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。
2025 年第 1 季 13F 持有人
Schwab Charles Corp 在 2025/3/31 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
- 2,030
- 較 2024 年第 4 季 +77 家
- 持有股數
- 15.2 億
- 較 2024 年第 4 季 +3,317 萬 (+2.2%)
- 總市值
- $1,191 億
- 較 2024 年第 4 季 +$88.7 億 (+8.0%)
- 新進機構
- 214
- 另有 893 家加碼
- 清倉機構
- 137
- 另有 669 家減碼
另有 40 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mizuho Securities USA LLC | 136,448 | $1,068 萬 | 0.23% | −5,236−3.7% | 減碼 |
| Nicholas Company, Inc. | 136,737 | $1,070 萬 | 0.19% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 137,340 | $1,075 萬 | 0.43% | +275+0.2% | 加碼 |
| Wealthfront Advisers LLC | 137,427 | $1,076 萬 | 0.03% | +31,372+29.6% | 加碼 |
| Spire Wealth Management | 137,589 | $1,077 萬 | 0.34% | +47,939+53.5% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 137,909 | $1,080 萬 | 0.21% | −935−0.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 139,442 | $1,092 萬 | 0.50% | +111,074+391.5% | 加碼 |
| TownSquare Capital, LLC | 139,951 | $1,096 萬 | 0.12% | +78,065+126.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 141,000 | $1,104 萬 | 0.04% | −23,133−14.1% | 減碼 |
| Parthenon LLC | 141,305 | $1,106 萬 | 1.36% | +140+0.1% | 加碼 |
| Fifth Third Bancorp | 142,361 | $1,114 萬 | 0.04% | −2,597−1.8% | 減碼 |
| Woodline Partners LP | 143,972 | $1,127 萬 | 0.07% | +54,196+60.4% | 加碼 |
| Banque Pictet & Cie SA | 144,504 | $1,131 萬 | 0.12% | −8,526−5.6% | 減碼 |
| Great Lakes Retirement, Inc. | 145,184 | $1,137 萬 | 1.49% | +3,139+2.2% | 加碼 |
| Van Cleef Asset Management,Inc | 145,479 | $1,139 萬 | 1.29% | +1,510+1.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 146,392 | $1,146 萬 | 0.22% | +18,280+14.3% | 加碼 |
| Cornerstone Capital, Inc. | 147,202 | $1,152 萬 | 1.24% | −52,939−26.5% | 減碼 |
| JustInvest LLC | 150,263 | $1,176 萬 | 0.17% | +26,565+21.5% | 加碼 |
| ASR Vermogensbeheer N.V. | 150,480 | $1,178 萬 | 0.17% | +150,480 | 新進 |
| Bowen Hanes & Co Inc | 150,606 | $1,179 萬 | 0.33% | −445,325−74.7% | 減碼 |
| Mediolanum International Funds Ltd | 151,927 | $1,182 萬 | 0.16% | +72,919+92.3% | 加碼 |
| Brinker Capital Investments, LLC | 151,304 | $1,184 萬 | 0.12% | −40,887−21.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 151,304 | $1,184 萬 | 0.12% | −40,887−21.3% | 減碼 |
| Sculptor Capital LP | 152,783 | $1,196 萬 | 0.27% | +152,783 | 新進 |
| Ethic Inc. | 155,389 | $1,207 萬 | 0.24% | +2,591+1.7% | 加碼 |
| Atria Investments LLC | 154,350 | $1,208 萬 | 0.15% | +13,181+9.3% | 加碼 |
| Snowden Capital Advisors LLC | 155,528 | $1,217 萬 | 0.39% | +4,168+2.8% | 加碼 |
| Rakuten Investment Management, Inc. | 156,582 | $1,218 萬 | 0.06% | +156,582 | 新進 |
| First Trust Advisors LP | 155,671 | $1,219 萬 | 0.01% | +104,606+204.8% | 加碼 |
| Addenda Capital Inc. | 155,764 | $1,219 萬 | 0.45% | +10,636+7.3% | 加碼 |
| Financial Avengers, Inc. | 156,047 | $1,222 萬 | 6.19% | −3,126−2.0% | 減碼 |
| Kestra Advisory Services, LLC | 156,118 | $1,222 萬 | 0.06% | +5,325+3.5% | 加碼 |
| Ieq Capital, LLC | 156,183 | $1,223 萬 | 0.10% | +78,498+101.0% | 加碼 |
| Lakehouse Capital Pty Ltd | 156,467 | $1,225 萬 | 8.14% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 156,971 | $1,229 萬 | 0.11% | −30,000−16.0% | 減碼 |
| Montag & Caldwell, LLC | 157,010 | $1,229 萬 | 2.85% | −4,733−2.9% | 減碼 |
| Modera Wealth Management, LLC | 157,263 | $1,231 萬 | 0.17% | −4,104−2.5% | 減碼 |
| Perigon Wealth Management, LLC | 157,450 | $1,233 萬 | 0.32% | +408+0.3% | 加碼 |
| Talbot Financial, LLC | 158,661 | $1,242 萬 | 1.56% | −3,420−2.1% | 減碼 |
| Elgethun Capital Management | 159,001 | $1,245 萬 | 2.78% | +11,227+7.6% | 加碼 |
| Winslow Asset Management Inc | 159,234 | $1,247 萬 | 2.75% | −6,200−3.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 160,807 | $1,259 萬 | 0.11% | +7,699+5.0% | 加碼 |
| Pensionmark Financial Group, LLC | 163,007 | $1,276 萬 | 0.33% | +11,505+7.6% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 164,359 | $1,287 萬 | 2.63% | +2,000+1.2% | 加碼 |
| Asset Advisors Investment Management, LLC | 164,872 | $1,291 萬 | 1.36% | −1,335−0.8% | 減碼 |
| Intech Investment Management LLC | 165,408 | $1,295 萬 | 0.13% | +72,167+77.4% | 加碼 |
| Empower Advisory Group, LLC | 166,298 | $1,302 萬 | 0.04% | −5,029−2.9% | 減碼 |
| Jacobs & Co | 167,166 | $1,309 萬 | 1.39% | −471−0.3% | 減碼 |
| Tocqueville Asset Management L.P. | 170,594 | $1,335 萬 | 0.22% | −11,755−6.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 171,074 | $1,339 萬 | 0.11% | +46,007+36.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 171,467 | $1,342 萬 | 0.05% | −20,527−10.7% | 減碼 |
| Equitable Holdings, Inc. | 171,716 | $1,344 萬 | 0.13% | +5,436+3.3% | 加碼 |
| GenTrust, LLC | 174,152 | $1,363 萬 | 0.65% | +430.0% | 加碼 |
| AMF Pensionsforsakring AB | 174,100 | $1,363 萬 | 0.10% | −83,630−32.4% | 減碼 |
| HFR Wealth Management, LLC | 174,297 | $1,364 萬 | 3.32% | −394−0.2% | 減碼 |
| Evercore Wealth Management, LLC | 174,460 | $1,366 萬 | 0.22% | −911−0.5% | 減碼 |
| Interval Partners, LP | 174,875 | $1,369 萬 | 0.48% | +105,649+152.6% | 加碼 |
| TCTC Holdings, LLC | 175,159 | $1,371 萬 | 0.48% | +20.0% | 加碼 |
| ProVise Management Group, LLC | 177,520 | $1,390 萬 | 1.18% | +10,880+6.5% | 加碼 |
| RMB Capital Management, LLC | 177,527 | $1,390 萬 | 0.34% | −23,812−11.8% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 178,210 | $1,395 萬 | 1.28% | +1,816+1.0% | 加碼 |
| Jain Global LLC | 178,288 | $1,396 萬 | 0.29% | +148,135+491.3% | 加碼 |
| Tran Capital Management, L.P. | 178,422 | $1,397 萬 | 1.88% | −17,902−9.1% | 減碼 |
| Poehling Capital Management, LLC | 178,801 | $1,400 萬 | 3.54% | +440.0% | 加碼 |
| Blume Capital Management, Inc. | 179,620 | $1,406 萬 | 3.15% | −814−0.5% | 減碼 |
| CX Institutional | 180,913 | $1,416 萬 | 0.53% | +171,615+1,845.7% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 183,489 | $1,436 萬 | 2.34% | +3,959+2.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 185,455 | $1,452 萬 | 0.10% | −96,627−34.3% | 減碼 |
| Virginia Retirement Systems Et Al | 186,000 | $1,456 萬 | 0.11% | +186,000 | 新進 |
| Pacific Heights Asset Management LLC | 188,000 | $1,472 萬 | 1.00% | +78,000+70.9% | 加碼 |
| Vivaldi Capital Management, LLC | 190,195 | $1,489 萬 | 2.40% | −10,394−5.2% | 減碼 |
| Alberta Investment Management Corp | 191,079 | $1,496 萬 | 0.10% | +191,079 | 新進 |
| GAM Holding AG | 192,209 | $1,505 萬 | 1.17% | −7,599−3.8% | 減碼 |
| United Asset Strategies, Inc. | 192,558 | $1,507 萬 | 1.40% | +4,319+2.3% | 加碼 |
| Cutler Investment Counsel LLC | 196,479 | $1,538 萬 | 1.85% | −6,205−3.1% | 減碼 |
| Mutual of America Capital Management LLC | 198,181 | $1,551 萬 | 0.18% | +19,089+10.7% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,554 萬 | 13.02% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 198,884 | $1,557 萬 | 0.11% | +2,012+1.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 199,361 | $1,561 萬 | 0.18% | +5,644+2.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 199,585 | $1,562 萬 | 0.03% | +91,892+85.3% | 加碼 |
| State of Alaska, Department of Revenue | 199,687 | $1,563 萬 | 0.18% | +29,255+17.2% | 加碼 |
| OP Asset Management Ltd | 199,773 | $1,564 萬 | 0.26% | +199,773 | 新進 |
| Maplelane Capital, LLC | 200,000 | $1,566 萬 | 1.46% | −22,527−10.1% | 減碼 |
| Lathrop Investment Management Corp | 200,400 | $1,569 萬 | 3.11% | +577+0.3% | 加碼 |
| Adviser Investments LLC | 200,815 | $1,572 萬 | 0.20% | −9,729−4.6% | 減碼 |
| Colony Group, LLC | 201,397 | $1,577 萬 | 0.04% | +11,523+6.1% | 加碼 |
| Goodman Financial Corp | 205,446 | $1,608 萬 | 3.47% | −2,600−1.2% | 減碼 |
| CIBC World Markets Corp | 206,375 | $1,616 萬 | 0.13% | −34,284−14.2% | 減碼 |
| Nissay Asset Management Corp | 206,855 | $1,619 萬 | 0.11% | +16,663+8.8% | 加碼 |
| Quantinno Capital Management LP | 207,181 | $1,622 萬 | 0.11% | +109,619+112.4% | 加碼 |
| Smith Group Asset Management, LLC | 208,086 | $1,629 萬 | 1.22% | +208,086 | 新進 |
| Everett Harris & Co | 210,451 | $1,647 萬 | 0.21% | +117+0.1% | 加碼 |
| GCM Grosvenor Holdings, LLC | 211,000 | $1,652 萬 | 2.56% | +211,000 | 新進 |
| Yousif Capital Management, LLC | 212,673 | $1,665 萬 | 0.19% | +20,200+10.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 213,323 | $1,670 萬 | 0.17% | +18,999+9.8% | 加碼 |
| Group One Trading, L.P. | 213,376 | $1,670 萬 | 0.70% | +57,685+37.1% | 加碼 |
| Cohen Capital Management, Inc. | 220,460 | $1,726 萬 | 2.96% | −8,200−3.6% | 減碼 |
| Point72 Europe (London) LLP | 220,600 | $1,727 萬 | 1.19% | +128,900+140.6% | 加碼 |
| Mercer Global Advisors Inc | 221,413 | $1,730 萬 | 0.04% | −66,339−23.1% | 減碼 |
| First Foundation Advisors | 221,426 | $1,733 萬 | 0.71% | −22,944−9.4% | 減碼 |