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 2 季 13F 持有人
Schwab Charles Corp 在 2025/6/30 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
- 2,146
- 較 2025 年第 1 季 +142 家
- 持有股數
- 15.1 億
- 較 2025 年第 1 季 −956.9 萬 (−0.6%)
- 總市值
- $1,374 億
- 較 2025 年第 1 季 +$187.0 億 (+15.8%)
- 新進機構
- 246
- 另有 872 家加碼
- 清倉機構
- 104
- 另有 781 家減碼
另有 26 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 151,182,081 | $137.9 億 | 0.22% | +2,786,829+1.9% | 加碼 |
| BlackRock, Inc. | 128,213,107 | $117.0 億 | 0.22% | +5,353,480+4.4% | 加碼 |
| Dodge & Cox | 84,357,885 | $77.0 億 | 4.32% | −4,392,770−4.9% | 減碼 |
| Price T Rowe Associates Inc | 74,835,769 | $68.3 億 | 0.77% | −7,213,215−8.8% | 減碼 |
| State Street Corp | 72,464,619 | $66.1 億 | 0.25% | +531,329+0.7% | 加碼 |
| JPMorgan Chase & Co | 70,604,230 | $64.4 億 | 0.44% | +16,444,010+30.4% | 加碼 |
| Geode Capital Management, LLC | 37,381,183 | $34.0 億 | 0.24% | +1,038,376+2.9% | 加碼 |
| FMR LLC | 34,579,061 | $31.5 億 | 0.18% | +2,600,371+8.1% | 加碼 |
| Franklin Resources Inc | 30,035,937 | $27.4 億 | 0.73% | +815,625+2.8% | 加碼 |
| Morgan Stanley | 24,088,854 | $22.0 億 | 0.14% | +2,657,145+12.4% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 22,969,673 | $21.0 億 | 3.41% | −4,642,770−16.8% | 減碼 |
| Fisher Asset Management, LLC | 21,376,690 | $19.5 億 | 0.77% | +211,527+1.0% | 加碼 |
| Norges Bank | 20,713,047 | $18.9 億 | 0.24% | −3,437,227−14.2% | 減碼 |
| Primecap Management Co | 19,034,806 | $17.4 億 | 1.38% | +5,032,728+35.9% | 加碼 |
| Massachusetts Financial Services Co | 18,405,261 | $16.8 億 | 0.53% | −2,121,852−10.3% | 減碼 |
| Artisan Partners Limited Partnership | 18,176,812 | $16.6 億 | 2.47% | +426,953+2.4% | 加碼 |
| Northern Trust Corp | 17,107,674 | $15.6 億 | 0.21% | −332,627−1.9% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 15,773,225 | $14.4 億 | 4.16% | −1,943,492−11.0% | 減碼 |
| Bank of America Corp | 15,395,866 | $14.0 億 | 0.11% | −583,566−3.7% | 減碼 |
| Alliancebernstein L.P. | 15,374,233 | $14.0 億 | 0.46% | −1,741,526−10.2% | 減碼 |
| Invesco Ltd. | 15,175,398 | $13.8 億 | 0.24% | −411,052−2.6% | 減碼 |
| UBS Asset Management Americas Inc | 14,343,788 | $13.1 億 | 0.26% | +1,510,348+11.8% | 加碼 |
| Bank of New York Mellon Corp | 14,182,132 | $12.9 億 | 0.24% | +3,125,179+28.3% | 加碼 |
| Generation Investment Management LLP | 13,885,456 | $12.7 億 | 8.05% | −442,103−3.1% | 減碼 |
| Wellington Management Group LLP | 12,448,953 | $11.4 億 | 0.21% | −3,039,824−19.6% | 減碼 |
| Brown Advisory Inc | 12,162,260 | $11.1 億 | 1.46% | +5,708,208+88.4% | 加碼 |
| Flossbach Von Storch AG | 10,580,171 | $9.65 億 | 3.95% | −230,473−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 9,472,454 | $8.64 億 | 0.15% | +114,564+1.2% | 加碼 |
| Ameriprise Financial Inc | 9,162,235 | $8.36 億 | 0.21% | −600,147−6.1% | 減碼 |
| UBS Group AG | 9,053,713 | $8.26 億 | 0.17% | −1,087,418−10.7% | 減碼 |
| Goldman Sachs Group Inc | 9,007,883 | $8.22 億 | 0.13% | +1,155,204+14.7% | 加碼 |
| Legal & General Group Plc | 8,569,949 | $7.82 億 | 0.19% | −108,647−1.3% | 減碼 |
| Allen Investment Management LLC | 7,672,993 | $7.00 億 | 7.63% | −535,968−6.5% | 減碼 |
| Baird Financial Group, Inc. | 7,294,943 | $6.66 億 | 1.17% | +390,616+5.7% | 加碼 |
| Bamco Inc | 7,051,368 | $6.43 億 | 1.74% | −172,800−2.4% | 減碼 |
| Lazard Asset Management LLC | 6,889,739 | $6.29 億 | 0.87% | −536,022−7.2% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 6,598,822 | $6.02 億 | 10.32% | −162,553−2.4% | 減碼 |
| Royal Bank of Canada | 6,425,312 | $5.86 億 | 0.11% | +1,612,412+33.5% | 加碼 |
| Janus Henderson Group PLC | 6,360,756 | $5.80 億 | 0.28% | −418,627−6.2% | 減碼 |
| Deutsche Bank AG | 6,338,971 | $5.78 億 | 0.21% | +1,212,164+23.6% | 加碼 |
| Principal Financial Group Inc | 6,314,824 | $5.76 億 | 0.30% | −235,720−3.6% | 減碼 |
| Envestnet Asset Management Inc | 6,189,664 | $5.65 億 | 0.16% | +408,649+7.1% | 加碼 |
| Nuveen, LLC | 5,766,700 | $5.26 億 | 0.15% | +136,921+2.4% | 加碼 |
| Amundi | 5,744,025 | $5.25 億 | 0.18% | −286,337−4.7% | 減碼 |
| Two Sigma Advisers, LP | 5,644,295 | $5.15 億 | 1.06% | +772,200+15.8% | 加碼 |
| Dimensional Fund Advisors LP | 5,518,101 | $5.03 億 | 0.12% | +39,924+0.7% | 加碼 |
| Ensign Peak Advisors, Inc | 4,750,606 | $4.33 億 | 0.74% | −535,258−10.1% | 減碼 |
| Clearbridge Investments, LLC | 4,653,846 | $4.25 億 | 0.34% | +1,0910.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,620,554 | $4.22 億 | 0.30% | −1,1500.0% | 減碼 |
| Provident Trust Co | 4,576,369 | $4.18 億 | 7.61% | −21,366−0.5% | 減碼 |
| Yacktman Asset Management LP | 4,565,374 | $4.17 億 | 5.60% | −143,669−3.1% | 減碼 |
| Fiduciary Management Inc | 4,385,494 | $4.00 億 | 3.84% | −246,375−5.3% | 減碼 |
| London Co of Virginia | 4,323,063 | $3.94 億 | 2.23% | −105,323−2.4% | 減碼 |
| Boston Partners | 4,223,094 | $3.86 億 | 0.43% | −681,517−13.9% | 減碼 |
| Lord, Abbett & Co. LLC | 4,078,410 | $3.72 億 | 1.20% | −73,998−1.8% | 減碼 |
| Barclays PLC | 4,026,857 | $3.67 億 | 0.15% | −257,163−6.0% | 減碼 |
| Canada Pension Plan Investment Board | 3,963,095 | $3.62 億 | 0.31% | +999,018+33.7% | 加碼 |
| Farallon Capital Management, L.L.C. | 3,959,057 | $3.61 億 | 1.65% | +126,200+3.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,917,265 | $3.57 億 | 0.22% | +83,750+2.2% | 加碼 |
| National Pension Service | 3,840,019 | $3.50 億 | 0.30% | +692,603+22.0% | 加碼 |
| RPTC Inc. | 3,822,501 | $3.49 億 | 61.30% | 00.0% | 不變 |
| D1 Capital Partners L.P.大師D1 資本 | 3,523,904 | $3.22 億 | 4.46% | −831,704−19.1% | 減碼 |
| HSBC Holdings PLC | 3,418,918 | $3.12 億 | 0.20% | −638,989−15.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,277,467 | $2.99 億 | 0.24% | +225,750+7.4% | 加碼 |
| Timucuan Asset Management Inc | 3,196,830 | $2.92 億 | 8.53% | −75,288−2.3% | 減碼 |
| Newlands Management Operations LLC | 3,196,166 | $2.92 億 | 1.54% | 00.0% | 不變 |
| Rhumbline Advisers | 3,061,161 | $2.79 億 | 0.24% | −22,425−0.7% | 減碼 |
| American Century Companies Inc | 3,025,726 | $2.76 億 | 0.15% | −445,581−12.8% | 減碼 |
| Wells Fargo & Company | 3,019,099 | $2.75 億 | 0.06% | +244,825+8.8% | 加碼 |
| Bank of Montreal | 2,984,760 | $2.72 億 | 0.14% | +1,099,589+58.3% | 加碼 |
| California Public Employees Retirement System | 2,946,962 | $2.69 億 | 0.17% | −143,866−4.7% | 減碼 |
| Voya Investment Management LLC | 2,894,395 | $2.64 億 | 0.26% | +2,408,557+495.8% | 加碼 |
| Neuberger Berman Group LLC | 2,857,238 | $2.61 億 | 0.20% | +9440.0% | 加碼 |
| Two Sigma Investments, LP | 2,843,926 | $2.59 億 | 0.47% | +897,724+46.1% | 加碼 |
| Findlay Park Partners LLP | 2,726,369 | $2.49 億 | 2.56% | −666,800−19.7% | 減碼 |
| Nordea Investment Management AB | 2,734,960 | $2.49 億 | 0.23% | +74,308+2.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,705,116 | $2.47 億 | 0.26% | −215,914−7.4% | 減碼 |
| California State Teachers Retirement System | 2,701,032 | $2.46 億 | 0.27% | +57,731+2.2% | 加碼 |
| Raymond James Financial Inc | 2,675,619 | $2.44 億 | 0.08% | +182,659+7.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,664,658 | $2.43 億 | 1.04% | −17,151−0.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 2,576,688 | $2.35 億 | 1.35% | −22,095−0.9% | 減碼 |
| AQR Capital Management LLC | 2,549,953 | $2.32 億 | 0.19% | +191,643+8.1% | 加碼 |
| Citigroup Inc | 2,524,058 | $2.30 億 | 0.16% | +333,805+15.2% | 加碼 |
| Route One Investment Company, L.P. | 2,515,343 | $2.29 億 | 10.04% | −858,600−25.4% | 減碼 |
| New York State Common Retirement Fund | 2,433,111 | $2.22 億 | 0.30% | −72,296−2.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,431,002 | $2.22 億 | 0.44% | +778,685+47.1% | 加碼 |
| Assenagon Asset Management S.A. | 2,410,858 | $2.20 億 | 0.35% | −540,822−18.3% | 減碼 |
| PointState Capital LP | 2,408,147 | $2.20 億 | 4.70% | −652,389−21.3% | 減碼 |
| Thrivent Financial for Lutherans | 2,378,672 | $2.17 億 | 0.47% | +300,873+14.5% | 加碼 |
| US Bancorp | 2,366,170 | $2.16 億 | 0.27% | −113,639−4.6% | 減碼 |
| Cooke & Bieler LP | 2,255,425 | $2.06 億 | 2.06% | −156,890−6.5% | 減碼 |
| Darsana Capital Partners LP | 2,250,000 | $2.05 億 | 5.86% | 00.0% | 不變 |
| Veritas Asset Management LLP | 2,223,011 | $2.03 億 | 2.03% | −70,462−3.1% | 減碼 |
| Van Eck Associates Corp | 2,190,801 | $2.00 億 | 0.23% | −285,435−11.5% | 減碼 |
| Los Angeles Capital Management LLC | 2,185,390 | $1.99 億 | 0.75% | −1,054,507−32.5% | 減碼 |
| Beck Mack & Oliver LLC | 2,104,071 | $1.92 億 | 3.66% | −67,499−3.1% | 減碼 |
| North Peak Capital Management, LLC | 2,095,620 | $1.91 億 | 15.01% | −13,149−0.6% | 減碼 |
| Marshall Wace, LLP | 2,031,878 | $1.85 億 | 0.22% | +1,075,014+112.3% | 加碼 |
| Sterling Capital Management LLC | 2,028,959 | $1.85 億 | 2.63% | −139,909−6.5% | 減碼 |
| Natixis Advisors, L.P. | 2,006,333 | $1.83 億 | 0.29% | +458,901+29.7% | 加碼 |