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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 290,241 | $2,643 萬 | 0.15% | −13,228−4.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 286,460 | $2,614 萬 | 0.24% | +43,600+18.0% | 加碼 |
| Swiss Life Asset Management Ltd | 286,121 | $2,611 萬 | 0.15% | +32,499+12.8% | 加碼 |
| Daiwa Securities Group Inc. | 285,070 | $2,601 萬 | 0.10% | +560.0% | 加碼 |
| Hosking Partners LLP | 280,078 | $2,555 萬 | 1.02% | −128,982−31.5% | 減碼 |
| Utah Retirement Systems | 275,676 | $2,515 萬 | 0.26% | +979+0.4% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 275,080 | $2,510 萬 | 1.52% | +8,294+3.1% | 加碼 |
| USS Investment Management Ltd | 275,021 | $2,508 萬 | 0.16% | +32,178+13.3% | 加碼 |
| Midwest Trust Co | 271,837 | $2,480 萬 | 0.34% | +271,837 | 新進 |
| British Columbia Investment Management Corp | 271,449 | $2,477 萬 | 0.14% | −57,928−17.6% | 減碼 |
| Mediolanum International Funds Ltd | 273,458 | $2,461 萬 | 0.29% | +121,531+80.0% | 加碼 |
| Canada Post Corp Registered Pension Plan | 266,819 | $2,434 萬 | 1.43% | +266,819 | 新進 |
| GW Henssler & Associates Ltd | 265,119 | $2,419 萬 | 1.29% | −8,166−3.0% | 減碼 |
| Warther Private Wealth, LLC | 265,119 | $2,419 萬 | 6.34% | −3,941−1.5% | 減碼 |
| Heron Bay Capital Management | 264,955 | $2,417 萬 | 4.76% | −2,248−0.8% | 減碼 |
| Point72 Hong Kong Ltd | 263,841 | $2,407 萬 | 1.67% | +149,194+130.1% | 加碼 |
| NFJ Investment Group, LLC | 261,523 | $2,386 萬 | 0.84% | −8,906−3.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 259,394 | $2,367 萬 | 0.22% | +17,987+7.5% | 加碼 |
| CIBC Asset Management Inc | 253,926 | $2,317 萬 | 0.07% | −3,511−1.4% | 減碼 |
| Walleye Capital LLC | 251,142 | $2,291 萬 | 0.21% | −590,194−70.1% | 減碼 |
| Hudson Bay Capital Management LP | 250,333 | $2,284 萬 | 0.15% | −340,194−57.6% | 減碼 |
| Davidson Investment Advisors | 247,078 | $2,254 萬 | 1.01% | +2,870+1.2% | 加碼 |
| ExodusPoint Capital Management, LP | 244,720 | $2,233 萬 | 0.27% | +224,528+1,112.0% | 加碼 |
| Mercer Global Advisors Inc | 243,812 | $2,225 萬 | 0.05% | +22,399+10.1% | 加碼 |
| Eisler Capital Management Ltd. | 241,649 | $2,205 萬 | 0.76% | −111,510−31.6% | 減碼 |
| Rockland Trust Co | 241,620 | $2,205 萬 | 1.07% | +237,010+5,141.2% | 加碼 |
| Dudley & Shanley, Inc. | 240,963 | $2,199 萬 | 3.45% | +400+0.2% | 加碼 |
| M&T Bank Corp | 239,680 | $2,187 萬 | 0.08% | −11,757−4.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 237,979 | $2,171 萬 | 2.14% | +1,019+0.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 237,581 | $2,168 萬 | 0.16% | +8,500+3.7% | 加碼 |
| Clearstead Advisors, LLC | 234,663 | $2,141 萬 | 0.30% | +11,206+5.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 233,971 | $2,135 萬 | 0.17% | +77,000+49.1% | 加碼 |
| New York Life Investment Management LLC | 232,276 | $2,119 萬 | 0.20% | −16,510−6.6% | 減碼 |
| Peapack Gladstone Financial Corp | 229,488 | $2,094 萬 | 0.30% | −5,521−2.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 227,892 | $2,079 萬 | 0.08% | −2,859−1.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 224,140 | $2,045 萬 | 0.18% | +10,817+5.1% | 加碼 |
| Parkwood LLC | 223,254 | $2,037 萬 | 1.87% | −86,603−27.9% | 減碼 |
| Busey Wealth Management | 223,251 | $2,037 萬 | 0.62% | −4,428−1.9% | 減碼 |
| King Luther Capital Management Corp | 220,589 | $2,013 萬 | 0.09% | +194,808+755.6% | 加碼 |
| Live Oak Private Wealth LLC | 219,898 | $2,006 萬 | 2.99% | −1,578−0.7% | 減碼 |
| Callan Family Office, LLC | 219,563 | $2,003 萬 | 0.63% | +151,869+224.3% | 加碼 |
| Cohen Capital Management, Inc. | 219,410 | $2,002 萬 | 3.26% | −1,050−0.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 219,367 | $2,001 萬 | 0.19% | −13,175−5.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 217,472 | $1,984 萬 | 0.14% | +46,398+27.1% | 加碼 |
| CIBC World Markets Corp | 215,547 | $1,967 萬 | 0.13% | +9,172+4.4% | 加碼 |
| Pacific Heights Asset Management LLC | 215,000 | $1,962 萬 | 1.05% | +27,000+14.4% | 加碼 |
| Capstone Investment Advisors, LLC | 214,470 | $1,957 萬 | 0.17% | −98,415−31.5% | 減碼 |
| Ieq Capital, LLC | 214,385 | $1,956 萬 | 0.12% | +58,202+37.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 214,348 | $1,956 萬 | 0.04% | −31,015−12.6% | 減碼 |
| Nissay Asset Management Corp | 212,544 | $1,939 萬 | 0.11% | +5,689+2.8% | 加碼 |
| Yousif Capital Management, LLC | 211,364 | $1,928 萬 | 0.21% | −1,309−0.6% | 減碼 |
| First Foundation Advisors | 211,248 | $1,927 萬 | 0.71% | −10,178−4.6% | 減碼 |
| Everett Harris & Co | 210,831 | $1,924 萬 | 0.25% | +380+0.2% | 加碼 |
| Sanctuary Advisors, LLC | 210,547 | $1,921 萬 | 0.12% | +11,663+5.9% | 加碼 |
| Colony Group, LLC | 207,999 | $1,898 萬 | 0.04% | +6,602+3.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 204,435 | $1,865 萬 | 0.04% | −288,965−58.6% | 減碼 |
| Goodman Financial Corp | 202,380 | $1,846 萬 | 3.71% | −3,066−1.5% | 減碼 |
| Sig Brokerage, LP | 199,210 | $1,818 萬 | 4.99% | +158,476+389.1% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,811 萬 | 14.66% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 196,948 | $1,797 萬 | 0.19% | −2,413−1.2% | 減碼 |
| Mutual of America Capital Management LLC | 195,875 | $1,787 萬 | 0.19% | −2,306−1.2% | 減碼 |
| Cutler Investment Counsel LLC | 195,822 | $1,787 萬 | 1.99% | −657−0.3% | 減碼 |
| Verition Fund Management LLC | 195,528 | $1,784 萬 | 0.10% | −295,830−60.2% | 減碼 |
| Adviser Investments LLC | 195,225 | $1,781 萬 | 0.22% | −5,590−2.8% | 減碼 |
| OP Asset Management Ltd | 194,892 | $1,778 萬 | 0.26% | −4,881−2.4% | 減碼 |
| SG Americas Securities, LLC | 194,681 | $1,776 萬 | 0.08% | +118,285+154.8% | 加碼 |
| United Asset Strategies, Inc. | 194,299 | $1,773 萬 | 1.51% | +1,741+0.9% | 加碼 |
| GCM Grosvenor Holdings, LLC | 192,833 | $1,759 萬 | 2.52% | −18,167−8.6% | 減碼 |
| Pathstone Holdings, LLC | 188,014 | $1,751 萬 | 0.07% | −70,676−27.3% | 減碼 |
| State of Alaska, Department of Revenue | 191,817 | $1,750 萬 | 0.19% | −7,870−3.9% | 減碼 |
| Vivaldi Capital Management, LLC | 190,610 | $1,739 萬 | 2.61% | +415+0.2% | 加碼 |
| JustInvest LLC | 190,538 | $1,739 萬 | 0.20% | +40,275+26.8% | 加碼 |
| Lathrop Investment Management Corp | 189,064 | $1,725 萬 | 3.26% | −11,336−5.7% | 減碼 |
| Virginia Retirement Systems Et Al | 186,000 | $1,697 萬 | 0.12% | 00.0% | 不變 |
| Woodline Partners LP | 184,748 | $1,686 萬 | 0.09% | +40,776+28.3% | 加碼 |
| Talbot Financial, LLC | 184,574 | $1,684 萬 | 1.59% | +25,913+16.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 181,949 | $1,660 萬 | 2.73% | −1,540−0.8% | 減碼 |
| Federated Hermes, Inc. | 181,793 | $1,659 萬 | 0.03% | +173,577+2,112.7% | 加碼 |
| ProVise Management Group, LLC | 181,458 | $1,656 萬 | 1.31% | +3,938+2.2% | 加碼 |
| Atria Investments LLC | 180,587 | $1,648 萬 | 0.19% | +26,237+17.0% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 179,901 | $1,641 萬 | 1.42% | +1,691+0.9% | 加碼 |
| Summit Trail Advisors, LLC | 179,571 | $1,638 萬 | 0.28% | +179,571 | 新進 |
| Burney Co | 178,565 | $1,629 萬 | 0.55% | +89,164+99.7% | 加碼 |
| Poehling Capital Management, LLC | 178,240 | $1,626 萬 | 3.80% | −561−0.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 176,961 | $1,615 萬 | 0.13% | +16,154+10.0% | 加碼 |
| Brinker Capital Investments, LLC | 176,485 | $1,610 萬 | 0.14% | +25,181+16.6% | 加碼 |
| TCTC Holdings, LLC | 175,160 | $1,598 萬 | 0.51% | +10.0% | 加碼 |
| HFR Wealth Management, LLC | 175,149 | $1,598 萬 | 3.86% | +852+0.5% | 加碼 |
| Pensionmark Financial Group, LLC | 174,269 | $1,590 萬 | 0.36% | +11,262+6.9% | 加碼 |
| GenTrust, LLC | 174,255 | $1,590 萬 | 0.75% | +103+0.1% | 加碼 |
| Evercore Wealth Management, LLC | 173,403 | $1,582 萬 | 0.25% | −1,057−0.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 173,325 | $1,581 萬 | 0.12% | −12,130−6.5% | 減碼 |
| Jefferies Financial Group Inc. | 172,962 | $1,578 萬 | 0.26% | +92,592+115.2% | 加碼 |
| RMB Capital Management, LLC | 172,348 | $1,573 萬 | 0.30% | −5,179−2.9% | 減碼 |
| HRT Financial LP | 170,990 | $1,560 萬 | 0.07% | +170,990 | 新進 |
| Ethic Inc. | 173,186 | $1,558 萬 | 0.28% | +17,797+11.5% | 加碼 |
| Connors Investor Services Inc | 170,613 | $1,557 萬 | 1.38% | +170,613 | 新進 |
| Point72 Europe (London) LLP | 170,600 | $1,557 萬 | 0.80% | −50,000−22.7% | 減碼 |
| Blume Capital Management, Inc. | 169,454 | $1,546 萬 | 3.15% | −10,166−5.7% | 減碼 |
| Wealthfront Advisers LLC | 168,248 | $1,535 萬 | 0.04% | +30,821+22.4% | 加碼 |