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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。

其他股別SCHW.PDSCHW.PJ

2025 年第 4 季與 2025 年第 3 季比較

持有 Schwab Charles Corp 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

SCHW 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數2,173472,329+203
股數14.6 億408.5 萬14.6 億+164.3 萬 (+0.1%)
市值$1,392 億$3.90 億$1,455 億+$66.6 億 (+4.8%)

47 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(299 家)

2025 年第 4 季季末持有 Schwab Charles Corp、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 299 家。

2025 年第 4 季新進 SCHW 的機構
機構股數市值佔組合 %
Norges Bank19,959,856$19.9 億0.21%
Avantyr Capital Partners, LP1,776,750$1.78 億10.63%
Blue Sparrow, LLC1,345,049$1.34 億2.53%
PFA Pension, Forsikringsaktieselskab1,119,170$1.13 億0.32%
Glenmede Trust Co NA881,636$8,808 萬0.42%
Nomura Asset Management International Inc.854,631$8,539 萬0.13%
Syquant Capital SAS525,000$5,245 萬6.42%
Eurizon Capital SGR S.p.A.352,375$3,523 萬0.11%
Renaissance Group LLC349,890$3,496 萬1.40%
Capital Research Global Investors330,449$3,302 萬0.01%
EP Wealth Advisors, LLC306,047$3,058 萬0.16%
ExodusPoint Capital Management, LP292,191$2,919 萬0.32%
PensionDanmark Pensionsforsikringsaktieselskab288,123$2,879 萬0.26%
Azora Capital LP267,195$2,670 萬1.68%
Adams Diversified Equity Fund, Inc.237,000$2,368 萬0.79%
CIBC World Markets Corp234,232$2,340 萬0.12%
Edgar Lomax Co199,460$1,993 萬1.51%
Tredje AP-fonden183,400$1,832 萬0.14%
Pinnacle Financial Partners, Inc.165,604$1,655 萬0.13%
PBU - The Pension Fund of Early Childhood & Youth Educators152,845$1,527 萬0.22%
Advaya LLP145,300$1,452 萬9.48%
Polar Asset Management Partners Inc.142,800$1,427 萬0.28%
Osmosis Investment Management UK Ltd110,946$1,108 萬0.28%
TrimTabs Asset Management, LLC110,770$1,107 萬1.45%
Boussard & Gavaudan Investment Management LLP110,000$1,106 萬0.84%
MidFirst Bank108,668$1,086 萬0.86%
Quinn Opportunity Partners LLC99,000$989.1 萬0.43%
Pinebridge Investments LLC87,537$874.6 萬0.06%
Claudia M.P. Batlle, CRP (R) LLC80,345$802.7 萬3.02%
Laird Norton Trust Company, LLC68,224$681.6 萬0.14%
Quantitative Investment Management, LLC65,917$658.5 萬0.64%
Walleye Trading LLC63,426$633.7 萬0.10%
North Dakota State Investment Board58,531$584.8 萬0.22%
Evolve Private Wealth, LLC52,153$521.1 萬0.31%
Cardinal Point Capital Management, ULC52,034$519.9 萬0.34%
Gillson Capital LP43,100$430.6 萬0.28%
Oakmont Investment Advisors, Inc.42,628$425.9 萬3.12%
E. Ohman J:or Asset Management AB42,400$423.6 萬0.10%
Marble Wealth, LLC41,400$413.6 萬0.57%
Cinctive Capital Management LP39,346$393.1 萬0.23%
Bedell Frazier Investment Counseling, LLC38,706$386.7 萬0.75%
Heritage Wealth Advisors37,927$378.9 萬0.14%
Westview Management dba Westview Investment Advisors32,793$327.6 萬1.56%
Royal Palms Capital LLC29,089$290.6 萬3.45%
Capital International Inc27,190$271.7 萬0.02%
Juno Financial Group LLC25,935$259.1 萬1.04%
Cannon Capital Management, Inc.24,316$242.9 萬2.14%
Mach-1 Financial Group, Inc.23,198$231.8 萬0.48%
IKE Capital, LLC22,974$229.5 萬2.00%
SPWM Advisors LLC22,605$225.8 萬2.16%
Elevated Private Wealth, LLC21,387$213.7 萬2.22%
Journey Retirement Planning & Investment Management LLC20,928$209.1 萬0.43%
FORA Capital, LLC11,904$187.0 萬0.23%
Shepherd Street Advisors LLC17,623$176.1 萬1.69%
Keating Financial Advisory Services, Inc.17,214$172.0 萬0.23%
Daytona Street Capital LLC16,860$168.4 萬1.38%
Perryman Financial Advisory Inc16,751$167.4 萬0.25%
Ballast Rock Private Wealth LLC16,600$165.9 萬1.04%
Itau Unibanco Holding S.A.16,564$165.5 萬0.04%
Everest Financial Group LLC15,509$154.9 萬0.35%
Safe Harbor Fiduciary, LLC15,357$153.4 萬1.36%
Sovran Advisors, LLC14,589$149.9 萬0.13%
Insight 2811, Inc.14,280$142.7 萬0.63%
Indivisible Partners14,212$142.0 萬0.15%
Fideuram Asset Management (Ireland) dac17,813$141.6 萬0.11%
Blue Jean Financial LLC14,166$141.5 萬1.15%
Directional Asset Management14,103$140.9 萬1.24%
Parrish Capital LLC13,892$138.8 萬1.26%
Financial Enhancement Group LLC13,609$138.5 萬0.18%
SG Trading Solutions, LLC13,705$136.9 萬0.32%
Triad Wealth Partners, LLC13,227$132.1 萬0.13%
Wealth Enhancement Trust Services, Inc.13,144$131.3 萬0.17%
Xxi Wealth, LLC12,404$123.9 萬0.75%
Peak Planning Group, LLC12,047$120.4 萬0.34%
Havemeyer Place LP11,882$118.7 萬0.23%
Thompson David Blair11,869$118.6 萬0.68%
Total Wealth Planning & Management, Inc.10,929$109.2 萬0.87%
Van Diest Capital, LLC10,877$108.7 萬1.62%
Advisor Resource Council9,610$101.1 萬0.36%
First American Trust, FSB9,834$98.2 萬0.07%
OpenArc Corporate Advisory, LLC9,772$97.6 萬0.02%
Fullerton Fund Management Co Ltd.9,701$96.9 萬0.04%
Diversified Management Inc9,537$95.3 萬0.22%
Avise Financial Cooperative, Inc.9,506$95.0 萬0.86%
Miller Global Investments, LLC9,474$94.7 萬0.86%
Old Peak Finance LLC9,277$92.7 萬0.57%
Ark Wealth Advisors LLC9,081$90.7 萬0.98%
Two Sigma Securities, LLC9,064$90.6 萬0.12%
AlphaGrep UK Ltd8,660$86.5 萬0.29%
Independence Wealth Advisors, LLC8,611$86.0 萬0.48%
Bluedoor Private Wealth, LLC8,521$85.1 萬0.39%
QVR LLC8,382$83.7 萬0.59%
Net Worth Advisory Group8,181$81.7 萬0.17%
Qsemble Capital Management, LP7,906$79.0 萬0.07%
Frec Markets, Inc.7,879$78.7 萬0.23%
Perfromance Wealth Partners, LLC7,789$77.8 萬0.02%
Summit Global Investments7,552$75.5 萬0.04%
T. Rowe Price Investment Management, Inc.7,427$74.3 萬0.00%
Athena Wealth Management, LLC7,345$73.4 萬0.71%
Larry Mathis Financial Planning, LLC7,286$72.8 萬0.64%

清倉機構(96 家)

2025 年第 3 季季末持有 Schwab Charles Corp、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 SCHW 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Veritas Asset Management LLP1,488,189$1.42 億
Alyeska Investment Group, L.P.1,231,381$1.18 億
Quadrature Capital Ltd414,898$3,960 萬
Ossiam267,750$2,556 萬
Empowered Funds, LLC168,470$1,608 萬
Mizuho Markets Cayman LP127,093$1,213 萬
Motley Fool Asset Management LLC125,315$1,196 萬
Scopus Asset Management, L.P.100,000$954.7 萬
Pragma Gestao de Patrimonio Ltd83,300$795.3 萬
FJ Capital Management LLC76,650$731.8 萬
Parkwood LLC75,532$721.1 萬
Capstone Investment Advisors, LLC72,727$694.3 萬
Achmea Investment Management B.V.69,625$664.7 萬
Aigen Investment Management, LP57,070$544.8 萬
Threadgill Financial, LLC40,131$383.1 萬
Brighton Jones LLC35,717$341.0 萬
NJ State Employees Deferred Compensation Plan33,800$322.7 萬
Teewinot Capital Advisers, L.L.C.27,099$258.7 萬
Landscape Capital Management, L.L.C.17,048$162.8 萬
IPG Investment Advisors LLC16,413$156.7 萬
Blackstone Group Inc.15,022$143.4 萬
Redwood Investment Management, LLC13,219$126.2 萬
Atom Investors LP12,383$118.2 萬
Simplex Trading, LLC11,497$109.7 萬
Cynosure Management, LLC11,090$105.9 萬
Eschler Asset Management LLP10,724$102.4 萬
Mizuho Markets Americas LLC10,500$100.2 萬
Mangrove Partners8,659$82.7 萬
Pitcairn Co7,800$74.5 萬
Avalon Trust Co7,040$67.2 萬
Unique Wealth Strategies, LLC7,028$67.1 萬
Quantbot Technologies LP6,902$65.9 萬
Oxford Asset Management LLP5,870$56.0 萬
Ridgecrest Wealth Partners, LLC5,783$55.2 萬
United Advisor Group, LLC5,692$54.3 萬
Versor Investments LP5,500$52.5 萬
Sciencast Management LP5,299$50.6 萬
Capula Management Ltd4,806$45.9 萬
Arete Wealth Advisors, LLC4,611$44.0 萬
Harel Insurance Investments & Financial Services Ltd.4,400$41.9 萬
Laffer Tengler Investments4,202$40.1 萬
Sanders Morris Harris LLC4,000$38.2 萬
Requisite Capital Management, LLC3,610$34.5 萬
Sherbrooke Park Advisers LLC3,562$34.0 萬
Marathon Trading Investment Management LLC3,550$33.9 萬
Twin Tree Management, LP3,303$31.5 萬
von Borstel & Associates, Inc.3,248$31.0 萬
Maridea Wealth Management LLC3,171$30.1 萬
Little House Capital LLC3,144$30.0 萬
Confluence Wealth Services, Inc.2,871$27.4 萬
Garrett Investment Advisors LLC2,758$26.3 萬
Douglas Lane & Associates, LLC2,637$25.2 萬
Lazard Freres Gestion S.A.S.2,625$25.0 萬
STAR Financial Bank2,521$24.1 萬
B.O.S.S. Retirement Advisors, LLC2,520$24.1 萬
Limestone Investment Advisors LP2,460$23.5 萬
Thoroughbred Financial Services, LLC2,426$23.1 萬
Bayforest Capital Ltd2,408$23.0 萬
Fountainhead AM, LLC2,327$22.2 萬
Nwam LLC2,251$21.4 萬
Apella Capital, LLC2,200$20.5 萬
Aspen Grove Capital, LLC2,135$20.4 萬
Northwest Capital Management Inc1,253$12.0 萬
Wesleyan Assurance Society1,250$11.9 萬
Heartwood Wealth Advisors LLC1,191$11.4 萬
North Capital, Inc.1,083$10.3 萬
Rise Advisors, LLC1,063$10.1 萬
Mma Asset Management LLC1,000$9.55 萬
Painted Porch Advisors LLC775$7.40 萬
Koesten, Hirschmann & Crabtree, INC.659$6.29 萬
Financial Life Planners621$5.93 萬
JPL Wealth Management, LLC604$5.77 萬
Future Financial Wealth Managment LLC500$4.77 萬
Main Street Group, LTD352$3.36 萬
GPS Wealth Strategies Group, LLC342$3.27 萬
West Branch Capital LLC287$2.74 萬
Logan Capital Management Inc256$2.44 萬
Tortoise Investment Management, LLC225$2.15 萬
Pathway Financial Advisers, LLC208$1.98 萬
Clear Investment Research, LLC180$1.72 萬
Marquette Asset Management, LLC160$1.53 萬
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna122$1.16 萬
Halbert Hargrove Global Advisors, LLC110$1.05 萬
Global Wealth Strategies & Associates83$7,924
Sofos Investments, Inc.77$7,395
Cloud Capital Management, LLC50$4,000
Family Legacy Financial Solutions, LLC32$3,055
Evergreen Private Wealth LLC29$2,769
Focused Wealth Management, Inc21$1,981
Kimelman & Baird, LLC19$1,814
LGT Financial Advisors LLC15$1,432
Perritt Capital Management Inc14$1,337
Strengthening Families & Communities, LLC10$959
New Millennium Group LLC7$668
Breakwater Investment Management5$478
Midwest Capital Advisors, LLC1$95

尚未申報 2025 年第 4 季的機構(47 家)

2025 年第 3 季季末持有 Schwab Charles Corp、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 SCHW、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Glenmede Investment Management, LP893,630$8,531 萬
Pinebridge Investments, L.P.735,027$7,017 萬
Point72 Europe (London) LLP444,200$4,241 萬
Cubist Systematic Strategies, LLC411,354$3,927 萬
AXA Investment Managers S.A.299,239$2,857 萬
CIBC Bancorp USA Inc.236,121$2,254 萬
Point72 Hong Kong Ltd170,459$1,627 萬
Point72 (DIFC) Ltd99,493$949.9 萬
Pinnacle Financial Partners Inc95,607$912.8 萬
Country Club Bank88,714$859.5 萬
Aware Super Pty Ltd as trustee of Aware Super89,530$854.7 萬
Eisler Capital Management Ltd.83,256$768.5 萬
Marshall & Sullivan Inc72,973$696.7 萬
Synovus Financial Corp65,785$628.2 萬
Wetherby Asset Management Inc52,564$501.8 萬
West Oak Capital, LLC36,067$344.3 萬
Bard Financial Services, Inc.30,025$286.6 萬
Hutchinson Financial Advisors, INC25,347$242.0 萬
Copperleaf Capital, LLC20,297$193.8 萬
Sheets Smith Investment Management18,668$178.2 萬
Cove Street Capital, LLC15,424$147.3 萬
IMS Capital Management14,002$133.7 萬
Shell Asset Management Co12,553$119.8 萬
Ridgewood Investments LLC8,377$80.0 萬
RW Investment Management LLC6,865$65.5 萬
WNY Asset Management, LLC5,843$55.8 萬
Apexium Financial, LP5,474$52.3 萬
Gries Financial LLC5,197$49.6 萬
Wolverine Trading, LLC4,652$45.1 萬
Sonora Investment Management Group, LLC4,543$43.4 萬
Full Sail Capital, LLC4,424$42.2 萬
LexAurum Advisors, LLC4,324$41.3 萬
Stonegate Investment Group, LLC4,167$39.8 萬
Court Place Advisors, LLC3,500$33.4 萬
Kathleen S. Wright Associates Inc.3,000$28.6 萬
First Affirmative Financial Network2,615$25.0 萬
Siligmueller & Norvid Wealth Advisors LLC2,573$24.6 萬
Wealthstream Advisors, Inc.2,446$23.4 萬
Hemington Wealth Management1,847$17.6 萬
AllSquare Wealth Management LLC1,559$14.9 萬
Optimum Investment Advisors1,103$10.5 萬
Promus Capital, LLC700$6.68 萬
Binnacle Investments Inc320$3.06 萬
Accredited Wealth Management, LLC1,285$2.96 萬
Guerra Advisors Inc242$2.31 萬
Texas Capital Bancshares Inc50$4,774
Abich Financial Wealth Management LLC46$4,392