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。
2026 年第 1 季 13F 持有人
Schwab Charles Corp 在 2026/3/31 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
- 2,340
- 較 2025 年第 4 季 +46 家
- 持有股數
- 14.1 億
- 較 2025 年第 4 季 +1.31 億 (+10.2%)
- 總市值
- $1,335 億
- 較 2025 年第 4 季 +$55.7 億 (+4.4%)
- 新進機構
- 200
- 另有 987 家加碼
- 清倉機構
- 154
- 另有 875 家減碼
另有 35 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Andra AP-fonden | 256,672 | $2,412 萬 | 0.30% | +57,306+28.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 257,219 | $2,417 萬 | 0.12% | +66,014+34.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 257,293 | $2,418 萬 | 0.21% | −3,823−1.5% | 減碼 |
| Tudor Investment Corp Et Al | 260,000 | $2,443 萬 | 0.13% | +260,000 | 新進 |
| Midwest Trust Co | 260,342 | $2,447 萬 | 0.31% | −2,036−0.8% | 減碼 |
| Busey Wealth Management | 264,151 | $2,483 萬 | 0.67% | +5,189+2.0% | 加碼 |
| Commonwealth Equity Services, LLC | 265,765 | $2,498 萬 | 0.03% | −18,875−6.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 266,271 | $2,503 萬 | 0.09% | −108,327−28.9% | 減碼 |
| Clough Capital Partners L P | 270,966 | $2,547 萬 | 2.46% | −54,572−16.8% | 減碼 |
| Utah Retirement Systems | 271,515 | $2,552 萬 | 0.26% | −10,458−3.7% | 減碼 |
| Credit Agricole S A | 272,509 | $2,561 萬 | 0.08% | −401,725−59.6% | 減碼 |
| Bessemer Group Inc | 273,453 | $2,570 萬 | 0.04% | +3,262+1.2% | 加碼 |
| Interval Partners, LP | 275,362 | $2,588 萬 | 0.89% | +275,362 | 新進 |
| Greenwich Wealth Management LLC | 280,425 | $2,635 萬 | 1.08% | −47,881−14.6% | 減碼 |
| Titan Global Capital Management USA LLC | 283,500 | $2,664 萬 | 3.97% | +1,536+0.5% | 加碼 |
| Hosking Partners LLP | 283,913 | $2,668 萬 | 0.96% | +10,230+3.7% | 加碼 |
| USS Investment Management Ltd | 288,035 | $2,707 萬 | 0.12% | +12,789+4.6% | 加碼 |
| British Columbia Investment Management Corp | 290,360 | $2,729 萬 | 0.16% | −255,644−46.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 290,683 | $2,732 萬 | 0.14% | +26,695+10.1% | 加碼 |
| Macquarie Group Ltd | 297,282 | $2,794 萬 | 0.17% | −88,513−22.9% | 減碼 |
| MKP Capital Management, L.L.C. | 300,000 | $2,819 萬 | 0.93% | +300,000 | 新進 |
| Hardman Johnston Global Advisors LLC | 301,580 | $2,834 萬 | 1.35% | −28,299−8.6% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 304,587 | $2,863 萬 | 0.28% | +16,464+5.7% | 加碼 |
| Amalgamated Bank | 307,738 | $2,892 萬 | 0.22% | −10,599−3.3% | 減碼 |
| Varma Mutual Pension Insurance Co | 310,181 | $2,915 萬 | 0.17% | 00.0% | 不變 |
| Davis Selected Advisers | 310,982 | $2,923 萬 | 0.13% | +9,287+3.1% | 加碼 |
| Gateway Investment Advisers LLC | 311,324 | $2,926 萬 | 0.33% | −67,805−17.9% | 減碼 |
| Engineers Gate Manager LP | 312,641 | $2,938 萬 | 0.37% | +179,707+135.2% | 加碼 |
| Daiwa Securities Group Inc. | 314,809 | $2,959 萬 | 0.09% | −19,023−5.7% | 減碼 |
| Eurizon Capital SGR S.p.A. | 318,286 | $2,989 萬 | 0.09% | −34,089−9.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 319,582 | $3,003 萬 | 0.09% | +33,851+11.8% | 加碼 |
| Intech Investment Management LLC | 319,604 | $3,004 萬 | 0.30% | −151,804−32.2% | 減碼 |
| Quinn Opportunity Partners LLC | 320,000 | $3,007 萬 | 1.58% | +221,000+223.2% | 加碼 |
| Flputnam Investment Management Co | 321,887 | $3,025 萬 | 0.45% | −7,544−2.3% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 322,800 | $3,034 萬 | 1.07% | +85,800+36.2% | 加碼 |
| Capital Research Global Investors | 329,573 | $3,097 萬 | 0.00% | −876−0.3% | 減碼 |
| Mercer Global Advisors Inc | 329,593 | $3,098 萬 | 0.05% | −11,387−3.3% | 減碼 |
| Blue Whale Capital LLP | 333,148 | $3,131 萬 | 1.49% | +84,942+34.2% | 加碼 |
| Greatmark Investment Partners, Inc. | 333,287 | $3,132 萬 | 3.67% | −855−0.3% | 減碼 |
| Calamos Advisors LLC | 334,174 | $3,141 萬 | 0.12% | 00.0% | 不變 |
| Pinebridge Investments LLC | 341,293 | $3,207 萬 | 0.27% | +253,756+289.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 343,069 | $3,223 萬 | 0.23% | −15,485−4.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 343,001 | $3,224 萬 | 0.18% | −16,001−4.5% | 減碼 |
| IFM Investors Pty Ltd | 343,576 | $3,229 萬 | 0.27% | +6,841+2.0% | 加碼 |
| Renaissance Group LLC | 344,535 | $3,238 萬 | 1.36% | −5,355−1.5% | 減碼 |
| Blue Sparrow, LLC | 346,110 | $3,253 萬 | 0.56% | −998,939−74.3% | 減碼 |
| Zurich Insurance Group Ltd | 348,675 | $3,277 萬 | 0.26% | −11,443−3.2% | 減碼 |
| Longaeva Partners L.P. | 349,153 | $3,281 萬 | 1.58% | +349,153 | 新進 |
| Rockefeller Capital Management L.P. | 349,334 | $3,283 萬 | 0.06% | −14,994−4.1% | 減碼 |
| Pacific Heights Asset Management LLC | 350,000 | $3,289 萬 | 1.10% | +20,000+6.1% | 加碼 |
| North Reef Capital Management LP | 350,000 | $3,289 萬 | 1.13% | +350,000 | 新進 |
| Picton Mahoney Asset Management | 353,629 | $3,323 萬 | 0.35% | −4,722−1.3% | 減碼 |
| VGI Partners Ltd | 355,524 | $3,341 萬 | 1.82% | +355,524 | 新進 |
| Ostrum Asset Management | 356,533 | $3,351 萬 | 1.88% | +327,264+1,118.1% | 加碼 |
| Rockland Trust Co | 357,176 | $3,357 萬 | 1.34% | +87,204+32.3% | 加碼 |
| ProShare Advisors LLC | 358,842 | $3,372 萬 | 0.05% | −16,077−4.3% | 減碼 |
| Xponance, Inc. | 362,174 | $3,404 萬 | 0.24% | +35,172+10.8% | 加碼 |
| King Luther Capital Management Corp | 364,449 | $3,425 萬 | 0.15% | +66,196+22.2% | 加碼 |
| DnB Asset Management AS | 366,179 | $3,441 萬 | 0.12% | +21,551+6.3% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 366,441 | $3,444 萬 | 0.27% | +27,970+8.3% | 加碼 |
| Captrust Financial Advisors | 370,692 | $3,484 萬 | 0.06% | +40,237+12.2% | 加碼 |
| Allen Operations LLC | 380,215 | $3,573 萬 | 5.34% | 00.0% | 不變 |
| Natixis | 380,264 | $3,574 萬 | 0.14% | +220,424+137.9% | 加碼 |
| Whittier Trust Co | 384,881 | $3,579 萬 | 0.40% | +14,538+3.9% | 加碼 |
| HighTower Advisors, LLC | 383,653 | $3,606 萬 | 0.04% | +17,046+4.6% | 加碼 |
| Smith Group Asset Management, LLC | 385,975 | $3,627 萬 | 1.85% | +24,971+6.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 389,089 | $3,657 萬 | 0.19% | +563+0.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 389,361 | $3,659 萬 | 0.50% | +59,078+17.9% | 加碼 |
| Kovitz Investment Group Partners, LLC | 389,565 | $3,661 萬 | 0.85% | −24,202−5.8% | 減碼 |
| Cercano Management LLC | 390,217 | $3,667 萬 | 1.58% | 00.0% | 不變 |
| MetLife Investment Management | 396,868 | $3,730 萬 | 0.19% | −11,332−2.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 401,548 | $3,774 萬 | 0.02% | +22,449+5.9% | 加碼 |
| Nisa Investment Advisors, LLC | 401,991 | $3,778 萬 | 0.14% | −185,506−31.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 396,106 | $3,786 萬 | 0.06% | 00.0% | 不變 |
| Ariel Investments, LLC | 402,927 | $3,787 萬 | 0.42% | +60,652+17.7% | 加碼 |
| Rafferty Asset Management, LLC | 406,086 | $3,816 萬 | 0.15% | −103,409−20.3% | 減碼 |
| Berkshire Asset Management LLC | 406,658 | $3,822 萬 | 1.64% | +1,293+0.3% | 加碼 |
| Acadian Asset Management LLC | 416,608 | $3,914 萬 | 0.06% | +348,484+511.5% | 加碼 |
| Oak Associates, Ltd | 427,975 | $4,022 萬 | 2.71% | −19,950−4.5% | 減碼 |
| D.A. Davidson & Co. | 430,319 | $4,044 萬 | 0.25% | +20,127+4.9% | 加碼 |
| Wellington Management Group LLP | 433,625 | $4,075 萬 | 0.01% | +418,635+2,792.8% | 加碼 |
| EP Wealth Advisors, LLC | 434,575 | $4,084 萬 | 0.20% | +128,528+42.0% | 加碼 |
| State of Michigan Retirement System | 436,366 | $4,101 萬 | 0.22% | −900−0.2% | 減碼 |
| Jain Global LLC | 441,328 | $4,148 萬 | 0.53% | −209,429−32.2% | 減碼 |
| Cresset Asset Management, LLC | 442,836 | $4,162 萬 | 0.18% | +7,656+1.8% | 加碼 |
| Janney Montgomery Scott LLC | 445,881 | $4,190 萬 | 0.10% | −40,859−8.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 446,811 | $4,199 萬 | 0.23% | +170,351+61.6% | 加碼 |
| Ami Asset Management Corp | 447,029 | $4,201 萬 | 2.68% | −13,995−3.0% | 減碼 |
| Advisor Group Holdings, Inc. | 452,976 | $4,258 萬 | 0.06% | +53,641+13.4% | 加碼 |
| Czech National Bank | 454,905 | $4,275 萬 | 0.28% | +14,466+3.3% | 加碼 |
| Crown Oak Advisors, LLC | 459,669 | $4,320 萬 | 21.67% | +350.0% | 加碼 |
| Mount Capital Ltd | 460,278 | $4,326 萬 | 17.43% | −64,200−12.2% | 減碼 |
| Arizona State Retirement System | 462,555 | $4,347 萬 | 0.25% | −29,558−6.0% | 減碼 |
| SEB Asset Management AB | 464,096 | $4,362 萬 | 0.19% | +464,096 | 新進 |
| First Manhattan Co | 464,103 | $4,362 萬 | 0.12% | +3,661+0.8% | 加碼 |
| Basswood Capital Management, L.L.C. | 469,701 | $4,414 萬 | 2.25% | −138,725−22.8% | 減碼 |
| Bank of Nova Scotia | 470,918 | $4,426 萬 | 0.08% | −839,501−64.1% | 減碼 |
| Public Sector Pension Investment Board | 475,155 | $4,466 萬 | 0.14% | −150,233−24.0% | 減碼 |
| Fifth Third Bancorp | 479,557 | $4,507 萬 | 0.08% | +337,999+238.8% | 加碼 |
| Holocene Advisors, LP | 481,172 | $4,522 萬 | 0.11% | −201,469−29.5% | 減碼 |