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
- 2,174
- 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 764 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 | 2,174 | $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 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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 1,849,024 | $1.77 億 | 0.33% | −581,978−23.9% | 減碼 |
| Russell Investments Group, Ltd. | 1,815,901 | $1.74 億 | 0.20% | +188,251+11.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,810,337 | $1.73 億 | 0.30% | −29,055−1.6% | 減碼 |
| Mondrian Investment Partners LTD | 1,771,276 | $1.69 億 | 2.82% | +1,771,276 | 新進 |
| LPL Financial LLC | 1,712,712 | $1.64 億 | 0.05% | +154,474+9.9% | 加碼 |
| SEI Investments Co | 1,706,322 | $1.63 億 | 0.18% | +160,582+10.4% | 加碼 |
| CapitalatWork S.A. | 1,704,518 | $1.63 億 | 4.73% | +15,869+0.9% | 加碼 |
| Voya Investment Management LLC | 1,693,542 | $1.62 億 | 0.16% | −1,200,853−41.5% | 減碼 |
| Prudential Financial Inc | 1,665,518 | $1.59 億 | 0.19% | +500,436+43.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,663,639 | $1.59 億 | 0.25% | −250,700−13.1% | 減碼 |
| Cooke & Bieler LP | 1,618,567 | $1.55 億 | 1.60% | −636,858−28.2% | 減碼 |
| North Peak Capital Management, LLC | 1,594,496 | $1.52 億 | 17.29% | −501,124−23.9% | 減碼 |
| Marshall Wace, LLP | 1,588,423 | $1.52 億 | 0.17% | −443,455−21.8% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 1,575,776 | $1.50 億 | 5.10% | +8,281+0.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,537,222 | $1.47 億 | 0.26% | −43,800−2.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,503,285 | $1.44 億 | 0.21% | +1,041,844+225.8% | 加碼 |
| Voloridge Investment Management, LLC | 1,495,901 | $1.43 億 | 0.48% | +907,326+154.2% | 加碼 |
| Danske Bank A/S | 1,493,597 | $1.43 億 | 0.35% | −234,951−13.6% | 減碼 |
| Truist Financial Corp | 1,492,813 | $1.43 億 | 0.19% | −281,613−15.9% | 減碼 |
| Veritas Asset Management LLP | 1,488,189 | $1.42 億 | 1.52% | −734,822−33.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,482,661 | $1.42 億 | 0.40% | +33,883+2.3% | 加碼 |
| Man Group plc | 1,457,689 | $1.39 億 | 0.27% | +919,329+170.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,456,552 | $1.39 億 | 0.11% | −30,381−2.0% | 減碼 |
| Liontrust Investment Partners LLP | 1,430,746 | $1.37 億 | 2.00% | −77,523−5.1% | 減碼 |
| Korea Investment CORP | 1,428,604 | $1.36 億 | 0.28% | +230,108+19.2% | 加碼 |
| Nearwater Capital Markets, Ltd | 1,424,879 | $1.36 億 | 1.82% | 00.0% | 不變 |
| Capital International Investors | 1,415,784 | $1.35 億 | 0.02% | +27,490+2.0% | 加碼 |
| New York State Teachers Retirement System | 1,394,190 | $1.33 億 | 0.26% | +136,692+10.9% | 加碼 |
| Bank of Nova Scotia | 1,379,801 | $1.32 億 | 0.23% | +111,029+8.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,376,431 | $1.31 億 | 0.11% | +35,476+2.6% | 加碼 |
| Great West Life Assurance Co | 1,355,181 | $1.31 億 | 0.19% | +110,145+8.8% | 加碼 |
| Aviva PLC | 1,368,312 | $1.31 億 | 0.24% | +114,463+9.1% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,364,800 | $1.30 億 | 1.06% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 1,361,696 | $1.30 億 | 2.49% | +28,928+2.2% | 加碼 |
| Parnassus Investments | 1,355,531 | $1.29 億 | 0.30% | +48,927+3.7% | 加碼 |
| Sterling Capital Management LLC | 1,327,444 | $1.27 億 | 1.86% | −701,515−34.6% | 減碼 |
| Royal London Asset Management Ltd | 1,321,220 | $1.26 億 | 0.27% | +32,893+2.6% | 加碼 |
| Panagora Asset Management Inc | 1,279,360 | $1.22 億 | 0.49% | +561,105+78.1% | 加碼 |
| Worldquant Millennium Advisors LLC | 1,264,176 | $1.21 億 | 0.52% | +843,074+200.2% | 加碼 |
| Capitolis Liquid Global Markets LLC | 1,247,600 | $1.19 億 | 0.95% | −520,000−29.4% | 減碼 |
| Macquarie Group Ltd | 1,239,317 | $1.18 億 | 0.14% | −616,464−33.2% | 減碼 |
| Alyeska Investment Group, L.P. | 1,231,381 | $1.18 億 | 0.36% | +80,390+7.0% | 加碼 |
| Bristol John W & Co Inc | 1,209,333 | $1.15 億 | 1.82% | −23,596−1.9% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,186,146 | $1.13 億 | 0.19% | +23,364+2.0% | 加碼 |
| KBC Group NV | 1,150,205 | $1.10 億 | 0.26% | +23,176+2.1% | 加碼 |
| STRS Ohio | 1,142,319 | $1.09 億 | 0.40% | +174,886+18.1% | 加碼 |
| Retirement Systems of Alabama | 1,140,761 | $1.09 億 | 0.36% | −2,505−0.2% | 減碼 |
| Schroder Investment Management Group | 1,122,487 | $1.09 億 | 0.09% | +78,195+7.5% | 加碼 |
| FIL Ltd | 1,123,382 | $1.07 億 | 0.08% | −193,336−14.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,129,079 | $1.06 億 | 0.16% | +15,356+1.4% | 加碼 |
| Cerity Partners LLC | 1,102,326 | $1.05 億 | 0.17% | −1,037−0.1% | 減碼 |
| Park Presidio Capital LLC | 1,081,543 | $1.03 億 | 8.98% | +112,691+11.6% | 加碼 |
| Treasurer of the State of North Carolina | 1,077,953 | $1.03 億 | 0.32% | +280,714+35.2% | 加碼 |
| AustralianSuper Pty Ltd | 1,074,510 | $1.03 億 | 0.48% | −202,060−15.8% | 減碼 |
| Stifel Financial Corp | 1,072,608 | $1.02 億 | 0.09% | −24,306−2.2% | 減碼 |
| Intermede Investment Partners Ltd | 1,058,778 | $1.01 億 | 4.15% | −407,732−27.8% | 減碼 |
| Pictet Asset Management Holding SA | 1,031,280 | $9,846 萬 | 0.09% | +3,054+0.3% | 加碼 |
| Renaissance Technologies LLC | 1,021,841 | $9,756 萬 | 0.13% | −295,800−22.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,015,297 | $9,693 萬 | 0.22% | +68,655+7.3% | 加碼 |
| Crawford Investment Counsel Inc | 1,011,241 | $9,654 萬 | 1.60% | −9,916−1.0% | 減碼 |
| State of Wisconsin Investment Board | 1,006,574 | $9,610 萬 | 0.22% | +16,946+1.7% | 加碼 |
| Equity Investment Corp | 1,005,861 | $9,603 萬 | 2.01% | −22,201−2.2% | 減碼 |
| APG Asset Management N.V. | 1,162,602 | $9,446 萬 | 0.27% | +35,000+3.1% | 加碼 |
| Standard Life Aberdeen plc | 966,865 | $9,368 萬 | 0.15% | +93,664+10.7% | 加碼 |
| Squarepoint Ops LLC | 973,013 | $9,289 萬 | 0.20% | +438,994+82.2% | 加碼 |
| Employees Retirement System of Texas | 917,350 | $8,758 萬 | 0.70% | +128,553+16.3% | 加碼 |
| Storebrand Asset Management AS | 914,865 | $8,734 萬 | 0.23% | +87,485+10.6% | 加碼 |
| Par Capital Management Inc | 910,000 | $8,688 萬 | 2.56% | +1,000+0.1% | 加碼 |
| Snyder Capital Management L P | 902,154 | $8,613 萬 | 1.63% | +270,508+42.8% | 加碼 |
| Glenmede Investment Management, LP | 893,630 | $8,531 萬 | 0.41% | −14,907−1.6% | 減碼 |
| Jupiter Asset Management Ltd | 891,524 | $8,511 萬 | 0.73% | +875,699+5,533.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 888,029 | $8,478 萬 | 0.23% | −31,425−3.4% | 減碼 |
| Assetmark, Inc | 873,197 | $8,336 萬 | 0.18% | +155,007+21.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 870,072 | $8,307 萬 | 1.11% | +870,072 | 新進 |
| Toronto Dominion Bank | 862,538 | $8,235 萬 | 0.16% | −353,898−29.1% | 減碼 |
| Mackenzie Financial Corp | 850,757 | $8,122 萬 | 0.10% | +199,363+30.6% | 加碼 |
| Victory Capital Management Inc | 823,413 | $7,861 萬 | 0.05% | +9,960+1.2% | 加碼 |
| Clarkston Capital Partners, LLC | 822,313 | $7,851 萬 | 1.69% | −82,006−9.1% | 減碼 |
| Allianz Asset Management GmbH | 818,026 | $7,810 萬 | 0.10% | +249,222+43.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 813,935 | $7,771 萬 | 1.46% | −12,404−1.5% | 減碼 |
| Madison Asset Management, LLC | 809,610 | $7,729 萬 | 0.85% | −31,472−3.7% | 減碼 |
| Holocene Advisors, LP | 803,609 | $7,672 萬 | 0.18% | −744,226−48.1% | 減碼 |
| Central Securities Corp | 800,000 | $7,638 萬 | 6.29% | 00.0% | 不變 |
| Capital Fund Management S.A. | 789,876 | $7,541 萬 | 0.75% | +648,013+456.8% | 加碼 |
| Ninety One UK Ltd | 768,604 | $7,338 萬 | 0.16% | −149,015−16.2% | 減碼 |
| Asset Management One Co.,Ltd. | 763,861 | $7,293 萬 | 0.21% | +34,371+4.7% | 加碼 |
| Barr E S & Co | 763,700 | $7,291 萬 | 3.95% | −21,065−2.7% | 減碼 |
| Swedbank AB | 761,816 | $7,273 萬 | 0.07% | +6,796+0.9% | 加碼 |
| HughesLittle Investment Management Ltd. | 759,031 | $7,246 萬 | 12.12% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 756,005 | $7,218 萬 | 0.94% | −57,869−7.1% | 減碼 |
| Paralel Advisors LLC | 750,000 | $7,160 萬 | 2.79% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 749,163 | $7,152 萬 | 0.16% | −5,523−0.7% | 減碼 |
| Becker Capital Management Inc | 747,319 | $7,135 萬 | 2.08% | −8,520−1.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 771,119 | $7,114 萬 | 0.11% | +49,800+6.9% | 加碼 |
| TD Asset Management Inc | 738,079 | $7,046 萬 | 0.06% | −11,311−1.5% | 減碼 |
| Pinebridge Investments, L.P. | 735,027 | $7,017 萬 | 0.52% | +219,093+42.5% | 加碼 |
| Blair William & Co | 715,405 | $6,830 萬 | 0.18% | −37,294−5.0% | 減碼 |
| CI Private Wealth, LLC | 708,344 | $6,763 萬 | 0.11% | −45,880−6.1% | 減碼 |
| Summitry LLC | 692,597 | $6,612 萬 | 2.79% | −238,670−25.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 685,923 | $6,549 萬 | 0.34% | +568,880+486.0% | 加碼 |