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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 715,089 | $7,145 萬 | 0.23% | −362,864−33.7% | 減碼 |
| Summitry LLC | 707,286 | $7,066 萬 | 2.94% | +14,689+2.1% | 加碼 |
| MML Investors Services, LLC | 692,185 | $6,916 萬 | 0.17% | +15,978+2.4% | 加碼 |
| Holocene Advisors, LP | 682,641 | $6,820 萬 | 0.14% | −120,968−15.1% | 減碼 |
| Public Employees Retirement System of Ohio | 681,287 | $6,807 萬 | 0.21% | −465−0.1% | 減碼 |
| Creative Planning | 679,235 | $6,786 萬 | 0.05% | +9,578+1.4% | 加碼 |
| Clarkston Capital Partners, LLC | 676,557 | $6,759 萬 | 1.56% | −145,756−17.7% | 減碼 |
| Credit Agricole S A | 674,234 | $6,736 萬 | 0.19% | +75,873+12.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 667,366 | $6,668 萬 | 0.41% | +12,166+1.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 665,360 | $6,648 萬 | 0.33% | −20,563−3.0% | 減碼 |
| Teacher Retirement System of Texas | 651,359 | $6,508 萬 | 0.23% | −14,446−2.2% | 減碼 |
| Jain Global LLC | 650,757 | $6,502 萬 | 0.63% | +497,950+325.9% | 加碼 |
| Mackenzie Financial Corp | 645,052 | $6,473 萬 | 0.08% | −205,705−24.2% | 減碼 |
| Handelsbanken Fonder AB | 646,667 | $6,461 萬 | 0.20% | +31,698+5.2% | 加碼 |
| State of Tennessee, Treasury Department | 615,980 | $6,401 萬 | 0.20% | −14,906−2.4% | 減碼 |
| Public Sector Pension Investment Board | 625,388 | $6,248 萬 | 0.21% | −52,487−7.7% | 減碼 |
| Castleark Management LLC | 622,535 | $6,220 萬 | 1.83% | +10,861+1.8% | 加碼 |
| Aureus Asset Management, LLC | 616,172 | $6,156 萬 | 3.92% | −5,999−1.0% | 減碼 |
| Jane Street Group, LLC | 616,133 | $6,156 萬 | 0.07% | −1,272,103−67.4% | 減碼 |
| KLP Kapitalforvaltning AS | 615,072 | $6,145 萬 | 0.24% | −2000.0% | 減碼 |
| Bowen Hanes & Co Inc | 613,293 | $6,127 萬 | 1.54% | −23,878−3.7% | 減碼 |
| Caledonia Investments PLC | 611,000 | $6,106 萬 | 6.77% | 00.0% | 不變 |
| Lansforsakringar Fondforvaltning AB (publ) | 610,553 | $6,100 萬 | 0.30% | +6,948+1.2% | 加碼 |
| Basswood Capital Management, L.L.C. | 608,426 | $6,079 萬 | 2.68% | +136,217+28.8% | 加碼 |
| Ninety One UK Ltd | 607,564 | $6,070 萬 | 0.13% | −161,040−21.0% | 減碼 |
| Nomura Asset Management Co Ltd | 607,317 | $6,068 萬 | 0.15% | +12,865+2.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 593,645 | $5,931 萬 | 0.21% | −10,874−1.8% | 減碼 |
| Nisa Investment Advisors, LLC | 587,497 | $5,870 萬 | 0.19% | +148,382+33.8% | 加碼 |
| Vident Advisory, LLC | 573,148 | $5,726 萬 | 0.54% | +133,946+30.5% | 加碼 |
| Delta Global Management LP | 573,016 | $5,725 萬 | 4.17% | +81,339+16.5% | 加碼 |
| Sandhill Capital Partners LLC | 572,960 | $5,724 萬 | 4.08% | −16,082−2.7% | 減碼 |
| Susquehanna International Group, LLP | 569,652 | $5,691 萬 | 0.08% | +320,491+128.6% | 加碼 |
| CORDA Investment Management, LLC. | 569,635 | $5,691 萬 | 4.14% | −14,303−2.4% | 減碼 |
| Mariner, LLC | 554,587 | $5,542 萬 | 0.07% | −9,609−1.7% | 減碼 |
| British Columbia Investment Management Corp | 546,004 | $5,455 萬 | 0.29% | +297,648+119.8% | 加碼 |
| Capital Fund Management S.A. | 545,303 | $5,448 萬 | 0.51% | −244,573−31.0% | 減碼 |
| Cetera Investment Advisers | 536,171 | $5,357 萬 | 0.06% | +5,575+1.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 532,811 | $5,337 萬 | 0.26% | −20,991−3.8% | 減碼 |
| Syquant Capital SAS | 525,000 | $5,245 萬 | 6.42% | +525,000 | 新進 |
| Mount Capital Ltd | 524,478 | $5,240 萬 | 21.17% | −32,200−5.8% | 減碼 |
| Provident Investment Management, Inc. | 513,927 | $5,135 萬 | 4.67% | −15,869−3.0% | 減碼 |
| Lido Advisors, LLC | 532,875 | $5,112 萬 | 0.20% | +3,627+0.7% | 加碼 |
| Rafferty Asset Management, LLC | 509,495 | $5,090 萬 | 0.18% | −58,363−10.3% | 減碼 |
| Associated Banc-Corp | 504,122 | $5,037 萬 | 1.29% | +17,038+3.5% | 加碼 |
| Moore Capital Management, LP | 502,560 | $5,021 萬 | 1.02% | −111,680−18.2% | 減碼 |
| Arizona State Retirement System | 492,113 | $4,917 萬 | 0.27% | −11,921−2.4% | 減碼 |
| North Star Asset Management Inc | 489,999 | $4,896 萬 | 1.98% | −2,376−0.5% | 減碼 |
| Janney Montgomery Scott LLC | 486,740 | $4,863 萬 | 0.11% | −933−0.2% | 減碼 |
| Intech Investment Management LLC | 471,408 | $4,710 萬 | 0.42% | +169,372+56.1% | 加碼 |
| Mediolanum International Funds Ltd | 465,413 | $4,680 萬 | 0.47% | +142,334+44.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 465,390 | $4,650 萬 | 0.67% | +95,053+25.7% | 加碼 |
| Coronation Fund Managers Ltd. | 463,479 | $4,631 萬 | 2.08% | +2,689+0.6% | 加碼 |
| Ami Asset Management Corp | 461,024 | $4,606 萬 | 2.61% | −11,243−2.4% | 減碼 |
| First Manhattan Co | 460,442 | $4,600 萬 | 0.12% | −1,082−0.2% | 減碼 |
| Crown Oak Advisors, LLC | 459,634 | $4,592 萬 | 21.78% | +580.0% | 加碼 |
| Oak Associates, Ltd | 447,925 | $4,475 萬 | 2.69% | −27,337−5.8% | 減碼 |
| Czech National Bank | 440,439 | $4,400 萬 | 0.29% | +7,073+1.6% | 加碼 |
| State of Michigan Retirement System | 437,266 | $4,369 萬 | 0.21% | −24,200−5.2% | 減碼 |
| Cresset Asset Management, LLC | 435,180 | $4,348 萬 | 0.18% | +52,156+13.6% | 加碼 |
| Jump Financial, LLC | 424,002 | $4,236 萬 | 0.53% | +218,724+106.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 423,385 | $4,230 萬 | 0.06% | +231,095+120.2% | 加碼 |
| CIBC Asset Management Inc | 414,813 | $4,144 萬 | 0.10% | +156,229+60.4% | 加碼 |
| Forsta Ap-Fonden | 413,901 | $4,135 萬 | 0.25% | −52,100−11.2% | 減碼 |
| Kovitz Investment Group Partners, LLC | 413,767 | $4,134 萬 | 0.92% | −1,916,633−82.2% | 減碼 |
| D.A. Davidson & Co. | 410,192 | $4,098 萬 | 0.25% | +45,432+12.5% | 加碼 |
| MetLife Investment Management | 408,200 | $4,078 萬 | 0.20% | −22,229−5.2% | 減碼 |
| Swiss Life Asset Management Ltd | 407,179 | $4,068 萬 | 0.21% | +16,482+4.2% | 加碼 |
| Berkshire Asset Management LLC | 405,365 | $4,050 萬 | 1.78% | −5,564−1.4% | 減碼 |
| Advisor Group Holdings, Inc. | 399,335 | $3,990 萬 | 0.06% | −38,972−8.9% | 減碼 |
| Cercano Management LLC | 390,217 | $3,899 萬 | 1.48% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 388,526 | $3,882 萬 | 0.20% | −21,220−5.2% | 減碼 |
| Macquarie Group Ltd | 385,795 | $3,854 萬 | 0.17% | −853,522−68.9% | 減碼 |
| Whittier Trust Co | 370,343 | $3,836 萬 | 0.42% | −3,836−1.0% | 減碼 |
| Allen Operations LLC | 380,215 | $3,799 萬 | 4.75% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 379,129 | $3,788 萬 | 0.35% | +2,333+0.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 379,099 | $3,788 萬 | 0.02% | +25,539+7.2% | 加碼 |
| ProShare Advisors LLC | 374,919 | $3,746 萬 | 0.07% | +9,200+2.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 374,598 | $3,742 萬 | 0.14% | +22,843+6.5% | 加碼 |
| HighTower Advisors, LLC | 366,607 | $3,663 萬 | 0.04% | −31,140−7.8% | 減碼 |
| Rockefeller Capital Management L.P. | 364,328 | $3,640 萬 | 0.07% | +50,725+16.2% | 加碼 |
| Smith Group Asset Management, LLC | 361,004 | $3,607 萬 | 1.91% | +24,948+7.4% | 加碼 |
| Zurich Insurance Group Ltd | 360,118 | $3,598 萬 | 0.25% | +19,289+5.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 359,002 | $3,587 萬 | 0.20% | +30,413+9.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 358,554 | $3,583 萬 | 0.25% | −8,727−2.4% | 減碼 |
| Picton Mahoney Asset Management | 358,351 | $3,580 萬 | 0.39% | −19,534−5.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 352,375 | $3,523 萬 | 0.11% | +352,375 | 新進 |
| Renaissance Group LLC | 349,890 | $3,496 萬 | 1.40% | +349,890 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 349,717 | $3,494 萬 | 0.78% | +300,276+607.3% | 加碼 |
| Mercer Global Advisors Inc | 340,980 | $3,478 萬 | 0.05% | +27,802+8.9% | 加碼 |
| DnB Asset Management AS | 344,628 | $3,443 萬 | 0.12% | +8,757+2.6% | 加碼 |
| Ariel Investments, LLC | 342,275 | $3,420 萬 | 0.37% | −5,133−1.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 338,471 | $3,382 萬 | 0.27% | +103,000+43.7% | 加碼 |
| IFM Investors Pty Ltd | 336,735 | $3,364 萬 | 0.28% | +3,704+1.1% | 加碼 |
| Calamos Advisors LLC | 334,174 | $3,339 萬 | 0.14% | −13,570−3.9% | 減碼 |
| Greatmark Investment Partners, Inc. | 334,142 | $3,338 萬 | 3.95% | −4,378−1.3% | 減碼 |
| Daiwa Securities Group Inc. | 333,832 | $3,335 萬 | 0.11% | +3,132+0.9% | 加碼 |
| Captrust Financial Advisors | 330,455 | $3,302 萬 | 0.06% | +42,842+14.9% | 加碼 |
| Capital Research Global Investors | 330,449 | $3,302 萬 | 0.01% | +330,449 | 新進 |
| Ferguson Wellman Capital Management, Inc | 330,283 | $3,300 萬 | 0.53% | +325,419+6,690.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 330,173 | $3,299 萬 | 0.13% | −5,007−1.5% | 減碼 |