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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 274,697 | $2,150 萬 | 0.25% | +27,327+11.0% | 加碼 |
| GW Henssler & Associates Ltd | 273,285 | $2,139 萬 | 1.23% | −9,840−3.5% | 減碼 |
| NFJ Investment Group, LLC | 270,429 | $2,117 萬 | 0.71% | +270,429 | 新進 |
| Warther Private Wealth, LLC | 269,060 | $2,106 萬 | 7.01% | +49,030+22.3% | 加碼 |
| Heron Bay Capital Management | 267,203 | $2,092 萬 | 4.40% | +8,331+3.2% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 266,786 | $2,088 萬 | 1.35% | −9,767−3.5% | 減碼 |
| Financial Counselors Inc | 263,219 | $2,060 萬 | 0.31% | −8,819−3.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 259,738 | $2,033 萬 | 0.36% | −3,365−1.3% | 減碼 |
| Pathstone Holdings, LLC | 258,690 | $2,023 萬 | 0.09% | +103,840+67.1% | 加碼 |
| CIBC Asset Management Inc | 257,437 | $2,015 萬 | 0.07% | +1,988+0.8% | 加碼 |
| Prana Capital Management, LP | 256,305 | $2,006 萬 | 0.82% | +256,305 | 新進 |
| Swiss Life Asset Management Ltd | 253,622 | $1,985 萬 | 0.14% | +58,729+30.1% | 加碼 |
| M&T Bank Corp | 251,437 | $1,968 萬 | 0.07% | −36,646−12.7% | 減碼 |
| New York Life Investment Management LLC | 248,786 | $1,947 萬 | 0.20% | +47,951+23.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 245,363 | $1,921 萬 | 0.04% | +39,228+19.0% | 加碼 |
| Davidson Investment Advisors | 244,208 | $1,912 萬 | 0.94% | −15,119−5.8% | 減碼 |
| USS Investment Management Ltd | 242,843 | $1,902 萬 | 0.14% | −55,600−18.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 242,860 | $1,901 萬 | 0.23% | −42,500−14.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 241,407 | $1,890 萬 | 0.19% | +24,111+11.1% | 加碼 |
| Dudley & Shanley, Inc. | 240,563 | $1,883 萬 | 2.97% | +180+0.1% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 236,960 | $1,855 萬 | 1.97% | −45,132−16.0% | 減碼 |
| Titan Global Capital Management USA LLC | 236,792 | $1,854 萬 | 3.82% | −48,182−16.9% | 減碼 |
| Peapack Gladstone Financial Corp | 235,009 | $1,840 萬 | 0.27% | −6,527−2.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 232,542 | $1,820 萬 | 0.19% | +62,883+37.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 230,751 | $1,806 萬 | 0.08% | +14,386+6.6% | 加碼 |
| AXA S.A. | 230,593 | $1,805 萬 | 0.06% | −3,567−1.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 229,081 | $1,793 萬 | 0.15% | −23,900−9.4% | 減碼 |
| Busey Wealth Management | 227,679 | $1,782 萬 | 0.60% | +7,072+3.2% | 加碼 |
| Clearstead Advisors, LLC | 223,457 | $1,749 萬 | 0.27% | −1,301−0.6% | 減碼 |
| Live Oak Private Wealth LLC | 221,476 | $1,734 萬 | 2.81% | +1,384+0.6% | 加碼 |
| First Foundation Advisors | 221,426 | $1,733 萬 | 0.71% | −22,944−9.4% | 減碼 |
| Mercer Global Advisors Inc | 221,413 | $1,730 萬 | 0.04% | −66,339−23.1% | 減碼 |
| Point72 Europe (London) LLP | 220,600 | $1,727 萬 | 1.19% | +128,900+140.6% | 加碼 |
| Cohen Capital Management, Inc. | 220,460 | $1,726 萬 | 2.96% | −8,200−3.6% | 減碼 |
| Group One Trading, L.P. | 213,376 | $1,670 萬 | 0.70% | +57,685+37.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 213,323 | $1,670 萬 | 0.17% | +18,999+9.8% | 加碼 |
| Yousif Capital Management, LLC | 212,673 | $1,665 萬 | 0.19% | +20,200+10.5% | 加碼 |
| GCM Grosvenor Holdings, LLC | 211,000 | $1,652 萬 | 2.56% | +211,000 | 新進 |
| Everett Harris & Co | 210,451 | $1,647 萬 | 0.21% | +117+0.1% | 加碼 |
| Smith Group Asset Management, LLC | 208,086 | $1,629 萬 | 1.22% | +208,086 | 新進 |
| Quantinno Capital Management LP | 207,181 | $1,622 萬 | 0.11% | +109,619+112.4% | 加碼 |
| Nissay Asset Management Corp | 206,855 | $1,619 萬 | 0.11% | +16,663+8.8% | 加碼 |
| CIBC World Markets Corp | 206,375 | $1,616 萬 | 0.13% | −34,284−14.2% | 減碼 |
| Goodman Financial Corp | 205,446 | $1,608 萬 | 3.47% | −2,600−1.2% | 減碼 |
| Colony Group, LLC | 201,397 | $1,577 萬 | 0.04% | +11,523+6.1% | 加碼 |
| Adviser Investments LLC | 200,815 | $1,572 萬 | 0.20% | −9,729−4.6% | 減碼 |
| Lathrop Investment Management Corp | 200,400 | $1,569 萬 | 3.11% | +577+0.3% | 加碼 |
| Maplelane Capital, LLC | 200,000 | $1,566 萬 | 1.46% | −22,527−10.1% | 減碼 |
| OP Asset Management Ltd | 199,773 | $1,564 萬 | 0.26% | +199,773 | 新進 |
| State of Alaska, Department of Revenue | 199,687 | $1,563 萬 | 0.18% | +29,255+17.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 199,585 | $1,562 萬 | 0.03% | +91,892+85.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 199,361 | $1,561 萬 | 0.18% | +5,644+2.9% | 加碼 |
| Sanctuary Advisors, LLC | 198,884 | $1,557 萬 | 0.11% | +2,012+1.0% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,554 萬 | 13.02% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 198,181 | $1,551 萬 | 0.18% | +19,089+10.7% | 加碼 |
| Cutler Investment Counsel LLC | 196,479 | $1,538 萬 | 1.85% | −6,205−3.1% | 減碼 |
| United Asset Strategies, Inc. | 192,558 | $1,507 萬 | 1.40% | +4,319+2.3% | 加碼 |
| GAM Holding AG | 192,209 | $1,505 萬 | 1.17% | −7,599−3.8% | 減碼 |
| Alberta Investment Management Corp | 191,079 | $1,496 萬 | 0.10% | +191,079 | 新進 |
| Vivaldi Capital Management, LLC | 190,195 | $1,489 萬 | 2.40% | −10,394−5.2% | 減碼 |
| Pacific Heights Asset Management LLC | 188,000 | $1,472 萬 | 1.00% | +78,000+70.9% | 加碼 |
| Virginia Retirement Systems Et Al | 186,000 | $1,456 萬 | 0.11% | +186,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 185,455 | $1,452 萬 | 0.10% | −96,627−34.3% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 183,489 | $1,436 萬 | 2.34% | +3,959+2.2% | 加碼 |
| CX Institutional | 180,913 | $1,416 萬 | 0.53% | +171,615+1,845.7% | 加碼 |
| Blume Capital Management, Inc. | 179,620 | $1,406 萬 | 3.15% | −814−0.5% | 減碼 |
| Poehling Capital Management, LLC | 178,801 | $1,400 萬 | 3.54% | +440.0% | 加碼 |
| Tran Capital Management, L.P. | 178,422 | $1,397 萬 | 1.88% | −17,902−9.1% | 減碼 |
| Jain Global LLC | 178,288 | $1,396 萬 | 0.29% | +148,135+491.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 178,210 | $1,395 萬 | 1.28% | +1,816+1.0% | 加碼 |
| RMB Capital Management, LLC | 177,527 | $1,390 萬 | 0.34% | −23,812−11.8% | 減碼 |
| ProVise Management Group, LLC | 177,520 | $1,390 萬 | 1.18% | +10,880+6.5% | 加碼 |
| TCTC Holdings, LLC | 175,159 | $1,371 萬 | 0.48% | +20.0% | 加碼 |
| Interval Partners, LP | 174,875 | $1,369 萬 | 0.48% | +105,649+152.6% | 加碼 |
| Evercore Wealth Management, LLC | 174,460 | $1,366 萬 | 0.22% | −911−0.5% | 減碼 |
| HFR Wealth Management, LLC | 174,297 | $1,364 萬 | 3.32% | −394−0.2% | 減碼 |
| AMF Pensionsforsakring AB | 174,100 | $1,363 萬 | 0.10% | −83,630−32.4% | 減碼 |
| GenTrust, LLC | 174,152 | $1,363 萬 | 0.65% | +430.0% | 加碼 |
| Equitable Holdings, Inc. | 171,716 | $1,344 萬 | 0.13% | +5,436+3.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 171,467 | $1,342 萬 | 0.05% | −20,527−10.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 171,074 | $1,339 萬 | 0.11% | +46,007+36.8% | 加碼 |
| Tocqueville Asset Management L.P. | 170,594 | $1,335 萬 | 0.22% | −11,755−6.4% | 減碼 |
| Jacobs & Co | 167,166 | $1,309 萬 | 1.39% | −471−0.3% | 減碼 |
| Empower Advisory Group, LLC | 166,298 | $1,302 萬 | 0.04% | −5,029−2.9% | 減碼 |
| Intech Investment Management LLC | 165,408 | $1,295 萬 | 0.13% | +72,167+77.4% | 加碼 |
| Asset Advisors Investment Management, LLC | 164,872 | $1,291 萬 | 1.36% | −1,335−0.8% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 164,359 | $1,287 萬 | 2.63% | +2,000+1.2% | 加碼 |
| Pensionmark Financial Group, LLC | 163,007 | $1,276 萬 | 0.33% | +11,505+7.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 160,807 | $1,259 萬 | 0.11% | +7,699+5.0% | 加碼 |
| Winslow Asset Management Inc | 159,234 | $1,247 萬 | 2.75% | −6,200−3.7% | 減碼 |
| Elgethun Capital Management | 159,001 | $1,245 萬 | 2.78% | +11,227+7.6% | 加碼 |
| Talbot Financial, LLC | 158,661 | $1,242 萬 | 1.56% | −3,420−2.1% | 減碼 |
| Perigon Wealth Management, LLC | 157,450 | $1,233 萬 | 0.32% | +408+0.3% | 加碼 |
| Modera Wealth Management, LLC | 157,263 | $1,231 萬 | 0.17% | −4,104−2.5% | 減碼 |
| Montag & Caldwell, LLC | 157,010 | $1,229 萬 | 2.85% | −4,733−2.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 156,971 | $1,229 萬 | 0.11% | −30,000−16.0% | 減碼 |
| Lakehouse Capital Pty Ltd | 156,467 | $1,225 萬 | 8.14% | 00.0% | 不變 |
| Ieq Capital, LLC | 156,183 | $1,223 萬 | 0.10% | +78,498+101.0% | 加碼 |
| Kestra Advisory Services, LLC | 156,118 | $1,222 萬 | 0.06% | +5,325+3.5% | 加碼 |
| Financial Avengers, Inc. | 156,047 | $1,222 萬 | 6.19% | −3,126−2.0% | 減碼 |