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、28 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 3 季與 2025 年第 2 季比較

持有 Schwab Charles Corp 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

SCHW 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數2,145332,173+61
股數15.1 億2,164 萬14.6 億−2,752 萬 (−1.9%)
市值$1,374 億$19.7 億$1,392 億+$37.4 億 (+2.8%)

33 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(177 家)

2025 年第 3 季季末持有 Schwab Charles Corp、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 177 家。

2025 年第 3 季新進 SCHW 的機構
機構股數市值佔組合 %
Mondrian Investment Partners LTD1,771,276$1.69 億2.82%
Maverick Capital Ltd大師Maverick 資本870,072$8,307 萬1.11%
Credit Agricole S A598,361$5,713 萬0.19%
Bridgewater Associates, LP483,300$4,614 萬0.18%
Prana Capital Management, LP461,585$4,407 萬1.47%
AXA Investment Managers S.A.299,239$2,857 萬0.08%
CIBC Bancorp USA Inc.236,121$2,254 萬0.14%
Advocacy Wealth Management Services, LLC155,135$1,481 萬0.64%
Parallax Volatility Advisers, L.P.149,348$1,426 萬0.42%
Stony Point Capital LLC136,929$1,307 萬0.92%
Sienna Gestion133,597$1,163 萬0.81%
Scopus Asset Management, L.P.100,000$954.7 萬0.23%
Morningstar Investment Management LLC93,769$895.2 萬0.33%
FJ Capital Management LLC76,650$731.8 萬0.79%
Smithbridge Asset Management Inc70,694$674.9 萬0.98%
CAPROCK Group, Inc.51,937$497.8 萬0.12%
Strategic Global Advisors, LLC48,518$463.2 萬0.70%
Prevail Innovative Wealth Advisors, LLC47,886$457.2 萬0.89%
Leelyn Smith, LLC45,370$433.1 萬0.65%
Threadgill Financial, LLC40,131$383.1 萬1.86%
Centiva Capital, LP36,095$344.6 萬0.32%
J. Safra Sarasin Holding AG34,707$331.3 萬0.05%
PEAK6 LLC32,176$307.2 萬0.08%
Rakuten Investment Management, Inc.21,177$299.8 萬0.01%
Tema ETFs LLC28,587$272.9 萬0.23%
Weiss Asset Management LP23,169$221.2 萬0.03%
Pacific Capital Partners Ltd22,924$218.9 萬2.44%
Horizon Investment Services, LLC22,614$215.9 萬0.82%
IMC-Chicago, LLC20,224$193.1 萬0.03%
Cypress Capital, LLC17,692$168.9 萬0.48%
Landscape Capital Management, L.L.C.17,048$162.8 萬0.10%
HBW Advisory Services LLC16,789$160.3 萬0.18%
Montecito Bank & Trust16,193$154.6 萬0.24%
Ritter Daniher Financial Advisory LLC15,954$152.3 萬0.27%
Oak Thistle LLC15,325$146.3 萬0.22%
Portfolio Design Labs, LLC15,144$144.6 萬0.25%
Blackstone Group Inc.15,022$143.4 萬0.01%
Triglav Skladi, D.O.O.15,000$143.2 萬0.09%
Torrey Growth & Income Advisors14,512$138.5 萬0.41%
Redwood Investment Management, LLC13,219$126.2 萬0.14%
Atom Investors LP12,383$118.2 萬0.09%
Capital Planning Advisors, LLC11,655$111.3 萬0.15%
Simplex Trading, LLC11,497$109.7 萬0.02%
Financial Consulate, Inc11,187$106.8 萬0.15%
Stone Point Wealth LLC10,900$104.1 萬0.30%
Eschler Asset Management LLP10,724$102.4 萬0.76%
Mizuho Markets Americas LLC10,500$100.2 萬0.02%
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,080$95.4 萬0.01%
Hillsdale Investment Management Inc.9,680$92.4 萬0.03%
Legacy Capital Group California, Inc.9,520$90.9 萬0.23%
EntryPoint Capital, LLC8,968$85.6 萬0.33%
Mangrove Partners8,659$82.7 萬0.07%
Neo Ivy Capital Management8,380$80.0 萬0.20%
Ramirez Asset Management, Inc.8,268$78.9 萬0.11%
Ninety One SA (PTY) Ltd8,199$78.5 萬0.04%
Tred Avon Family Wealth, LLC7,861$75.0 萬0.26%
Arq Wealth Advisors, LLC7,785$74.3 萬0.22%
Empirical Asset Management, LLC26,678$73.5 萬0.20%
Lee Danner & Bass Inc7,419$70.8 萬0.05%
Noble Wealth Management PBC7,025$67.1 萬0.36%
Coign Capital Advisors LLC6,581$62.8 萬0.35%
Orser Capital Management, LLC6,550$62.5 萬0.35%
Calamos Wealth Management LLC6,363$60.7 萬0.02%
Baader Bank INC6,096$58.1 萬0.05%
Vicus Capital5,955$56.9 萬0.04%
Cypress Capital Advisors, LLC5,879$56.1 萬0.32%
Oxford Asset Management LLP5,870$56.0 萬0.18%
United Advisor Group, LLC5,692$54.3 萬0.07%
Severin Investments, LLC5,654$54.0 萬0.48%
Catalyst Funds Management Pty Ltd5,600$53.5 萬0.08%
Zacks Investment Management5,560$53.1 萬0.00%
J. Team Financial, Inc.5,510$52.6 萬0.53%
Versor Investments LP5,500$52.5 萬0.10%
Wall Street Access Asset Management, LLC5,313$50.7 萬0.13%
Optimize Financial Inc4,896$46.7 萬0.24%
Capula Management Ltd4,806$45.9 萬0.00%
Shum Financial Group, Inc.4,482$42.8 萬0.32%
Caerus Investment Advisors, LLC4,377$41.8 萬0.17%
Acropolis Investment Management, LLC4,466$40.7 萬0.02%
Greenfield Savings Bank4,249$40.6 萬0.17%
Sentry Investment Management LLC4,320$40.5 萬0.27%
Godsey & Gibb Associates3,964$37.8 萬0.03%
Fox Run Management, L.L.C.3,921$37.4 萬0.06%
First Horizon Corp3,883$37.1 萬0.02%
Ashton Thomas Securities, LLC3,847$36.7 萬0.05%
Jackson Thornton Asset Management, LLC3,869$36.3 萬0.04%
Accuvest Global Advisors3,760$35.9 萬0.22%
Seven Mile Advisory3,622$34.6 萬0.06%
Requisite Capital Management, LLC3,610$34.5 萬0.06%
Sherbrooke Park Advisers LLC3,562$34.0 萬0.16%
Marathon Trading Investment Management LLC3,550$33.9 萬0.14%
Rational Advisors LLC3,500$33.4 萬0.03%
Foresight Capital Management Advisors, Inc.3,417$32.6 萬0.18%
Oversea-Chinese Banking CORP Ltd3,400$32.5 萬0.01%
Capital Performance Advisors LLP3,374$32.2 萬0.05%
Twin Tree Management, LP3,303$31.5 萬0.01%
von Borstel & Associates, Inc.3,248$31.0 萬0.05%
Simmons Bank3,134$29.9 萬0.02%
Regent Peak Wealth Advisors LLC3,078$29.4 萬0.06%
Capital Markets Trading UK LLP2,891$27.6 萬0.28%

清倉機構(116 家)

2025 年第 2 季季末持有 Schwab Charles Corp、2025 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 116 家。

2025 年第 3 季清倉 SCHW 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Bain Capital Public Equity Management II, LLC1,023,658$9,340 萬
Azora Capital LP507,207$4,628 萬
Greenstone Partners & Co., LLC361,845$3,301 萬
Tudor Investment Corp Et Al361,407$3,297 萬
AXA S.A.329,222$3,004 萬
ExodusPoint Capital Management, LP244,720$2,233 萬
North Reef Capital Management LP150,000$1,369 萬
AMF Pensionsforsakring AB148,914$1,359 萬
Tribune Investment Group LP100,000$912.4 萬
Qsemble Capital Management, LP89,586$817.4 萬
Longaeva Partners L.P.78,666$717.7 萬
Bayesian Capital Management, LP67,000$611.3 萬
Svenska Handelsbanken AB (publ)56,230$513.0 萬
FORA Capital, LLC52,261$476.8 萬
Bain Capital Public Equity, LP51,331$468.3 萬
Mach-1 Financial Group, Inc.42,367$386.6 萬
Marvin & Palmer Associates Inc40,111$366.0 萬
Caption Management, LLC40,000$365.0 萬
Quantitative Investment Management, LLC35,007$319.4 萬
Fieldview Capital Management, LLC34,144$311.5 萬
Q3 Asset Management34,070$311.1 萬
111 Capital32,619$297.6 萬
O'Neil Global Advisors, Inc.30,664$279.8 萬
Donoghue Forlines LLC30,572$278.9 萬
Napa Wealth Management29,098$265.5 萬
PMC FIG Opportunities LLC20,422$186.3 萬
Bayview Asset Management, LLC17,250$157.4 萬
Glaxis Capital Management, LLC15,000$136.9 萬
Disciplined Investors, L.L.C.13,806$126.0 萬
VCI Wealth Management LLC13,734$125.3 萬
Two Sigma Securities, LLC13,245$120.8 萬
Worth Asset Management, LLC13,052$119.1 萬
Maven Securities LTD12,598$114.9 萬
Interval Partners, LP12,424$113.4 萬
Investment House LLC11,500$104.9 萬
Livforsakringsbolaget Skandia, Omsesidigt11,411$104.0 萬
Polar Asset Management Partners Inc.11,100$101.3 萬
ICONIQ Capital, LLC10,868$99.2 萬
Bryce Point Capital, LLC9,510$86.8 萬
Twinbeech Capital LP8,272$75.5 萬
Titleist Asset Management, LLC7,869$71.8 萬
Blueshift Asset Management, LLC7,510$68.5 萬
Whalen Wealth Management Inc.7,089$64.7 萬
Persistent Asset Partners Ltd7,043$64.3 萬
Michels Family Financial, LLC7,010$64.0 萬
Proficio Capital Partners LLC6,950$63.4 萬
ASB Consultores, LLC6,524$59.5 萬
CTC Alternative Strategies, Ltd.6,302$57.5 萬
Nebula Research & Development LLC6,045$55.2 萬
Wealth Quarterback LLC5,964$54.4 萬
Magnetar Financial LLC5,491$50.1 萬
Petrus Trust Company, LTA5,457$49.8 萬
Ameliora Wealth Management Ltd.5,355$48.9 萬
Point72 Asia (Singapore) Pte. Ltd.5,096$46.5 萬
Farringdon Capital, Ltd.4,627$42.2 萬
Cyndeo Wealth Partners, LLC4,252$38.8 萬
Advisor Resource Council4,064$37.1 萬
CMT Capital Markets Trading GmbH3,700$33.8 萬
Principal Street Partners, LLC3,692$33.7 萬
Paradigm Capital Management, LLC3,595$32.8 萬
Harbour Trust & Investment Management Co3,514$32.1 萬
MBB Public Markets I LLC3,446$31.4 萬
Seed Wealth Management, Inc.3,357$30.6 萬
LongView Wealth Management3,309$30.2 萬
Prelude Capital Management, LLC2,963$27.0 萬
B&L Asset Management LLC2,941$26.8 萬
Stevens Capital Management LP2,915$26.6 萬
Caliber Wealth Management, LLC2,893$26.4 萬
Encompass More Asset Management2,799$25.5 萬
Diametric Capital, LP2,736$25.0 萬
Eqis Capital Management, Inc.2,706$24.7 萬
Keystone Financial Group2,698$24.6 萬
Meadow Creek Wealth Advisors LLC2,653$24.2 萬
Wilkinson Global Asset Management LLC2,580$23.5 萬
Graves-Light Private Wealth Management, Inc.2,518$23.0 萬
Family Wealth Group, LLC2,458$22.4 萬
Alteri Wealth LLC2,428$22.1 萬
Fedenia Advisers LLC2,398$21.9 萬
Teza Capital Management LLC2,380$21.7 萬
SLT Holdings LLC2,250$20.5 萬
Annex Advisory Services, LLC2,223$20.3 萬
Atticus Wealth Management, LLC1,340$12.2 萬
NewSquare Capital LLC1,070$9.76 萬
Twin Peaks Wealth Advisors, LLC979$9.66 萬
Traub Capital Management LLC812$7.40 萬
Intact Investment Management Inc.800$7.30 萬
Credit Industriel Et Commercial718$6.55 萬
MorganRosel Wealth Management, LLC626$5.71 萬
WD Rutherford LLC580$5.29 萬
Whipplewood Advisors, LLC471$4.30 萬
Sierra Ocean, LLC458$4.18 萬
ORG Wealth Partners, LLC417$3.80 萬
FSA Wealth Management LLC400$3.65 萬
Puff Wealth Management, LLC364$3.32 萬
Kiker Wealth Management, LLC353$3.22 萬
Mid-American Wealth Advisory Group, Inc.348$3.18 萬
Beacon Capital Management, LLC320$2.92 萬
Gleason Group, Inc.194$1.77 萬
Decker Retirement Planning Inc.190$1.73 萬
Transce3nd, LLC167$1.52 萬

尚未申報 2025 年第 3 季的機構(33 家)

2025 年第 2 季季末持有 Schwab Charles Corp、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 SCHW、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank20,713,047$18.9 億
CIBC World Markets Corp215,547$1,967 萬
Montag & Caldwell, LLC149,635$1,365 萬
Grassi Investment Management117,018$1,068 萬
Avantax Advisory Services, Inc.78,658$717.7 萬
Semmax Financial Advisors Inc.58,410$568.6 萬
Congress Wealth Management LLC49,823$454.6 萬
EP Wealth Advisors, LLC39,425$359.7 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH30,556$278.8 萬
Financial Partners Group, LLC24,142$220.3 萬
Atria Wealth Solutions, Inc.24,103$219.9 萬
Covey Capital Advisors, LLC21,713$198.1 萬
Hickory Asset Management, Inc.16,933$154.5 萬
Enterprise Bank & Trust Co12,006$109.5 萬
Graypoint LLC10,260$93.6 萬
Bordeaux Wealth Advisors LLC8,495$77.5 萬
Exchange Capital Management, Inc.7,365$67.2 萬
Total Wealth Planning & Management, Inc.7,188$65.6 萬
Bingham Private Wealth, LLC6,638$60.6 萬
Wellington Capital Management, Inc.6,390$58.3 萬
First Horizon Advisors, Inc.5,295$48.3 萬
Moser Wealth Advisors, LLC5,010$45.7 萬
TFG Advisers LLC4,569$41.7 萬
E Fund Management Co., Ltd.4,328$39.5 萬
Wealth Group, Ltd.3,893$35.5 萬
Forte Capital LLC3,434$31.3 萬
Good Life Advisors, LLC3,401$31.0 萬
Alpha DNA Investment Management LLC3,325$30.3 萬
Acas, LLC2,751$26.3 萬
Waypoint Wealth Partners Inc.2,705$24.7 萬
DHK Financial Advisors, Inc.2,584$23.6 萬
PrairieView Partners, LLC162$1.40 萬
Parkworth Wealth Management, Inc.39$3,558