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 |
|---|---|---|---|---|---|
| Ossiam | 1,348,199 | $1.06 億 | 1.47% | +454,776+50.9% | 加碼 |
| LPL Financial LLC | 1,348,392 | $1.06 億 | 0.04% | +89,882+7.1% | 加碼 |
| AustralianSuper Pty Ltd | 1,362,315 | $1.07 億 | 0.60% | −543,001−28.5% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 1,364,800 | $1.07 億 | 0.95% | +1,000+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,372,309 | $1.07 億 | 0.10% | −222,654−14.0% | 減碼 |
| Capital International Investors | 1,376,978 | $1.08 億 | 0.02% | +170,806+14.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,425,125 | $1.12 億 | 2.01% | +1,425,125 | 新進 |
| Danske Bank A/S | 1,448,792 | $1.13 億 | 0.35% | +463,901+47.1% | 加碼 |
| Intermede Investment Partners Ltd | 1,542,934 | $1.21 億 | 3.80% | +1,542,934 | 新進 |
| Natixis Advisors, L.P. | 1,547,432 | $1.21 億 | 0.22% | +241,673+18.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,554,542 | $1.22 億 | 0.24% | +88,870+6.1% | 加碼 |
| Freestone Grove Partners LP | 1,556,409 | $1.22 億 | 1.26% | +1,217,123+358.7% | 加碼 |
| Equity Investment Corp | 1,563,592 | $1.22 億 | 2.74% | −41,215−2.6% | 減碼 |
| Liontrust Investment Partners LLP | 1,603,901 | $1.26 億 | 1.96% | −63,705−3.8% | 減碼 |
| Azora Capital LP | 1,619,583 | $1.27 億 | 8.61% | −114,576−6.6% | 減碼 |
| SEI Investments Co | 1,626,212 | $1.27 億 | 0.16% | +371,702+29.6% | 加碼 |
| Russell Investments Group, Ltd. | 1,628,057 | $1.27 億 | 0.18% | +689,222+73.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,652,317 | $1.29 億 | 0.29% | −850,683−34.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,857,721 | $1.30 億 | 0.27% | +62,329+3.5% | 加碼 |
| National Bank of Canada | 1,679,441 | $1.31 億 | 0.15% | +290,948+21.0% | 加碼 |
| CapitalatWork S.A. | 1,736,485 | $1.36 億 | 4.41% | −3,774−0.2% | 減碼 |
| Truist Financial Corp | 1,830,654 | $1.43 億 | 0.23% | −71,054−3.7% | 減碼 |
| Alyeska Investment Group, L.P. | 1,842,082 | $1.44 億 | 0.58% | +1,842,082 | 新進 |
| Mondrian Investment Partners LTD | 1,868,430 | $1.46 億 | 2.50% | −119,501−6.0% | 減碼 |
| Bank of Montreal | 1,885,171 | $1.48 億 | 0.08% | −151,692−7.4% | 減碼 |
| Two Sigma Investments, LP | 1,946,202 | $1.52 億 | 0.33% | +1,283,960+193.9% | 加碼 |
| Thrivent Financial for Lutherans | 2,077,799 | $1.63 億 | 0.36% | +167,417+8.8% | 加碼 |
| KBC Group NV | 2,090,439 | $1.64 億 | 0.51% | −47,594−2.2% | 減碼 |
| North Peak Capital Management, LLC | 2,108,769 | $1.65 億 | 20.40% | +250,873+13.5% | 加碼 |
| Sterling Capital Management LLC | 2,168,868 | $1.70 億 | 2.63% | −87,018−3.9% | 減碼 |
| Beck Mack & Oliver LLC | 2,171,570 | $1.70 億 | 3.40% | +48,359+2.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,184,039 | $1.71 億 | 0.32% | +786,300+56.3% | 加碼 |
| Citigroup Inc | 2,190,253 | $1.71 億 | 0.13% | +1,041,786+90.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,206,206 | $1.72 億 | 0.56% | +267,420+13.8% | 加碼 |
| Darsana Capital Partners LP | 2,250,000 | $1.76 億 | 5.12% | +2,250,000 | 新進 |
| Veritas Asset Management LLP | 2,293,473 | $1.80 億 | 1.81% | −214,963−8.6% | 減碼 |
| AQR Capital Management LLC | 2,358,310 | $1.83 億 | 0.19% | +2,061,332+694.1% | 加碼 |
| Cooke & Bieler LP | 2,412,315 | $1.89 億 | 1.89% | −326,262−11.9% | 減碼 |
| Van Eck Associates Corp | 2,476,236 | $1.94 億 | 0.25% | −729,651−22.8% | 減碼 |
| US Bancorp | 2,479,809 | $1.94 億 | 0.26% | +44,395+1.8% | 加碼 |
| Raymond James Financial Inc | 2,492,960 | $1.95 億 | 0.07% | −71,441−2.8% | 減碼 |
| New York State Common Retirement Fund | 2,505,407 | $1.96 億 | 0.29% | +400,810+19.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 2,598,783 | $2.03 億 | 1.25% | +5,772+0.2% | 加碼 |
| California State Teachers Retirement System | 2,643,301 | $2.07 億 | 0.26% | +135,589+5.4% | 加碼 |
| Nordea Investment Management AB | 2,660,652 | $2.07 億 | 0.22% | +2,531,221+1,955.7% | 加碼 |
| Point72 Asset Management, L.P. | 2,654,931 | $2.08 億 | 0.58% | +1,767,794+199.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,681,809 | $2.10 億 | 1.05% | −249,984−8.5% | 減碼 |
| Wells Fargo & Company | 2,774,274 | $2.17 億 | 0.05% | +44,453+1.6% | 加碼 |
| Neuberger Berman Group LLC | 2,856,294 | $2.24 億 | 0.19% | +1,151,057+67.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,921,030 | $2.29 億 | 0.27% | −7,003−0.2% | 減碼 |
| Assenagon Asset Management S.A. | 2,951,680 | $2.31 億 | 0.41% | +1,452,719+96.9% | 加碼 |
| Canada Pension Plan Investment Board | 2,964,077 | $2.32 億 | 0.23% | +165,485+5.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,051,717 | $2.39 億 | 0.22% | +613,279+25.2% | 加碼 |
| PointState Capital LP | 3,060,536 | $2.40 億 | 5.24% | −145,523−4.5% | 減碼 |
| Macquarie Group Ltd | 3,070,936 | $2.40 億 | 0.30% | +2,713,394+758.9% | 加碼 |
| Rhumbline Advisers | 3,083,586 | $2.41 億 | 0.23% | +310,008+11.2% | 加碼 |
| California Public Employees Retirement System | 3,090,828 | $2.42 億 | 0.17% | +254,447+9.0% | 加碼 |
| National Pension Service | 3,147,416 | $2.46 億 | 0.24% | +335,115+11.9% | 加碼 |
| Newlands Management Operations LLC | 3,196,166 | $2.50 億 | 1.70% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 3,239,897 | $2.54 億 | 1.12% | +2,051,273+172.6% | 加碼 |
| Timucuan Asset Management Inc | 3,272,118 | $2.56 億 | 7.96% | −7,875−0.2% | 減碼 |
| Route One Investment Company, L.P. | 3,373,943 | $2.64 億 | 11.01% | +100,000+3.1% | 加碼 |
| Findlay Park Partners LLP | 3,393,169 | $2.66 億 | 2.73% | +45,400+1.4% | 加碼 |
| American Century Companies Inc | 3,471,307 | $2.72 億 | 0.17% | +437,351+14.4% | 加碼 |
| RPTC Inc. | 3,822,501 | $2.99 億 | 60.10% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 3,832,857 | $3.00 億 | 1.62% | +663,857+20.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,833,515 | $3.00 億 | 0.21% | +292,102+8.2% | 加碼 |
| HSBC Holdings PLC | 4,057,907 | $3.17 億 | 0.21% | +589,949+17.0% | 加碼 |
| Lord, Abbett & Co. LLC | 4,152,408 | $3.25 億 | 1.16% | +106,556+2.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,270,451 | $3.34 億 | 0.26% | +328,466+8.3% | 加碼 |
| Barclays PLC | 4,284,020 | $3.35 億 | 0.15% | +1,167,620+37.5% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 4,355,608 | $3.41 億 | 5.22% | +4,355,608 | 新進 |
| London Co of Virginia | 4,428,386 | $3.47 億 | 1.98% | −132,717−2.9% | 減碼 |
| Provident Trust Co | 4,597,735 | $3.60 億 | 6.72% | −48,343−1.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 4,621,704 | $3.62 億 | 0.29% | −1,596,095−25.7% | 減碼 |
| Fiduciary Management Inc | 4,631,869 | $3.63 億 | 3.50% | −148,649−3.1% | 減碼 |
| Clearbridge Investments, LLC | 4,652,755 | $3.64 億 | 0.32% | +590,508+14.5% | 加碼 |
| Yacktman Asset Management LP | 4,709,043 | $3.69 億 | 4.85% | −165,027−3.4% | 減碼 |
| Royal Bank of Canada | 4,812,900 | $3.77 億 | 0.08% | −1,456,609−23.2% | 減碼 |
| Two Sigma Advisers, LP | 4,872,095 | $3.81 億 | 0.86% | +3,452,400+243.2% | 加碼 |
| Boston Partners | 4,904,611 | $3.84 億 | 0.46% | +4,904,611 | 新進 |
| Deutsche Bank AG | 5,126,807 | $4.01 億 | 0.16% | −148,220−2.8% | 減碼 |
| Ensign Peak Advisors, Inc | 5,285,864 | $4.14 億 | 0.79% | −441,379−7.7% | 減碼 |
| Balyasny Asset Management LLC | 5,296,129 | $4.15 億 | 1.04% | +5,104,063+2,657.5% | 加碼 |
| Dimensional Fund Advisors LP | 5,478,177 | $4.29 億 | 0.11% | +623,113+12.8% | 加碼 |
| Nuveen, LLC | 5,629,779 | $4.41 億 | 0.14% | +5,629,779 | 新進 |
| Amundi | 6,030,362 | $4.51 億 | 0.16% | +1,378,805+29.6% | 加碼 |
| Envestnet Asset Management Inc | 5,781,015 | $4.53 億 | 0.15% | +351,198+6.5% | 加碼 |
| Brown Advisory Inc | 6,454,052 | $5.05 億 | 0.72% | +1,757,720+37.4% | 加碼 |
| Principal Financial Group Inc | 6,550,544 | $5.13 億 | 0.29% | +180,099+2.8% | 加碼 |
| Janus Henderson Group PLC | 6,779,383 | $5.27 億 | 0.29% | +296,462+4.6% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 6,761,375 | $5.29 億 | 9.61% | −142,105−2.1% | 減碼 |
| Millennium Management LLC | 6,848,198 | $5.36 億 | 0.52% | +906,293+15.3% | 加碼 |
| Baird Financial Group, Inc. | 6,904,327 | $5.40 億 | 1.04% | +390,644+6.0% | 加碼 |
| Bamco Inc | 7,224,168 | $5.66 億 | 1.66% | +6,340+0.1% | 加碼 |
| Lazard Asset Management LLC | 7,425,761 | $5.81 億 | 0.89% | −29,992−0.4% | 減碼 |
| Goldman Sachs Group Inc | 7,852,679 | $6.15 億 | 0.12% | −445,257−5.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 7,917,642 | $6.20 億 | 0.74% | +4,915,834+163.8% | 加碼 |
| Allen Investment Management LLC | 8,208,961 | $6.43 億 | 7.50% | −28,453−0.3% | 減碼 |
| Legal & General Group Plc | 8,678,596 | $6.79 億 | 0.18% | +659,932+8.2% | 加碼 |