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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 221,476 | $1,734 萬 | 2.81% | +1,384+0.6% | 加碼 |
| Clearstead Advisors, LLC | 223,457 | $1,749 萬 | 0.27% | −1,301−0.6% | 減碼 |
| Busey Wealth Management | 227,679 | $1,782 萬 | 0.60% | +7,072+3.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 229,081 | $1,793 萬 | 0.15% | −23,900−9.4% | 減碼 |
| AXA S.A. | 230,593 | $1,805 萬 | 0.06% | −3,567−1.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 230,751 | $1,806 萬 | 0.08% | +14,386+6.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 232,542 | $1,820 萬 | 0.19% | +62,883+37.1% | 加碼 |
| Peapack Gladstone Financial Corp | 235,009 | $1,840 萬 | 0.27% | −6,527−2.7% | 減碼 |
| Titan Global Capital Management USA LLC | 236,792 | $1,854 萬 | 3.82% | −48,182−16.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 236,960 | $1,855 萬 | 1.97% | −45,132−16.0% | 減碼 |
| Dudley & Shanley, Inc. | 240,563 | $1,883 萬 | 2.97% | +180+0.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 241,407 | $1,890 萬 | 0.19% | +24,111+11.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 242,860 | $1,901 萬 | 0.23% | −42,500−14.9% | 減碼 |
| USS Investment Management Ltd | 242,843 | $1,902 萬 | 0.14% | −55,600−18.6% | 減碼 |
| Davidson Investment Advisors | 244,208 | $1,912 萬 | 0.94% | −15,119−5.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 245,363 | $1,921 萬 | 0.04% | +39,228+19.0% | 加碼 |
| New York Life Investment Management LLC | 248,786 | $1,947 萬 | 0.20% | +47,951+23.9% | 加碼 |
| M&T Bank Corp | 251,437 | $1,968 萬 | 0.07% | −36,646−12.7% | 減碼 |
| Swiss Life Asset Management Ltd | 253,622 | $1,985 萬 | 0.14% | +58,729+30.1% | 加碼 |
| Prana Capital Management, LP | 256,305 | $2,006 萬 | 0.82% | +256,305 | 新進 |
| CIBC Asset Management Inc | 257,437 | $2,015 萬 | 0.07% | +1,988+0.8% | 加碼 |
| Pathstone Holdings, LLC | 258,690 | $2,023 萬 | 0.09% | +103,840+67.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 259,738 | $2,033 萬 | 0.36% | −3,365−1.3% | 減碼 |
| Financial Counselors Inc | 263,219 | $2,060 萬 | 0.31% | −8,819−3.2% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 266,786 | $2,088 萬 | 1.35% | −9,767−3.5% | 減碼 |
| Heron Bay Capital Management | 267,203 | $2,092 萬 | 4.40% | +8,331+3.2% | 加碼 |
| Warther Private Wealth, LLC | 269,060 | $2,106 萬 | 7.01% | +49,030+22.3% | 加碼 |
| NFJ Investment Group, LLC | 270,429 | $2,117 萬 | 0.71% | +270,429 | 新進 |
| GW Henssler & Associates Ltd | 273,285 | $2,139 萬 | 1.23% | −9,840−3.5% | 減碼 |
| Utah Retirement Systems | 274,697 | $2,150 萬 | 0.25% | +27,327+11.0% | 加碼 |
| North Reef Capital Management LP | 275,000 | $2,153 萬 | 0.93% | −99,999−26.7% | 減碼 |
| CWM, LLC | 281,545 | $2,204 萬 | 0.09% | +25,206+9.8% | 加碼 |
| Captrust Financial Advisors | 282,730 | $2,213 萬 | 0.06% | +16,388+6.2% | 加碼 |
| Daiwa Securities Group Inc. | 285,014 | $2,231 萬 | 0.09% | +40,641+16.6% | 加碼 |
| Natixis | 286,132 | $2,232 萬 | 0.13% | +221,109+340.0% | 加碼 |
| Rockefeller Capital Management L.P. | 287,064 | $2,247 萬 | 0.06% | +21,233+8.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 308,308 | $2,259 萬 | 0.09% | +77,808+33.8% | 加碼 |
| Davis Selected Advisers | 297,606 | $2,330 萬 | 0.13% | −2,450−0.8% | 減碼 |
| Bessemer Group Inc | 297,827 | $2,331 萬 | 0.04% | −25,474−7.9% | 減碼 |
| Epoch Investment Partners, Inc. | 300,474 | $2,352 萬 | 0.12% | +300,474 | 新進 |
| Davenport & Co LLC | 303,469 | $2,373 萬 | 0.14% | +38,724+14.6% | 加碼 |
| Xponance, Inc. | 305,641 | $2,393 萬 | 0.23% | +45,446+17.5% | 加碼 |
| Parkwood LLC | 309,857 | $2,426 萬 | 2.37% | +309,857 | 新進 |
| Capstone Investment Advisors, LLC | 312,885 | $2,449 萬 | 0.23% | +236,529+309.8% | 加碼 |
| Martingale Asset Management L P | 318,175 | $2,491 萬 | 0.63% | +207,730+188.1% | 加碼 |
| IFM Investors Pty Ltd | 318,346 | $2,492 萬 | 0.27% | +22,652+7.7% | 加碼 |
| Park National Corp | 318,400 | $2,492 萬 | 0.92% | −5,710−1.8% | 減碼 |
| Picton Mahoney Asset Management | 321,930 | $2,520 萬 | 0.86% | +321,930 | 新進 |
| Moore Capital Management, LP | 323,785 | $2,535 萬 | 0.85% | −291,879−47.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 328,160 | $2,569 萬 | 0.20% | +6,364+2.0% | 加碼 |
| British Columbia Investment Management Corp | 329,377 | $2,578 萬 | 0.16% | −166,818−33.6% | 減碼 |
| Advisor Group Holdings, Inc. | 331,515 | $2,596 萬 | 0.06% | −5,353−1.6% | 減碼 |
| Flputnam Investment Management Co | 332,774 | $2,605 萬 | 0.49% | +5,356+1.6% | 加碼 |
| Blue Whale Capital LLP | 333,681 | $2,612 萬 | 2.11% | +109,957+49.1% | 加碼 |
| Amalgamated Bank | 333,787 | $2,613 萬 | 0.22% | +45,423+15.8% | 加碼 |
| Greatmark Investment Partners, Inc. | 338,582 | $2,650 萬 | 3.61% | +6,797+2.0% | 加碼 |
| DnB Asset Management AS | 340,118 | $2,662 萬 | 0.12% | −100,098−22.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 340,705 | $2,667 萬 | 0.01% | +33,980+11.1% | 加碼 |
| Man Group plc | 344,245 | $2,695 萬 | 0.08% | −120,855−26.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 346,583 | $2,713 萬 | 0.13% | +31,800+10.1% | 加碼 |
| Calamos Advisors LLC | 347,744 | $2,722 萬 | 0.13% | +3,873+1.1% | 加碼 |
| Zimmer Partners, LP | 350,000 | $2,740 萬 | 0.56% | +350,000 | 新進 |
| Eisler Capital Management Ltd. | 353,159 | $2,763 萬 | 0.83% | +318,539+920.1% | 加碼 |
| Comerica Bank | 359,348 | $2,813 萬 | 0.12% | +45,526+14.5% | 加碼 |
| Park Presidio Capital LLC | 363,965 | $2,849 萬 | 7.14% | +1,206+0.3% | 加碼 |
| Commonwealth Equity Services, LLC | 366,258 | $2,867 萬 | 0.04% | −21,693−5.6% | 減碼 |
| Whittier Trust Co | 368,994 | $2,888 萬 | 0.40% | +167,815+83.4% | 加碼 |
| Mizuho Markets Americas LLC | 371,694 | $2,910 萬 | 0.63% | +167,198+81.8% | 加碼 |
| 1832 Asset Management L.P. | 374,453 | $2,931 萬 | 0.06% | +287,813+332.2% | 加碼 |
| HighTower Advisors, LLC | 376,081 | $2,944 萬 | 0.04% | −24,632−6.1% | 減碼 |
| Teacher Retirement System of Texas | 376,425 | $2,947 萬 | 0.12% | +282,013+298.7% | 加碼 |
| Cresset Asset Management, LLC | 377,974 | $2,959 萬 | 0.15% | −6,825−1.8% | 減碼 |
| D.A. Davidson & Co. | 380,259 | $2,977 萬 | 0.24% | +1,932+0.5% | 加碼 |
| Gateway Investment Advisers LLC | 380,920 | $2,982 萬 | 0.34% | +5,064+1.3% | 加碼 |
| Susquehanna International Group, LLP | 385,388 | $3,017 萬 | 0.05% | −259,443−40.2% | 減碼 |
| Forsta Ap-Fonden | 389,701 | $3,051 萬 | 0.23% | +24,700+6.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 389,708 | $3,051 萬 | 0.18% | +71,844+22.6% | 加碼 |
| Czech National Bank | 391,408 | $3,064 萬 | 0.28% | +67,280+20.8% | 加碼 |
| Cetera Investment Advisers | 399,124 | $3,124 萬 | 0.06% | +19,894+5.2% | 加碼 |
| ProShare Advisors LLC | 405,470 | $3,174 萬 | 0.07% | +85,120+26.6% | 加碼 |
| Hosking Partners LLP | 409,060 | $3,202 萬 | 1.35% | −3,614−0.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 419,318 | $3,236 萬 | 0.06% | +23,212+5.9% | 加碼 |
| Corebridge Financial, Inc. | 418,026 | $3,272 萬 | 0.19% | +33,595+8.7% | 加碼 |
| Assetmark, Inc | 431,319 | $3,376 萬 | 0.09% | +29,445+7.3% | 加碼 |
| Greenstone Partners & Co., LLC | 436,275 | $3,415 萬 | 9.07% | +217,433+99.4% | 加碼 |
| Allen Operations LLC | 440,097 | $3,445 萬 | 5.67% | 00.0% | 不變 |
| Hardman Johnston Global Advisors LLC | 442,953 | $3,467 萬 | 1.66% | −7,540−1.7% | 減碼 |
| Berkshire Asset Management LLC | 411,686 | $3,473 萬 | 1.66% | +9,604+2.4% | 加碼 |
| MetLife Investment Management | 448,982 | $3,515 萬 | 0.19% | +46,793+11.6% | 加碼 |
| Public Sector Pension Investment Board | 455,604 | $3,566 萬 | 0.15% | −65,321−12.5% | 減碼 |
| Crown Oak Advisors, LLC | 457,442 | $3,581 萬 | 18.09% | −650.0% | 減碼 |
| First Manhattan Co | 461,397 | $3,612 萬 | 0.11% | −400−0.1% | 減碼 |
| State of Michigan Retirement System | 462,266 | $3,619 萬 | 0.21% | +56,500+13.9% | 加碼 |
| Lido Advisors, LLC | 468,613 | $3,668 萬 | 0.22% | +53,319+12.8% | 加碼 |
| Associated Banc-Corp | 476,839 | $3,733 萬 | 1.14% | −2,452−0.5% | 減碼 |
| Oak Associates, Ltd | 485,057 | $3,797 萬 | 2.85% | −547−0.1% | 減碼 |
| Voya Investment Management LLC | 485,838 | $3,803 萬 | 0.04% | +33,087+7.3% | 加碼 |
| Verition Fund Management LLC | 491,358 | $3,846 萬 | 0.22% | +304,917+163.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 493,400 | $3,862 萬 | 0.08% | +189,400+62.3% | 加碼 |
| North Star Asset Management Inc | 502,969 | $3,937 萬 | 1.80% | +1,709+0.3% | 加碼 |