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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 1,926,506 | $1.76 億 | 0.42% | −728,425−27.4% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,914,339 | $1.75 億 | 0.29% | −269,700−12.3% | 減碼 |
| Macquarie Group Ltd | 1,855,781 | $1.69 億 | 0.21% | −1,215,155−39.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,839,392 | $1.68 億 | 0.30% | −18,329−1.0% | 減碼 |
| Millennium Management LLC | 1,790,097 | $1.63 億 | 0.15% | −5,058,101−73.9% | 減碼 |
| Truist Financial Corp | 1,774,426 | $1.62 億 | 0.24% | −56,228−3.1% | 減碼 |
| Capitolis Liquid Global Markets LLC | 1,767,600 | $1.61 億 | 1.18% | +772,000+77.5% | 加碼 |
| 1832 Asset Management L.P. | 1,748,922 | $1.60 億 | 0.28% | +1,374,469+367.1% | 加碼 |
| Danske Bank A/S | 1,728,548 | $1.58 億 | 0.39% | +279,756+19.3% | 加碼 |
| Qube Research & Technologies Ltd | 1,696,997 | $1.55 億 | 0.21% | +1,696,997 | 新進 |
| CapitalatWork S.A. | 1,688,649 | $1.54 億 | 4.68% | −47,836−2.8% | 減碼 |
| Russell Investments Group, Ltd. | 1,627,650 | $1.48 億 | 0.19% | −4070.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,581,022 | $1.44 億 | 0.26% | +26,480+1.7% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 1,567,495 | $1.43 億 | 4.90% | +618,429+65.2% | 加碼 |
| LPL Financial LLC | 1,558,238 | $1.42 億 | 0.05% | +209,846+15.6% | 加碼 |
| Holocene Advisors, LP | 1,547,835 | $1.41 億 | 0.35% | +395,173+34.3% | 加碼 |
| SEI Investments Co | 1,545,740 | $1.41 億 | 0.16% | −80,472−4.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,534,596 | $1.40 億 | 0.14% | −6,383,046−80.6% | 減碼 |
| Liontrust Investment Partners LLP | 1,508,269 | $1.38 億 | 1.97% | −95,632−6.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,486,933 | $1.36 億 | 0.11% | −2,783,518−65.2% | 減碼 |
| Intermede Investment Partners Ltd | 1,466,510 | $1.34 億 | 4.13% | −76,424−5.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,448,778 | $1.32 億 | 0.39% | −757,428−34.3% | 減碼 |
| Nearwater Capital Markets, Ltd | 1,424,879 | $1.30 億 | 2.08% | +1,324,879+1,324.9% | 加碼 |
| National Bank of Canada | 1,397,847 | $1.28 億 | 0.14% | −281,594−16.8% | 減碼 |
| Capital International Investors | 1,388,294 | $1.27 億 | 0.02% | +11,316+0.8% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,364,800 | $1.25 億 | 1.05% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 1,345,009 | $1.23 億 | 0.95% | +1,345,009 | 新進 |
| Manufacturers Life Insurance Company, The | 1,340,955 | $1.22 億 | 0.11% | −31,354−2.3% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 1,332,768 | $1.22 億 | 2.47% | +526,383+65.3% | 加碼 |
| Renaissance Technologies LLC | 1,317,641 | $1.20 億 | 0.16% | +597,000+82.8% | 加碼 |
| FIL Ltd | 1,316,718 | $1.20 億 | 0.10% | +213,102+19.3% | 加碼 |
| Parnassus Investments | 1,306,604 | $1.19 億 | 0.27% | −720−0.1% | 減碼 |
| Royal London Asset Management Ltd | 1,288,327 | $1.18 億 | 0.27% | +6,644+0.5% | 加碼 |
| AustralianSuper Pty Ltd | 1,276,570 | $1.16 億 | 0.59% | −85,745−6.3% | 減碼 |
| Bank of Nova Scotia | 1,268,772 | $1.16 億 | 0.24% | −31,509−2.4% | 減碼 |
| New York State Teachers Retirement System | 1,257,498 | $1.15 億 | 0.24% | +6,422+0.5% | 加碼 |
| Aviva PLC | 1,253,849 | $1.14 億 | 0.24% | +131,059+11.7% | 加碼 |
| Great West Life Assurance Co | 1,245,036 | $1.14 億 | 0.18% | −2,277−0.2% | 減碼 |
| Bristol John W & Co Inc | 1,232,929 | $1.12 億 | 1.82% | +366,076+42.2% | 加碼 |
| Toronto Dominion Bank | 1,216,436 | $1.11 億 | 0.24% | +327,086+36.8% | 加碼 |
| Korea Investment CORP | 1,198,496 | $1.09 億 | 0.24% | −84,695−6.6% | 減碼 |
| Prudential Financial Inc | 1,165,082 | $1.06 億 | 0.14% | +250,627+27.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,162,782 | $1.06 億 | 0.19% | −18,781−1.6% | 減碼 |
| Alyeska Investment Group, L.P. | 1,150,991 | $1.05 億 | 0.37% | −691,091−37.5% | 減碼 |
| Retirement Systems of Alabama | 1,143,266 | $1.04 億 | 0.37% | −62,773−5.2% | 減碼 |
| KBC Group NV | 1,127,029 | $1.03 億 | 0.28% | −963,410−46.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,113,723 | $1.02 億 | 0.17% | +26,368+2.4% | 加碼 |
| Freestone Grove Partners LP | 1,112,366 | $1.01 億 | 0.77% | −444,043−28.5% | 減碼 |
| Stifel Financial Corp | 1,096,914 | $1.00 億 | 0.10% | +162,081+17.3% | 加碼 |
| Cerity Partners LLC | 1,103,363 | $9,909 萬 | 0.18% | −4,820−0.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,072,894 | $9,787 萬 | 0.24% | +28,156+2.7% | 加碼 |
| Schroder Investment Management Group | 1,044,292 | $9,528 萬 | 0.08% | +103,791+11.0% | 加碼 |
| Pictet Asset Management Holding SA | 1,028,226 | $9,381 萬 | 0.10% | −6,228−0.6% | 減碼 |
| Equity Investment Corp | 1,028,062 | $9,380 萬 | 2.05% | −535,530−34.2% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 1,023,658 | $9,340 萬 | 4.42% | +6,727+0.7% | 加碼 |
| Crawford Investment Counsel Inc | 1,021,157 | $9,317 萬 | 1.63% | −16,724−1.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 1,000,732 | $9,131 萬 | 0.99% | +1,000,732 | 新進 |
| State of Wisconsin Investment Board | 989,628 | $9,029 萬 | 0.22% | −2,954−0.3% | 減碼 |
| Park Presidio Capital LLC | 968,852 | $8,840 萬 | 9.37% | +604,887+166.2% | 加碼 |
| Citadel Advisors LLC | 967,869 | $8,831 萬 | 0.08% | −19,534,868−95.3% | 減碼 |
| STRS Ohio | 967,433 | $8,827 萬 | 0.33% | +1330.0% | 加碼 |
| APG Asset Management N.V. | 1,127,602 | $8,765 萬 | 0.26% | +20,721+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 946,642 | $8,637 萬 | 0.21% | +259,907+37.8% | 加碼 |
| Summitry LLC | 931,267 | $8,497 萬 | 3.85% | −98,278−9.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 919,454 | $8,389 萬 | 0.24% | +10,306+1.1% | 加碼 |
| Ninety One UK Ltd | 917,619 | $8,372 萬 | 0.20% | −126,685−12.1% | 減碼 |
| Par Capital Management Inc | 909,000 | $8,294 萬 | 2.71% | +4,000+0.4% | 加碼 |
| Glenmede Investment Management, LP | 908,537 | $8,289 萬 | 0.42% | +908,537 | 新進 |
| Clarkston Capital Partners, LLC | 904,319 | $8,251 萬 | 1.75% | −11,015−1.2% | 減碼 |
| Premier Fund Managers Ltd | 903,915 | $8,134 萬 | 2.97% | +3,553+0.4% | 加碼 |
| Standard Life Aberdeen plc | 873,201 | $7,967 萬 | 0.14% | −146,422−14.4% | 減碼 |
| Madison Asset Management, LLC | 841,082 | $7,674 萬 | 0.83% | −116,559−12.2% | 減碼 |
| Storebrand Asset Management AS | 827,380 | $7,549 萬 | 0.22% | +55,185+7.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 826,339 | $7,540 萬 | 1.52% | +6,486+0.8% | 加碼 |
| Thornburg Investment Management Inc | 813,874 | $7,426 萬 | 0.96% | −87,685−9.7% | 減碼 |
| Victory Capital Management Inc | 813,453 | $7,422 萬 | 0.05% | +266,771+48.8% | 加碼 |
| Central Securities Corp | 800,000 | $7,299 萬 | 6.44% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 797,239 | $7,274 萬 | 0.23% | +38,701+5.1% | 加碼 |
| Employees Retirement System of Texas | 788,797 | $7,197 萬 | 0.59% | −8,203−1.0% | 減碼 |
| Barr E S & Co | 784,765 | $7,160 萬 | 4.10% | −9,935−1.3% | 減碼 |
| HughesLittle Investment Management Ltd. | 759,031 | $6,925 萬 | 14.22% | −6,429−0.8% | 減碼 |
| Becker Capital Management Inc | 755,839 | $6,896 萬 | 2.15% | −3470.0% | 減碼 |
| Swedbank AB | 755,020 | $6,889 萬 | 0.08% | +755,020 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 754,686 | $6,886 萬 | 0.16% | −1,841−0.2% | 減碼 |
| CI Private Wealth, LLC | 754,224 | $6,882 萬 | 0.10% | −53,080−6.6% | 減碼 |
| Blair William & Co | 752,699 | $6,868 萬 | 0.19% | −111,138−12.9% | 減碼 |
| Paralel Advisors LLC | 750,000 | $6,843 萬 | 2.79% | 00.0% | 不變 |
| TD Asset Management Inc | 749,390 | $6,837 萬 | 0.06% | +2,228+0.3% | 加碼 |
| Cercano Management LLC | 740,267 | $6,754 萬 | 1.93% | −395,213−34.8% | 減碼 |
| Asset Management One Co.,Ltd. | 729,490 | $6,656 萬 | 0.21% | +381+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 721,319 | $6,576 萬 | 0.11% | −88,297−10.9% | 減碼 |
| Panagora Asset Management Inc | 718,255 | $6,553 萬 | 0.30% | +700,063+3,848.2% | 加碼 |
| Assetmark, Inc | 718,190 | $6,553 萬 | 0.15% | +286,871+66.5% | 加碼 |
| Maplelane Capital, LLC | 715,280 | $6,526 萬 | 4.02% | +515,280+257.6% | 加碼 |
| Public Employees Retirement System of Ohio | 696,105 | $6,351 萬 | 0.21% | +14,503+2.1% | 加碼 |
| Balyasny Asset Management LLC | 695,332 | $6,344 萬 | 0.14% | −4,600,797−86.9% | 減碼 |
| Aureus Asset Management, LLC | 653,515 | $5,963 萬 | 3.81% | −10,760−1.6% | 減碼 |
| MML Investors Services, LLC | 653,419 | $5,962 萬 | 0.17% | +31,441+5.1% | 加碼 |
| Mackenzie Financial Corp | 651,394 | $5,943 萬 | 0.08% | +35,225+5.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 644,000 | $5,876 萬 | 0.41% | +92,400+16.8% | 加碼 |