有価証券レコード · アーカイブ済み四半期

SCHW

The Charles Schwab Corporation · Financial Services · Financial - Capital Markets

91.44 -0.2% 時価総額 $158.13B 株価は遅延表示（FMP） · 時点 Oct 22 21:08 UTC · 下記ファイリングデータとは別個

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

183追跡対象保有者

0Δ保有者数

1.22B保有株数

$121.40B報告済み評価額

+1新規ポジション

−0解消銘柄

Falling コンビクションスコア 51/100 6 追跡株式数が増加した四半期数 ●●●●●● 算出方法 → リサーチデスクで解説する →

モメンタム指標（同類マネージャー）：保有者の広がり 0.0% · 株式フロー -5.9% · 新規ネットポジション数 +0.5% · 計算式

すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025

保有状況の推移

四半期	保有者	Δ	株数	報告済み評価額	新規	解消銘柄
Q3 2026	4	0	4.73M	$459.93M	n/a	−2
Q2 2026	179	+3	1.17B	$108.97B	+7	−5
Q1 2026	180	-4	1.15B	$108.59B	+3	−8
Q4 2025	183	0	1.22B	$121.40B	+1	n/a
Q3 2025	29	+1	846.46M	$80.79B	+1	−1
Q2 2025	26	-1	718.26M	$65.52B	n/a	−1
Q1 2025	24	0	451.43M	$35.33B	+1	−1
Q4 2024	24	+1	375.21M	$27.76B	+2	−1
Q3 2024	22	+2	294.39M	$19.07B	+3	−1
Q2 2024	20	n/a	280.44M	$20.66B	n/a	n/a

保有者数

保有者情報 · Q4 2025

#	運用会社	株数	Δ株式数	時価	そのウェイト		保有中
1	The Vanguard Group ✦ (パッシブ)	150.53M	-0.7%	$15.04B	0.2%	▼ Trim	3	SEC ↗ ×6
2	BlackRock ✦ (パッシブ)	134.17M	+1.4%	$13.40B	0.2%	▲ Add	3	SEC ↗ ×23
3	Dodge & Cox ✦	76.51M	-7.9%	$7.64B	4.1%	▼ Trim	7	SEC ↗
4	State Street Global Advisors ✦ (パッシブ)	72.63M	-0.7%	$7.26B	0.2%	▼ Trim	5	SEC ↗
5	JPMorgan Chase ✦	67.19M	-44.5%	$6.71B	0.5%	▼ Trim	2	SEC ↗ ×23
6	T. Rowe Price ✦	49.10M	-14.5%	$4.91B	0.5%	▼ Trim	7	SEC ↗ ×2
7	Geode Capital Management ✦ (パッシブ)	37.67M	+0.3%	$3.75B	0.2%	▲ Add	7	SEC ↗ ×2
8	Fidelity (FMR) ✦	33.83M	+7.3%	$3.38B	0.2%	▲ Add	3	SEC ↗ ×7
9	Franklin Resources Inc	30.18M	n/a	$3.02B	0.7%	n/c	1	SEC ↗ ×15
10	PRIMECAP Management ✦	23.28M	+9.8%	$2.33B	1.8%	▲ Add	7	SEC ↗
11	Morgan Stanley ✦	23.23M	-6.0%	$2.32B	0.1%	▼ Trim	2	SEC ↗ ×24
12	Harris Associates (Oakmark) ✦	22.03M	+3.8%	$2.20B	2.8%	▲ Add	7	SEC ↗ ×2
13	Fisher Asset Management ✦	21.82M	+0.8%	$2.18B	0.7%	▲ Add	7	SEC ↗
14	Norges Bank ✦ (パッシブ)	19.96M	新規	$1.99B	0.2%	New	1	SEC ↗
15	Artisan Partners Limited Partnership	17.21M	n/a	$1.72B	2.6%	n/c	1	SEC ↗
16	Northern Trust Corp	16.60M	n/a	$1.66B	0.2%	n/c	1	SEC ↗ ×11
17	Invesco Ltd.	16.43M	n/a	$1.64B	0.2%	n/c	1	SEC ↗ ×23
18	Massachusetts Financial Services Co…	15.37M	n/a	$1.54B	0.5%	n/c	1	SEC ↗ ×9
19	Bank Of America Corp /De/	15.09M	n/a	$1.51B	0.1%	n/c	1	SEC ↗ ×8
20	Viking Global Investors ✦	13.87M	-16.3%	$1.39B	3.7%	▼ Trim	6	SEC ↗
21	Alliancebernstein L.P.	13.19M	n/a	$1.32B	0.4%	n/c	1	SEC ↗ ×2
22	Bank of New York Mellon Corp	13.15M	n/a	$1.31B	0.2%	n/c	1	SEC ↗ ×25
23	Brown Advisory Inc	12.20M	n/a	$1.22B	1.7%	n/c	1	SEC ↗ ×4
24	UBS AM, a distinct business unit of…	11.24M	n/a	$1.12B	0.2%	n/c	1	SEC ↗ ×11
25	Goldman Sachs Group ✦	9.76M	+3.5%	$974.77M	0.1%	▲ Add	2	SEC ↗ ×6
26	Legal & General Group Plc	9.57M	n/a	$956.22M	0.2%	n/c	1	SEC ↗ ×3
27	Charles Schwab Investment…	9.37M	n/a	$935.94M	0.1%	n/c	1	SEC ↗
28	Ameriprise Financial Inc	9.07M	n/a	$905.85M	0.2%	n/c	1	SEC ↗ ×8
29	Baird Financial Group, Inc.	7.98M	n/a	$796.85M	1.2%	n/c	1	SEC ↗ ×2
30	D. E. Shaw & Co. ✦	7.94M	+3.6%	$793.49M	0.6%	▲ Add	7	SEC ↗ ×2
31	Hsbc Holdings Plc	7.91M	n/a	$791.98M	0.2%	n/c	1	SEC ↗ ×30
32	UBS Group AG	7.37M	n/a	$735.88M	0.1%	n/c	1	SEC ↗ ×5
33	Bamco Inc /Ny/	7.06M	n/a	$705.40M	1.9%	n/c	1	SEC ↗
34	Janus Henderson Group Plc	6.86M	n/a	$685.65M	0.3%	n/c	1	SEC ↗ ×6
35	Amundi	6.47M	n/a	$646.55M	0.2%	n/c	1	SEC ↗ ×7
36	Deutsche Bank Ag\	5.99M	n/a	$598.58M	0.2%	n/c	1	SEC ↗ ×14
37	Nuveen, LLC	5.81M	n/a	$580.19M	0.2%	n/c	1	SEC ↗ ×3
38	Dimensional Fund Advisors Lp	5.68M	n/a	$567.70M	0.1%	n/c	1	SEC ↗ ×5
39	Envestnet Asset Management Inc	5.44M	n/a	$543.46M	0.2%	n/c	1	SEC ↗
40	Royal Bank Of Canada	5.05M	n/a	$504.81M	0.1%	n/c	1	SEC ↗ ×14
41	Citadel Advisors ✦	4.73M	+21.2%	$472.69M	0.3%	▲ Add	7	SEC ↗ ×2
42	Boston Partners	4.66M	n/a	$465.72M	0.5%	n/c	1	SEC ↗ ×4
43	Clearbridge Investments, LLC	4.37M	n/a	$436.88M	0.3%	n/c	1	SEC ↗
44	Barclays Plc	4.24M	n/a	$423.56M	0.2%	n/c	1	SEC ↗ ×5
45	Canada Pension Plan Investment Board	4.13M	n/a	$412.73M	0.3%	n/c	1	SEC ↗
46	National Pension Service	4.06M	n/a	$405.60M	0.3%	n/c	1	SEC ↗
47	Sumitomo Mitsui Trust Group, Inc.	3.82M	n/a	$382.02M	0.2%	n/c	1	SEC ↗
48	California Public Employees…	3.63M	n/a	$362.68M	0.2%	n/c	1	SEC ↗
49	Millennium Management ✦	3.63M	-15.8%	$362.26M	0.3%	▼ Trim	7	SEC ↗
50	Mitsubishi UFJ Asset Management…	3.57M	n/a	$362.16M	0.2%	n/c	1	SEC ↗
51	Nordea Investment Management Ab	3.44M	n/a	$344.41M	0.3%	n/c	1	SEC ↗ ×3
52	Arrowstreet Capital ✦	3.29M	-38.2%	$328.67M	0.2%	▼ Trim	7	SEC ↗
53	Wells Fargo & Company/Mn	3.24M	n/a	$323.99M	0.1%	n/c	1	SEC ↗ ×5
54	Principal Financial Group Inc	3.18M	n/a	$318.18M	0.2%	n/c	1	SEC ↗ ×3
55	Bank Of Montreal /Can/	3.04M	n/a	$303.29M	0.1%	n/c	1	SEC ↗ ×9
56	Rhumbline Advisers	2.94M	n/a	$294.17M	0.2%	n/c	1	SEC ↗
57	Marshall Wace ✦	2.87M	+80.4%	$286.34M	0.3%	▲ Add	7	SEC ↗ ×5
58	American Century Companies Inc	2.82M	n/a	$281.96M	0.1%	n/c	1	SEC ↗
59	Balyasny Asset Management L.P.	2.72M	n/a	$272.10M	0.5%	n/c	1	SEC ↗
60	Ensign Peak Advisors, Inc	2.71M	n/a	$270.79M	0.5%	n/c	1	SEC ↗
61	California State Teachers…	2.71M	n/a	$270.41M	0.3%	n/c	1	SEC ↗
62	Point72 Asset Management ✦	2.64M	-3.8%	$264.04M	0.4%	▼ Trim	5	SEC ↗
63	DZ BANK AG Deutsche Zentral…	2.63M	n/a	$262.84M	0.2%	n/c	1	SEC ↗ ×5
64	First Trust Advisors Lp	2.62M	n/a	$261.56M	0.2%	n/c	1	SEC ↗
65	Lazard Asset Management Llc	2.62M	n/a	$261.27M	0.4%	n/c	1	SEC ↗ ×3
66	Bnp Paribas Financial Markets	2.60M	n/a	$259.70M	0.2%	n/c	1	SEC ↗
67	Two Sigma Investments ✦	2.58M	+0.9%	$257.68M	0.4%	▲ Add	7	SEC ↗
68	Capital International Investors	2.52M	n/a	$252.18M	0.0%	n/c	1	SEC ↗
69	Raymond James Financial Inc	2.41M	n/a	$241.08M	0.1%	n/c	1	SEC ↗ ×5
70	Neuberger Berman Group LLC	2.41M	n/a	$241.04M	0.2%	n/c	1	SEC ↗ ×2
71	AQR Capital Management ✦	2.33M	-24.6%	$232.39M	0.1%	▼ Trim	7	SEC ↗ ×9
72	Us Bancorp \De\	2.29M	n/a	$229.23M	0.3%	n/c	1	SEC ↗ ×5
73	Prudential Financial Inc	2.29M	n/a	$228.31M	0.3%	n/c	1	SEC ↗ ×2
74	Focus Partners Wealth	2.10M	n/a	$209.95M	0.2%	n/c	1	SEC ↗
75	Assenagon Asset Management S.A.	2.10M	n/a	$209.38M	0.3%	n/c	1	SEC ↗
76	Russell Investments Group, Ltd.	2.01M	n/a	$201.45M	0.2%	n/c	1	SEC ↗ ×23
77	Manufacturers Life Insurance…	1.98M	n/a	$197.66M	0.2%	n/c	1	SEC ↗
78	Renaissance Technologies ✦	1.81M	+77.2%	$180.91M	0.3%	▲ Add	6	SEC ↗
79	New York State Common Retirement…	1.80M	n/a	$180.34M	0.2%	n/c	1	SEC ↗
80	LPL Financial LLC	1.78M	n/a	$177.95M	0.0%	n/c	1	SEC ↗
81	Adage Capital Partners ✦	1.71M	+2.8%	$170.81M	0.3%	▲ Add	7	SEC ↗
82	Healthcare Of Ontario Pension Plan…	1.71M	n/a	$170.36M	0.3%	n/c	1	SEC ↗
83	Voya Investment Management Llc	1.68M	n/a	$167.79M	0.2%	n/c	1	SEC ↗ ×2
84	Danske Bank A/S	1.66M	n/a	$165.70M	0.4%	n/c	1	SEC ↗ ×3
85	Allianz Asset Management GmbH	1.61M	n/a	$161.20M	0.2%	n/c	1	SEC ↗ ×3
86	Bank Julius Baer & Co. Ltd, Zurich	1.61M	n/a	$161.07M	0.4%	n/c	1	SEC ↗
87	Connor, Clark & Lunn Investment…	1.57M	n/a	$157.23M	0.4%	n/c	1	SEC ↗
88	Citigroup Inc	1.57M	n/a	$156.46M	0.1%	n/c	1	SEC ↗ ×5
89	Corient Private Wealth LP	1.62M	n/a	$152.81M	0.1%	n/c	1	SEC ↗ ×6
90	Robeco Institutional Asset…	1.51M	n/a	$151.17M	0.2%	n/c	1	SEC ↗
91	Qube Research & Technologies Ltd	1.51M	n/a	$150.95M	0.2%	n/c	1	SEC ↗
92	Sei Investments Co	1.49M	n/a	$149.06M	0.1%	n/c	1	SEC ↗ ×2
93	State Board Of Administration Of…	1.49M	n/a	$148.82M	0.3%	n/c	1	SEC ↗
94	Aviva Plc	1.44M	n/a	$144.20M	0.2%	n/c	1	SEC ↗
95	Truist Financial Corp	1.41M	n/a	$140.87M	0.2%	n/c	1	SEC ↗ ×3
96	Markel Group ✦	1.38M	+0.8%	$137.46M	1.1%	▲ Add	7	SEC ↗ ×2
97	Aberdeen Group plc	1.35M	n/a	$134.57M	0.2%	n/c	1	SEC ↗ ×3
98	Royal London Asset Management Ltd	1.33M	n/a	$133.13M	0.3%	n/c	1	SEC ↗
99	Korea Investment CORP	1.33M	n/a	$132.71M	0.3%	n/c	1	SEC ↗
100	Bank Of Nova Scotia	1.31M	n/a	$130.92M	0.2%	n/c	1	SEC ↗

「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。

新規買い手

Norges Bank	$1.99B	0.2%

ポジション解消済み

今四半期は追跡されたエグジットがありません。

市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 2,301 保有者, 1.34B 株式数, $119.45B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。

共同保有が多い銘柄

この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。

GOOGL182共有保有者 AMZN182共有保有者 MSFT181共有保有者 LLY179共有保有者 META179共有保有者

インサイダー取引

市場内買い付け (P)

カバレッジ期間内にインサイダーによる市場内買い付けはありません。

市場内売却 (S)

Sep 01 Hathi Neesha

Officer · 3.18K 株 · $346,428

Aug 28 Hathi Neesha

Officer · 3.18K 株 · $343,498

Aug 28 Bettinger Walter W

Officer, Director · 74.39K 株 · $8.25M

Aug 26 Schwab-Pomerantz Carolyn

Director · 9.18K 株 · $1.00M

Aug 24 Bettinger Walter W

Officer, Director · 176.21K 株 · $20.00M

Aug 24 Schwab Charles R.

Officer, Director · 117.00K 株 · $13.24M

Aug 17 Beatty Jonathan S

Officer · 1.00K 株 · $111,330

Aug 14 Craig Jonathan M.

Officer · 21.87K 株 · $2.43M

Aug 13 Howard Dennis

Officer · 2.20K 株 · $241,780

Aug 12 Schwab Charles R.

Officer, Director · 46.41K 株 · $5.02M

株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。方法論

出典: 解析済み13F普通株ポジションに基づく保有状況（追跡ユニバース、変化の比較セット）；インサイダー行はフォーム3/4/5から取得；持分比率はスケジュール13D/13Gから取得；すべてのファイリングはSEC EDGAR上の原本にリンクされています。報告期間: Q4 2025 · 方法論 · APIで取得する