. | 126,421 | $819.3 萬 | 1.25% | +3,891+3.2% | 加碼 |
| Hanson & Doremus Investment Management | 124,955 | $809.8 萬 | 1.29% | −2,400−1.9% | 減碼 |
| Motco | 123,843 | $802.6 萬 | 0.80% | −6,196−4.8% | 減碼 |
| Brinker Capital Investments, LLC | 122,065 | $791.1 萬 | 0.08% | +665+0.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 122,065 | $791.1 萬 | 0.08% | +665+0.5% | 加碼 |
| Thompson Investment Management, Inc. | 122,043 | $791.0 萬 | 1.13% | +4,094+3.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 121,689 | $788.7 萬 | 2.76% | +1,953+1.6% | 加碼 |
| Advocate Group LLC | 121,389 | $786.7 萬 | 1.43% | +2,394+2.0% | 加碼 |
| Nordea Investment Management AB | 121,932 | $785.6 萬 | 0.01% | +6,376+5.5% | 加碼 |
| Grassi Investment Management | 119,618 | $775.2 萬 | 0.67% | −1,725−1.4% | 減碼 |
| Baker Avenue Asset Management, LP | 119,516 | $774.6 萬 | 0.25% | +396+0.3% | 加碼 |
| Edgestream Partners, L.P. | 119,269 | $773.0 萬 | 0.34% | +119,269 | 新進 |
| Toroso Investments, LLC | 119,185 | $772.4 萬 | 0.09% | +9,245+8.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 118,814 | $770.0 萬 | 0.01% | +5,319+4.7% | 加碼 |
| Bowen Hanes & Co Inc | 118,654 | $769.0 萬 | 0.20% | −812,643−87.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 118,428 | $767.5 萬 | 0.20% | −4,928−4.0% | 減碼 |
| Timber Creek Capital Management LLC | 117,250 | $759.9 萬 | 2.13% | +2,212+1.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 116,753 | $756.7 萬 | 0.02% | +2,521+2.2% | 加碼 |
| RSM US Wealth Management LLC | 117,411 | $750.4 萬 | 0.11% | +2,410+2.1% | 加碼 |
| Skba Capital Management LLC | 115,300 | $747.3 萬 | 1.11% | −8,330−6.7% | 減碼 |
| Baldwin Brothers Inc | 113,232 | $733.9 萬 | 0.50% | −8,228−6.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 111,984 | $725.7 萬 | 0.06% | −131,902−54.1% | 減碼 |
| Pacer Advisors, Inc. | 111,365 | $721.8 萬 | 0.02% | +4,712+4.4% | 加碼 |
| Great Lakes Advisors, LLC | 110,694 | $717.4 萬 | 0.06% | +11,545+11.6% | 加碼 |
| JustInvest LLC | 110,283 | $714.7 萬 | 0.12% | +470+0.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 109,401 | $709.0 萬 | 0.18% | −29,024−21.0% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 108,861 | $705.5 萬 | 0.88% | +263+0.2% | 加碼 |
| Means Investment Co., Inc. | 108,071 | $700.4 萬 | 0.78% | +4,855+4.7% | 加碼 |
| Spectrum Financial Alliance Ltd LLC | 107,155 | $694.5 萬 | 2.49% | −30,427−22.1% | 減碼 |
| Westpac Banking Corp | 107,040 | $693.7 萬 | 0.47% | −29,995−21.9% | 減碼 |
| Point72 Hong Kong Ltd | 106,895 | $692.8 萬 | 0.50% | +104,613+4,584.3% | 加碼 |
| Cornerstone Advisors, LLC | 106,200 | $688.3 萬 | 0.27% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 105,971 | $686.8 萬 | 0.07% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 105,000 | $680.5 萬 | 0.01% | −201,575−65.8% | 減碼 |
| KCM Investment Advisors LLC | 104,983 | $680.4 萬 | 0.23% | +7,367+7.5% | 加碼 |
| Redmond Asset Management, LLC | 104,979 | $680.4 萬 | 2.13% | −1,751−1.6% | 減碼 |
| Patten & Patten Inc | 104,168 | $675.1 萬 | 0.45% | +63,463+155.9% | 加碼 |
| Kentucky Retirement Systems | 104,073 | $674.5 萬 | 0.20% | −8,428−7.5% | 減碼 |
| Quadrature Capital Ltd | 103,025 | $667.7 萬 | 0.15% | +103,025 | 新進 |
| Dorsey & Whitney Trust CO LLC | 102,953 | $667.2 萬 | 0.35% | 00.0% | 不變 |
| Glenview Trust Co | 102,676 | $665.4 萬 | 0.13% | −3,935−3.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 102,446 | $663.9 萬 | 0.04% | +4,220+4.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 101,245 | $656.2 萬 | 0.18% | −1,552−1.5% | 減碼 |
| Bayesian Capital Management, LP | 101,100 | $655.2 萬 | 0.77% | −19,000−15.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 95,984 | $651.0 萬 | 0.06% | −13,407−12.3% | 減碼 |
| Oppenheimer & Co Inc | 100,308 | $650.1 萬 | 0.10% | −32,610−24.5% | 減碼 |
| Citizens Financial Group Inc | 99,477 | $644.7 萬 | 0.13% | +131+0.1% | 加碼 |
| Roundview Capital LLC | 99,181 | $642.8 萬 | 0.47% | −2,350−2.3% | 減碼 |
| First Hawaiian Bank | 99,083 | $642.2 萬 | 0.21% | −6,427−6.1% | 減碼 |
| Advisors Capital Management, LLC | 98,853 | $640.7 萬 | 0.10% | +2,494+2.6% | 加碼 |
| Geneos Wealth Management Inc. | 98,827 | $640.5 萬 | 0.24% | −3,906−3.8% | 減碼 |
| Pinnacle Associates Ltd | 92,537 | $636.7 萬 | 0.11% | +3,204+3.6% | 加碼 |
| Lafayette Investments, Inc. | 97,750 | $633.5 萬 | 1.34% | +753+0.8% | 加碼 |
| Phoenix Holdings Ltd. | 97,511 | $632.0 萬 | 0.09% | +34,931+55.8% | 加碼 |
| Mizuho Securities USA LLC | 96,871 | $627.8 萬 | 0.13% | −18,243−15.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 96,698 | $626.7 萬 | 0.05% | −203,265−67.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 96,577 | $625.9 萬 | 0.02% | +70,211+266.3% | 加碼 |
| Entropy Technologies, LP | 95,201 | $617.0 萬 | 0.65% | +46,740+96.4% | 加碼 |
| Kinsale Capital Group, Inc. | 94,511 | $612.5 萬 | 1.81% | +13,686+16.9% | 加碼 |
| Hartford Investment Management Co | 94,010 | $609.3 萬 | 0.20% | −1,643−1.7% | 減碼 |
| Private Advisor Group, LLC | 93,842 | $608.2 萬 | 0.04% | −10,434−10.0% | 減碼 |
| Radnor Capital Management, LLC | 93,827 | $608.1 萬 | 0.90% | +93,827 | 新進 |
| GWM Advisors LLC | 92,697 | $600.8 萬 | 0.04% | −147−0.2% | 減碼 |
| Capital Investment Counsel, Inc | 92,541 | $599.8 萬 | 0.86% | +57,116+161.2% | 加碼 |
| Wealthfront Advisers LLC | 91,623 | $593.8 萬 | 0.02% | −29,501−24.4% | 減碼 |
| Wolverine Trading, LLC | 91,391 | $588.7 萬 | 0.15% | −16,419−15.2% | 減碼 |
| Aviance Capital Partners, LLC | 89,477 | $579.9 萬 | 0.77% | +1,026+1.2% | 加碼 |
| AQR Capital Management LLC | 89,715 | $577.5 萬 | 0.01% | −65,844−42.3% | 減碼 |
| Parkwood LLC | 89,073 | $577.3 萬 | 0.70% | +14,553+19.5% | 加碼 |
| Argent Trust Co | 88,335 | $572.5 萬 | 0.24% | −11,116−11.2% | 減碼 |
| Spire Wealth Management | 88,295 | $572.2 萬 | 0.19% | −1,846−2.0% | 減碼 |
| LaFleur & Godfrey LLC | 87,291 | $565.7 萬 | 0.78% | −8,880−9.2% | 減碼 |
| Wetherby Asset Management Inc | 87,281 | $565.7 萬 | 0.26% | −3,330−3.7% | 減碼 |
| Ascent Group, LLC | 87,276 | $565.6 萬 | 0.43% | +6,697+8.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 86,680 | $561.8 萬 | 0.21% | −15,892−15.5% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $561.7 萬 | 0.49% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 86,121 | $558.2 萬 | 0.38% | +86,121 | 新進 |
| Maryland State Retirement & Pension System | 85,999 | $557.4 萬 | 0.12% | −30,373−26.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 84,891 | $550.2 萬 | 0.01% | −29,662−25.9% | 減碼 |
| Louisiana State Employees Retirement System | 84,100 | $545.1 萬 | 0.10% | −400−0.5% | 減碼 |
| Cloverfields Capital Group, LP | 83,815 | $543.2 萬 | 1.76% | −4,265−4.8% | 減碼 |
| Mezzasalma Advisors, LLC | 83,549 | $541.5 萬 | 2.13% | +1,755+2.1% | 加碼 |
| Securian Asset Management, Inc | 82,624 | $535.5 萬 | 0.15% | −3,219−3.7% | 減碼 |
| Private Advisory Group LLC | 82,044 | $531.7 萬 | 0.67% | +2,741+3.5% | 加碼 |