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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 9,357,890 | $7.33 億 | 0.14% | +1,224,400+15.1% | 加碼 |
| Ameriprise Financial Inc | 9,762,382 | $7.65 億 | 0.21% | +39,232+0.4% | 加碼 |
| UBS Group AG | 10,141,131 | $7.94 億 | 0.18% | +4,876,163+92.6% | 加碼 |
| Flossbach Von Storch AG | 10,810,644 | $8.46 億 | 3.67% | +76,568+0.7% | 加碼 |
| Bank of New York Mellon Corp | 11,056,953 | $8.66 億 | 0.17% | +618,101+5.9% | 加碼 |
| UBS Asset Management Americas Inc | 12,833,440 | $10.0 億 | 0.26% | +1,179,756+10.1% | 加碼 |
| Primecap Management Co | 14,002,078 | $11.0 億 | 0.91% | +9,749,728+229.3% | 加碼 |
| Generation Investment Management LLP | 14,327,559 | $11.2 億 | 6.77% | +833,602+6.2% | 加碼 |
| Wellington Management Group LLP | 15,488,777 | $12.1 億 | 0.23% | +13,262,309+595.7% | 加碼 |
| Invesco Ltd. | 15,586,450 | $12.2 億 | 0.23% | +743,906+5.0% | 加碼 |
| Bank of America Corp | 15,979,432 | $12.5 億 | 0.11% | +2,588,125+19.3% | 加碼 |
| Alliancebernstein L.P. | 17,115,759 | $13.4 億 | 0.48% | +2,355,309+16.0% | 加碼 |
| Northern Trust Corp | 17,440,301 | $13.7 億 | 0.20% | +1,700,384+10.8% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 17,716,717 | $13.9 億 | 4.41% | +3,057,773+20.9% | 加碼 |
| Artisan Partners Limited Partnership | 17,749,859 | $13.9 億 | 2.25% | −388,576−2.1% | 減碼 |
| Citadel Advisors LLC | 20,502,737 | $16.0 億 | 1.57% | +18,410,193+879.8% | 加碼 |
| Massachusetts Financial Services Co | 20,527,113 | $16.1 億 | 0.53% | −1,469,660−6.7% | 減碼 |
| Fisher Asset Management, LLC | 21,165,163 | $16.6 億 | 0.72% | +709,897+3.5% | 加碼 |
| Morgan Stanley | 21,431,709 | $16.8 億 | 0.12% | −990,105−4.4% | 減碼 |
| Norges Bank | 24,150,274 | $18.9 億 | 0.27% | +6,726,358+38.6% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 27,612,443 | $21.6 億 | 3.63% | −76,922−0.3% | 減碼 |
| Franklin Resources Inc | 29,220,312 | $22.9 億 | 0.66% | +5,014,248+20.7% | 加碼 |
| FMR LLC | 31,978,690 | $25.0 億 | 0.16% | +22,278,677+229.7% | 加碼 |
| Geode Capital Management, LLC | 36,342,807 | $28.4 億 | 0.22% | +5,441,323+17.6% | 加碼 |
| JPMorgan Chase & Co | 54,160,220 | $42.4 億 | 0.32% | +5,095,761+10.4% | 加碼 |
| State Street Corp | 71,933,290 | $56.3 億 | 0.23% | +8,491,760+13.4% | 加碼 |
| Price T Rowe Associates Inc | 82,048,984 | $64.2 億 | 0.79% | +8,954,248+12.3% | 加碼 |
| Dodge & Cox | 88,750,655 | $69.5 億 | 3.96% | −618,873−0.7% | 減碼 |
| BlackRock, Inc. | 122,859,627 | $96.2 億 | 0.20% | +18,014,513+17.2% | 加碼 |
| Vanguard Group Inc | 148,395,252 | $116.2 億 | 0.21% | +19,817,022+15.4% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,884−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −4,510,020−100.0% | 清倉 |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −3,175,717−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,286,713−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −621,891−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −555,615−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −517,640−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −506,858−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −432,215−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −261,728−100.0% | 清倉 |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −239,129−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −223,846−100.0% | 清倉 |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −215,042−100.0% | 清倉 |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −176,034−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −160,671−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −122,887−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −99,050−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −86,750−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −77,422−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −69,281−100.0% | 清倉 |
| Marietta Wealth Management, LLC | 0 | $0 | 0.00% | −69,247−100.0% | 清倉 |
| Schwerin Boyle Capital Management Inc | 0 | $0 | 0.00% | −69,025−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −68,152−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −67,888−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −67,075−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −55,463−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −48,900−100.0% | 清倉 |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −48,676−100.0% | 清倉 |
| Horan Capital Advisors, LLC. | 0 | $0 | 0.00% | −41,661−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −40,290−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −34,271−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −32,940−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −28,452−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −26,424−100.0% | 清倉 |
| Watts Gwilliam & Co., LLC | 0 | $0 | 0.00% | −24,341−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −20,815−100.0% | 清倉 |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −20,150−100.0% | 清倉 |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −16,569−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −15,543−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,323−100.0% | 清倉 |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −14,398−100.0% | 清倉 |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −13,181−100.0% | 清倉 |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −11,412−100.0% | 清倉 |
| Mangrove Partners | 0 | $0 | 0.00% | −10,126−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,015−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −9,495−100.0% | 清倉 |
| Chapman Investment Management, LLC | 0 | $0 | 0.00% | −9,170−100.0% | 清倉 |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −8,847−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −8,601−100.0% | 清倉 |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −8,314−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,711−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −7,489−100.0% | 清倉 |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −7,190−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,197−100.0% | 清倉 |
| Vivid Wealth Management, LLC | 0 | $0 | 0.00% | −6,894−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,442−100.0% | 清倉 |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −6,258−100.0% | 清倉 |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −6,081−100.0% | 清倉 |
| GWN Securities Inc. | 0 | $0 | 0.00% | −5,445−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −5,711−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,536−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,035−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −4,781−100.0% | 清倉 |
| Family Wealth Group, LLC | 0 | $0 | 0.00% | −4,745−100.0% | 清倉 |
| CKW Financial Group | 0 | $0 | 0.00% | −4,600−100.0% | 清倉 |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −3,959−100.0% | 清倉 |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −3,947−100.0% | 清倉 |
| Sara-Bay Financial | 0 | $0 | 0.00% | −3,854−100.0% | 清倉 |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −3,675−100.0% | 清倉 |