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 4 季 13F 持有人
Schwab Charles Corp 在 2025/12/31 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
- 2,329
- 較 2025 年第 3 季 +202 家
- 持有股數
- 14.6 億
- 較 2025 年第 3 季 +164.0 萬 (+0.1%)
- 總市值
- $1,455 億
- 較 2025 年第 3 季 +$66.6 億 (+4.8%)
- 新進機構
- 299
- 另有 944 家加碼
- 清倉機構
- 97
- 另有 831 家減碼
另有 47 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 150,528,952 | $150.4 億 | 0.22% | −1,056,262−0.7% | 減碼 |
| BlackRock, Inc. | 134,167,833 | $134.0 億 | 0.23% | +1,887,079+1.4% | 加碼 |
| Dodge & Cox | 76,513,926 | $76.4 億 | 4.13% | −6,529,327−7.9% | 減碼 |
| State Street Corp | 72,626,508 | $72.6 億 | 0.24% | −529,782−0.7% | 減碼 |
| JPMorgan Chase & Co | 67,190,915 | $67.1 億 | 0.45% | +6,603,261+10.9% | 加碼 |
| Price T Rowe Associates Inc | 49,096,235 | $49.1 億 | 0.53% | −8,348,360−14.5% | 減碼 |
| Geode Capital Management, LLC | 37,667,640 | $37.5 億 | 0.23% | +98,242+0.3% | 加碼 |
| FMR LLC | 33,834,232 | $33.8 億 | 0.17% | +2,308,536+7.3% | 加碼 |
| Franklin Resources Inc | 30,184,369 | $30.2 億 | 0.74% | +78,020+0.3% | 加碼 |
| Primecap Management Co | 23,276,071 | $23.3 億 | 1.76% | +2,066,884+9.7% | 加碼 |
| Morgan Stanley | 23,233,235 | $23.2 億 | 0.14% | −1,492,967−6.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 22,031,493 | $22.0 億 | 2.79% | +795,875+3.7% | 加碼 |
| Fisher Asset Management, LLC | 21,818,514 | $21.8 億 | 0.74% | +171,926+0.8% | 加碼 |
| Norges Bank | 19,959,856 | $19.9 億 | 0.21% | +19,959,856 | 新進 |
| Artisan Partners Limited Partnership | 17,206,336 | $17.2 億 | 2.63% | −519,333−2.9% | 減碼 |
| Northern Trust Corp | 16,596,600 | $16.6 億 | 0.21% | −405,027−2.4% | 減碼 |
| Invesco Ltd. | 16,425,579 | $16.4 億 | 0.15% | +484,558+3.0% | 加碼 |
| Massachusetts Financial Services Co | 15,366,868 | $15.4 億 | 0.50% | −1,717,244−10.1% | 減碼 |
| Bank of America Corp | 15,092,839 | $15.1 億 | 0.11% | −15,932−0.1% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 13,872,905 | $13.9 億 | 3.68% | −2,710,196−16.3% | 減碼 |
| Alliancebernstein L.P. | 13,185,839 | $13.2 億 | 0.42% | −1,220,777−8.5% | 減碼 |
| Bank of New York Mellon Corp | 13,152,198 | $13.1 億 | 0.23% | +1,271,471+10.7% | 加碼 |
| Brown Advisory Inc | 12,195,433 | $12.2 億 | 1.70% | −296,828−2.4% | 減碼 |
| UBS Asset Management Americas Inc | 11,240,065 | $11.2 億 | 0.24% | −352,088−3.0% | 減碼 |
| Flossbach Von Storch AG | 10,465,592 | $10.5 億 | 4.14% | −165,760−1.6% | 減碼 |
| Goldman Sachs Group Inc | 9,756,526 | $9.75 億 | 0.14% | +331,662+3.5% | 加碼 |
| Legal & General Group Plc | 9,570,836 | $9.56 億 | 0.21% | +586,558+6.5% | 加碼 |
| Charles Schwab Investment Management Inc | 9,367,818 | $9.36 億 | 0.15% | −104,035−1.1% | 減碼 |
| Ameriprise Financial Inc | 9,066,453 | $9.06 億 | 0.20% | +994,438+12.3% | 加碼 |
| Baird Financial Group, Inc. | 7,975,675 | $7.97 億 | 1.24% | +291,480+3.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 7,942,074 | $7.93 億 | 0.60% | +277,316+3.6% | 加碼 |
| Generation Investment Management LLP | 7,847,717 | $7.84 億 | 5.44% | −2,878,606−26.8% | 減碼 |
| UBS Group AG | 7,365,471 | $7.36 億 | 0.15% | +2,289,776+45.1% | 加碼 |
| Bamco Inc | 7,060,309 | $7.05 億 | 1.91% | −71,650−1.0% | 減碼 |
| Janus Henderson Group PLC | 6,862,590 | $6.86 億 | 0.31% | +1,040,041+17.9% | 加碼 |
| Amundi | 6,471,276 | $6.47 億 | 0.18% | −511,562−7.3% | 減碼 |
| Two Sigma Advisers, LP | 6,283,895 | $6.28 億 | 1.22% | +325,000+5.5% | 加碼 |
| Deutsche Bank AG | 5,991,203 | $5.99 億 | 0.20% | −155,315−2.5% | 減碼 |
| Nuveen, LLC | 5,807,109 | $5.80 億 | 0.15% | +57,317+1.0% | 加碼 |
| Dimensional Fund Advisors LP | 5,681,955 | $5.68 億 | 0.12% | −65,318−1.1% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 5,594,948 | $5.59 億 | 8.73% | −720,613−11.4% | 減碼 |
| Allen Investment Management LLC | 5,584,229 | $5.58 億 | 6.18% | −264,329−4.5% | 減碼 |
| Envestnet Asset Management Inc | 5,439,634 | $5.43 億 | 0.16% | −317,897−5.5% | 減碼 |
| Royal Bank of Canada | 5,052,619 | $5.05 億 | 0.09% | −1,513,614−23.1% | 減碼 |
| Citadel Advisors LLC | 4,731,108 | $4.73 億 | 0.32% | +827,128+21.2% | 加碼 |
| Boston Partners | 4,658,266 | $4.66 億 | 0.48% | +264,415+6.0% | 加碼 |
| Provident Trust Co | 4,374,174 | $4.37 億 | 7.31% | −213,433−4.7% | 減碼 |
| Clearbridge Investments, LLC | 4,372,698 | $4.37 億 | 0.35% | −249,357−5.4% | 減碼 |
| Barclays PLC | 4,239,374 | $4.24 億 | 0.17% | −667,541−13.6% | 減碼 |
| Canada Pension Plan Investment Board | 4,131,000 | $4.13 億 | 0.28% | −1,351,060−24.6% | 減碼 |
| London Co of Virginia | 4,105,993 | $4.10 億 | 2.37% | −132,657−3.1% | 減碼 |
| National Pension Service | 4,059,646 | $4.06 億 | 0.30% | +159,453+4.1% | 加碼 |
| HSBC Holdings PLC | 3,955,974 | $3.96 億 | 0.23% | +162,789+4.3% | 加碼 |
| Yacktman Asset Management LP | 3,936,540 | $3.93 億 | 5.51% | −258,106−6.2% | 減碼 |
| Fiduciary Management Inc | 3,872,312 | $3.87 億 | 4.25% | −334,699−8.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,823,597 | $3.82 億 | 0.22% | −178,816−4.5% | 減碼 |
| California Public Employees Retirement System | 3,630,062 | $3.63 億 | 0.21% | +415,453+12.9% | 加碼 |
| Millennium Management LLC | 3,625,894 | $3.62 億 | 0.26% | −679,554−15.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,565,663 | $3.62 億 | 0.25% | +134,446+3.9% | 加碼 |
| RPTC Inc. | 3,522,501 | $3.52 億 | 59.08% | 00.0% | 不變 |
| Nordea Investment Management AB | 3,437,222 | $3.44 億 | 0.30% | +396,358+13.0% | 加碼 |
| Lord, Abbett & Co. LLC | 3,361,384 | $3.36 億 | 1.03% | −72,231−2.1% | 減碼 |
| Farallon Capital Management, L.L.C. | 3,339,657 | $3.34 億 | 1.73% | +88,000+2.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,289,633 | $3.29 億 | 0.19% | −2,033,759−38.2% | 減碼 |
| Wells Fargo & Company | 3,242,794 | $3.24 億 | 0.06% | +214,481+7.1% | 加碼 |
| Newlands Management Operations LLC | 3,196,166 | $3.19 億 | 1.65% | 00.0% | 不變 |
| Principal Financial Group Inc | 3,184,653 | $3.18 億 | 0.16% | −1,243,678−28.1% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 3,154,790 | $3.15 億 | 2.95% | −667,114−17.5% | 減碼 |
| Bank of Montreal | 3,035,594 | $3.03 億 | 0.12% | −59,690−1.9% | 減碼 |
| Timucuan Asset Management Inc | 3,024,563 | $3.02 億 | 9.81% | −107,325−3.4% | 減碼 |
| Rhumbline Advisers | 2,944,365 | $2.94 億 | 0.24% | −93,570−3.1% | 減碼 |
| Marshall Wace, LLP | 2,866,021 | $2.86 億 | 0.28% | +1,277,598+80.4% | 加碼 |
| American Century Companies Inc | 2,822,124 | $2.82 億 | 0.14% | +99,470+3.7% | 加碼 |
| Balyasny Asset Management LLC | 2,723,447 | $2.72 億 | 0.51% | +400,003+17.2% | 加碼 |
| Ensign Peak Advisors, Inc | 2,710,364 | $2.71 億 | 0.48% | −530,413−16.4% | 減碼 |
| California State Teachers Retirement System | 2,706,535 | $2.70 億 | 0.27% | −32,316−1.2% | 減碼 |
| Point72 Asset Management, L.P. | 2,642,790 | $2.64 億 | 0.41% | −105,619−3.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,630,747 | $2.63 億 | 0.23% | −82,277−3.0% | 減碼 |
| First Trust Advisors LP | 2,617,965 | $2.62 億 | 0.19% | +411,645+18.7% | 加碼 |
| Lazard Asset Management LLC | 2,615,026 | $2.61 億 | 0.44% | −3,917,990−60.0% | 減碼 |
| Thrivent Financial for Lutherans | 2,614,587 | $2.61 億 | 0.46% | +138,266+5.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,599,375 | $2.60 億 | 0.16% | +1,142,823+78.5% | 加碼 |
| Two Sigma Investments, LP | 2,579,155 | $2.58 億 | 0.38% | +23,535+0.9% | 加碼 |
| Capital International Investors | 2,524,075 | $2.52 億 | 0.04% | +1,108,291+78.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 2,507,197 | $2.50 億 | 1.33% | +11,751+0.5% | 加碼 |
| Raymond James Financial Inc | 2,412,969 | $2.41 億 | 0.08% | −125,815−5.0% | 減碼 |
| Neuberger Berman Group LLC | 2,411,964 | $2.41 億 | 0.18% | +436,671+22.1% | 加碼 |
| PointState Capital LP | 2,408,147 | $2.41 億 | 4.11% | 00.0% | 不變 |
| AQR Capital Management LLC | 2,325,949 | $2.32 億 | 0.12% | −757,780−24.6% | 減碼 |
| US Bancorp | 2,294,369 | $2.29 億 | 0.27% | −5,416−0.2% | 減碼 |
| Prudential Financial Inc | 2,285,152 | $2.28 億 | 0.28% | +619,634+37.2% | 加碼 |
| Darsana Capital Partners LP | 2,250,000 | $2.25 億 | 4.48% | 00.0% | 不變 |
| Colony Group, LLC | 2,101,463 | $2.10 億 | 0.24% | +1,844,095+716.5% | 加碼 |
| Assenagon Asset Management S.A. | 2,095,723 | $2.09 億 | 0.31% | +96,600+4.8% | 加碼 |
| Beck Mack & Oliver LLC | 2,064,898 | $2.06 億 | 3.75% | +1,225+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 2,014,613 | $2.01 億 | 0.22% | +198,712+10.9% | 加碼 |
| Capitolis Liquid Global Markets LLC | 1,997,600 | $2.00 億 | 1.19% | +750,000+60.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,975,996 | $1.98 億 | 0.16% | +599,565+43.6% | 加碼 |
| Van Eck Associates Corp | 1,859,484 | $1.86 億 | 0.15% | −54,728−2.9% | 減碼 |
| Route One Investment Company, L.P. | 1,838,343 | $1.84 億 | 7.66% | −405,850−18.1% | 減碼 |