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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 1,508,397 | $1.08 億 | 0.12% | +1,246,811+476.6% | 加碼 |
| Bristol John W & Co Inc | 1,173,937 | $1.10 億 | 1.82% | −14,052−1.2% | 減碼 |
| North Peak Capital Management, LLC | 1,201,613 | $1.13 億 | 18.78% | −33,069−2.7% | 減碼 |
| Liontrust Investment Partners LLP | 1,202,648 | $1.13 億 | 1.93% | −109,572−8.4% | 減碼 |
| Schroder Investment Management Group | 1,223,554 | $1.14 億 | 0.09% | +63,473+5.5% | 加碼 |
| Korea Investment CORP | 1,212,883 | $1.14 億 | 0.24% | −115,422−8.7% | 減碼 |
| Great West Life Assurance Co | 1,221,693 | $1.15 億 | 0.21% | +17,675+1.5% | 加碼 |
| Findlay Park Partners LLP | 1,243,069 | $1.17 億 | 1.63% | −498,400−28.6% | 減碼 |
| New York State Teachers Retirement System | 1,255,230 | $1.18 億 | 0.24% | −89,737−6.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,265,779 | $1.19 億 | 0.20% | +20,032+1.6% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 1,270,461 | $1.19 億 | 2.56% | −39,227−3.0% | 減碼 |
| Parnassus Investments | 1,284,730 | $1.21 億 | 0.35% | −12,095−0.9% | 減碼 |
| Park Presidio Capital LLC | 1,291,457 | $1.21 億 | 8.51% | +197,834+18.1% | 加碼 |
| Truist Financial Corp | 1,322,295 | $1.24 億 | 0.17% | −87,633−6.2% | 減碼 |
| Royal London Asset Management Ltd | 1,333,901 | $1.25 億 | 0.26% | +1,364+0.1% | 加碼 |
| Federated Hermes, Inc. | 1,346,144 | $1.27 億 | 0.21% | +574,442+74.4% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,374,120 | $1.29 億 | 1.30% | +1,374,120 | 新進 |
| Markel Group Inc.大師馬克爾集團 | 1,383,800 | $1.30 億 | 1.09% | +8,000+0.6% | 加碼 |
| Cerity Partners LLC | 1,413,351 | $1.33 億 | 0.19% | +300,102+27.0% | 加碼 |
| Capitolis Liquid Global Markets LLC | 1,431,816 | $1.35 億 | 0.86% | +1,431,816 | 新進 |
| Standard Life Aberdeen plc | 1,442,694 | $1.36 億 | 0.22% | +95,755+7.1% | 加碼 |
| Jane Street Group, LLC | 1,465,243 | $1.38 億 | 0.15% | +849,110+137.8% | 加碼 |
| Aviva PLC | 1,478,682 | $1.39 億 | 0.23% | +35,396+2.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,489,293 | $1.40 億 | 0.26% | −2260.0% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 1,536,206 | $1.44 億 | 5.29% | −49,455−3.1% | 減碼 |
| CapitalatWork S.A. | 1,556,820 | $1.46 億 | 4.35% | +52,902+3.5% | 加碼 |
| Avantyr Capital Partners, LP | 1,624,191 | $1.53 億 | 7.33% | −152,559−8.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,666,339 | $1.57 億 | 0.24% | −43,300−2.5% | 減碼 |
| Jones Financial Companies LLLP | 1,702,694 | $1.57 億 | 0.08% | +1,601,362+1,580.3% | 加碼 |
| Route One Investment Company, L.P. | 1,682,243 | $1.58 億 | 6.92% | −156,100−8.5% | 減碼 |
| Danske Bank A/S | 1,686,348 | $1.58 億 | 0.38% | +27,897+1.7% | 加碼 |
| Mondrian Investment Partners LTD | 1,717,378 | $1.61 億 | 2.79% | −28,044−1.6% | 減碼 |
| New York State Common Retirement Fund | 1,777,995 | $1.67 億 | 0.23% | −27,000−1.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,790,965 | $1.68 億 | 0.14% | −185,031−9.4% | 減碼 |
| LPL Financial LLC | 1,793,721 | $1.69 億 | 0.04% | +12,574+0.7% | 加碼 |
| Van Eck Associates Corp | 1,856,245 | $1.74 億 | 0.13% | −3,239−0.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,914,767 | $1.80 億 | 0.54% | +305,368+19.0% | 加碼 |
| SEI Investments Co | 1,924,005 | $1.81 億 | 0.17% | +432,187+29.0% | 加碼 |
| Citigroup Inc | 1,924,086 | $1.81 億 | 0.12% | +358,096+22.9% | 加碼 |
| AQR Capital Management LLC | 2,004,744 | $1.88 億 | 0.09% | −321,205−13.8% | 減碼 |
| CIBC Bancorp USA Inc. | 2,038,905 | $1.92 億 | 0.26% | +2,038,905 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,041,408 | $1.92 億 | 0.22% | +776,043+61.3% | 加碼 |
| Qube Research & Technologies Ltd | 2,043,206 | $1.92 億 | 0.27% | +532,322+35.2% | 加碼 |
| Beck Mack & Oliver LLC | 2,043,395 | $1.92 億 | 3.96% | −21,503−1.0% | 減碼 |
| Russell Investments Group, Ltd. | 2,047,360 | $1.92 億 | 0.21% | +32,747+1.6% | 加碼 |
| Assenagon Asset Management S.A. | 2,053,208 | $1.93 億 | 0.31% | −42,515−2.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,062,821 | $1.94 億 | 0.45% | +489,118+31.1% | 加碼 |
| Janus Henderson Group PLC | 2,074,704 | $1.95 億 | 0.09% | −4,787,886−69.8% | 減碼 |
| Mariner, LLC | 2,121,331 | $1.99 億 | 0.23% | +1,566,744+282.5% | 加碼 |
| Allianz Asset Management GmbH | 2,152,500 | $2.02 億 | 0.23% | +539,064+33.4% | 加碼 |
| Darsana Capital Partners LP | 2,250,000 | $2.11 億 | 4.50% | 00.0% | 不變 |
| Colony Group, LLC | 2,254,162 | $2.12 億 | 0.24% | +152,699+7.3% | 加碼 |
| US Bancorp | 2,289,327 | $2.15 億 | 0.26% | −5,042−0.2% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 2,357,390 | $2.22 億 | 1.97% | −797,400−25.3% | 減碼 |
| Thrivent Financial for Lutherans | 2,381,381 | $2.24 億 | 0.43% | −233,206−8.9% | 減碼 |
| Ensign Peak Advisors, Inc | 2,406,428 | $2.26 億 | 0.42% | −303,936−11.2% | 減碼 |
| Prudential Financial Inc | 2,531,834 | $2.38 億 | 0.29% | +246,682+10.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 2,541,412 | $2.39 億 | 1.32% | +34,215+1.4% | 加碼 |
| Citadel Advisors LLC | 2,547,748 | $2.39 億 | 0.17% | −2,183,360−46.1% | 減碼 |
| Natixis Advisors, L.P. | 2,578,543 | $2.42 億 | 0.34% | +919,109+55.4% | 加碼 |
| American Century Companies Inc | 2,582,066 | $2.43 億 | 0.12% | −240,058−8.5% | 減碼 |
| California State Teachers Retirement System | 2,598,908 | $2.44 億 | 0.26% | −107,627−4.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,615,813 | $2.46 億 | 0.19% | −5,326,261−67.1% | 減碼 |
| Raymond James Financial Inc | 2,732,183 | $2.57 億 | 0.08% | +319,214+13.2% | 加碼 |
| Neuberger Berman Group LLC | 2,737,546 | $2.57 億 | 0.20% | +325,582+13.5% | 加碼 |
| Generation Investment Management LLP | 2,743,703 | $2.58 億 | 2.31% | −5,104,014−65.0% | 減碼 |
| Bank of Montreal | 2,766,281 | $2.60 億 | 0.11% | −269,313−8.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,786,512 | $2.62 億 | 0.43% | +1,081,382+63.4% | 加碼 |
| Principal Financial Group Inc | 2,851,720 | $2.68 億 | 0.14% | −332,933−10.5% | 減碼 |
| Lazard Asset Management LLC | 2,863,815 | $2.69 億 | 0.44% | +248,789+9.5% | 加碼 |
| Rhumbline Advisers | 2,890,722 | $2.72 億 | 0.23% | −53,643−1.8% | 減碼 |
| Vanguard Asset Management, Ltd | 2,911,924 | $2.74 億 | 0.23% | +2,911,924 | 新進 |
| Voya Investment Management LLC | 2,914,756 | $2.74 億 | 0.29% | +1,235,349+73.6% | 加碼 |
| Timucuan Asset Management Inc | 2,948,987 | $2.77 億 | 10.20% | −75,576−2.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,952,078 | $2.77 億 | 0.15% | −337,555−10.3% | 減碼 |
| California Public Employees Retirement System | 3,026,417 | $2.84 億 | 0.18% | −603,645−16.6% | 減碼 |
| Newlands Management Operations LLC | 3,196,166 | $3.00 億 | 1.94% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 3,309,211 | $3.11 億 | 1.02% | −52,173−1.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,349,544 | $3.15 億 | 0.21% | +750,169+28.9% | 加碼 |
| First Trust Advisors LP | 3,377,185 | $3.17 億 | 0.23% | +759,220+29.0% | 加碼 |
| HSBC Holdings PLC | 3,424,044 | $3.22 億 | 0.19% | −531,930−13.4% | 減碼 |
| Fiduciary Management Inc | 3,465,521 | $3.26 億 | 4.04% | −406,791−10.5% | 減碼 |
| Capital International Investors | 3,478,107 | $3.27 億 | 0.08% | +954,032+37.8% | 加碼 |
| RPTC Inc. | 3,522,501 | $3.31 億 | 58.00% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,552,425 | $3.34 億 | 0.22% | −271,172−7.1% | 減碼 |
| London Co of Virginia | 3,569,280 | $3.35 億 | 2.07% | −536,713−13.1% | 減碼 |
| Wells Fargo & Company | 3,575,897 | $3.36 億 | 0.07% | +333,103+10.3% | 加碼 |
| Nordea Investment Management AB | 3,672,084 | $3.40 億 | 0.32% | +234,862+6.8% | 加碼 |
| Canada Pension Plan Investment Board | 3,619,439 | $3.40 億 | 0.22% | −511,561−12.4% | 減碼 |
| Vanguard Global Advisers, LLC | 3,660,894 | $3.44 億 | 0.18% | +3,660,894 | 新進 |
| Provident Trust Co | 3,702,825 | $3.48 億 | 7.28% | −671,349−15.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,805,944 | $3.58 億 | 0.24% | +240,281+6.7% | 加碼 |
| Yacktman Asset Management LP | 3,904,856 | $3.67 億 | 4.89% | −31,684−0.8% | 減碼 |
| Farallon Capital Management, L.L.C. | 3,955,657 | $3.72 億 | 2.20% | +616,000+18.4% | 加碼 |
| Clearbridge Investments, LLC | 3,957,222 | $3.72 億 | 0.32% | −415,476−9.5% | 減碼 |
| Barclays PLC | 4,150,832 | $3.90 億 | 0.14% | −88,542−2.1% | 減碼 |
| National Pension Service | 4,484,110 | $4.21 億 | 0.32% | +424,464+10.5% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,714,780 | $4.43 億 | 7.35% | −880,168−15.7% | 減碼 |
| Royal Bank of Canada | 4,863,249 | $4.57 億 | 0.09% | −189,370−3.7% | 減碼 |
| Deutsche Bank AG | 5,313,406 | $4.99 億 | 0.17% | −677,797−11.3% | 減碼 |