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 4 季 13F 持有人
Schwab Charles Corp 在 2024/12/31 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
- 1,993
- 較 2024 年第 3 季 +167 家
- 持有股數
- 15.0 億
- 較 2024 年第 3 季 +1,631 萬 (+1.1%)
- 總市值
- $1,108 億
- 較 2024 年第 3 季 +$147.8 億 (+15.4%)
- 新進機構
- 275
- 另有 705 家加碼
- 清倉機構
- 108
- 另有 756 家減碼
另有 31 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Cleef Asset Management,Inc | 143,969 | $1,066 萬 | 1.17% | −599−0.4% | 減碼 |
| Great Lakes Retirement, Inc. | 142,045 | $1,051 萬 | 1.36% | −405−0.3% | 減碼 |
| Mizuho Securities USA LLC | 141,684 | $1,049 萬 | 0.19% | +44,813+46.3% | 加碼 |
| Atria Investments LLC | 141,169 | $1,045 萬 | 0.13% | −16,543−10.5% | 減碼 |
| Parthenon LLC | 141,165 | $1,045 萬 | 1.26% | −365−0.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 138,844 | $1,028 萬 | 0.20% | +310.0% | 加碼 |
| Toroso Investments, LLC | 138,097 | $1,022 萬 | 0.08% | +18,912+15.9% | 加碼 |
| Univest Financial Corp | 137,526 | $1,018 萬 | 0.64% | −552−0.4% | 減碼 |
| TCG Advisory Services, LLC | 137,065 | $1,014 萬 | 0.43% | +9,961+7.8% | 加碼 |
| Exchange Traded Concepts, LLC | 136,828 | $1,013 萬 | 0.21% | +117,055+592.0% | 加碼 |
| Nicholas Company, Inc. | 136,737 | $1,012 萬 | 0.16% | −9,018−6.2% | 減碼 |
| Hyperion Capital Advisors LP | 134,294 | $993.9 萬 | 5.11% | −8,677−6.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 134,253 | $993.6 萬 | 0.12% | +6,256+4.9% | 加碼 |
| M&G Plc | 134,213 | $993.2 萬 | 0.06% | −11,916−8.2% | 減碼 |
| Principal Securities, Inc. | 133,843 | $990.6 萬 | 0.22% | +5,663+4.4% | 加碼 |
| Citizens Business Bank | 94,406 | $985.9 萬 | 1.84% | +29,458+45.4% | 加碼 |
| McGuire Investment Group, LLC | 132,593 | $981.3 萬 | 1.42% | −550.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 130,757 | $967.7 萬 | 0.21% | +130,757 | 新進 |
| Northwestern Mutual Wealth Management Co | 130,560 | $966.3 萬 | 0.01% | +11,746+9.9% | 加碼 |
| MAI Capital Management | 130,295 | $964.3 萬 | 0.07% | −10,729−7.6% | 減碼 |
| Nordea Investment Management AB | 129,431 | $957.1 萬 | 0.01% | +7,499+6.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 129,310 | $957.0 萬 | 1.64% | −230.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 128,112 | $948.2 萬 | 0.17% | +270+0.2% | 加碼 |
| Jamison Private Wealth Management, Inc. | 127,313 | $942.2 萬 | 1.39% | +892+0.7% | 加碼 |
| Country Club Bank | 126,856 | $937.8 萬 | 0.63% | −3,324−2.6% | 減碼 |
| Thompson Investment Management, Inc. | 126,446 | $935.8 萬 | 1.34% | +4,403+3.6% | 加碼 |
| Terry L. Blaker | 125,255 | $927.0 萬 | 0.36% | −3,364−2.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 125,067 | $925.6 萬 | 0.08% | +29,083+30.3% | 加碼 |
| Hanson & Doremus Investment Management | 124,562 | $921.9 萬 | 1.44% | −393−0.3% | 減碼 |
| Westbourne Investment Advisors, Inc. | 123,731 | $915.7 萬 | 3.13% | +2,042+1.7% | 加碼 |
| JustInvest LLC | 123,698 | $915.5 萬 | 0.14% | +13,415+12.2% | 加碼 |
| RSM US Wealth Management LLC | 123,458 | $912.8 萬 | 0.13% | +6,047+5.2% | 加碼 |
| Motco | 123,269 | $912.3 萬 | 0.94% | −574−0.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 122,887 | $909.5 萬 | 0.70% | +79,821+185.3% | 加碼 |
| Sandy Spring Bank | 122,113 | $903.8 萬 | 0.37% | −5,321−4.2% | 減碼 |
| Tower Bridge Advisors | 121,543 | $899.5 萬 | 0.96% | −6,316−4.9% | 減碼 |
| Baker Avenue Asset Management, LP | 121,194 | $897.0 萬 | 0.27% | +1,678+1.4% | 加碼 |
| Advocate Group LLC | 121,166 | $896.7 萬 | 1.69% | −223−0.2% | 減碼 |
| Pacer Advisors, Inc. | 119,588 | $885.1 萬 | 0.02% | +8,223+7.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 119,453 | $884.0 萬 | 0.22% | +1,025+0.9% | 加碼 |
| Grassi Investment Management | 118,718 | $878.6 萬 | 0.75% | −900−0.8% | 減碼 |
| Timber Creek Capital Management LLC | 117,923 | $872.7 萬 | 2.52% | +673+0.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 116,583 | $862.8 萬 | 0.24% | +7,182+6.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 116,468 | $862.0 萬 | 0.05% | +14,022+13.7% | 加碼 |
| Advisors Capital Management, LLC | 116,336 | $861.0 萬 | 0.14% | +17,483+17.7% | 加碼 |
| Engineers Gate Manager LP | 113,246 | $838.1 萬 | 0.15% | −38,719−25.5% | 減碼 |
| Graham Capital Management, L.P. | 112,376 | $831.7 萬 | 0.26% | +80,112+248.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 110,567 | $818.3 萬 | 0.07% | −1,417−1.3% | 減碼 |
| Martingale Asset Management L P | 110,445 | $817.4 萬 | 0.20% | +100,290+987.6% | 加碼 |
| Sendero Wealth Management, LLC | 108,810 | $805.3 萬 | 1.20% | −18,202−14.3% | 減碼 |
| Cornerstone Advisors, LLC | 107,800 | $797.8 萬 | 0.32% | +1,600+1.5% | 加碼 |
| Great Lakes Advisors, LLC | 107,762 | $797.5 萬 | 0.07% | −2,932−2.6% | 減碼 |
| Means Investment Co., Inc. | 107,759 | $797.5 萬 | 0.83% | −312−0.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 107,693 | $797.0 萬 | 0.02% | +22,802+26.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,811 | $790.3 萬 | 0.08% | −51,299−32.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 106,243 | $786.3 萬 | 0.16% | +69,720+190.9% | 加碼 |
| Wealthfront Advisers LLC | 106,055 | $784.9 萬 | 0.02% | +14,432+15.8% | 加碼 |
| Patten & Patten Inc | 105,973 | $784.3 萬 | 0.52% | +1,805+1.7% | 加碼 |
| Kinsale Capital Group, Inc. | 105,487 | $780.7 萬 | 2.10% | +10,976+11.6% | 加碼 |
| Americana Partners, LLC | 105,159 | $778.3 萬 | 0.32% | +97,244+1,228.6% | 加碼 |
| Avanza Fonder AB | 104,890 | $776.3 萬 | 0.23% | +104,890 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104,832 | $775.9 萬 | 0.21% | +3,587+3.5% | 加碼 |
| Baldwin Brothers Inc | 103,838 | $768.5 萬 | 0.53% | −9,394−8.3% | 減碼 |
| KCM Investment Advisors LLC | 103,799 | $768.2 萬 | 0.26% | −1,184−1.1% | 減碼 |
| Glenview Trust Co | 103,034 | $762.6 萬 | 0.14% | +358+0.3% | 加碼 |
| Kentucky Retirement Systems | 102,659 | $759.8 萬 | 0.22% | −1,414−1.4% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 102,376 | $757.7 萬 | 2.63% | −4,779−4.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 102,313 | $757.2 萬 | 0.42% | −640−0.6% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 101,474 | $751.0 萬 | 0.90% | −7,387−6.8% | 減碼 |
| Citizens Financial Group Inc | 100,967 | $747.3 萬 | 0.15% | +1,490+1.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 99,934 | $745.2 萬 | 0.09% | +37,285+59.5% | 加碼 |
| Roundview Capital LLC | 100,092 | $740.8 萬 | 0.52% | +911+0.9% | 加碼 |
| Nearwater Capital Markets, Ltd | 100,000 | $740.1 萬 | 0.21% | +100,000 | 新進 |
| First Hawaiian Bank | 99,050 | $733.1 萬 | 0.24% | −330.0% | 減碼 |
| Geneos Wealth Management Inc. | 98,978 | $732.5 萬 | 0.26% | +151+0.2% | 加碼 |
| Redmond Asset Management, LLC | 98,828 | $731.4 萬 | 1.83% | −6,151−5.9% | 減碼 |
| Clough Capital Partners L P | 98,690 | $730.4 萬 | 0.84% | −31,410−24.1% | 減碼 |
| Lafayette Investments, Inc. | 98,230 | $727.0 萬 | 1.56% | +480+0.5% | 加碼 |
| Private Advisor Group, LLC | 98,159 | $726.5 萬 | 0.04% | +4,317+4.6% | 加碼 |
| GWM Advisors LLC | 97,764 | $723.5 萬 | 0.04% | +5,067+5.5% | 加碼 |
| Quantinno Capital Management LP | 97,562 | $722.1 萬 | 0.07% | +43,605+80.8% | 加碼 |
| UniSuper Management Pty Ltd | 95,398 | $706.0 萬 | 0.05% | +17,830+23.0% | 加碼 |
| Teacher Retirement System of Texas | 94,412 | $698.7 萬 | 0.03% | +84,297+833.4% | 加碼 |
| 1248 Management, LLC | 93,729 | $693.7 萬 | 2.99% | +93,729 | 新進 |
| Argent Trust Co | 93,429 | $691.5 萬 | 0.28% | +5,094+5.8% | 加碼 |
| Intech Investment Management LLC | 93,241 | $690.1 萬 | 0.07% | +56,960+157.0% | 加碼 |
| Ascent Group, LLC | 92,787 | $686.7 萬 | 0.52% | +5,511+6.3% | 加碼 |
| Hartford Investment Management Co | 92,409 | $683.9 萬 | 0.22% | −1,601−1.7% | 減碼 |
| Point72 Europe (London) LLP | 91,700 | $678.7 萬 | 0.39% | +91,700 | 新進 |
| Oppenheimer & Co Inc | 91,477 | $677.0 萬 | 0.10% | −8,831−8.8% | 減碼 |
| Shelton Capital Management | 90,959 | $673.2 萬 | 0.17% | +13,542+17.5% | 加碼 |
| Aviance Capital Partners, LLC | 90,932 | $673.0 萬 | 0.93% | +1,455+1.6% | 加碼 |
| Capital Investment Counsel, Inc | 89,991 | $666.0 萬 | 1.00% | −2,550−2.8% | 減碼 |
| Woodline Partners LP | 89,776 | $664.4 萬 | 0.04% | +89,776 | 新進 |
| Spire Wealth Management | 89,650 | $663.5 萬 | 0.21% | +1,355+1.5% | 加碼 |
| Point72 (DIFC) Ltd | 89,378 | $661.5 萬 | 0.60% | +89,378 | 新進 |
| Beck Bode, LLC | 89,028 | $658.9 萬 | 1.20% | +89,028 | 新進 |
| NEOS Investment Management LLC | 88,576 | $655.6 萬 | 0.15% | +21,152+31.4% | 加碼 |
| Radnor Capital Management, LLC | 88,379 | $654.1 萬 | 1.09% | −5,448−5.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 87,089 | $644.5 萬 | 0.10% | −41,614−32.3% | 減碼 |