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。
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 | 2,174 | $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 |
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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 2,168,868 | $1.70 億 | 2.63% | −87,018−3.9% | 減碼 |
| North Peak Capital Management, LLC | 2,108,769 | $1.65 億 | 20.40% | +250,873+13.5% | 加碼 |
| KBC Group NV | 2,090,439 | $1.64 億 | 0.51% | −47,594−2.2% | 減碼 |
| Thrivent Financial for Lutherans | 2,077,799 | $1.63 億 | 0.36% | +167,417+8.8% | 加碼 |
| Two Sigma Investments, LP | 1,946,202 | $1.52 億 | 0.33% | +1,283,960+193.9% | 加碼 |
| Bank of Montreal | 1,885,171 | $1.48 億 | 0.08% | −151,692−7.4% | 減碼 |
| Mondrian Investment Partners LTD | 1,868,430 | $1.46 億 | 2.50% | −119,501−6.0% | 減碼 |
| Alyeska Investment Group, L.P. | 1,842,082 | $1.44 億 | 0.58% | +1,842,082 | 新進 |
| Truist Financial Corp | 1,830,654 | $1.43 億 | 0.23% | −71,054−3.7% | 減碼 |
| CapitalatWork S.A. | 1,736,485 | $1.36 億 | 4.41% | −3,774−0.2% | 減碼 |
| National Bank of Canada | 1,679,441 | $1.31 億 | 0.15% | +290,948+21.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,857,721 | $1.30 億 | 0.27% | +62,329+3.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,652,317 | $1.29 億 | 0.29% | −850,683−34.0% | 減碼 |
| Russell Investments Group, Ltd. | 1,628,057 | $1.27 億 | 0.18% | +689,222+73.4% | 加碼 |
| SEI Investments Co | 1,626,212 | $1.27 億 | 0.16% | +371,702+29.6% | 加碼 |
| Azora Capital LP | 1,619,583 | $1.27 億 | 8.61% | −114,576−6.6% | 減碼 |
| Liontrust Investment Partners LLP | 1,603,901 | $1.26 億 | 1.96% | −63,705−3.8% | 減碼 |
| Equity Investment Corp | 1,563,592 | $1.22 億 | 2.74% | −41,215−2.6% | 減碼 |
| Freestone Grove Partners LP | 1,556,409 | $1.22 億 | 1.26% | +1,217,123+358.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,554,542 | $1.22 億 | 0.24% | +88,870+6.1% | 加碼 |
| Natixis Advisors, L.P. | 1,547,432 | $1.21 億 | 0.22% | +241,673+18.5% | 加碼 |
| Intermede Investment Partners Ltd | 1,542,934 | $1.21 億 | 3.80% | +1,542,934 | 新進 |
| Danske Bank A/S | 1,448,792 | $1.13 億 | 0.35% | +463,901+47.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,425,125 | $1.12 億 | 2.01% | +1,425,125 | 新進 |
| Capital International Investors | 1,376,978 | $1.08 億 | 0.02% | +170,806+14.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,372,309 | $1.07 億 | 0.10% | −222,654−14.0% | 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 |
| AustralianSuper Pty Ltd | 1,362,315 | $1.07 億 | 0.60% | −543,001−28.5% | 減碼 |
| LPL Financial LLC | 1,348,392 | $1.06 億 | 0.04% | +89,882+7.1% | 加碼 |
| Ossiam | 1,348,199 | $1.06 億 | 1.47% | +454,776+50.9% | 加碼 |
| Parnassus Investments | 1,307,324 | $1.02 億 | 0.25% | −387,840−22.9% | 減碼 |
| Bank of Nova Scotia | 1,300,281 | $1.02 億 | 0.23% | +28,557+2.2% | 加碼 |
| Korea Investment CORP | 1,283,191 | $1.00 億 | 0.24% | +147,176+13.0% | 加碼 |
| Royal London Asset Management Ltd | 1,281,683 | $1.00 億 | 0.24% | +95,341+8.0% | 加碼 |
| New York State Teachers Retirement System | 1,251,076 | $9,793 萬 | 0.23% | −11,308−0.9% | 減碼 |
| Great West Life Assurance Co | 1,247,313 | $9,780 萬 | 0.17% | +94,553+8.2% | 加碼 |
| Retirement Systems of Alabama | 1,206,039 | $9,441 萬 | 0.37% | +32,931+2.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,181,563 | $9,249 萬 | 0.19% | +68,858+6.2% | 加碼 |
| Holocene Advisors, LP | 1,152,662 | $9,023 萬 | 0.27% | +350,176+43.6% | 加碼 |
| Cercano Management LLC | 1,135,480 | $8,889 萬 | 2.61% | 00.0% | 不變 |
| Junto Capital Management LP | 1,132,385 | $8,864 萬 | 2.03% | +1,132,385 | 新進 |
| Aviva PLC | 1,122,790 | $8,789 萬 | 0.21% | +162,856+17.0% | 加碼 |
| FIL Ltd | 1,103,616 | $8,639 萬 | 0.08% | +180,616+19.6% | 加碼 |
| Cerity Partners LLC | 1,108,183 | $8,541 萬 | 0.18% | +27,603+2.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 1,087,355 | $8,512 萬 | 0.16% | +95,336+9.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,044,738 | $8,178 萬 | 0.22% | +775,456+288.0% | 加碼 |
| Ninety One UK Ltd | 1,044,304 | $8,175 萬 | 0.23% | −213,049−16.9% | 減碼 |
| Crawford Investment Counsel Inc | 1,037,881 | $8,125 萬 | 1.44% | −17,576−1.7% | 減碼 |
| Pictet Asset Management Holding SA | 1,034,454 | $8,098 萬 | 0.09% | +47,244+4.8% | 加碼 |
| Summitry LLC | 1,029,545 | $8,059 萬 | 4.07% | +13,406+1.3% | 加碼 |
| APG Asset Management N.V. | 1,106,881 | $8,021 萬 | 0.25% | +19,727+1.8% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 1,016,931 | $7,961 萬 | 6.30% | +1,016,931 | 新進 |
| Standard Life Aberdeen plc | 1,019,623 | $7,943 萬 | 0.15% | −158,428−13.4% | 減碼 |
| Capitolis Liquid Global Markets LLC | 995,600 | $7,794 萬 | 0.69% | +920,300+1,222.2% | 加碼 |
| State of Wisconsin Investment Board | 992,582 | $7,770 萬 | 0.20% | +54,878+5.9% | 加碼 |
| STRS Ohio | 967,300 | $7,572 萬 | 0.32% | +28,651+3.1% | 加碼 |
| Madison Asset Management, LLC | 957,641 | $7,496 萬 | 0.84% | −3,798−0.4% | 減碼 |
| Glenmede Trust Co NA | 957,596 | $7,496 萬 | 0.40% | +15,340+1.6% | 加碼 |
| Marshall Wace, LLP | 956,864 | $7,490 萬 | 0.10% | −3,224,338−77.1% | 減碼 |
| Burkehill Global Management, LP | 950,000 | $7,437 萬 | 5.53% | +950,000 | 新進 |
| Giverny Capital Inc.大師吉維尼資本 | 949,066 | $7,429 萬 | 2.74% | +1,139+0.1% | 加碼 |
| Schroder Investment Management Group | 940,501 | $7,318 萬 | 0.07% | +309,579+49.1% | 加碼 |
| Stifel Financial Corp | 934,833 | $7,318 萬 | 0.08% | +92,959+11.0% | 加碼 |
| Clarkston Capital Partners, LLC | 915,334 | $7,165 萬 | 1.41% | −101,761−10.0% | 減碼 |
| Prudential Financial Inc | 914,455 | $7,158 萬 | 0.10% | +100,894+12.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 909,148 | $7,117 萬 | 0.23% | +111,813+14.0% | 加碼 |
| Par Capital Management Inc | 905,000 | $7,084 萬 | 2.38% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 901,559 | $7,057 萬 | 0.99% | −34,792−3.7% | 減碼 |
| Premier Fund Managers Ltd | 900,362 | $7,004 萬 | 2.62% | +3620.0% | 加碼 |
| Toronto Dominion Bank | 889,350 | $6,962 萬 | 0.18% | −184,604,137−99.5% | 減碼 |
| Bristol John W & Co Inc | 866,853 | $6,786 萬 | 1.16% | −18,853−2.1% | 減碼 |
| Blair William & Co | 863,837 | $6,762 萬 | 0.20% | −566,974−39.6% | 減碼 |
| Jane Street Group, LLC | 855,022 | $6,693 萬 | 0.12% | +471,065+122.7% | 加碼 |
| Walleye Capital LLC | 841,336 | $6,586 萬 | 0.73% | −92,290−9.9% | 減碼 |
| CI Private Wealth, LLC | 807,304 | $6,315 萬 | 0.10% | −30,128−3.6% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 806,385 | $6,312 萬 | 1.51% | +18,380+2.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 809,616 | $6,288 萬 | 0.11% | +78,169+10.7% | 加碼 |
| Central Securities Corp | 800,000 | $6,262 萬 | 5.96% | 00.0% | 不變 |
| Employees Retirement System of Texas | 797,000 | $6,239 萬 | 0.57% | +797,000 | 新進 |
| Barr E S & Co | 794,700 | $6,221 萬 | 3.78% | −3,379−0.4% | 減碼 |
| Storebrand Asset Management AS | 772,195 | $6,045 萬 | 0.20% | +50,471+7.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 819,853 | $6,042 萬 | 1.43% | +364,194+79.9% | 加碼 |
| HughesLittle Investment Management Ltd. | 765,460 | $5,992 萬 | 12.49% | +89,570+13.3% | 加碼 |
| Treasurer of the State of North Carolina | 758,538 | $5,938 萬 | 0.24% | +84,372+12.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 756,527 | $5,922 萬 | 0.15% | +36,198+5.0% | 加碼 |
| Becker Capital Management Inc | 756,186 | $5,919 萬 | 1.95% | −21,920−2.8% | 減碼 |
| Paralel Advisors LLC | 750,000 | $5,871 萬 | 2.44% | 00.0% | 不變 |
| TD Asset Management Inc | 747,162 | $5,849 萬 | 0.05% | +182,110+32.2% | 加碼 |
| Snyder Capital Management L P | 732,780 | $5,736 萬 | 1.25% | +2,513+0.3% | 加碼 |
| Asset Management One Co.,Ltd. | 729,109 | $5,707 萬 | 0.20% | +91,152+14.3% | 加碼 |
| Ami Asset Management Corp | 722,571 | $5,656 萬 | 3.31% | −23,824−3.2% | 減碼 |
| Renaissance Technologies LLC | 720,641 | $5,641 萬 | 0.09% | −366,400−33.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 686,735 | $5,376 萬 | 0.15% | +68,702+11.1% | 加碼 |
| Delta Global Management LP | 685,802 | $5,368 萬 | 3.87% | +138,120+25.2% | 加碼 |
| Credit Agricole S A | 683,027 | $5,347 萬 | 0.20% | +192,002+39.1% | 加碼 |
| Public Employees Retirement System of Ohio | 681,602 | $5,336 萬 | 0.19% | +47,866+7.6% | 加碼 |
| CIBC World Markets Inc. | 669,881 | $5,244 萬 | 0.12% | +457,304+215.1% | 加碼 |
| Aureus Asset Management, LLC | 664,275 | $5,200 萬 | 3.64% | −3,580−0.5% | 減碼 |
| Crestwood Advisors Group LLC | 640,928 | $5,017 萬 | 0.95% | −17,887−2.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 633,880 | $4,965 萬 | 0.25% | +287,642+83.1% | 加碼 |