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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 1,810,741 | $1.81 億 | 0.28% | +788,900+77.2% | 加碼 |
| New York State Common Retirement Fund | 1,804,995 | $1.80 億 | 0.24% | −167,541−8.5% | 減碼 |
| LPL Financial LLC | 1,781,147 | $1.78 億 | 0.05% | +68,435+4.0% | 加碼 |
| Avantyr Capital Partners, LP | 1,776,750 | $1.78 億 | 10.63% | +1,776,750 | 新進 |
| CIBC Private Wealth Group, LLC | 1,770,342 | $1.77 億 | 0.30% | −39,995−2.2% | 減碼 |
| Mondrian Investment Partners LTD | 1,745,422 | $1.74 億 | 2.88% | −25,854−1.5% | 減碼 |
| Findlay Park Partners LLP | 1,741,469 | $1.74 億 | 2.22% | −353,800−16.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,709,639 | $1.71 億 | 0.26% | +46,000+2.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,705,130 | $1.70 億 | 0.29% | −143,894−7.8% | 減碼 |
| Voya Investment Management LLC | 1,679,407 | $1.68 億 | 0.17% | −14,135−0.8% | 減碼 |
| Natixis Advisors, L.P. | 1,659,434 | $1.66 億 | 0.23% | −335,458−16.8% | 減碼 |
| Danske Bank A/S | 1,658,451 | $1.66 億 | 0.39% | +164,854+11.0% | 加碼 |
| Allianz Asset Management GmbH | 1,613,436 | $1.61 億 | 0.18% | +795,410+97.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,609,399 | $1.61 億 | 0.44% | +126,738+8.5% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 1,585,661 | $1.58 億 | 5.28% | +9,885+0.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,573,703 | $1.57 億 | 0.41% | +1,213,491+336.9% | 加碼 |
| Citigroup Inc | 1,565,990 | $1.56 億 | 0.11% | −3,163,067−66.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,513,065 | $1.51 億 | 0.22% | +9,780+0.7% | 加碼 |
| Qube Research & Technologies Ltd | 1,510,884 | $1.51 億 | 0.22% | −743,489−33.0% | 減碼 |
| Voloridge Investment Management, LLC | 1,507,740 | $1.51 億 | 0.53% | +11,839+0.8% | 加碼 |
| CapitalatWork S.A. | 1,503,918 | $1.50 億 | 4.58% | −200,600−11.8% | 減碼 |
| SEI Investments Co | 1,491,818 | $1.49 億 | 0.15% | −214,504−12.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,489,519 | $1.49 億 | 0.26% | −47,703−3.1% | 減碼 |
| Aviva PLC | 1,443,286 | $1.44 億 | 0.24% | +74,974+5.5% | 加碼 |
| Truist Financial Corp | 1,409,928 | $1.41 億 | 0.19% | −82,885−5.6% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 1,375,800 | $1.37 億 | 1.10% | +11,000+0.8% | 加碼 |
| AustralianSuper Pty Ltd | 1,361,669 | $1.36 億 | 0.63% | +287,159+26.7% | 加碼 |
| Standard Life Aberdeen plc | 1,346,939 | $1.35 億 | 0.21% | +380,074+39.3% | 加碼 |
| Blue Sparrow, LLC | 1,345,049 | $1.34 億 | 2.53% | +1,345,049 | 新進 |
| New York State Teachers Retirement System | 1,344,967 | $1.34 億 | 0.26% | −49,223−3.5% | 減碼 |
| Royal London Asset Management Ltd | 1,332,537 | $1.33 億 | 0.28% | +11,317+0.9% | 加碼 |
| Korea Investment CORP | 1,328,305 | $1.33 億 | 0.26% | −100,299−7.0% | 減碼 |
| Liontrust Investment Partners LLP | 1,312,220 | $1.31 億 | 1.95% | −118,526−8.3% | 減碼 |
| Bank of Nova Scotia | 1,310,419 | $1.31 億 | 0.19% | −69,382−5.0% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 1,309,688 | $1.31 億 | 2.55% | −52,008−3.8% | 減碼 |
| Parnassus Investments | 1,296,825 | $1.30 億 | 0.34% | −58,706−4.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,265,365 | $1.27 億 | 0.15% | +713,515+129.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,253,090 | $1.25 億 | 1.34% | +383,018+44.0% | 加碼 |
| Man Group plc | 1,251,088 | $1.25 億 | 0.24% | −206,601−14.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,245,747 | $1.24 億 | 0.20% | +59,601+5.0% | 加碼 |
| North Peak Capital Management, LLC | 1,234,682 | $1.23 億 | 13.50% | −359,814−22.6% | 減碼 |
| Great West Life Assurance Co | 1,204,018 | $1.20 億 | 0.21% | −151,163−11.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,152,841 | $1.19 億 | 0.16% | +23,762+2.1% | 加碼 |
| National Bank of Canada | 1,194,457 | $1.19 億 | 0.12% | +551,578+85.8% | 加碼 |
| Bristol John W & Co Inc | 1,187,989 | $1.19 億 | 1.83% | −21,344−1.8% | 減碼 |
| Schroder Investment Management Group | 1,160,081 | $1.17 億 | 0.09% | +37,594+3.3% | 加碼 |
| KBC Group NV | 1,140,723 | $1.14 億 | 0.26% | −9,482−0.8% | 減碼 |
| Retirement Systems of Alabama | 1,132,110 | $1.13 億 | 0.37% | −8,651−0.8% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 1,119,170 | $1.13 億 | 0.32% | +1,119,170 | 新進 |
| Cerity Partners LLC | 1,113,249 | $1.11 億 | 0.16% | +10,923+1.0% | 加碼 |
| Cooke & Bieler LP | 1,106,950 | $1.11 億 | 1.15% | −511,617−31.6% | 減碼 |
| STRS Ohio | 1,094,742 | $1.09 億 | 0.41% | −47,577−4.2% | 減碼 |
| Park Presidio Capital LLC | 1,093,623 | $1.09 億 | 8.89% | +12,080+1.1% | 加碼 |
| Freestone Grove Partners LP | 1,067,690 | $1.07 億 | 0.77% | +428,261+67.0% | 加碼 |
| Stifel Financial Corp | 1,043,514 | $1.04 億 | 0.09% | −29,094−2.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,030,995 | $1.03 億 | 0.22% | +15,698+1.5% | 加碼 |
| Squarepoint Ops LLC | 1,027,065 | $1.03 億 | 0.21% | +54,052+5.6% | 加碼 |
| Intermede Investment Partners Ltd | 1,008,412 | $1.01 億 | 4.14% | −50,366−4.8% | 減碼 |
| Assetmark, Inc | 1,007,713 | $1.01 億 | 0.21% | +134,516+15.4% | 加碼 |
| Crawford Investment Counsel Inc | 1,005,932 | $1.01 億 | 1.67% | −5,309−0.5% | 減碼 |
| Pictet Asset Management Holding SA | 999,435 | $9,986 萬 | 0.10% | −31,845−3.1% | 減碼 |
| Equity Investment Corp | 988,073 | $9,872 萬 | 1.99% | −17,788−1.8% | 減碼 |
| Snyder Capital Management L P | 972,857 | $9,720 萬 | 1.81% | +70,703+7.8% | 加碼 |
| Victory Capital Management Inc | 952,125 | $9,513 萬 | 0.05% | +128,712+15.6% | 加碼 |
| Prana Capital Management, LP | 951,165 | $9,503 萬 | 3.45% | +489,580+106.1% | 加碼 |
| Sterling Capital Management LLC | 949,798 | $9,489 萬 | 1.54% | −377,646−28.4% | 減碼 |
| Storebrand Asset Management AS | 935,363 | $9,345 萬 | 0.25% | +20,498+2.2% | 加碼 |
| Par Capital Management Inc | 912,000 | $9,112 萬 | 2.42% | +2,000+0.2% | 加碼 |
| State of Wisconsin Investment Board | 911,566 | $9,107 萬 | 0.20% | −95,008−9.4% | 減碼 |
| APG Asset Management N.V. | 1,046,112 | $8,899 萬 | 0.25% | −116,490−10.0% | 減碼 |
| Employees Retirement System of Texas | 890,067 | $8,893 萬 | 0.72% | −27,283−3.0% | 減碼 |
| Glenmede Trust Co NA | 881,636 | $8,808 萬 | 0.42% | +881,636 | 新進 |
| Los Angeles Capital Management LLC | 926,947 | $8,751 萬 | 0.30% | −1,036,371−52.8% | 減碼 |
| NFJ Investment Group, LLC | 874,355 | $8,736 萬 | 3.16% | +398,974+83.9% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 863,938 | $8,632 萬 | 0.23% | −24,091−2.7% | 減碼 |
| Nomura Asset Management International Inc. | 854,631 | $8,539 萬 | 0.13% | +854,631 | 新進 |
| Quantinno Capital Management LP | 813,101 | $8,124 萬 | 0.16% | +258,249+46.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 803,701 | $8,030 萬 | 1.48% | −10,234−1.3% | 減碼 |
| Central Securities Corp | 800,000 | $7,993 萬 | 6.43% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 797,358 | $7,966 萬 | 0.64% | −94,166−10.6% | 減碼 |
| Toronto Dominion Bank | 792,601 | $7,919 萬 | 0.14% | −69,937−8.1% | 減碼 |
| Swedbank AB | 788,216 | $7,875 萬 | 0.08% | +26,400+3.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 780,663 | $7,800 萬 | 0.13% | +448,997+135.4% | 加碼 |
| Federated Hermes, Inc. | 771,702 | $7,710 萬 | 0.13% | +193,384+33.4% | 加碼 |
| CI Private Wealth, LLC | 768,717 | $7,681 萬 | 0.10% | +60,373+8.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 765,081 | $7,644 萬 | 0.18% | +15,918+2.1% | 加碼 |
| HRT Financial LP | 763,516 | $7,628 萬 | 0.24% | +651,673+582.7% | 加碼 |
| Madison Asset Management, LLC | 761,350 | $7,607 萬 | 0.88% | −48,260−6.0% | 減碼 |
| Barr E S & Co | 756,888 | $7,562 萬 | 3.94% | −6,812−0.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 743,003 | $7,547 萬 | 0.12% | −28,116−3.6% | 減碼 |
| Thornburg Investment Management Inc | 754,888 | $7,542 萬 | 0.95% | −1,117−0.1% | 減碼 |
| HughesLittle Investment Management Ltd. | 752,062 | $7,514 萬 | 12.45% | −6,969−0.9% | 減碼 |
| Paralel Advisors LLC | 750,000 | $7,493 萬 | 2.91% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 737,186 | $7,467 萬 | 0.21% | −26,675−3.5% | 減碼 |
| Becker Capital Management Inc | 735,545 | $7,349 萬 | 2.10% | −11,774−1.6% | 減碼 |
| TD Asset Management Inc | 732,647 | $7,320 萬 | 0.06% | −5,432−0.7% | 減碼 |
| FIL Ltd | 726,093 | $7,254 萬 | 0.05% | −397,289−35.4% | 減碼 |
| Panagora Asset Management Inc | 724,440 | $7,238 萬 | 0.26% | −554,920−43.4% | 減碼 |
| Nearwater Capital Markets, Ltd | 722,000 | $7,214 萬 | 1.23% | −702,879−49.3% | 減碼 |
| Blair William & Co | 717,463 | $7,168 萬 | 0.19% | +2,058+0.3% | 加碼 |