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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 5,328,450 | $5.01 億 | 6.19% | −255,779−4.6% | 減碼 |
| Two Sigma Investments, LP | 5,360,299 | $5.04 億 | 0.42% | +2,781,144+107.8% | 加碼 |
| Boston Partners | 5,486,614 | $5.16 億 | 0.54% | +828,348+17.8% | 加碼 |
| Amundi | 5,585,640 | $5.25 億 | 0.14% | −885,636−13.7% | 減碼 |
| Envestnet Asset Management Inc | 5,622,983 | $5.28 億 | 0.14% | +183,349+3.4% | 加碼 |
| Dimensional Fund Advisors LP | 5,742,934 | $5.40 億 | 0.11% | +60,979+1.1% | 加碼 |
| UBS Group AG | 5,779,000 | $5.43 億 | 0.10% | −1,586,471−21.5% | 減碼 |
| Nuveen, LLC | 6,008,689 | $5.65 億 | 0.15% | +201,580+3.5% | 加碼 |
| Bamco Inc | 7,464,316 | $7.01 億 | 2.12% | +404,007+5.7% | 加碼 |
| Baird Financial Group, Inc. | 8,445,361 | $7.94 億 | 1.24% | +469,686+5.9% | 加碼 |
| Ameriprise Financial Inc | 8,773,763 | $8.24 億 | 0.19% | −292,690−3.2% | 減碼 |
| Brown Advisory Inc | 9,142,065 | $8.59 億 | 1.41% | −3,053,368−25.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 9,419,188 | $8.85 億 | 0.22% | +9,419,188 | 新進 |
| Charles Schwab Investment Management Inc | 9,590,282 | $9.01 億 | 0.14% | +222,464+2.4% | 加碼 |
| Legal & General Group Plc | 10,072,164 | $9.47 億 | 0.22% | +501,328+5.2% | 加碼 |
| Flossbach Von Storch AG | 10,669,791 | $10.0 億 | 4.68% | +204,199+2.0% | 加碼 |
| Goldman Sachs Group Inc | 11,374,711 | $10.7 億 | 0.14% | +1,618,185+16.6% | 加碼 |
| UBS Asset Management Americas Inc | 11,875,673 | $11.2 億 | 0.23% | +635,608+5.7% | 加碼 |
| Alliancebernstein L.P. | 12,529,509 | $12.5 億 | 0.41% | −656,330−5.0% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 14,664,954 | $13.8 億 | 3.86% | +792,049+5.7% | 加碼 |
| Bank of America Corp | 15,623,030 | $14.7 億 | 0.11% | +530,191+3.5% | 加碼 |
| Bank of New York Mellon Corp | 16,162,082 | $15.2 億 | 0.28% | +3,009,884+22.9% | 加碼 |
| Northern Trust Corp | 16,360,776 | $15.4 億 | 0.20% | −235,824−1.4% | 減碼 |
| Invesco Ltd. | 16,956,980 | $15.9 億 | 0.16% | +531,401+3.2% | 加碼 |
| Artisan Partners Limited Partnership | 17,451,048 | $16.4 億 | 2.68% | +244,712+1.4% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 21,812,476 | $20.5 億 | 2.74% | −219,017−1.0% | 減碼 |
| Morgan Stanley | 22,033,942 | $20.7 億 | 0.12% | −1,199,293−5.2% | 減碼 |
| Fisher Asset Management, LLC | 22,218,091 | $20.9 億 | 0.71% | +399,577+1.8% | 加碼 |
| Primecap Management Co | 23,441,915 | $22.0 億 | 1.73% | +165,844+0.7% | 加碼 |
| Massachusetts Financial Services Co | 14,521,887 | $22.5 億 | 0.76% | −844,981−5.5% | 減碼 |
| Vanguard Portfolio Management LLC | 26,572,070 | $25.0 億 | 0.13% | +26,572,070 | 新進 |
| Franklin Resources Inc | 31,825,622 | $29.9 億 | 0.73% | +1,641,253+5.4% | 加碼 |
| FMR LLC | 35,688,169 | $33.5 億 | 0.18% | +1,853,937+5.5% | 加碼 |
| Geode Capital Management, LLC | 38,692,266 | $36.2 億 | 0.23% | +1,024,626+2.7% | 加碼 |
| Price T Rowe Associates Inc | 48,637,229 | $45.7 億 | 0.53% | −459,006−0.9% | 減碼 |
| State Street Corp | 72,763,682 | $68.4 億 | 0.24% | +137,174+0.2% | 加碼 |
| JPMorgan Chase & Co | 73,848,142 | $68.7 億 | 0.47% | +6,657,227+9.9% | 加碼 |
| Dodge & Cox | 75,002,881 | $70.5 億 | 3.87% | −1,511,045−2.0% | 減碼 |
| Vanguard Capital Management LLC | 108,353,995 | $101.8 億 | 0.25% | +108,353,995 | 新進 |
| BlackRock, Inc. | 133,156,556 | $125.1 億 | 0.22% | −1,011,277−0.8% | 減碼 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,283,895−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,866,021−100.0% | 清倉 |
| PointState Capital LP | 0 | $0 | 0.00% | −2,408,147−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,810,741−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,507,740−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −1,253,090−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −951,165−100.0% | 清倉 |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −722,000−100.0% | 清倉 |
| Syquant Capital SAS | 0 | $0 | 0.00% | −525,000−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −330,173−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −255,000−100.0% | 清倉 |
| Advaya LLP | 0 | $0 | 0.00% | −145,300−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −143,912−100.0% | 清倉 |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −140,449−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −119,441−100.0% | 清倉 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −119,400−100.0% | 清倉 |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −110,770−100.0% | 清倉 |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −85,461−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −77,050−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −74,600−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −65,917−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −57,414−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −56,634−100.0% | 清倉 |
| Cardinal Point Capital Management, ULC | 0 | $0 | 0.00% | −52,034−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −50,679−100.0% | 清倉 |
| SOL Capital Management CO | 0 | $0 | 0.00% | −48,666−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −47,625−100.0% | 清倉 |
| Oakmont Investment Advisors, Inc. | 0 | $0 | 0.00% | −42,628−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −34,064−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −30,862−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −28,356−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −26,212−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −26,939−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −25,131−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −23,619−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −23,108−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −22,662−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −22,128−100.0% | 清倉 |
| Rational Advisors LLC | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,904−100.0% | 清倉 |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −15,506−100.0% | 清倉 |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −13,609−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −13,772−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,460−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −13,400−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −13,272−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,163−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −12,800−100.0% | 清倉 |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −12,236−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −11,627−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −31,038−100.0% | 清倉 |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −10,601−100.0% | 清倉 |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −10,243−100.0% | 清倉 |
| Triglav Skladi, D.O.O. | 0 | $0 | 0.00% | −9,500−100.0% | 清倉 |
| QVR LLC | 0 | $0 | 0.00% | −8,382−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,906−100.0% | 清倉 |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −7,179−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,698−100.0% | 清倉 |
| Volterra Technologies LP | 0 | $0 | 0.00% | −6,482−100.0% | 清倉 |