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 |
|---|---|---|---|---|---|
| Snyder Capital Management L P | 631,646 | $5,763 萬 | 1.23% | −101,134−13.8% | 減碼 |
| State of Tennessee, Treasury Department | 630,886 | $5,756 萬 | 0.21% | +14,382+2.3% | 加碼 |
| Jane Street Group, LLC | 626,033 | $5,712 萬 | 0.09% | −228,989−26.8% | 減碼 |
| Provident Investment Management, Inc. | 620,853 | $5,665 萬 | 4.85% | −2,754−0.4% | 減碼 |
| KLP Kapitalforvaltning AS | 614,372 | $5,606 萬 | 0.24% | +23,900+4.0% | 加碼 |
| Handelsbanken Fonder AB | 608,308 | $5,550 萬 | 0.20% | +95,275+18.6% | 加碼 |
| CORDA Investment Management, LLC. | 596,666 | $5,444 萬 | 4.00% | −11,940−2.0% | 減碼 |
| Sandhill Capital Partners LLC | 595,557 | $5,434 萬 | 3.90% | +2,942+0.5% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 590,606 | $5,389 萬 | 0.31% | −30,565−4.9% | 減碼 |
| Voloridge Investment Management, LLC | 588,575 | $5,370 萬 | 0.20% | +551,326+1,480.1% | 加碼 |
| PFG Advisors | 1,994,936 | $5,325 萬 | 2.52% | +1,991,895+65,501.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 581,976 | $5,310 萬 | 0.21% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 581,823 | $5,297 萬 | 0.26% | +25,490+4.6% | 加碼 |
| Allianz Asset Management GmbH | 568,804 | $5,190 萬 | 0.07% | −56,063−9.0% | 減碼 |
| Rafferty Asset Management, LLC | 567,863 | $5,181 萬 | 0.17% | +9,193+1.6% | 加碼 |
| Nomura Asset Management Co Ltd | 562,786 | $5,135 萬 | 0.14% | +26,952+5.0% | 加碼 |
| First Trust Advisors LP | 561,817 | $5,126 萬 | 0.04% | +406,146+260.9% | 加碼 |
| Mount Capital Ltd | 556,678 | $5,079 萬 | 16.37% | 00.0% | 不變 |
| Delta Global Management LP | 541,073 | $4,937 萬 | 3.30% | −144,729−21.1% | 減碼 |
| Man Group plc | 538,360 | $4,912 萬 | 0.11% | +194,115+56.4% | 加碼 |
| Squarepoint Ops LLC | 534,019 | $4,872 萬 | 0.11% | −97,360−15.4% | 減碼 |
| Mariner, LLC | 533,081 | $4,862 萬 | 0.07% | −26,722−4.8% | 減碼 |
| Pinebridge Investments, L.P. | 515,934 | $4,707 萬 | 0.38% | −44,438−7.9% | 減碼 |
| Creative Planning | 508,080 | $4,636 萬 | 0.04% | −20,504−3.9% | 減碼 |
| Azora Capital LP | 507,207 | $4,628 萬 | 2.09% | −1,112,376−68.7% | 減碼 |
| Arizona State Retirement System | 503,674 | $4,596 萬 | 0.26% | −30,814−5.8% | 減碼 |
| North Star Asset Management Inc | 500,753 | $4,569 萬 | 1.93% | −2,216−0.4% | 減碼 |
| Caledonia Investments PLC | 501,000 | $4,569 萬 | 4.49% | +501,000 | 新進 |
| Janney Montgomery Scott LLC | 497,400 | $4,538 萬 | 0.12% | −34,024−6.4% | 減碼 |
| Teacher Retirement System of Texas | 495,032 | $4,517 萬 | 0.19% | +118,607+31.5% | 加碼 |
| Lido Advisors, LLC | 487,004 | $4,443 萬 | 0.23% | +18,391+3.9% | 加碼 |
| Oak Associates, Ltd | 486,157 | $4,436 萬 | 2.90% | +1,100+0.2% | 加碼 |
| Associated Banc-Corp | 482,724 | $4,404 萬 | 1.25% | +5,885+1.2% | 加碼 |
| Coronation Fund Managers Ltd. | 480,481 | $4,384 萬 | 2.38% | −80,382−14.3% | 減碼 |
| Ami Asset Management Corp | 480,288 | $4,382 萬 | 2.50% | −242,283−33.5% | 減碼 |
| Basswood Capital Management, L.L.C. | 470,579 | $4,294 萬 | 2.14% | −55,711−10.6% | 減碼 |
| State of Michigan Retirement System | 464,366 | $4,237 萬 | 0.22% | +2,100+0.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 461,441 | $4,210 萬 | 0.07% | +261,856+131.2% | 加碼 |
| First Manhattan Co | 459,985 | $4,197 萬 | 0.12% | −1,412−0.3% | 減碼 |
| Crown Oak Advisors, LLC | 459,576 | $4,193 萬 | 19.83% | +2,134+0.5% | 加碼 |
| Nisa Investment Advisors, LLC | 448,963 | $4,096 萬 | 0.18% | −64,551−12.6% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 447,027 | $4,079 萬 | 3.35% | +402,093+894.9% | 加碼 |
| Forsta Ap-Fonden | 445,401 | $4,064 萬 | 0.27% | +55,700+14.3% | 加碼 |
| Blue Whale Capital LLP | 445,122 | $4,061 萬 | 2.66% | +111,441+33.4% | 加碼 |
| Hardman Johnston Global Advisors LLC | 444,258 | $4,053 萬 | 1.80% | +1,305+0.3% | 加碼 |
| MetLife Investment Management | 441,959 | $4,032 萬 | 0.24% | −7,023−1.6% | 減碼 |
| Allen Operations LLC | 440,097 | $4,015 萬 | 5.52% | 00.0% | 不變 |
| Ossiam | 429,514 | $3,919 萬 | 0.44% | −918,685−68.1% | 減碼 |
| Cetera Investment Advisers | 428,463 | $3,909 萬 | 0.07% | +29,339+7.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 421,102 | $3,842 萬 | 0.19% | +290,595+222.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 418,885 | $3,822 萬 | 0.20% | +29,177+7.5% | 加碼 |
| Czech National Bank | 417,484 | $3,809 萬 | 0.30% | +26,076+6.7% | 加碼 |
| Berkshire Asset Management LLC | 411,371 | $3,753 萬 | 1.70% | −315−0.1% | 減碼 |
| Ariel Investments, LLC | 406,048 | $3,705 萬 | 0.42% | −152,119−27.3% | 減碼 |
| Public Sector Pension Investment Board | 403,517 | $3,682 萬 | 0.16% | −52,087−11.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 396,106 | $3,567 萬 | 0.06% | −23,212−5.5% | 減碼 |
| Moore Capital Management, LP | 390,880 | $3,566 萬 | 0.71% | +67,095+20.7% | 加碼 |
| CIBC World Markets Inc. | 384,486 | $3,508 萬 | 0.08% | −285,395−42.6% | 減碼 |
| ProShare Advisors LLC | 383,647 | $3,500 萬 | 0.07% | −21,823−5.4% | 減碼 |
| Whittier Trust Co | 380,291 | $3,470 萬 | 0.42% | +11,297+3.1% | 加碼 |
| Gateway Investment Advisers LLC | 376,935 | $3,439 萬 | 0.38% | −3,985−1.0% | 減碼 |
| Cresset Asset Management, LLC | 374,103 | $3,413 萬 | 0.17% | −3,871−1.0% | 減碼 |
| D.A. Davidson & Co. | 373,292 | $3,406 萬 | 0.24% | −6,967−1.8% | 減碼 |
| Picton Mahoney Asset Management | 371,619 | $3,391 萬 | 0.48% | +49,689+15.4% | 加碼 |
| Advisor Group Holdings, Inc. | 368,451 | $3,340 萬 | 0.06% | +36,936+11.1% | 加碼 |
| Commonwealth Equity Services, LLC | 363,492 | $3,317 萬 | 0.04% | −2,766−0.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 362,913 | $3,311 萬 | 0.02% | +22,208+6.5% | 加碼 |
| Greenstone Partners & Co., LLC | 361,845 | $3,301 萬 | 7.74% | −74,430−17.1% | 減碼 |
| Tudor Investment Corp Et Al | 361,407 | $3,297 萬 | 0.25% | +361,407 | 新進 |
| HighTower Advisors, LLC | 358,238 | $3,269 萬 | 0.04% | −17,843−4.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 354,216 | $3,232 萬 | 0.14% | −279,664−44.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 350,483 | $3,198 萬 | 0.14% | +3,900+1.1% | 加碼 |
| Calamos Advisors LLC | 347,744 | $3,173 萬 | 0.14% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 346,701 | $3,163 萬 | 0.11% | +38,393+12.5% | 加碼 |
| Greatmark Investment Partners, Inc. | 343,792 | $3,137 萬 | 3.94% | +5,210+1.5% | 加碼 |
| Comerica Bank | 343,221 | $3,132 萬 | 0.12% | −16,127−4.5% | 減碼 |
| Castleark Management LLC | 342,240 | $3,123 萬 | 0.94% | +332,880+3,556.4% | 加碼 |
| Mairs & Power Inc | 337,277 | $3,077 萬 | 0.30% | −169,920−33.5% | 減碼 |
| Amalgamated Bank | 334,552 | $3,053 萬 | 0.24% | +765+0.2% | 加碼 |
| IFM Investors Pty Ltd | 333,109 | $3,039 萬 | 0.29% | +14,763+4.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 330,159 | $3,012 萬 | 0.21% | +1,999+0.6% | 加碼 |
| AXA S.A. | 329,222 | $3,004 萬 | 0.09% | +98,629+42.8% | 加碼 |
| Flputnam Investment Management Co | 329,155 | $3,003 萬 | 0.52% | −3,619−1.1% | 減碼 |
| DnB Asset Management AS | 326,274 | $2,977 萬 | 0.12% | −13,844−4.1% | 減碼 |
| Vident Advisory, LLC | 323,063 | $2,948 萬 | 0.33% | +265,475+461.0% | 加碼 |
| Smith Group Asset Management, LLC | 320,718 | $2,926 萬 | 1.92% | +112,632+54.1% | 加碼 |
| Quantinno Capital Management LP | 317,724 | $2,899 萬 | 0.13% | +110,543+53.4% | 加碼 |
| Bessemer Group Inc | 316,508 | $2,888 萬 | 0.05% | +18,681+6.3% | 加碼 |
| Xponance, Inc. | 315,651 | $2,880 萬 | 0.24% | +10,010+3.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 311,887 | $2,846 萬 | 0.46% | +52,149+20.1% | 加碼 |
| Bowen Hanes & Co Inc | 311,216 | $2,840 萬 | 0.72% | +160,610+106.6% | 加碼 |
| Rockefeller Capital Management L.P. | 299,760 | $2,817 萬 | 0.06% | +12,696+4.4% | 加碼 |
| Trexquant Investment LP | 303,080 | $2,765 萬 | 0.31% | +303,080 | 新進 |
| Epoch Investment Partners, Inc. | 301,441 | $2,750 萬 | 0.14% | +967+0.3% | 加碼 |
| Susquehanna International Group, LLP | 299,817 | $2,736 萬 | 0.04% | −85,571−22.2% | 減碼 |
| Titan Global Capital Management USA LLC | 297,283 | $2,712 萬 | 4.28% | +60,491+25.5% | 加碼 |
| Davis Selected Advisers | 296,438 | $2,705 萬 | 0.14% | −1,168−0.4% | 減碼 |
| Park National Corp | 292,045 | $2,665 萬 | 0.88% | −26,355−8.3% | 減碼 |
| Martingale Asset Management L P | 291,176 | $2,657 萬 | 0.65% | −26,999−8.5% | 減碼 |
| Captrust Financial Advisors | 291,020 | $2,655 萬 | 0.06% | +8,290+2.9% | 加碼 |