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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 330,047 | $3,297 萬 | 0.12% | −153,253−31.7% | 減碼 |
| Pacific Heights Asset Management LLC | 330,000 | $3,297 萬 | 1.24% | +70,000+26.9% | 加碼 |
| Hardman Johnston Global Advisors LLC | 329,879 | $3,296 萬 | 1.57% | −32,688−9.0% | 減碼 |
| Flputnam Investment Management Co | 329,431 | $3,291 萬 | 0.48% | +1,274+0.4% | 加碼 |
| Greenwich Wealth Management LLC | 328,306 | $3,280 萬 | 1.46% | +137,939+72.5% | 加碼 |
| Xponance, Inc. | 327,002 | $3,267 萬 | 0.25% | +13,663+4.4% | 加碼 |
| Clough Capital Partners L P | 325,538 | $3,252 萬 | 2.92% | +12,658+4.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 396,106 | $3,236 萬 | 0.06% | 00.0% | 不變 |
| Comerica Bank | 323,005 | $3,227 萬 | 0.13% | −21,259−6.2% | 減碼 |
| Amalgamated Bank | 318,337 | $3,181 萬 | 0.23% | −11,334−3.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 310,181 | $3,099 萬 | 0.19% | +20,500+7.1% | 加碼 |
| EP Wealth Advisors, LLC | 306,047 | $3,058 萬 | 0.16% | +306,047 | 新進 |
| Davis Selected Advisers | 301,695 | $3,014 萬 | 0.14% | +5,254+1.8% | 加碼 |
| King Luther Capital Management Corp | 298,253 | $2,980 萬 | 0.12% | +1,844+0.6% | 加碼 |
| ExodusPoint Capital Management, LP | 292,191 | $2,919 萬 | 0.32% | +292,191 | 新進 |
| PensionDanmark Pensionsforsikringsaktieselskab | 288,123 | $2,879 萬 | 0.26% | +288,123 | 新進 |
| Schonfeld Strategic Advisors LLC | 286,853 | $2,866 萬 | 0.14% | +14,302+5.2% | 加碼 |
| Woodline Partners LP | 285,984 | $2,857 萬 | 0.11% | +60,474+26.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 285,731 | $2,855 萬 | 0.08% | +6,477+2.3% | 加碼 |
| Commonwealth Equity Services, LLC | 284,640 | $2,844 萬 | 0.04% | −42,847−13.1% | 減碼 |
| Utah Retirement Systems | 281,973 | $2,817 萬 | 0.27% | +430.0% | 加碼 |
| Titan Global Capital Management USA LLC | 281,964 | $2,817 萬 | 4.03% | −2,166−0.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 276,460 | $2,762 萬 | 0.23% | −4,800−1.7% | 減碼 |
| USS Investment Management Ltd | 275,246 | $2,751 萬 | 0.14% | +225+0.1% | 加碼 |
| Hosking Partners LLP | 273,683 | $2,734 萬 | 0.93% | −1,394−0.5% | 減碼 |
| Mairs & Power Inc | 273,357 | $2,731 萬 | 0.26% | −26,032−8.7% | 減碼 |
| Martingale Asset Management L P | 271,181 | $2,709 萬 | 0.69% | −17,635−6.1% | 減碼 |
| Bessemer Group Inc | 270,191 | $2,700 萬 | 0.04% | −13,968−4.9% | 減碼 |
| Rockland Trust Co | 269,972 | $2,697 萬 | 1.06% | +6,741+2.6% | 加碼 |
| Azora Capital LP | 267,195 | $2,670 萬 | 1.68% | +267,195 | 新進 |
| O'Shaughnessy Asset Management, LLC | 263,988 | $2,638 萬 | 0.15% | −29,097−9.9% | 減碼 |
| Midwest Trust Co | 262,378 | $2,621 萬 | 0.33% | −2,779−1.0% | 減碼 |
| SG Americas Securities, LLC | 261,586 | $2,614 萬 | 0.03% | −227,761−46.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 261,116 | $2,609 萬 | 0.22% | −14,481−5.3% | 減碼 |
| Busey Wealth Management | 258,962 | $2,587 萬 | 0.68% | +34,745+15.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 258,152 | $2,579 萬 | 0.98% | +8,693+3.5% | 加碼 |
| Maplelane Capital, LLC | 255,000 | $2,548 萬 | 1.45% | −180,000−41.4% | 減碼 |
| CIBC World Markets Inc. | 253,743 | $2,535 萬 | 0.05% | −12,431−4.7% | 減碼 |
| Banco Santander, S.A. | 251,553 | $2,513 萬 | 0.19% | +847+0.3% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 248,988 | $2,488 萬 | 1.98% | +10,647+4.5% | 加碼 |
| Blue Whale Capital LLP | 248,206 | $2,480 萬 | 1.27% | +78,460+46.2% | 加碼 |
| Epoch Investment Partners, Inc. | 242,535 | $2,423 萬 | 0.14% | +35,254+17.0% | 加碼 |
| Clearstead Advisors, LLC | 241,829 | $2,416 萬 | 0.30% | +706+0.3% | 加碼 |
| GW Henssler & Associates Ltd | 241,312 | $2,411 萬 | 1.16% | −18,287−7.0% | 減碼 |
| Dudley & Shanley, Inc. | 240,933 | $2,407 萬 | 3.87% | +700.0% | 加碼 |
| Davidson Investment Advisors | 240,830 | $2,406 萬 | 1.00% | −3,661−1.5% | 減碼 |
| Heron Bay Capital Management | 240,206 | $2,400 萬 | 4.58% | −17,669−6.9% | 減碼 |
| Park National Corp | 237,455 | $2,372 萬 | 0.74% | −28,656−10.8% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 237,000 | $2,368 萬 | 0.79% | +237,000 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 235,858 | $2,356 萬 | 1.34% | −23,847−9.2% | 減碼 |
| CIBC World Markets Corp | 234,232 | $2,340 萬 | 0.12% | +234,232 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 231,497 | $2,313 萬 | 0.18% | +1,513+0.7% | 加碼 |
| New York Life Investment Management LLC | 229,005 | $2,288 萬 | 0.20% | −2,640−1.1% | 減碼 |
| Adviser Investments LLC | 228,032 | $2,278 萬 | 0.25% | +43,811+23.8% | 加碼 |
| Callan Family Office, LLC | 227,695 | $2,275 萬 | 0.49% | +19,862+9.6% | 加碼 |
| NEOS Investment Management LLC | 226,867 | $2,267 萬 | 0.13% | +21,849+10.7% | 加碼 |
| Rakuten Investment Management, Inc. | 222,319 | $2,252 萬 | 0.08% | +201,142+949.8% | 加碼 |
| Ieq Capital, LLC | 223,714 | $2,235 萬 | 0.07% | −53,951−19.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 222,676 | $2,225 萬 | 0.08% | −587−0.3% | 減碼 |
| OP Asset Management Ltd | 221,893 | $2,217 萬 | 0.27% | +2,878+1.3% | 加碼 |
| M&T Bank Corp | 219,949 | $2,197 萬 | 0.07% | +4,282+2.0% | 加碼 |
| Cohen Capital Management, Inc. | 218,988 | $2,188 萬 | 3.30% | 00.0% | 不變 |
| Nissay Asset Management Corp | 217,090 | $2,169 萬 | 0.11% | +1,909+0.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 216,788 | $2,168 萬 | 0.19% | −3,208−1.5% | 減碼 |
| Live Oak Private Wealth LLC | 216,132 | $2,159 萬 | 2.94% | −2,579−1.2% | 減碼 |
| Ofi Invest Asset Management | 250,908 | $2,134 萬 | 0.30% | −448,178−64.1% | 減碼 |
| Vinva Investment Management Ltd | 211,333 | $2,125 萬 | 0.26% | +84,788+67.0% | 加碼 |
| Premier Fund Managers Ltd | 210,705 | $2,119 萬 | 1.22% | −272,145−56.4% | 減碼 |
| Everett Harris & Co | 211,780 | $2,116 萬 | 0.26% | −522−0.2% | 減碼 |
| QRG Capital Management, Inc. | 209,829 | $2,096 萬 | 0.23% | +44,012+26.5% | 加碼 |
| Virginia Retirement Systems Et Al | 203,600 | $2,034 萬 | 0.12% | −20,000−8.9% | 減碼 |
| Hudson Bay Capital Management LP | 200,912 | $2,007 萬 | 0.12% | −55,350−21.6% | 減碼 |
| Pathstone Holdings, LLC | 201,068 | $2,007 萬 | 0.08% | +3,889+2.0% | 加碼 |
| JustInvest LLC | 200,445 | $2,003 萬 | 0.20% | +7,507+3.9% | 加碼 |
| Addenda Capital Inc. | 199,554 | $1,994 萬 | 0.59% | −2,794−1.4% | 減碼 |
| Edgar Lomax Co | 199,460 | $1,993 萬 | 1.51% | +199,460 | 新進 |
| Peapack Gladstone Financial Corp | 199,368 | $1,992 萬 | 0.25% | −45,587−18.6% | 減碼 |
| Andra AP-fonden | 199,366 | $1,992 萬 | 0.25% | +86,463+76.6% | 加碼 |
| Davenport & Co LLC | 198,886 | $1,989 萬 | 0.11% | −13,325−6.3% | 減碼 |
| Goodman Financial Corp | 198,151 | $1,980 萬 | 3.75% | +3,711+1.9% | 加碼 |
| WCG Wealth Advisors LLC | 193,393 | $1,932 萬 | 0.54% | +109,297+130.0% | 加碼 |
| First Foundation Advisors | 192,836 | $1,927 萬 | 0.73% | −3,411−1.7% | 減碼 |
| Warther Private Wealth, LLC | 192,527 | $1,924 萬 | 4.60% | −8,879−4.4% | 減碼 |
| Talbot Financial, LLC | 191,622 | $1,914 萬 | 1.58% | −1,069−0.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 191,318 | $1,911 萬 | 0.24% | −3,700−1.9% | 減碼 |
| Empower Advisory Group, LLC | 191,226 | $1,911 萬 | 0.05% | +30,400+18.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 191,205 | $1,910 萬 | 0.10% | +6,761+3.7% | 加碼 |
| ProVise Management Group, LLC | 190,857 | $1,907 萬 | 1.36% | +4,850+2.6% | 加碼 |
| Mutual of America Capital Management LLC | 190,462 | $1,903 萬 | 0.20% | −6,041−3.1% | 減碼 |
| United Asset Strategies, Inc. | 188,923 | $1,888 萬 | 1.46% | −1,644−0.9% | 減碼 |
| Cutler Investment Counsel LLC | 188,026 | $1,879 萬 | 1.95% | −7,119−3.6% | 減碼 |
| Ethic Inc. | 187,957 | $1,878 萬 | 0.29% | +11,339+6.4% | 加碼 |
| Yousif Capital Management, LLC | 185,816 | $1,877 萬 | 0.21% | −13,242−6.7% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 186,367 | $1,862 萬 | 1.45% | +6,312+3.5% | 加碼 |
| Pensionmark Financial Group, LLC | 184,953 | $1,848 萬 | 0.30% | +11,136+6.4% | 加碼 |
| Courant Investment Management LLC | 183,499 | $1,833 萬 | 16.58% | −15,000−7.6% | 減碼 |
| Tredje AP-fonden | 183,400 | $1,832 萬 | 0.14% | +183,400 | 新進 |
| Sanctuary Advisors, LLC | 183,084 | $1,829 萬 | 0.10% | +5,052+2.8% | 加碼 |
| Lathrop Investment Management Corp | 182,227 | $1,821 萬 | 3.30% | −2,116−1.1% | 減碼 |
| Summit Trail Advisors, LLC | 181,518 | $1,814 萬 | 0.31% | −6,905−3.7% | 減碼 |