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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 631,379 | $4,942 萬 | 0.12% | −666,603−51.4% | 減碼 |
| Allianz Asset Management GmbH | 624,867 | $4,891 萬 | 0.07% | +14,767+2.4% | 加碼 |
| Provident Investment Management, Inc. | 623,607 | $4,882 萬 | 4.60% | +12,465+2.0% | 加碼 |
| MML Investors Services, LLC | 621,978 | $4,869 萬 | 0.16% | +24,319+4.1% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 621,171 | $4,863 萬 | 0.30% | +86,534+16.2% | 加碼 |
| State of Tennessee, Treasury Department | 616,504 | $4,826 萬 | 0.19% | +55,562+9.9% | 加碼 |
| Mackenzie Financial Corp | 616,169 | $4,823 萬 | 0.07% | +120,645+24.3% | 加碼 |
| CORDA Investment Management, LLC. | 608,606 | $4,764 萬 | 3.79% | −7,998−1.3% | 減碼 |
| Sandhill Capital Partners LLC | 592,615 | $4,639 萬 | 3.81% | −10,601−1.8% | 減碼 |
| Hudson Bay Capital Management LP | 590,527 | $4,623 萬 | 0.29% | +590,527 | 新進 |
| KLP Kapitalforvaltning AS | 590,472 | $4,622 萬 | 0.23% | +51,900+9.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 581,976 | $4,556 萬 | 0.21% | −6,067−1.0% | 減碼 |
| Coronation Fund Managers Ltd. | 560,863 | $4,390 萬 | 2.38% | +53,673+10.6% | 加碼 |
| Pinebridge Investments, L.P. | 560,372 | $4,387 萬 | 0.36% | −4,236−0.8% | 減碼 |
| Mariner, LLC | 559,803 | $4,382 萬 | 0.07% | +37,262+7.1% | 加碼 |
| Longaeva Partners L.P. | 559,300 | $4,378 萬 | 24.79% | +559,300 | 新進 |
| Rafferty Asset Management, LLC | 558,670 | $4,373 萬 | 0.19% | +31,249+5.9% | 加碼 |
| Ariel Investments, LLC | 558,167 | $4,369 萬 | 0.51% | −22,633−3.9% | 減碼 |
| Mount Capital Ltd | 556,678 | $4,358 萬 | 14.04% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 556,333 | $4,351 萬 | 0.25% | +78,665+16.5% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 551,600 | $4,318 萬 | 0.33% | −44,200−7.4% | 減碼 |
| Victory Capital Management Inc | 546,682 | $4,279 萬 | 0.04% | −22,966−4.0% | 減碼 |
| Nomura Asset Management Co Ltd | 535,834 | $4,195 萬 | 0.13% | +64,956+13.8% | 加碼 |
| Arizona State Retirement System | 534,488 | $4,184 萬 | 0.27% | +71,513+15.4% | 加碼 |
| Janney Montgomery Scott LLC | 531,424 | $4,160 萬 | 0.12% | −38,069−6.7% | 減碼 |
| Creative Planning | 528,584 | $4,138 萬 | 0.04% | +15,005+2.9% | 加碼 |
| Basswood Capital Management, L.L.C. | 526,290 | $4,120 萬 | 2.32% | +219,879+71.8% | 加碼 |
| Nisa Investment Advisors, LLC | 513,514 | $4,020 萬 | 0.20% | +53,239+11.6% | 加碼 |
| Handelsbanken Fonder AB | 513,033 | $4,016 萬 | 0.17% | −20,679−3.9% | 減碼 |
| Mairs & Power Inc | 507,197 | $3,970 萬 | 0.41% | −590,359−53.8% | 減碼 |
| North Star Asset Management Inc | 502,969 | $3,937 萬 | 1.80% | +1,709+0.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 493,400 | $3,862 萬 | 0.08% | +189,400+62.3% | 加碼 |
| Verition Fund Management LLC | 491,358 | $3,846 萬 | 0.22% | +304,917+163.5% | 加碼 |
| Voya Investment Management LLC | 485,838 | $3,803 萬 | 0.04% | +33,087+7.3% | 加碼 |
| Oak Associates, Ltd | 485,057 | $3,797 萬 | 2.85% | −547−0.1% | 減碼 |
| Associated Banc-Corp | 476,839 | $3,733 萬 | 1.14% | −2,452−0.5% | 減碼 |
| Lido Advisors, LLC | 468,613 | $3,668 萬 | 0.22% | +53,319+12.8% | 加碼 |
| State of Michigan Retirement System | 462,266 | $3,619 萬 | 0.21% | +56,500+13.9% | 加碼 |
| First Manhattan Co | 461,397 | $3,612 萬 | 0.11% | −400−0.1% | 減碼 |
| Crown Oak Advisors, LLC | 457,442 | $3,581 萬 | 18.09% | −650.0% | 減碼 |
| Public Sector Pension Investment Board | 455,604 | $3,566 萬 | 0.15% | −65,321−12.5% | 減碼 |
| MetLife Investment Management | 448,982 | $3,515 萬 | 0.19% | +46,793+11.6% | 加碼 |
| Berkshire Asset Management LLC | 411,686 | $3,473 萬 | 1.66% | +9,604+2.4% | 加碼 |
| Hardman Johnston Global Advisors LLC | 442,953 | $3,467 萬 | 1.66% | −7,540−1.7% | 減碼 |
| Allen Operations LLC | 440,097 | $3,445 萬 | 5.67% | 00.0% | 不變 |
| Greenstone Partners & Co., LLC | 436,275 | $3,415 萬 | 9.07% | +217,433+99.4% | 加碼 |
| Assetmark, Inc | 431,319 | $3,376 萬 | 0.09% | +29,445+7.3% | 加碼 |
| Corebridge Financial, Inc. | 418,026 | $3,272 萬 | 0.19% | +33,595+8.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 419,318 | $3,236 萬 | 0.06% | +23,212+5.9% | 加碼 |
| Hosking Partners LLP | 409,060 | $3,202 萬 | 1.35% | −3,614−0.9% | 減碼 |
| ProShare Advisors LLC | 405,470 | $3,174 萬 | 0.07% | +85,120+26.6% | 加碼 |
| Cetera Investment Advisers | 399,124 | $3,124 萬 | 0.06% | +19,894+5.2% | 加碼 |
| Czech National Bank | 391,408 | $3,064 萬 | 0.28% | +67,280+20.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 389,708 | $3,051 萬 | 0.18% | +71,844+22.6% | 加碼 |
| Forsta Ap-Fonden | 389,701 | $3,051 萬 | 0.23% | +24,700+6.8% | 加碼 |
| Susquehanna International Group, LLP | 385,388 | $3,017 萬 | 0.05% | −259,443−40.2% | 減碼 |
| Gateway Investment Advisers LLC | 380,920 | $2,982 萬 | 0.34% | +5,064+1.3% | 加碼 |
| D.A. Davidson & Co. | 380,259 | $2,977 萬 | 0.24% | +1,932+0.5% | 加碼 |
| Cresset Asset Management, LLC | 377,974 | $2,959 萬 | 0.15% | −6,825−1.8% | 減碼 |
| Teacher Retirement System of Texas | 376,425 | $2,947 萬 | 0.12% | +282,013+298.7% | 加碼 |
| HighTower Advisors, LLC | 376,081 | $2,944 萬 | 0.04% | −24,632−6.1% | 減碼 |
| 1832 Asset Management L.P. | 374,453 | $2,931 萬 | 0.06% | +287,813+332.2% | 加碼 |
| Mizuho Markets Americas LLC | 371,694 | $2,910 萬 | 0.63% | +167,198+81.8% | 加碼 |
| Whittier Trust Co | 368,994 | $2,888 萬 | 0.40% | +167,815+83.4% | 加碼 |
| Commonwealth Equity Services, LLC | 366,258 | $2,867 萬 | 0.04% | −21,693−5.6% | 減碼 |
| Park Presidio Capital LLC | 363,965 | $2,849 萬 | 7.14% | +1,206+0.3% | 加碼 |
| Comerica Bank | 359,348 | $2,813 萬 | 0.12% | +45,526+14.5% | 加碼 |
| Eisler Capital Management Ltd. | 353,159 | $2,763 萬 | 0.83% | +318,539+920.1% | 加碼 |
| Zimmer Partners, LP | 350,000 | $2,740 萬 | 0.56% | +350,000 | 新進 |
| Calamos Advisors LLC | 347,744 | $2,722 萬 | 0.13% | +3,873+1.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 346,583 | $2,713 萬 | 0.13% | +31,800+10.1% | 加碼 |
| Man Group plc | 344,245 | $2,695 萬 | 0.08% | −120,855−26.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 340,705 | $2,667 萬 | 0.01% | +33,980+11.1% | 加碼 |
| DnB Asset Management AS | 340,118 | $2,662 萬 | 0.12% | −100,098−22.7% | 減碼 |
| Greatmark Investment Partners, Inc. | 338,582 | $2,650 萬 | 3.61% | +6,797+2.0% | 加碼 |
| Amalgamated Bank | 333,787 | $2,613 萬 | 0.22% | +45,423+15.8% | 加碼 |
| Blue Whale Capital LLP | 333,681 | $2,612 萬 | 2.11% | +109,957+49.1% | 加碼 |
| Flputnam Investment Management Co | 332,774 | $2,605 萬 | 0.49% | +5,356+1.6% | 加碼 |
| Advisor Group Holdings, Inc. | 331,515 | $2,596 萬 | 0.06% | −5,353−1.6% | 減碼 |
| British Columbia Investment Management Corp | 329,377 | $2,578 萬 | 0.16% | −166,818−33.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 328,160 | $2,569 萬 | 0.20% | +6,364+2.0% | 加碼 |
| Moore Capital Management, LP | 323,785 | $2,535 萬 | 0.85% | −291,879−47.4% | 減碼 |
| Picton Mahoney Asset Management | 321,930 | $2,520 萬 | 0.86% | +321,930 | 新進 |
| Park National Corp | 318,400 | $2,492 萬 | 0.92% | −5,710−1.8% | 減碼 |
| IFM Investors Pty Ltd | 318,346 | $2,492 萬 | 0.27% | +22,652+7.7% | 加碼 |
| Martingale Asset Management L P | 318,175 | $2,491 萬 | 0.63% | +207,730+188.1% | 加碼 |
| Capstone Investment Advisors, LLC | 312,885 | $2,449 萬 | 0.23% | +236,529+309.8% | 加碼 |
| Parkwood LLC | 309,857 | $2,426 萬 | 2.37% | +309,857 | 新進 |
| Xponance, Inc. | 305,641 | $2,393 萬 | 0.23% | +45,446+17.5% | 加碼 |
| Davenport & Co LLC | 303,469 | $2,373 萬 | 0.14% | +38,724+14.6% | 加碼 |
| Epoch Investment Partners, Inc. | 300,474 | $2,352 萬 | 0.12% | +300,474 | 新進 |
| Bessemer Group Inc | 297,827 | $2,331 萬 | 0.04% | −25,474−7.9% | 減碼 |
| Davis Selected Advisers | 297,606 | $2,330 萬 | 0.13% | −2,450−0.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 308,308 | $2,259 萬 | 0.09% | +77,808+33.8% | 加碼 |
| Rockefeller Capital Management L.P. | 287,064 | $2,247 萬 | 0.06% | +21,233+8.0% | 加碼 |
| Natixis | 286,132 | $2,232 萬 | 0.13% | +221,109+340.0% | 加碼 |
| Daiwa Securities Group Inc. | 285,014 | $2,231 萬 | 0.09% | +40,641+16.6% | 加碼 |
| Captrust Financial Advisors | 282,730 | $2,213 萬 | 0.06% | +16,388+6.2% | 加碼 |
| CWM, LLC | 281,545 | $2,204 萬 | 0.09% | +25,206+9.8% | 加碼 |
| North Reef Capital Management LP | 275,000 | $2,153 萬 | 0.93% | −99,999−26.7% | 減碼 |