증권 기록 · 과거 분기 (아카이브)
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
180추적 보유자
-4Δ 보유자
1.15B보유 주식 수
$108.59B보고 가치
+3신규 편입 포지션
−8청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -2.2% ·
주식 흐름 -0.9% ·
순 신규 포지션 -2.8%
· 산식
광범위한 분산: 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 4.73M | $459.93M | n/a | −3 |
| 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 |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 75.00M | -2.0% | $7.05B | 3.9% | ▼ Trim | 8 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (패시브) | 72.76M | +0.2% | $6.84B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 48.64M | -0.9% | $4.57B | 0.5% | ▼ Trim | 8 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (패시브) | 38.69M | +2.7% | $3.62B | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ ×7 |
| 7 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ ×16 |
| 8 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ ×9 |
| 9 | PRIMECAP Management ✦ | 23.44M | +0.7% | $2.20B | 1.7% | ▲ Add | 8 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 22.22M | +1.8% | $2.09B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ ×24 |
| 12 | Harris Associates (Oakmark) ✦ | 21.81M | -1.0% | $2.05B | 2.7% | ▼ Trim | 8 | SEC ↗ ×2 |
| 13 | Invesco Ltd. | 16.96M | +3.2% | $1.59B | 0.2% | ▲ Add | 2 | SEC ↗ ×22 |
| 14 | Northern Trust Corp | 16.36M | -1.4% | $1.54B | 0.2% | ▼ Trim | 2 | SEC ↗ ×11 |
| 15 | Bank of New York Mellon Corp | 16.16M | +22.9% | $1.52B | 0.3% | ▲ Add | 2 | SEC ↗ ×25 |
| 16 | Bank Of America Corp /De/ | 15.62M | +3.5% | $1.47B | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 17 | Viking Global Investors ✦ | 14.66M | +5.7% | $1.38B | 3.9% | ▲ Add | 7 | SEC ↗ |
| 18 | Alliancebernstein L.P. | 12.53M | -5.0% | $1.25B | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | UBS AM, a distinct business unit of… | 11.88M | +5.7% | $1.12B | 0.2% | ▲ Add | 2 | SEC ↗ ×11 |
| 20 | Goldman Sachs Group ✦ | 11.37M | +16.6% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 21 | Legal & General Group Plc | 10.07M | +5.2% | $946.58M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Charles Schwab Investment… | 9.59M | +2.4% | $901.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Brown Advisory Inc | 9.14M | -25.0% | $859.17M | 1.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Ameriprise Financial Inc | 8.77M | -3.2% | $824.42M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 25 | Bamco Inc /Ny/ | 7.46M | +5.7% | $701.50M | 2.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 5.74M | +1.1% | $539.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Envestnet Asset Management Inc | 5.62M | +3.4% | $528.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Amundi | 5.59M | -13.7% | $524.94M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 29 | Boston Partners | 5.49M | +17.8% | $515.67M | 0.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 30 | Two Sigma Investments ✦ | 5.36M | +107.8% | $503.76M | 0.4% | ▲ Add | 8 | SEC ↗ |
| 31 | Deutsche Bank Ag\ | 5.31M | -11.3% | $499.35M | 0.2% | ▼ Trim | 2 | SEC ↗ ×14 |
| 32 | Royal Bank Of Canada | 4.86M | -3.8% | $457.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×13 |
| 33 | Barclays Plc | 4.15M | -2.1% | $390.10M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 34 | Clearbridge Investments, LLC | 3.96M | -9.5% | $371.90M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 35 | Canada Pension Plan Investment Board | 3.62M | -12.4% | $340.15M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | Nordea Investment Management Ab | 3.67M | +6.8% | $339.59M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Wells Fargo & Company/Mn | 3.58M | +10.3% | $336.06M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 38 | Hsbc Holdings Plc | 3.42M | -56.7% | $321.66M | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 39 | First Trust Advisors Lp | 3.38M | +29.0% | $317.39M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 3.35M | +28.9% | $314.79M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 41 | California Public Employees… | 3.03M | -16.6% | $284.42M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 42 | Arrowstreet Capital ✦ | 2.95M | -10.3% | $277.44M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 43 | Voya Investment Management Llc | 2.91M | +73.6% | $273.93M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Rhumbline Advisers | 2.89M | -1.8% | $271.67M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 45 | Lazard Asset Management Llc | 2.86M | +9.5% | $269.14M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Principal Financial Group Inc | 2.85M | -10.4% | $268.01M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Bank Of Montreal /Can/ | 2.77M | -8.9% | $259.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 48 | Raymond James Financial Inc | 2.73M | +13.2% | $256.77M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 49 | D. E. Shaw & Co. ✦ | 2.62M | -67.1% | $245.83M | 0.2% | ▼ Trim | 8 | SEC ↗ ×2 |
| 50 | California State Teachers… | 2.60M | -4.0% | $244.25M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 51 | American Century Companies Inc | 2.58M | -8.5% | $242.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 52 | Prudential Financial Inc | 2.53M | +10.8% | $237.94M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Us Bancorp \De\ | 2.29M | -0.2% | $215.15M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 54 | Mariner, LLC | 2.12M | +282.5% | $199.35M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 55 | Janus Henderson Group Plc | 2.07M | -69.8% | $194.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 56 | AQR Capital Management ✦ | 2.00M | -13.8% | $188.41M | 0.1% | ▼ Trim | 8 | SEC ↗ ×11 |
| 57 | Citigroup Inc | 1.92M | +22.9% | $180.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 58 | Sei Investments Co | 1.92M | +29.0% | $180.82M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | LPL Financial LLC | 1.79M | +0.7% | $168.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Manufacturers Life Insurance… | 1.79M | -9.4% | $168.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | New York State Common Retirement… | 1.78M | -1.5% | $167.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 62 | Danske Bank A/S | 1.69M | +1.7% | $158.48M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 63 | Jones Financial Companies Lllp | 1.70M | +1580.3% | $157.28M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Adage Capital Partners ✦ | 1.67M | -2.5% | $156.60M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 65 | State Board Of Administration Of… | 1.49M | 0.0% | $139.96M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 66 | Aviva Plc | 1.48M | +2.5% | $138.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 67 | Markel Group ✦ | 1.38M | +0.6% | $130.05M | 1.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 68 | Federated Hermes, Inc. | 1.35M | +74.4% | $126.51M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 69 | Royal London Asset Management Ltd | 1.33M | +0.1% | $125.36M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 70 | Truist Financial Corp | 1.32M | -6.2% | $124.27M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 71 | Parnassus Investments, Llc | 1.28M | -0.9% | $120.74M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 72 | Schroder Investment Management Group | 1.22M | n/a | $113.86M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 73 | Stifel Financial Corp | 1.14M | +9.2% | $107.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 74 | Victory Capital Management Inc | 1.13M | +18.3% | $105.88M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 1.13M | -5.8% | $105.79M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 76 | Assetmark, Inc | 1.11M | +10.5% | $104.69M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 77 | Zurcher Kantonalbank (Zurich… | 1.01M | -2.4% | $94.59M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 78 | Robeco Institutional Asset… | 964.46K | -36.3% | $90.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 79 | State Of Wisconsin Investment Board | 930.46K | +2.1% | $87.44M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 80 | Cibc World Market Inc. | 910.14K | +258.7% | $85.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Blair William & Co/Il | 890.35K | +24.1% | $83.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 82 | Mackenzie Financial Corp | 850.40K | +31.8% | $79.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Balyasny Asset Management L.P. | 813.45K | -70.1% | $76.45M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 84 | Swedbank AB | 796.02K | +1.0% | $74.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Td Asset Management Inc | 742.69K | +1.4% | $69.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 86 | FIL Ltd | 738.46K | +1.7% | $69.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Nomura Asset Management Co Ltd | 731.38K | +20.4% | $68.73M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 88 | Asset Management One Co., Ltd. | 729.70K | -1.0% | $68.58M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 89 | Nomura Asset Management… | 726.07K | -15.0% | $68.24M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 90 | Toronto Dominion Bank | 673.10K | -15.1% | $63.26M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Millennium Management ✦ | 651.51K | -82.0% | $61.23M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 92 | Ninety One UK Ltd | 578.21K | -4.8% | $54.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 93 | Mml Investors Services, Llc | 575.02K | -16.9% | $54.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 94 | CIBC Asset Management Inc | 542.33K | +30.7% | $50.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 95 | Northwestern Mutual Wealth… | 505.83K | +203.3% | $47.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Fifth Third Bancorp | 479.56K | +238.8% | $45.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 97 | Bank Of Nova Scotia | 470.92K | -64.1% | $44.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 98 | First Manhattan Co. Llc. | 464.10K | +0.8% | $43.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | Wellington Management ✦ | 433.62K | +2792.8% | $40.75M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 100 | Pnc Financial Services Group, Inc. | 403.15K | +5.8% | $37.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Norges Bank | $1.99B | 이었음 0.2% |
| Marshall Wace | $286.34M | 이었음 0.3% |
| Renaissance Technologies | $180.91M | 이었음 0.3% |
| Peak6 Llc | $9.52M | 이었음 0.1% |
| Group One Trading Llc | $2.69M | 이었음 0.1% |
| Grantham, Mayo, Van Otterloo… | $1.34M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 2,301 보유 기관, 1.34B 주식, $119.45B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Sep 01
Hathi Neesha
Officer · 3.18K 주(sh) · $346,428
Aug 28
Hathi Neesha
Officer · 3.18K 주(sh) · $343,498
Aug 28
Bettinger Walter W
Officer, Director · 74.39K 주(sh) · $8.25M
Aug 26
Schwab-Pomerantz Carolyn
Director · 9.18K 주(sh) · $1.00M
Aug 24
Bettinger Walter W
Officer, Director · 176.21K 주(sh) · $20.00M
Aug 24
Schwab Charles R.
Officer, Director · 117.00K 주(sh) · $13.24M
Aug 17
Beatty Jonathan S
Officer · 1.00K 주(sh) · $111,330
Aug 14
Craig Jonathan M.
Officer · 21.87K 주(sh) · $2.43M
Aug 13
Howard Dennis
Officer · 2.20K 주(sh) · $241,780
Aug 12
Schwab Charles R.
Officer, Director · 46.41K 주(sh) · $5.02M
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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