有価証券レコード

SCHW

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

96.70 -0.2% 時価総額 $168.17B 株価は遅延表示（FMP） · 時点 Oct 11 03:53 UTC — 下記ファイリングデータとは別個

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

181追跡対象保有者

+3Δ保有者数

1.18B保有株数

$109.63B報告済み評価額

+7新規ポジション

−3解消銘柄

Stable コンビクションスコア 44/100 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 +1.7% · 株式フロー +1.3% · 新規ネットポジション数 +2.2% — 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加

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 Q2 2026

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
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	—	—

保有者数

保有者情報 · Q2 2026

#	運用会社	株数	Δ株式数	時価	そのウェイト		保有中
1	BlackRock ✦ (パッシブ)	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 ✦ (パッシブ)	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 ✦ (パッシブ)	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 ✦ (パッシブ)	22.66M	新規	$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	新規	$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 ↗

「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。

新規買い手

Norges Bank	$2.09B	0.2%
Renaissance Technologies	$176.34M	0.2%

ポジション解消済み

Alyeska Investment Group, L.P.	$69.55M	だった 0.2%
Holocene Advisors, LP	$45.22M	だった 0.1%
Capital Research Global…	$30.97M	だった 0.0%

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頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。

META181共有保有者 AMZN180共有保有者 MSFT180共有保有者 JPM179共有保有者 NVDA178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: Q2 2026 · 方法論 · APIで取得する