سجل الورقة المالية
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
181الحاملون المتتبعون
+3Δ المساهمون
1.18Bالأسهم المحتفظ بها
$109.63Bالقيمة المُبلَّغ عنها
+7المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.7% ·
تدفق الأسهم +1.3% ·
المراكز الجديدة الصافية +2.2%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | +3 | 1.18B | $109.63B | +7 | −3 |
| Q1 2026 | 180 | -4 | 1.15B | $108.59B | +3 | −8 |
| Q4 2025 | 183 | 0 | 1.22B | $121.40B | +1 | — |
| Q3 2025 | 29 | +1 | 846.46M | $80.79B | +1 | −1 |
| Q2 2025 | 26 | -1 | 718.26M | $65.52B | — | −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 | — | 280.44M | $20.66B | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 134.41M | +0.9% | $12.40B | 0.2% | ▲ Add | 5 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 107.33M | -0.9% | $9.90B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Dodge & Cox ✦ | 76.97M | +2.6% | $7.10B | 3.7% | ▲ Add | 9 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (سلبي) | 73.17M | +0.6% | $6.75B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 49.17M | -33.4% | $4.45B | 0.3% | ▼ Trim | 4 | SEC ↗ ×22 |
| 6 | Fidelity (FMR) ✦ | 44.27M | +24.0% | $4.08B | 0.2% | ▲ Add | 5 | SEC ↗ ×7 |
| 7 | T. Rowe Price ✦ | 43.29M | -11.0% | $3.99B | 0.4% | ▼ Trim | 9 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (سلبي) | 37.29M | -3.6% | $3.43B | 0.2% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Franklin Resources Inc | 36.48M | +14.6% | $3.37B | 0.7% | ▲ Add | 3 | SEC ↗ ×16 |
| 10 | PRIMECAP Management ✦ | 25.12M | +7.2% | $2.32B | 1.4% | ▲ Add | 9 | SEC ↗ |
| 11 | Harris Associates (Oakmark) ✦ | 24.20M | +10.9% | $2.23B | 3.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 12 | Massachusetts Financial Services Co… | 13.36M | -8.0% | $2.13B | 0.7% | ▼ Trim | 3 | SEC ↗ ×9 |
| 13 | Morgan Stanley ✦ | 22.79M | +3.5% | $2.10B | 0.1% | ▲ Add | 4 | SEC ↗ ×24 |
| 14 | Norges Bank ✦ (سلبي) | 22.66M | جديد | $2.09B | 0.2% | New | 1 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 21.95M | -1.2% | $2.03B | 0.6% | ▼ Trim | 9 | SEC ↗ |
| 16 | Artisan Partners Limited Partnership | 18.93M | +8.5% | $1.75B | 2.8% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 15.99M | +2.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | Northern Trust Corp | 15.95M | -2.5% | $1.47B | 0.2% | ▼ Trim | 3 | SEC ↗ ×11 |
| 19 | Invesco Ltd. | 13.09M | -22.8% | $1.21B | 0.1% | ▼ Trim | 3 | SEC ↗ ×22 |
| 20 | Goldman Sachs Group ✦ | 12.65M | +11.2% | $1.17B | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 21 | Ameriprise Financial Inc | 12.53M | +42.8% | $1.16B | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 22 | UBS AM, a distinct business unit of… | 11.84M | -0.3% | $1.09B | 0.2% | ▼ Trim | 3 | SEC ↗ ×11 |
| 23 | Bamco Inc /Ny/ | 11.66M | +56.1% | $1.08B | 1.6% | ▲ Add | 3 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 11.23M | -10.4% | $1.06B | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Viking Global Investors ✦ | 10.64M | -27.4% | $981.65M | 2.8% | ▼ Trim | 8 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 10.49M | -35.1% | $967.85M | 0.2% | ▼ Trim | 3 | SEC ↗ ×21 |
| 27 | UBS Group AG | 9.62M | +66.4% | $887.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 28 | Charles Schwab Investment… | 9.47M | -1.2% | $874.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Legal & General Group Plc | 9.40M | -6.6% | $867.67M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Brown Advisory Inc | 9.32M | +1.9% | $859.86M | 1.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Baird Financial Group, Inc. | 8.72M | +3.3% | $804.81M | 1.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Two Sigma Investments ✦ | 8.43M | +57.2% | $777.44M | 0.6% | ▲ Add | 9 | SEC ↗ |
| 33 | Wellington Management ✦ | 7.97M | +1738.2% | $735.49M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 34 | Arrowstreet Capital ✦ | 7.63M | +158.5% | $704.25M | 0.3% | ▲ Add | 9 | SEC ↗ |
| 35 | Amundi | 6.85M | +22.6% | $632.12M | 0.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 36 | Deutsche Bank Ag\ | 6.66M | +25.3% | $614.18M | 0.2% | ▲ Add | 3 | SEC ↗ ×12 |
| 37 | Dimensional Fund Advisors Lp | 6.31M | +9.9% | $582.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | Nuveen, LLC | 5.89M | -2.0% | $543.11M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 39 | D. E. Shaw & Co. ✦ | 5.78M | +121.0% | $533.28M | 0.3% | ▲ Add | 9 | SEC ↗ ×2 |
| 40 | Envestnet Asset Management Inc | 5.57M | -0.9% | $514.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 5.20M | +7.0% | $480.23M | 0.1% | ▲ Add | 3 | SEC ↗ ×15 |
| 42 | American Century Companies Inc | 4.94M | +91.2% | $455.40M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 43 | First Trust Advisors Lp | 4.80M | +42.0% | $442.45M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 44 | Nordea Investment Management Ab | 4.70M | +28.1% | $436.53M | 0.4% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | National Pension Service | 4.51M | +0.7% | $416.43M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 4.03M | +100.8% | $371.47M | 0.1% | ▲ Add | 9 | SEC ↗ ×10 |
| 47 | Mitsubishi UFJ Asset Management… | 4.02M | +5.5% | $370.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 48 | Allianz Asset Management GmbH | 3.81M | +77.2% | $351.87M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Barclays Plc | 3.66M | -11.9% | $337.42M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 50 | Hsbc Holdings Plc | 3.60M | +5.2% | $332.45M | 0.2% | ▲ Add | 3 | SEC ↗ ×10 |
| 51 | Capital International Investors | 3.60M | +3.6% | $332.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Assenagon Asset Management S.A. | 3.49M | +69.9% | $321.83M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Bnp Paribas Financial Markets | 3.48M | +4.0% | $321.38M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 54 | Sumitomo Mitsui Trust Group, Inc. | 3.46M | -2.6% | $319.28M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 3.41M | +33.7% | $314.29M | 0.2% | ▲ Add | 9 | SEC ↗ ×2 |
| 56 | Lazard Asset Management Llc | 3.35M | +16.9% | $308.78M | 0.5% | ▲ Add | 3 | SEC ↗ ×3 |
| 57 | Wells Fargo & Company/Mn | 3.19M | -10.8% | $294.30M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 58 | Canada Pension Plan Investment Board | 3.19M | -11.9% | $294.09M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 59 | Raymond James Financial Inc | 3.08M | +12.9% | $284.55M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 60 | California Public Employees… | 2.99M | -1.3% | $275.61M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 61 | Rhumbline Advisers | 2.78M | -3.7% | $256.90M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 62 | Principal Financial Group Inc | 2.74M | -3.9% | $253.01M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Connor, Clark & Lunn Investment… | 2.68M | +30.0% | $247.43M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | Prudential Financial Inc | 2.60M | +2.9% | $240.31M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Neuberger Berman Group LLC | 2.56M | -6.6% | $235.70M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Bank Of Montreal /Can/ | 2.54M | -8.2% | $234.24M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 67 | Focus Partners Wealth | 2.50M | +10.8% | $230.54M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 68 | Mariner, LLC | 2.38M | +12.0% | $219.17M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Us Bancorp \De\ | 2.29M | 0.0% | $211.22M | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 70 | Ensign Peak Advisors, Inc | 2.28M | -5.4% | $210.13M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 71 | Clearbridge Investments, LLC | 2.26M | -42.8% | $208.75M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 2.22M | +8.6% | $204.81M | 0.2% | ▲ Add | 3 | SEC ↗ ×26 |
| 73 | Jane Street Group, Llc | 2.18M | +48.8% | $201.16M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 74 | Citigroup Inc | 2.15M | +11.9% | $198.59M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 75 | Caisse De Depot Et Placement Du… | 2.12M | +833.1% | $195.61M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 76 | Man Group plc | 2.06M | +224.4% | $190.42M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Qube Research & Technologies Ltd | 2.04M | -0.3% | $188.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 78 | Renaissance Technologies ✦ | 1.91M | جديد | $176.34M | 0.2% | New | 1 | SEC ↗ |
| 79 | CIBC Bancorp USA Inc. | 1.87M | -8.2% | $172.72M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 80 | LPL Financial LLC | 1.85M | +3.2% | $170.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | BNP Paribas Asset Management… | 1.84M | -10.0% | $169.47M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Healthcare Of Ontario Pension Plan… | 1.76M | -36.8% | $162.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank Julius Baer & Co. Ltd, Zurich | 1.74M | -9.0% | $160.20M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 84 | New York State Common Retirement… | 1.66M | -6.6% | $153.26M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 85 | Aberdeen Group plc | 1.64M | +13.9% | $151.68M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 86 | Manufacturers Life Insurance… | 1.63M | -9.1% | $150.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 87 | Danske Bank A/S | 1.62M | -4.1% | $149.27M | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 88 | Jones Financial Companies Lllp | 1.58M | -7.1% | $143.49M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Cerity Partners LLC | 1.54M | +9.3% | $142.49M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 90 | Sei Investments Co | 1.48M | -23.0% | $136.73M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | State Board Of Administration Of… | 1.43M | -3.9% | $132.08M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 92 | Aviva Plc | 1.43M | -3.6% | $131.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 93 | Markel Group ✦ | 1.39M | +0.8% | $128.70M | 1.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 94 | PFA Pension, Forsikringsaktieselskab | 1.39M | +23.9% | $127.87M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 95 | Hrt Financial Lp | 1.37M | +154.6% | $126.02M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 96 | Royal London Asset Management Ltd | 1.31M | -1.7% | $121.00M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 97 | Universal- Beteiligungs- und… | 1.31M | +3.6% | $120.62M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 98 | National Bank Of Canada /Fi/ | 1.28M | +13.9% | $118.29M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 99 | Truist Financial Corp | 1.27M | -3.6% | $117.61M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 100 | Parnassus Investments, Llc | 1.26M | -2.0% | $116.11M | 0.3% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Norges Bank | $2.09B | 0.2% |
| Renaissance Technologies | $176.34M | 0.2% |
تم الخروج
| Alyeska Investment Group, L.P. | $69.55M | كان 0.2% |
| Holocene Advisors, LP | $45.22M | كان 0.1% |
| Capital Research Global… | $30.97M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 2,301 المالكون, 1.34B الأسهم, $119.45B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Sep 01
Hathi Neesha
Officer · 3.18K سهم · $346,428
Aug 28
Hathi Neesha
Officer · 3.18K سهم · $343,498
Aug 28
Bettinger Walter W
Officer, Director · 74.39K سهم · $8.25M
Aug 26
Schwab-Pomerantz Carolyn
Director · 9.18K سهم · $1.00M
Aug 24
Bettinger Walter W
Officer, Director · 176.21K سهم · $20.00M
Aug 24
Schwab Charles R.
Officer, Director · 117.00K سهم · $13.24M
Aug 17
Beatty Jonathan S
Officer · 1.00K سهم · $111,330
Aug 14
Craig Jonathan M.
Officer · 21.87K سهم · $2.43M
Aug 13
Howard Dennis
Officer · 2.20K سهم · $241,780
Aug 12
Schwab Charles R.
Officer, Director · 46.41K سهم · $5.02M
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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