跳到主要內容

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。

其他股別SCHW.PDSCHW.PJ

2025 年第 2 季與 2025 年第 1 季比較

持有 Schwab Charles Corp 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

SCHW 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數2,030262,145+141
股數15.2 億433.6 萬15.1 億−957.2 萬 (−0.6%)
市值$1,191 億$3.39 億$1,374 億+$187.0 億 (+15.8%)

26 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(245 家)

2025 年第 2 季季末持有 Schwab Charles Corp、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 245 家。

2025 年第 2 季新進 SCHW 的機構
機構股數市值佔組合 %
Qube Research & Technologies Ltd1,696,997$1.55 億0.21%
Zurich Insurance Group Ltd1,345,009$1.23 億0.95%
Cubist Systematic Strategies, LLC1,000,732$9,131 萬0.99%
Glenmede Investment Management, LP908,537$8,289 萬0.42%
Swedbank AB755,020$6,889 萬0.08%
Caledonia Investments PLC501,000$4,569 萬4.49%
Tudor Investment Corp Et Al361,407$3,297 萬0.25%
Trexquant Investment LP303,080$2,765 萬0.31%
Midwest Trust Co271,837$2,480 萬0.34%
Canada Post Corp Registered Pension Plan266,819$2,434 萬1.43%
Summit Trail Advisors, LLC179,571$1,638 萬0.28%
HRT Financial LP170,990$1,560 萬0.07%
Connors Investor Services Inc170,613$1,557 萬1.38%
Entropy Technologies, LP142,708$1,302 萬1.03%
Mizuho Markets Cayman LP141,894$1,295 萬0.93%
Capital Fund Management S.A.141,863$1,294 萬0.14%
Bright Rock Capital Management, LLC125,000$1,141 萬2.31%
Atlantic Union Bankshares Corp121,224$1,106 萬0.25%
Mizuho Securities USA LLC118,045$1,077 萬0.23%
Westend Capital Management, LLC114,484$1,045 萬3.22%
Aquatic Capital Management LLC110,294$1,006 萬0.20%
Tribune Investment Group LP100,000$912.4 萬4.49%
Erste Asset Management GmbH98,862$889.6 萬0.07%
Jump Financial, LLC93,828$856.1 萬0.10%
Qsemble Capital Management, LP89,586$817.4 萬0.78%
Y-Intercept (Hong Kong) Ltd89,367$815.4 萬0.20%
Campbell & CO Investment Adviser LLC73,222$668.1 萬0.42%
Dark Forest Capital Management LP73,208$667.9 萬0.27%
Bayesian Capital Management, LP67,000$611.3 萬0.97%
Wetherby Asset Management Inc57,903$528.3 萬0.24%
Partners Capital Investment Group, LLP53,093$484.4 萬0.19%
FORA Capital, LLC52,261$476.8 萬0.53%
Greenwich Wealth Management LLC50,492$460.7 萬0.22%
Boothbay Fund Management, LLC49,648$453.0 萬0.14%
Ibex Wealth Advisors48,780$445.1 萬0.47%
Andra AP-fonden46,803$427.0 萬0.06%
Sciencast Management LP44,649$407.4 萬0.84%
Lantern Wealth Advisors, LLC60,189$391.5 萬2.34%
MASTERINVEST Kapitalanlage GmbH42,480$387.6 萬0.41%
XTX Topco Ltd41,488$378.5 萬0.16%
Quadrature Capital Ltd40,477$369.2 萬0.06%
Caption Management, LLC40,000$365.0 萬0.33%
Park Avenue Securities LLC39,516$360.5 萬0.03%
Gsa Capital Partners LLP38,080$347.4 萬0.24%
Fieldview Capital Management, LLC34,144$311.5 萬0.47%
Q3 Asset Management34,070$311.1 萬1.10%
111 Capital32,619$297.6 萬0.51%
Global Retirement Partners, LLC30,701$280.1 萬0.07%
O'Neil Global Advisors, Inc.30,664$279.8 萬0.64%
Donoghue Forlines LLC30,572$278.9 萬0.80%
Boston Private Wealth LLC29,837$272.2 萬0.15%
Bridgeway Capital Management, LLC29,120$265.7 萬0.06%
Napa Wealth Management29,098$265.5 萬1.27%
Stenger Family Office, LLC24,759$244.0 萬0.64%
Dynamic Technology Lab Private Ltd26,610$242.8 萬0.33%
Strategic Wealth Partners, Ltd.25,238$230.3 萬0.18%
Hutchinson Financial Advisors, INC24,769$226.0 萬2.53%
Somerville Kurt F24,368$222.3 萬0.37%
CenterBook Partners LP23,393$213.4 萬0.12%
Parsonex Advisory Services, Inc.20,463$186.7 萬1.56%
PMC FIG Opportunities LLC20,422$186.3 萬2.77%
Vise Technologies, Inc.19,342$176.5 萬0.07%
Sheets Smith Investment Management18,653$170.2 萬1.49%
LOM Asset Management Ltd18,454$168.4 萬0.57%
Wright Investors Service Inc17,746$161.9 萬0.49%
Virtus Investment Advisers, Inc.17,335$158.2 萬0.53%
HighVista Strategies LLC16,300$148.7 萬0.55%
IPG Investment Advisors LLC16,286$148.6 萬0.29%
Jupiter Asset Management Ltd15,825$144.4 萬0.01%
Glaxis Capital Management, LLC15,000$136.9 萬1.83%
Stance Capital LLC14,882$135.8 萬0.51%
Integrated Quantitative Investments LLC14,192$129.5 萬0.38%
Hancock Whitney Corp13,852$126.4 萬0.02%
Worth Asset Management, LLC13,052$119.1 萬0.59%
R Squared Ltd12,994$118.6 萬0.65%
Okabena Investment Services Inc12,214$111.4 萬0.25%
Notis-McConarty Edward11,895$108.5 萬0.53%
Investment House LLC11,500$104.9 萬0.05%
Polar Asset Management Partners Inc.11,100$101.3 萬0.03%
44 Wealth Management LLC11,041$100.7 萬0.36%
Kidder Stephen W11,025$100.6 萬0.30%
Figure 8 Investment Strategies LLC10,124$92.4 萬0.90%
Vigilare Wealth Management10,024$91.5 萬0.34%
Mark Asset Management LP10,000$91.2 萬0.11%
USA Financial Portformulas Corp9,864$90.0 萬0.15%
Bryce Point Capital, LLC9,510$86.8 萬0.73%
Axq Capital, LP9,381$85.6 萬0.28%
RiverFront Investment Group, LLC9,173$83.7 萬0.02%
Eaton Financial Holdings Company, LLC9,124$83.3 萬0.26%
Ethos Financial Group, LLC8,381$76.5 萬0.07%
Nine Masts Capital Ltd8,362$76.3 萬0.30%
Twinbeech Capital LP8,272$75.5 萬0.02%
Blueshift Asset Management, LLC7,510$68.5 萬0.21%
Dempze Nancy E7,455$68.0 萬0.39%
Accredited Investors Inc.7,227$65.9 萬0.04%
Whalen Wealth Management Inc.7,089$64.7 萬0.41%
Persistent Asset Partners Ltd7,043$64.3 萬0.56%
Elefante Mark B6,940$63.3 萬0.48%
Wellington Capital Management, Inc.6,390$58.3 萬0.88%
CTC Alternative Strategies, Ltd.6,302$57.5 萬0.50%

清倉機構(104 家)

2025 年第 1 季季末持有 Schwab Charles Corp、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 104 家。

2025 年第 2 季清倉 SCHW 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Maverick Capital Ltd大師Maverick 資本1,425,125$1.12 億
Junto Capital Management LP1,132,385$8,864 萬
Burkehill Global Management, LP950,000$7,437 萬
Corebridge Financial, Inc.418,026$3,272 萬
Mizuho Markets Americas LLC371,694$2,910 萬
Zimmer Partners, LP350,000$2,740 萬
Financial Counselors Inc263,219$2,060 萬
Prana Capital Management, LP256,305$2,006 萬
Sculptor Capital LP152,783$1,196 萬
Discovery Capital Management, LLC125,000$978.5 萬
Private Advisory Group LLC95,297$746.0 萬
Fortress Investment Group LLC90,693$709.9 萬
Beck Bode, LLC86,364$676.1 萬
Bridgewater Associates, LP84,797$663.8 萬
Skba Capital Management LLC84,600$662.2 萬
Cinctive Capital Management LP75,400$590.2 萬
Monashee Investment Management LLC75,000$587.1 萬
Quinn Opportunity Partners LLC63,214$494.8 萬
FJ Capital Management LLC61,043$477.8 萬
Parallax Volatility Advisers, L.P.58,715$459.6 萬
Wolverine Asset Management LLC57,575$450.7 萬
SummitTX Capital, L.P.56,574$442.9 萬
Cabot Wealth Management Inc44,873$351.3 萬
United Services Automobile Association39,512$307.4 萬
J. Goldman & Co LP33,428$261.7 萬
Twin Tree Management, LP32,063$251.0 萬
Kampmann Melissa S.30,335$237.5 萬
Ally Financial Inc.27,000$211.4 萬
Cumberland Partners Ltd25,000$195.7 萬
Rokos Capital Management LLP20,524$160.6 萬
Eagle Rock Investment Company, LLC20,279$158.7 萬
AXS Investments LLC16,617$130.1 萬
PCJ Investment Counsel Ltd.15,000$117.4 萬
Scharf Investments, LLC14,765$115.6 萬
Peak Planning Group, LLC12,152$95.1 萬
Inspire Advisors, LLC11,576$90.6 萬
Thoroughbred Financial Services, LLC10,388$81.3 萬
Eschler Asset Management LLP10,345$81.0 萬
Anson Funds Management LP10,000$78.3 萬
Legacy Advisors, LLC9,038$70.7 萬
Veracity Capital LLC7,859$61.5 萬
Versor Investments LP7,500$58.7 萬
Asahi Life Asset Management Co., Ltd.6,980$54.6 萬
Milestone Asset Management, LLC6,157$48.2 萬
New Century Financial Group, LLC5,491$43.0 萬
Capital A Wealth Management, LLC5,486$42.9 萬
Vanguard Capital Wealth Advisors4,950$38.7 萬
PharVision Advisers, LLC4,621$36.2 萬
Oversea-Chinese Banking CORP Ltd4,228$33.1 萬
J. Safra Sarasin Holding AG4,190$32.8 萬
Castleview Partners, LLC3,672$28.7 萬
Marathon Trading Investment Management LLC3,600$28.2 萬
BIT Capital GmbH3,545$27.8 萬
Brown Capital Management LLC3,527$27.6 萬
Fox Run Management, L.L.C.3,325$26.0 萬
West Coast Financial LLC3,149$24.7 萬
Kitching Partners, LLC2,987$23.4 萬
Silver Coast Investments LLC2,973$23.3 萬
Carolinas Wealth Consulting LLC2,935$23.0 萬
Portfolio Design Labs, LLC2,749$21.5 萬
AA Financial Advisors, LLC2,697$21.1 萬
Magnus Financial Group LLC2,697$21.1 萬
McClarren Financial Advisors, Inc.1,779$14.1 萬
Acropolis Investment Management, LLC1,799$14.1 萬
State of Wyoming1,544$12.1 萬
eCIO, Inc.1,399$11.0 萬
Capula Management Ltd1,395$10.9 萬
Richards, Merrill & Peterson, Inc.1,202$9.41 萬
Abound Financial, LLC1,173$9.18 萬
Hexagon Capital Partners LLC1,123$8.79 萬
New Age Alpha Advisors, LLC1,078$8.44 萬
Elite Financial, Inc.900$7.00 萬
Synergy Investment Management, LLC858$6.72 萬
TruNorth Capital Management, LLC834$6.53 萬
Washington Trust Co764$5.98 萬
Saudi Central Bank678$5.31 萬
West Paces Advisors Inc.655$5.13 萬
Atala Financial Inc556$4.35 萬
Wiser Advisor Group LLC513$4.02 萬
PSI Advisors, LLC509$3.98 萬
Bank of Jackson Hole Trust494$3.93 萬
WFA Asset Management Corp458$3.31 萬
Tobam242$1.90 萬
Flaharty Asset Management, LLC210$1.64 萬
NCP Inc.181$1.42 萬
Bear Mountain Capital, Inc.163$1.32 萬
Global Financial Private Client, LLC160$1.25 萬
MeadowBrook Investment Advisors LLC150$1.17 萬
Stonebridge Financial Group, LLC114$8,924
Graybill Bartz & Assoc Ltd108$8,454
REAP Financial Group, LLC92$7,202
Arrowpoint Investment Partners (Singapore) Pte. Ltd.77$6,028
Winnow Wealth LLC52$4,027
Mendota Financial Group, LLC40$3,132
Ruedi Wealth Management, Inc.40$3,131
Raleigh Capital Management Inc.25$1,957
Osterweis Capital Management Inc20$1,566
Crowley Wealth Management, Inc.18$1,409
JDM Financial Group LLC16$1,252
Halbert Hargrove Global Advisors, LLC15$1,204

尚未申報 2025 年第 2 季的機構(26 家)

2025 年第 1 季季末持有 Schwab Charles Corp、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 SCHW、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Mondrian Investment Partners LTD1,868,430$1.46 億
Glenmede Trust Co NA957,596$7,496 萬
Credit Agricole S A683,027$5,347 萬
Rakuten Investment Management, Inc.156,582$1,218 萬
Orion Portfolio Solutions, LLC151,304$1,184 萬
Mizuho Securities USA LLC136,448$1,068 萬
Sandy Spring Bank120,818$945.8 萬
Morningstar Investment Services LLC105,850$828.6 萬
CAPROCK Group, Inc.44,879$351.3 萬
Schechter Investment Advisors, LLC18,739$146.7 萬
Montecito Bank & Trust16,697$130.7 萬
Wolf Group Capital Advisors13,140$102.9 萬
Lindbrook Capital, LLC11,554$90.4 萬
Marcum Wealth, LLC10,319$80.8 萬
Sheaff Brock Investment Advisors, LLC7,986$62.5 萬
Noble Wealth Management PBC7,650$59.9 萬
Caas Capital Management LP4,384$34.3 萬
Cable Hill Partners, LLC3,671$29.9 萬
Coordinated Financial Services, Inc.3,497$27.4 萬
Shum Financial Group, Inc.3,316$26.0 萬
Bremer Bank National Association3,157$24.7 萬
Beach Investment Counsel Inc2,656$20.8 萬
Delta Financial Group, Inc.2,529$20.2 萬
Davis Capital Management1,408$11.0 萬
Nova Wealth Management, Inc.185$1.45 萬
Sofos Investments, Inc.130$1.02 萬