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 3 季 13F 持有人
Schwab Charles Corp 在 2025/9/30 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
- 2,173
- 較 2025 年第 2 季 +61 家
- 持有股數
- 14.6 億
- 較 2025 年第 2 季 −2,752 萬 (−1.9%)
- 總市值
- $1,392 億
- 較 2025 年第 2 季 +$37.4 億 (+2.8%)
- 新進機構
- 177
- 另有 932 家加碼
- 清倉機構
- 116
- 另有 763 家減碼
另有 33 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Foundation Advisors | 196,247 | $1,874 萬 | 0.69% | −15,001−7.1% | 減碼 |
| Mutual of America Capital Management LLC | 196,503 | $1,876 萬 | 0.20% | +628+0.3% | 加碼 |
| Pathstone Holdings, LLC | 197,179 | $1,882 萬 | 0.07% | +9,165+4.9% | 加碼 |
| Courant Investment Management LLC | 198,499 | $1,895 萬 | 14.98% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 199,058 | $1,900 萬 | 0.20% | −12,306−5.8% | 減碼 |
| Warther Private Wealth, LLC | 201,406 | $1,923 萬 | 4.55% | −63,713−24.0% | 減碼 |
| Addenda Capital Inc. | 202,348 | $1,932 萬 | 0.57% | +41,410+25.7% | 加碼 |
| NEOS Investment Management LLC | 205,018 | $1,957 萬 | 0.15% | +66,382+47.9% | 加碼 |
| Jump Financial, LLC | 205,278 | $1,960 萬 | 0.25% | +111,450+118.8% | 加碼 |
| Epoch Investment Partners, Inc. | 207,281 | $1,979 萬 | 0.11% | −94,160−31.2% | 減碼 |
| Callan Family Office, LLC | 207,833 | $1,984 萬 | 0.63% | −11,730−5.3% | 減碼 |
| Trexquant Investment LP | 211,671 | $2,021 萬 | 0.21% | −91,409−30.2% | 減碼 |
| Everett Harris & Co | 212,302 | $2,027 萬 | 0.25% | +1,471+0.7% | 加碼 |
| Davenport & Co LLC | 212,211 | $2,031 萬 | 0.11% | −78,030−26.9% | 減碼 |
| Nissay Asset Management Corp | 215,181 | $2,054 萬 | 0.11% | +2,637+1.2% | 加碼 |
| M&T Bank Corp | 215,667 | $2,059 萬 | 0.07% | −24,013−10.0% | 減碼 |
| Live Oak Private Wealth LLC | 218,711 | $2,088 萬 | 2.91% | −1,187−0.5% | 減碼 |
| Cohen Capital Management, Inc. | 218,988 | $2,091 萬 | 3.26% | −422−0.2% | 減碼 |
| OP Asset Management Ltd | 219,015 | $2,091 萬 | 0.28% | +24,123+12.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 219,996 | $2,100 萬 | 0.19% | +629+0.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 223,263 | $2,132 萬 | 0.08% | −4,629−2.0% | 減碼 |
| Virginia Retirement Systems Et Al | 223,600 | $2,135 萬 | 0.14% | +37,600+20.2% | 加碼 |
| Busey Wealth Management | 224,217 | $2,141 萬 | 0.60% | +966+0.4% | 加碼 |
| Woodline Partners LP | 225,510 | $2,153 萬 | 0.10% | +40,762+22.1% | 加碼 |
| Burney Co | 226,656 | $2,164 萬 | 0.69% | +48,091+26.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 229,984 | $2,196 萬 | 0.18% | +5,844+2.6% | 加碼 |
| New York Life Investment Management LLC | 231,645 | $2,212 萬 | 0.19% | −631−0.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 235,471 | $2,248 萬 | 0.17% | +1,500+0.6% | 加碼 |
| CIBC Bancorp USA Inc. | 236,121 | $2,254 萬 | 0.14% | +236,121 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 238,341 | $2,275 萬 | 2.06% | +362+0.2% | 加碼 |
| Dudley & Shanley, Inc. | 240,863 | $2,300 萬 | 3.70% | −1000.0% | 減碼 |
| Clearstead Advisors, LLC | 241,123 | $2,302 萬 | 0.34% | +6,460+2.8% | 加碼 |
| Jefferies Financial Group Inc. | 244,307 | $2,332 萬 | 0.21% | +71,345+41.2% | 加碼 |
| Davidson Investment Advisors | 244,491 | $2,334 萬 | 0.99% | −2,587−1.0% | 減碼 |
| Peapack Gladstone Financial Corp | 244,955 | $2,339 萬 | 0.30% | +15,467+6.7% | 加碼 |
| British Columbia Investment Management Corp | 248,356 | $2,371 萬 | 0.14% | −23,093−8.5% | 減碼 |
| Susquehanna International Group, LLP | 249,161 | $2,379 萬 | 0.03% | −50,656−16.9% | 減碼 |
| Banco Santander, S.A. | 250,706 | $2,393 萬 | 0.21% | +90,615+56.6% | 加碼 |
| Canada Post Corp Registered Pension Plan | 249,459 | $2,417 萬 | 1.07% | −17,360−6.5% | 減碼 |
| Hudson Bay Capital Management LP | 256,262 | $2,447 萬 | 0.15% | +5,929+2.4% | 加碼 |
| Colony Group, LLC | 257,368 | $2,457 萬 | 0.04% | +49,369+23.7% | 加碼 |
| Heron Bay Capital Management | 257,875 | $2,462 萬 | 4.59% | −7,080−2.7% | 減碼 |
| CIBC Asset Management Inc | 258,584 | $2,469 萬 | 0.07% | +4,658+1.8% | 加碼 |
| GW Henssler & Associates Ltd | 259,599 | $2,478 萬 | 1.24% | −5,520−2.1% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 259,705 | $2,479 萬 | 1.43% | −15,375−5.6% | 減碼 |
| Pacific Heights Asset Management LLC | 260,000 | $2,482 萬 | 1.10% | +45,000+20.9% | 加碼 |
| Rockland Trust Co | 263,231 | $2,513 萬 | 1.03% | +21,611+8.9% | 加碼 |
| Midwest Trust Co | 265,157 | $2,531 萬 | 0.33% | −6,680−2.5% | 減碼 |
| Park National Corp | 266,111 | $2,541 萬 | 0.79% | −25,934−8.9% | 減碼 |
| CIBC World Markets Inc. | 266,174 | $2,541 萬 | 0.05% | −118,312−30.8% | 減碼 |
| Ossiam | 267,750 | $2,556 萬 | 0.33% | −161,764−37.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 272,551 | $2,602 萬 | 0.18% | +99,226+57.2% | 加碼 |
| USS Investment Management Ltd | 275,021 | $2,625 萬 | 0.13% | 00.0% | 不變 |
| Hosking Partners LLP | 275,077 | $2,626 萬 | 0.95% | −5,001−1.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 275,597 | $2,631 萬 | 0.21% | +16,203+6.2% | 加碼 |
| Ieq Capital, LLC | 277,665 | $2,651 萬 | 0.08% | +63,280+29.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 279,254 | $2,666 萬 | 0.08% | −67,447−19.5% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 281,260 | $2,685 萬 | 0.23% | −5,200−1.8% | 減碼 |
| Utah Retirement Systems | 281,930 | $2,692 萬 | 0.26% | +6,254+2.3% | 加碼 |
| Titan Global Capital Management USA LLC | 284,130 | $2,713 萬 | 3.99% | −13,153−4.4% | 減碼 |
| Bessemer Group Inc | 284,159 | $2,713 萬 | 0.04% | −32,349−10.2% | 減碼 |
| Exchange Traded Concepts, LLC | 285,405 | $2,725 萬 | 0.26% | +281,302+6,856.0% | 加碼 |
| Captrust Financial Advisors | 287,613 | $2,746 萬 | 0.06% | −3,407−1.2% | 減碼 |
| Martingale Asset Management L P | 288,816 | $2,757 萬 | 0.69% | −2,360−0.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 289,681 | $2,766 萬 | 0.18% | +52,100+21.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 293,085 | $2,798 萬 | 0.16% | +75,613+34.8% | 加碼 |
| King Luther Capital Management Corp | 296,409 | $2,830 萬 | 0.12% | +75,820+34.4% | 加碼 |
| Davis Selected Advisers | 296,441 | $2,830 萬 | 0.15% | +30.0% | 加碼 |
| AXA Investment Managers S.A. | 299,239 | $2,857 萬 | 0.08% | +299,239 | 新進 |
| Mairs & Power Inc | 299,389 | $2,858 萬 | 0.27% | −37,888−11.2% | 減碼 |
| Aquatic Capital Management LLC | 301,720 | $2,881 萬 | 0.53% | +191,426+173.6% | 加碼 |
| Intech Investment Management LLC | 302,036 | $2,884 萬 | 0.26% | +183,122+154.0% | 加碼 |
| Clough Capital Partners L P | 312,880 | $2,987 萬 | 2.66% | +272,280+670.6% | 加碼 |
| Mercer Global Advisors Inc | 313,178 | $2,990 萬 | 0.05% | +69,366+28.5% | 加碼 |
| Xponance, Inc. | 313,339 | $2,991 萬 | 0.24% | −2,312−0.7% | 減碼 |
| Rockefeller Capital Management L.P. | 313,603 | $2,994 萬 | 0.06% | +13,843+4.6% | 加碼 |
| Voleon Capital Management LP | 325,281 | $3,105 萬 | 0.76% | +216,404+198.8% | 加碼 |
| Commonwealth Equity Services, LLC | 327,487 | $3,127 萬 | 0.04% | −36,005−9.9% | 減碼 |
| Mediolanum International Funds Ltd | 323,079 | $3,130 萬 | 0.33% | +49,621+18.1% | 加碼 |
| Flputnam Investment Management Co | 328,157 | $3,133 萬 | 0.47% | −998−0.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 328,589 | $3,137 萬 | 0.19% | −1,570−0.5% | 減碼 |
| Amalgamated Bank | 329,671 | $3,147 萬 | 0.22% | −4,881−1.5% | 減碼 |
| Daiwa Securities Group Inc. | 330,700 | $3,157 萬 | 0.11% | +45,630+16.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 331,666 | $3,166 萬 | 0.06% | +127,231+62.2% | 加碼 |
| IFM Investors Pty Ltd | 333,031 | $3,179 萬 | 0.28% | −780.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 335,180 | $3,200 萬 | 0.13% | −15,303−4.4% | 減碼 |
| DnB Asset Management AS | 335,871 | $3,207 萬 | 0.12% | +9,597+2.9% | 加碼 |
| Smith Group Asset Management, LLC | 336,056 | $3,208 萬 | 1.84% | +15,338+4.8% | 加碼 |
| Greatmark Investment Partners, Inc. | 338,520 | $3,232 萬 | 3.87% | −5,272−1.5% | 減碼 |
| Zurich Insurance Group Ltd | 340,829 | $3,254 萬 | 0.23% | −1,004,180−74.7% | 減碼 |
| Comerica Bank | 344,264 | $3,287 萬 | 0.12% | +1,043+0.3% | 加碼 |
| Ariel Investments, LLC | 347,408 | $3,317 萬 | 0.35% | −58,640−14.4% | 減碼 |
| Calamos Advisors LLC | 347,744 | $3,320 萬 | 0.13% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 351,755 | $3,358 萬 | 0.13% | −2,461−0.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 353,560 | $3,375 萬 | 0.02% | −9,353−2.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 360,212 | $3,439 萬 | 0.11% | +211,609+142.4% | 加碼 |
| Hardman Johnston Global Advisors LLC | 362,567 | $3,461 萬 | 1.70% | −81,691−18.4% | 減碼 |
| D.A. Davidson & Co. | 364,760 | $3,482 萬 | 0.22% | −8,532−2.3% | 減碼 |
| ProShare Advisors LLC | 365,719 | $3,492 萬 | 0.07% | −17,928−4.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 367,281 | $3,507 萬 | 0.27% | +250,368+214.1% | 加碼 |