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 | 2,174 | $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 |
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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,004,744 | $1.88 億 | 0.09% | −321,205−13.8% | 減碼 |
| Citigroup Inc | 1,924,086 | $1.81 億 | 0.12% | +358,096+22.9% | 加碼 |
| SEI Investments Co | 1,924,005 | $1.81 億 | 0.17% | +432,187+29.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,914,767 | $1.80 億 | 0.54% | +305,368+19.0% | 加碼 |
| Van Eck Associates Corp | 1,856,245 | $1.74 億 | 0.13% | −3,239−0.2% | 減碼 |
| LPL Financial LLC | 1,793,721 | $1.69 億 | 0.04% | +12,574+0.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,790,965 | $1.68 億 | 0.14% | −185,031−9.4% | 減碼 |
| New York State Common Retirement Fund | 1,777,995 | $1.67 億 | 0.23% | −27,000−1.5% | 減碼 |
| Mondrian Investment Partners LTD | 1,717,378 | $1.61 億 | 2.79% | −28,044−1.6% | 減碼 |
| Danske Bank A/S | 1,686,348 | $1.58 億 | 0.38% | +27,897+1.7% | 加碼 |
| Route One Investment Company, L.P. | 1,682,243 | $1.58 億 | 6.92% | −156,100−8.5% | 減碼 |
| Jones Financial Companies LLLP | 1,702,694 | $1.57 億 | 0.08% | +1,601,362+1,580.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,666,339 | $1.57 億 | 0.24% | −43,300−2.5% | 減碼 |
| Avantyr Capital Partners, LP | 1,624,191 | $1.53 億 | 7.33% | −152,559−8.6% | 減碼 |
| CapitalatWork S.A. | 1,556,820 | $1.46 億 | 4.35% | +52,902+3.5% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 1,536,206 | $1.44 億 | 5.29% | −49,455−3.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,489,293 | $1.40 億 | 0.26% | −2260.0% | 減碼 |
| Aviva PLC | 1,478,682 | $1.39 億 | 0.23% | +35,396+2.5% | 加碼 |
| Jane Street Group, LLC | 1,465,243 | $1.38 億 | 0.15% | +849,110+137.8% | 加碼 |
| Standard Life Aberdeen plc | 1,442,694 | $1.36 億 | 0.22% | +95,755+7.1% | 加碼 |
| Capitolis Liquid Global Markets LLC | 1,431,816 | $1.35 億 | 0.86% | +1,431,816 | 新進 |
| Cerity Partners LLC | 1,413,351 | $1.33 億 | 0.19% | +300,102+27.0% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,383,800 | $1.30 億 | 1.09% | +8,000+0.6% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,374,120 | $1.29 億 | 1.30% | +1,374,120 | 新進 |
| Federated Hermes, Inc. | 1,346,144 | $1.27 億 | 0.21% | +574,442+74.4% | 加碼 |
| Royal London Asset Management Ltd | 1,333,901 | $1.25 億 | 0.26% | +1,364+0.1% | 加碼 |
| Truist Financial Corp | 1,322,295 | $1.24 億 | 0.17% | −87,633−6.2% | 減碼 |
| Park Presidio Capital LLC | 1,291,457 | $1.21 億 | 8.51% | +197,834+18.1% | 加碼 |
| Parnassus Investments | 1,284,730 | $1.21 億 | 0.35% | −12,095−0.9% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 1,270,461 | $1.19 億 | 2.56% | −39,227−3.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,265,779 | $1.19 億 | 0.20% | +20,032+1.6% | 加碼 |
| New York State Teachers Retirement System | 1,255,230 | $1.18 億 | 0.24% | −89,737−6.7% | 減碼 |
| Findlay Park Partners LLP | 1,243,069 | $1.17 億 | 1.63% | −498,400−28.6% | 減碼 |
| Great West Life Assurance Co | 1,221,693 | $1.15 億 | 0.21% | +17,675+1.5% | 加碼 |
| Korea Investment CORP | 1,212,883 | $1.14 億 | 0.24% | −115,422−8.7% | 減碼 |
| Schroder Investment Management Group | 1,223,554 | $1.14 億 | 0.09% | +63,473+5.5% | 加碼 |
| Liontrust Investment Partners LLP | 1,202,648 | $1.13 億 | 1.93% | −109,572−8.4% | 減碼 |
| North Peak Capital Management, LLC | 1,201,613 | $1.13 億 | 18.78% | −33,069−2.7% | 減碼 |
| Bristol John W & Co Inc | 1,173,937 | $1.10 億 | 1.82% | −14,052−1.2% | 減碼 |
| SG Americas Securities, LLC | 1,508,397 | $1.08 億 | 0.12% | +1,246,811+476.6% | 加碼 |
| Stifel Financial Corp | 1,139,404 | $1.07 億 | 0.10% | +95,890+9.2% | 加碼 |
| Retirement Systems of Alabama | 1,131,480 | $1.06 億 | 0.35% | −630−0.1% | 減碼 |
| Victory Capital Management Inc | 1,126,631 | $1.06 億 | 0.07% | +174,506+18.3% | 加碼 |
| National Bank of Canada | 1,125,656 | $1.06 億 | 0.11% | −68,801−5.8% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 1,118,735 | $1.05 億 | 0.32% | −4350.0% | 減碼 |
| Assetmark, Inc | 1,113,927 | $1.05 億 | 0.21% | +106,214+10.5% | 加碼 |
| Employees Retirement System of Texas | 1,076,867 | $1.01 億 | 0.88% | +186,800+21.0% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,075,389 | $1.01 億 | 0.33% | +1,075,389 | 新進 |
| STRS Ohio | 1,034,383 | $9,721 萬 | 0.39% | −60,359−5.5% | 減碼 |
| AustralianSuper Pty Ltd | 1,023,621 | $9,620 萬 | 0.50% | −338,048−24.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,006,480 | $9,459 萬 | 0.21% | −24,515−2.4% | 減碼 |
| Storebrand Asset Management AS | 997,145 | $9,371 萬 | 0.27% | +61,782+6.6% | 加碼 |
| Quantinno Capital Management LP | 991,262 | $9,316 萬 | 0.16% | +178,161+21.9% | 加碼 |
| Crawford Investment Counsel Inc | 986,317 | $9,269 萬 | 1.58% | −19,615−1.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 964,459 | $9,064 萬 | 0.13% | −548,606−36.3% | 減碼 |
| Intermede Investment Partners Ltd | 957,372 | $8,997 萬 | 4.17% | −51,040−5.1% | 減碼 |
| Pictet Asset Management Holding SA | 956,500 | $8,988 萬 | 0.09% | −42,935−4.3% | 減碼 |
| Woodline Partners LP | 943,406 | $8,866 萬 | 0.34% | +657,422+229.9% | 加碼 |
| Jupiter Asset Management Ltd | 939,505 | $8,829 萬 | 0.47% | +142,147+17.8% | 加碼 |
| State of Wisconsin Investment Board | 930,463 | $8,744 萬 | 0.20% | +18,897+2.1% | 加碼 |
| CIBC World Markets Inc. | 910,142 | $8,554 萬 | 0.15% | +656,399+258.7% | 加碼 |
| APG Asset Management N.V. | 1,030,160 | $8,403 萬 | 0.27% | −15,952−1.5% | 減碼 |
| Blair William & Co | 890,345 | $8,367 萬 | 0.24% | +172,882+24.1% | 加碼 |
| Swiss Life Asset Management Ltd | 623,162 | $8,312 萬 | 0.41% | +215,983+53.0% | 加碼 |
| Glenmede Trust Co NA | 864,248 | $8,122 萬 | 0.40% | −17,388−2.0% | 減碼 |
| Sterling Capital Management LLC | 854,648 | $8,032 萬 | 1.52% | −95,150−10.0% | 減碼 |
| Mackenzie Financial Corp | 850,400 | $7,992 萬 | 0.10% | +205,348+31.8% | 加碼 |
| Snyder Capital Management L P | 841,238 | $7,906 萬 | 1.53% | −131,619−13.5% | 減碼 |
| Vanguard Investments Australia, Ltd. | 840,139 | $7,896 萬 | 0.23% | +840,139 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 835,787 | $7,855 萬 | 0.19% | +70,706+9.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 835,382 | $7,851 萬 | 0.23% | −28,556−3.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 843,977 | $7,727 萬 | 1.51% | +40,276+5.0% | 加碼 |
| Balyasny Asset Management LLC | 813,449 | $7,645 萬 | 0.15% | −1,909,998−70.1% | 減碼 |
| Thornburg Investment Management Inc | 809,560 | $7,608 萬 | 0.79% | +54,672+7.2% | 加碼 |
| CI Private Wealth, LLC | 805,140 | $7,533 萬 | 0.11% | +36,423+4.7% | 加碼 |
| Swedbank AB | 796,022 | $7,481 萬 | 0.08% | +7,806+1.0% | 加碼 |
| NFJ Investment Group, LLC | 782,278 | $7,352 萬 | 2.81% | −92,077−10.5% | 減碼 |
| Brevan Howard Capital Management LP | 781,655 | $7,228 萬 | 0.74% | +778,503+24,698.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 764,475 | $7,185 萬 | 0.37% | +99,115+14.9% | 加碼 |
| Paralel Advisors LLC | 750,000 | $7,049 萬 | 2.93% | 00.0% | 不變 |
| Barr E S & Co | 746,127 | $7,012 萬 | 4.08% | −10,761−1.4% | 減碼 |
| TD Asset Management Inc | 742,694 | $6,980 萬 | 0.06% | +10,047+1.4% | 加碼 |
| Bowen Hanes & Co Inc | 740,788 | $6,962 萬 | 1.70% | +127,495+20.8% | 加碼 |
| Alyeska Investment Group, L.P. | 740,097 | $6,955 萬 | 0.20% | +740,097 | 新進 |
| Creative Planning | 739,717 | $6,952 萬 | 0.05% | +60,482+8.9% | 加碼 |
| FIL Ltd | 738,461 | $6,940 萬 | 0.05% | +12,368+1.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 746,230 | $6,892 萬 | 0.12% | +3,227+0.4% | 加碼 |
| Nomura Asset Management Co Ltd | 731,379 | $6,873 萬 | 0.18% | +124,062+20.4% | 加碼 |
| Asset Management One Co.,Ltd. | 729,703 | $6,858 萬 | 0.20% | −7,483−1.0% | 減碼 |
| Becker Capital Management Inc | 728,994 | $6,851 萬 | 2.01% | −6,551−0.9% | 減碼 |
| Nomura Asset Management International Inc. | 726,072 | $6,824 萬 | 0.12% | −128,559−15.0% | 減碼 |
| Madison Asset Management, LLC | 721,830 | $6,784 萬 | 0.84% | −39,520−5.2% | 減碼 |
| Los Angeles Capital Management LLC | 717,266 | $6,741 萬 | 0.27% | −209,681−22.6% | 減碼 |
| Treasurer of the State of North Carolina | 714,977 | $6,719 萬 | 0.21% | −1120.0% | 減碼 |
| Equity Investment Corp | 705,480 | $6,630 萬 | 1.30% | −282,593−28.6% | 減碼 |
| Summitry LLC | 704,917 | $6,625 萬 | 2.34% | −2,369−0.3% | 減碼 |
| HughesLittle Investment Management Ltd. | 703,529 | $6,612 萬 | 12.94% | −48,533−6.5% | 減碼 |
| Central Securities Corp | 700,000 | $6,579 萬 | 5.43% | −100,000−12.5% | 減碼 |
| KBC Group NV | 697,547 | $6,556 萬 | 0.16% | −443,176−38.9% | 減碼 |
| Cooke & Bieler LP | 695,909 | $6,540 萬 | 0.74% | −411,041−37.1% | 減碼 |