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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、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。

其他股別SCHW.PDSCHW.PJ

2024 年第 4 季與 2024 年第 3 季比較

持有 Schwab Charles Corp 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

SCHW 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數1,857311,993+167
股數14.9 億416.1 萬15.0 億+1,631 萬 (+1.1%)
市值$963.3 億$2.70 億$1,108 億+$147.8 億 (+15.4%)

31 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(275 家)

2024 年第 4 季季末持有 Schwab Charles Corp、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 275 家。

2024 年第 4 季新進 SCHW 的機構
機構股數市值佔組合 %
Coatue Management LLC大師Coatue4,510,020$3.34 億1.12%
PointState Capital LP3,206,059$2.37 億5.39%
Farallon Capital Management, L.L.C.3,169,000$2.35 億1.24%
Raymond James Financial Inc2,564,401$1.90 億0.07%
Veritas Asset Management LLP2,508,436$1.86 億1.73%
Universal- Beteiligungs- und Servicegesellschaft mbH1,112,705$8,235 萬0.16%
Madison Investment Advisors, LLC961,439$7,116 萬0.80%
Point72 Asset Management, L.P.887,137$6,566 萬0.18%
Moore Capital Management, LP615,664$4,557 萬0.85%
Pinebridge Investments, L.P.564,608$4,179 萬0.32%
Delta Global Management LP547,682$4,053 萬3.36%
KLP Kapitalforvaltning AS538,572$3,986 萬0.19%
Lansforsakringar Fondforvaltning AB (publ)534,637$3,957 萬0.22%
Freestone Grove Partners LP339,286$2,511 萬0.31%
ExodusPoint Capital Management, LP266,115$1,970 萬0.20%
Canada Post Corp Registered Pension Plan239,129$1,770 萬1.05%
Vivaldi Capital Management, LLC200,589$1,654 萬2.54%
Maplelane Capital, LLC222,527$1,647 萬1.79%
Police & Firemen's Retirement System of New Jersey217,296$1,608 萬0.16%
Mizuho Markets Americas LLC204,496$1,513 萬0.29%
Walleye Trading LLC160,671$1,189 萬0.23%
Parallax Volatility Advisers, L.P.130,757$967.7 萬0.21%
Avanza Fonder AB104,890$776.3 萬0.23%
Nearwater Capital Markets, Ltd100,000$740.1 萬0.21%
1248 Management, LLC93,729$693.7 萬2.99%
Point72 Europe (London) LLP91,700$678.7 萬0.39%
Woodline Partners LP89,776$664.4 萬0.04%
Point72 (DIFC) Ltd89,378$661.5 萬0.60%
Beck Bode, LLC89,028$658.9 萬1.20%
Boston Private Wealth LLC86,750$642.0 萬0.12%
Caisse des Depots Et Consignations77,047$570.2 萬0.28%
Generali Asset Management SPA SGR72,284$535.0 萬0.14%
Callan Family Office, LLC69,919$517.5 萬0.33%
Interval Partners, LP69,226$512.3 萬0.13%
Crestline Management, LP68,152$504.4 萬0.18%
Virtu Financial LLC67,075$496.4 萬0.26%
Headlands Technologies LLC58,963$436.4 萬0.44%
Inkwell Capital LLC50,330$372.5 萬3.98%
La Banque Postale Asset Management SA48,584$359.6 萬0.05%
Allstate Corp47,483$351.4 萬0.10%
Victrix Investment Advisors43,889$324.8 萬2.34%
Fearless Solutions, LLC dba Best Invest39,063$289.1 萬2.21%
Eisler Capital Management Ltd.34,620$255.4 萬0.08%
Dynamic Technology Lab Private Ltd34,271$253.6 萬0.41%
111 Capital32,940$243.8 萬0.51%
Groupama Asset Managment32,781$242.3 萬0.05%
Jain Global LLC30,153$223.2 萬0.07%
Lighthouse Investment Partners, LLC28,368$210.0 萬0.08%
Ofi Invest Asset Management27,683$197.9 萬0.05%
Hager Investment Management Services, LLC26,491$196.1 萬1.22%
Cornercap Investment Counsel Inc23,724$175.6 萬0.57%
RNC Capital Management LLC23,616$174.8 萬0.09%
Broyhill Asset Management22,989$170.1 萬1.50%
MUFG Securities Americas Inc.22,067$163.3 萬0.21%
Cary Street Partners Financial LLC19,654$145.5 萬0.05%
Stenger Family Office, LLC17,813$131.8 萬0.45%
Hickory Asset Management, Inc.17,584$130.1 萬1.11%
Crux Wealth Advisors16,888$125.0 萬0.70%
Fox Run Management, L.L.C.16,662$123.3 萬0.22%
Nine Masts Capital Ltd16,569$122.6 萬0.23%
Investor's Fiduciary Advisor Network, LLC16,481$121.9 萬0.47%
Root Financial Partners, LLC16,346$121.0 萬0.15%
New Century Financial Group, LLC16,225$120.8 萬0.51%
Meriwether Wealth & Planning, LLC15,856$117.4 萬0.84%
Gsa Capital Partners LLP15,323$113.4 萬0.08%
Postrock Partners LLC15,078$111.6 萬0.54%
Scharf Investments, LLC14,765$109.3 萬0.03%
Disciplined Investors, L.L.C.13,994$101.7 萬0.98%
Nautilus Advisors LLC12,831$95.0 萬0.76%
Kanawha Capital Management LLC12,623$93.4 萬0.07%
Burling Wealth Partners, LLC12,080$89.4 萬0.18%
Stevens Capital Management LP11,844$87.7 萬0.35%
Blalock Williams, LLC11,664$86.3 萬1.00%
Davidson Kahn Capital Management, LLC11,601$85.9 萬0.80%
RFG - Bristol Wealth Advisors, LLC11,513$85.2 萬0.28%
BIT Capital GmbH11,296$83.6 萬0.07%
Bridgefront Capital, LLC10,781$79.8 萬0.27%
Capricorn Fund Managers Ltd10,665$78.8 萬0.35%
Jericho Financial, LLP10,548$78.1 萬0.57%
Variant Private Wealth, LLC10,452$77.4 萬0.74%
Mangrove Partners10,126$74.9 萬0.09%
Raiffeisen Bank International AG10,082$74.5 萬0.01%
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$74.0 萬0.33%
Oregon Pacific Wealth Management, LLC9,295$68.8 萬0.67%
Unique Wealth Strategies, LLC8,874$65.7 萬0.29%
Noble Wealth Management PBC8,725$64.6 萬0.45%
Sovereign's Capital Management, LLC8,503$62.9 萬0.40%
HMV Wealth Advisors, LLC8,491$62.8 萬0.63%
Unified Investment Management8,306$61.5 萬0.70%
Raab & Moskowitz Asset Management LLC8,201$60.7 萬0.15%
SkyView Investment Advisors, LLC8,171$60.5 萬0.10%
Caxton Associates LP8,147$60.3 萬0.02%
Capital Advantage, Inc.8,109$60.0 萬0.11%
MYDA Advisors LLC8,000$59.2 萬0.17%
Novem Group7,904$58.5 萬0.09%
Total Wealth Planning & Management, Inc.7,836$58.0 萬0.57%
Sherbrooke Park Advisers LLC7,711$57.1 萬0.18%
Thompson David Blair7,702$57.0 萬0.42%
Bryce Point Capital, LLC7,489$55.4 萬0.16%
Impact Capital Partners LLC7,276$53.8 萬0.19%

清倉機構(108 家)

2024 年第 3 季季末持有 Schwab Charles Corp、2024 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 108 家。

2024 年第 4 季清倉 SCHW 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Theleme Partners LLP4,202,505$2.72 億
Alyeska Investment Group, L.P.3,619,657$2.35 億
Darsana Capital Partners LP3,000,000$1.94 億
Boston Partners730,537$4,738 萬
Prana Capital Management, LP609,737$3,952 萬
VGI Partners Ltd254,444$1,649 萬
Senvest Management, LLC206,515$1,338 萬
LFL Advisers, LLC199,665$1,294 萬
Susquehanna Portfolio Strategies, LLC154,318$1,000 萬
Parkwood LLC89,073$577.3 萬
Summit Trail Advisors, LLC67,351$436.5 萬
Financial Enhancement Group LLC65,479$328.0 萬
Investment Management Corp of Ontario50,252$325.7 萬
Banco BTG Pactual S.A.45,000$291.6 萬
Camden Capital, LLC43,299$280.6 萬
Veriti Management LLC42,492$275.4 萬
Epoch Investment Partners, Inc.35,642$231.0 萬
Anson Funds Management LP35,000$226.8 萬
Aurora Investment Counsel30,786$199.5 萬
Centiva Capital, LP28,066$181.9 萬
Bridgewater Associates, LP27,064$175.4 萬
Iat Reinsurance Co Ltd.25,000$162.0 萬
Bollard Group LLC24,246$157.1 萬
Ally Financial Inc.24,000$155.5 萬
DoubleLine ETF Adviser LP23,527$152.5 萬
Soapstone Management L.P.21,250$137.7 萬
Seven Eight Capital, LP19,870$128.8 萬
Dynamic Advisor Solutions LLC15,777$102.3 萬
Consolidated Portfolio Review Corp15,730$101.9 萬
Guidance Capital, Inc14,230$101.5 萬
Axq Capital, LP15,133$98.1 萬
Laurion Capital Management LP15,000$97.2 萬
Fosun International Ltd14,981$97.1 萬
Signet Investment Advisory Group, Inc.14,610$94.7 萬
Garda Capital Partners LP14,484$93.9 萬
Delphi Management Inc12,946$83.9 萬
New England Research & Management, Inc.11,900$77.1 萬
Donald L. Hagan, LLC11,583$75.1 萬
Bayview Asset Management, LLC10,000$64.8 萬
Winton Group Ltd9,957$64.5 萬
Cavalier Investments, LLC9,754$63.2 萬
Demars Financial Group, LLC9,500$61.6 萬
KG&L Capital Management,LLC9,061$58.7 萬
MQS Management LLC7,550$48.9 萬
Fullcircle Wealth LLC6,498$46.8 萬
Beach Investment Counsel Inc7,228$46.8 萬
Versor Investments LP6,995$45.3 萬
Paloma Partners Management Co6,695$43.4 萬
Powell Investment Advisors, LLC6,490$42.1 萬
Numerai GP LLC6,232$40.4 萬
Encompass Wealth Advisors, LLC6,200$40.2 萬
Zimmermann Investment Management & Planning LLC5,805$37.6 萬
Advisor Resource Council4,821$31.2 萬
Centric Wealth Management3,757$28.5 萬
Schrum Private Wealth Management LLC4,312$27.9 萬
Callan Capital, LLC4,287$27.8 萬
Welch Group, LLC4,286$27.8 萬
Heritage Oak Wealth Advisors LLC4,251$27.6 萬
Credit Capital Investments LLC4,200$27.2 萬
Calton & Associates, Inc.4,094$26.5 萬
Baron Wealth Management LLC4,079$26.4 萬
SFG Wealth Management, LLC.4,050$26.2 萬
MBB Public Markets I LLC4,050$26.2 萬
Transcend Wealth Collective, LLC3,753$24.3 萬
Portman Square Capital LLP3,663$23.7 萬
Quilter Plc3,626$23.5 萬
Hibernia Wealth Partners, LLC3,616$23.4 萬
Jackson Hole Capital Partners, LLC3,446$22.3 萬
Cypress Capital Group3,433$22.2 萬
Chicago Trust Co NA3,353$21.7 萬
Westwood Holdings Group Inc.3,326$21.6 萬
Corton Capital Inc.3,324$21.5 萬
Fiduciary Family Office, LLC3,269$21.2 萬
CMT Capital Markets Trading GmbH3,172$20.6 萬
WealthShield Partners, LLC3,174$20.6 萬
Magellan Asset Management Ltd2,921$18.9 萬
Dynamic Wealth Strategies, LLC1,535$9.90 萬
Northwest Financial Advisors1,309$8.48 萬
Ramirez Asset Management, Inc.1,300$8.43 萬
IMA Wealth, Inc.1,276$8.27 萬
Ashton Thomas Securities, LLC935$6.06 萬
Redmont Wealth Advisors LLC848$5.50 萬
Hobbs Group Advisors, LLC696$4.51 萬
Arrow Financial Corp625$4.05 萬
Partnership Wealth Management, LLC600$3.89 萬
Loomis Sayles & Co L P550$3.60 萬
FNY Investment Advisers, LLC500$3.20 萬
Reuter James Wealth Management, LLC482$3.12 萬
Jaffetilchin Investment Partners, LLC399$2.58 萬
Capital Performance Advisors LLP383$2.48 萬
Flaharty Asset Management, LLC293$1.90 萬
Stone House Investment Management, LLC269$1.74 萬
DSM Capital Partners LLC258$1.67 萬
Financial Network Wealth Advisors LLC211$1.37 萬
CarsonAllaria Wealth Management, Ltd.151$9,786
Godsey & Gibb Associates139$9,009
Reston Wealth Management LLC100$6,481
Householder Group Estate & Retirement Specialist, LLC102$6,000
Foster Dykema Cabot & Partners, LLC83$5,379
First Command Advisory Services, Inc.55$3,564

尚未申報 2024 年第 4 季的機構(31 家)

2024 年第 3 季季末持有 Schwab Charles Corp、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。