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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。

其他股別SCHW.PDSCHW.PJ

2026 年第 2 季與 2026 年第 1 季比較

持有 Schwab Charles Corp 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

SCHW 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數2,340312,318+9
股數14.1 億256.6 萬14.4 億+3,191 萬 (+2.3%)
市值$1,335 億$2.41 億$1,338 億+$5.43 億 (+0.4%)

31 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(169 家)

2026 年第 2 季季末持有 Schwab Charles Corp、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 169 家。

2026 年第 2 季新進 SCHW 的機構
機構股數市值佔組合 %
Norges Bank22,658,390$20.9 億0.21%
Jupiter Topco LLC2,113,238$1.95 億0.08%
Renaissance Technologies LLC1,911,141$1.76 億0.24%
Worldquant Millennium Advisors LLC1,576,199$1.45 億0.50%
Nykredit A/S476,529$4,397 萬0.17%
Ossiam402,935$3,718 萬0.49%
Ruffer LLP358,432$3,304 萬1.17%
Algebris (UK) Ltd252,717$2,324 萬1.53%
PDT Partners, LLC172,200$1,589 萬0.83%
Soapstone Management L.P.143,750$1,326 萬9.65%
Aquatic Capital Management LLC138,025$1,274 萬0.44%
Capricorn Fund Managers Ltd73,700$680.0 萬0.54%
BLI - Banque de Luxembourg Investments60,000$544.5 萬0.19%
PEAK6 LLC58,780$542.4 萬0.13%
Dark Forest Capital Management LP52,214$481.8 萬0.31%
Coppell Advisory Solutions LLC82,321$465.0 萬1.37%
Arini Captial Management Ltd50,000$461.4 萬0.47%
Sciencast Management LP43,468$401.1 萬0.83%
Diversify Advisory Services, LLC37,110$386.6 萬0.06%
Community Trust & Investment Co39,709$366.4 萬0.19%
Agf Management Ltd33,386$308.1 萬0.01%
Decatur Capital Management, Inc.32,459$299.5 萬1.02%
Oakmont Investment Advisors, Inc.32,113$296.3 萬2.06%
John G Ullman & Associates Inc30,595$282.3 萬0.34%
IFG Advisory, LLC29,741$274.4 萬0.10%
FORA Capital, LLC29,544$272.4 萬0.19%
Canandaigua National Bank & Trust Co29,489$272.1 萬0.23%
Global Retirement Partners, LLC27,556$254.3 萬0.04%
Trust Co of Vermont25,718$237.3 萬0.09%
VCI Wealth Management LLC25,509$235.4 萬0.59%
Anchor Bay Capital, Inc.21,366$230.7 萬1.25%
Edgestream Partners, L.P.23,747$219.1 萬0.07%
Systematic Alpha Investments, LLC23,141$213.5 萬0.06%
Constant Guidance Financial LLC22,663$209.1 萬1.31%
Marshall Wace, LLP22,317$205.9 萬0.00%
Westerkirk Capital Inc.21,500$198.4 萬0.19%
Elevated Private Wealth, LLC21,274$196.3 萬1.87%
J.W. Cole Advisors, Inc.20,808$192.0 萬0.03%
Catalyst Funds Management Pty Ltd20,450$188.7 萬0.11%
Coastal Bridge Advisors, LLC20,281$187.1 萬0.12%
Harmony Asset Management LLC19,156$176.8 萬0.47%
Lederer & Associates Investment Counsel17,601$162.4 萬1.07%
Simplex Trading, LLC17,455$161.1 萬0.04%
Fairtree Asset Management (Pty) Ltd17,454$161.0 萬0.62%
Menard Financial Group LLC17,401$160.6 萬0.87%
Axq Capital, LP16,411$151.4 萬0.16%
New England Research & Management, Inc.16,325$150.6 萬0.59%
Atlanta Consulting Group Advisors, LLC15,629$144.2 萬0.23%
Peak Asset Management, LLC14,563$134.4 萬0.20%
Quantitative Investment Management, LLC14,257$131.5 萬0.14%
Alps Advisors Inc14,049$129.6 萬0.01%
New Age Alpha Advisors, LLC13,200$121.8 萬0.05%
Paragon Capital Management Inc12,416$114.6 萬0.86%
Diametric Capital, LP12,134$112.0 萬0.12%
Portland Global Advisors LLC11,534$106.4 萬0.10%
Axxcess Wealth Management, LLC11,497$106.1 萬0.02%
Thomasville National Bank11,203$103.4 萬0.06%
Oxford Asset Management LLP10,392$95.9 萬0.47%
Vima LLC10,351$95.5 萬0.93%
Stonebridge Financial Group, LLC10,085$93.0 萬0.13%
EntryPoint Capital, LLC9,602$88.6 萬0.22%
Pitcairn Wealth Advisors LLC9,258$85.4 萬0.09%
LMG Wealth Partners, LLC9,013$83.2 萬0.13%
Scharf Investments, LLC8,859$81.7 萬0.03%
Hedges Asset Management LLC8,700$80.3 萬0.53%
R Squared Ltd8,099$74.7 萬0.39%
Mosaic Family Wealth Partners, LLC7,643$70.5 萬0.05%
Proficio Capital Partners LLC7,549$69.7 萬0.03%
Goldstein Advisors, LLC6,916$63.8 萬0.06%
Blueshift Asset Management, LLC6,763$62.4 萬0.14%
Heritage Wealth Management, Inc.6,733$62.1 萬0.15%
SS&H Financial Advisors, Inc.5,899$54.4 萬0.14%
LMR Partners LLP5,865$54.1 萬0.00%
Prairie Wealth Advisors, Inc.0$51.9 萬0.12%
Willow Creek Capital Management, Inc.5,475$50.5 萬0.49%
Montchanin Asset Management, LLC5,325$49.1 萬0.50%
Maridea Wealth Management LLC5,314$49.0 萬0.05%
Continuum Advisory, LLC4,966$45.8 萬0.04%
Oversea-Chinese Banking CORP Ltd4,949$45.7 萬0.01%
Brookwood Investment Group LLC4,744$43.8 萬0.05%
Storgate, LLC4,264$39.3 萬0.08%
Prelude Capital Management, LLC3,914$36.1 萬0.03%
Confluence Wealth Services, Inc.3,645$33.6 萬0.01%
Mendel Money Management3,390$31.3 萬0.11%
Veratis Advisors, Inc.3,314$30.6 萬0.22%
Lewis Asset Management, LLC3,261$30.1 萬0.11%
Johnson Financial Group, LLC3,182$29.4 萬0.02%
Jackson Thornton Asset Management, LLC3,163$29.2 萬0.02%
Vanguard Capital Wealth Advisors3,100$28.6 萬0.19%
Quantessence Capital LLC2,963$27.3 萬0.80%
Cornerstone Wealth, LLC2,645$27.2 萬0.14%
Tempo Wealth, LLC2,916$26.9 萬0.04%
Keynote Financial Services LLC2,913$26.9 萬0.13%
Baker Tilly Wealth Management, LLC2,910$26.9 萬0.06%
Interchange Capital Partners, LLC2,893$26.7 萬0.05%
nVerses Capital, LLC2,889$26.7 萬0.41%
James J. Burns & Company, LLC2,882$26.6 萬0.03%
Basso Capital Management, L.P.2,850$26.3 萬0.06%
Argos Wealth Advisors, LLC2,849$26.3 萬0.07%
BWM Planning, LLC2,772$25.6 萬0.06%

清倉機構(160 家)

2026 年第 1 季季末持有 Schwab Charles Corp、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 160 家。

2026 年第 2 季清倉 SCHW 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Farallon Capital Management, L.L.C.3,955,657$3.72 億
Newlands Management Operations LLC3,196,166$3.00 億
Alyeska Investment Group, L.P.740,097$6,955 萬
Azora Capital LP589,547$5,541 萬
Delta Global Management LP533,493$5,014 萬
Holocene Advisors, LP481,172$4,522 萬
Cercano Management LLC390,217$3,667 萬
Longaeva Partners L.P.349,153$3,281 萬
Blue Sparrow, LLC346,110$3,253 萬
Capital Research Global Investors329,573$3,097 萬
Adams Diversified Equity Fund, Inc.322,800$3,034 萬
MKP Capital Management, L.L.C.300,000$2,819 萬
Clough Capital Partners L P270,966$2,547 萬
Gillson Capital LP227,600$2,139 萬
Mizuho Markets Cayman LP179,240$1,684 萬
Vivaldi Capital Management, LLC159,402$1,498 萬
Think Investments LP146,000$1,372 萬
Connors Investor Services Inc136,726$1,285 萬
Moore Capital Management, LP123,360$1,159 萬
Westend Capital Management, LLC120,330$1,131 萬
Cinctive Capital Management LP87,113$818.7 萬
SIH Partners, LLLP68,857$647.1 萬
Ayrshire Capital Management LLC61,896$581.7 萬
FJ Capital Management LLC61,883$581.6 萬
Ibex Wealth Advisors59,355$557.8 萬
Sculptor Capital LP53,000$498.1 萬
Chase Investment Counsel Corp47,626$447.5 萬
Quadrant Private Wealth Management, LLC47,558$446.9 萬
Maltese Capital Management LLC45,200$424.8 萬
Oddo BHF Asset Management SAS36,859$346.4 萬
Convergence Investment Partners, LLC35,293$331.7 萬
CSM Advisors, LLC34,879$327.8 萬
Oak Thistle LLC31,203$293.2 萬
J. Goldman & Co LP29,997$281.9 萬
Concentric Capital Strategies, LP29,970$281.7 萬
Stony Point Wealth Management Inc.29,965$281.6 萬
EPG Wealth Management LLC28,762$270.3 萬
SummitTX Capital, L.P.26,841$252.3 萬
Horizon Investment Services, LLC26,099$245.3 萬
Kiker Wealth Management, LLC23,283$218.8 萬
Element Squared LLC23,180$217.8 萬
Fox Run Management, L.L.C.23,123$215.2 萬
Havemeyer Place LP22,788$214.2 萬
Brant Point Investment Management LLC21,109$198.4 萬
Winton Group Ltd15,008$141.0 萬
Lecap Asset Management Ltd14,203$133.5 萬
Blue Jean Financial LLC13,791$129.6 萬
Bridgefront Capital, LLC12,268$115.3 萬
Empirical Asset Management, LLC12,070$113.4 萬
CenterBook Partners LP12,070$113.4 萬
Evoke Wealth, LLC11,902$111.9 萬
Accuvest Global Advisors9,584$90.1 萬
Bain Capital Public Equity, LP9,425$88.6 萬
Farringdon Capital, Ltd.8,028$75.4 萬
Capital Markets Trading UK LLP7,962$74.8 萬
Orser Capital Management, LLC7,936$74.6 萬
SkyView Investment Advisors, LLC7,838$73.7 萬
Neville Rodie & Shaw Inc7,735$72.7 萬
Marathon Trading Investment Management LLC7,500$70.5 萬
Secured Retirement Advisors, LLC6,729$63.2 萬
Essex LLC6,373$59.9 萬
Alpine Woods Capital Investors, LLC6,218$58.4 萬
Tributary Capital Management, LLC5,650$53.1 萬
Focused Alpha, LLC5,626$52.9 萬
Sbe LLC Dba Cedar Cove Wealth Partners5,291$49.7 萬
Empire Financial Management Company, LLC5,000$47.0 萬
Lester Murray Antman dba SimplyRich4,510$42.3 萬
denkapparat Operations GmbH4,214$39.6 萬
Fieldview Capital Management, LLC4,199$39.5 萬
Chicago Trust Co NA4,193$39.4 萬
SCS Capital Management LLC4,101$38.5 萬
Two Sigma Securities, LLC4,051$38.1 萬
Prostatis Group LLC4,032$37.9 萬
Pathfinder Wealth Consulting, Inc.3,940$37.0 萬
BW Gestao de Investimentos Ltda.3,935$37.0 萬
Marion Wealth Management3,578$33.6 萬
Sierra Summit Advisors LLC3,400$32.0 萬
Itau Unibanco Holding S.A.3,384$31.8 萬
Teza Capital Management LLC3,305$31.1 萬
Farmers National Bank3,282$30.8 萬
Moran Wealth Management, LLC3,189$30.0 萬
Holderness Investments Co3,166$29.8 萬
Brian Low Financial Group, LLC3,137$29.5 萬
RWM Asset Management, LLC3,115$29.3 萬
Sapient Capital LLC3,112$29.2 萬
St. Nicholas Private Asset Management, Inc3,080$28.9 萬
Alvarez & Marsal Private Wealth Partners, LLC3,074$28.9 萬
QTR Family Wealth, LLC2,896$28.5 萬
Armistice Capital, LLC3,025$28.4 萬
Martel Wealth Advisors Inc3,000$28.2 萬
Drive Wealth Management, LLC2,983$28.0 萬
WealthShield Partners, LLC2,940$27.6 萬
Gillespie Robinson & Grimm Inc2,725$25.6 萬
49 Wealth Management, LLC2,675$25.1 萬
Twin Tree Management, LP2,643$24.8 萬
Mirabella Financial Services LLP2,608$24.5 萬
EJMK Ventures LLC2,601$24.4 萬
DV Trading LLC2,600$24.4 萬
Meadow Creek Wealth Advisors LLC2,593$24.4 萬
Oasis Advisors, LLC2,596$24.4 萬

尚未申報 2026 年第 2 季的機構(31 家)

2026 年第 1 季季末持有 Schwab Charles Corp、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。