SCHW
嘉信 SCHWAB CHARLES CORP
-0.53 (-0.50%)104.63USD2.6M成交股數181B市值19.1本益比(近四季)7.0股價營收比+20.9%營收年增(近四季)2026-10-15下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 37 · 144M · 10 |
| 其中 10b5-1 計畫賣出 | 16 筆 |
| 近 180 天 買進 · 賣出金額 | 1.8M · 200M |
| 近 180 天 淨額 | −198M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-02 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | M 選擇權執行 | 3.2K | 52.05 | 165K | 0 | SEC |
| 2026-09-01 | 09-02 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | S 公開市場賣出(10b5-1) | 3.2K | 109.04 | 346K | 5.8K | SEC |
| 2026-08-28 | 08-31 | Bettinger Walter W | Co-Chairman | S 公開市場賣出 | 74.4K | 110.91 | 8.3M | 610K | SEC |
| 2026-08-28 | 08-31 | Bettinger Walter W | Co-Chairman | M 選擇權執行 | 74.4K | 46.81 | 3.5M | 685K | SEC |
| 2026-08-28 | 08-31 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | M 選擇權執行 | 3.2K | 52.05 | 165K | 0 | SEC |
| 2026-08-28 | 08-31 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | S 公開市場賣出(10b5-1) | 3.2K | 108.12 | 343K | 0 | SEC |
| 2026-08-27 | 08-28 | Schwab Charles R. | Co-Chairman | G 贈與 | 9.3K | – | – | 53.5M | SEC |
| 2026-08-26 | 08-27 | Schwab-Pomerantz Carolyn | Director | S 公開市場賣出 | 9.2K | 109.25 | 1.0M | 1.3M | SEC |
| 2026-08-24 | 08-26 | Bettinger Walter W | Co-Chairman | S 公開市場賣出 | 176K | 113.49 | 20.0M | 610K | SEC |
| 2026-08-24 | 08-26 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 117K | 113.20 | 13.2M | 53.6M | SEC |
| 2026-08-24 | 08-26 | Bettinger Walter W | Co-Chairman | M 選擇權執行 | 176K | 46.81 | 8.2M | 787K | SEC |
| 2026-08-18 | 08-19 | Schwab Charles R. | Co-Chairman | G 贈與 | 54.5K | – | – | 53.7M | SEC |
| 2026-08-17 | 08-19 | Schwab Charles R. | Co-Chairman | G 贈與 | 45.5K | – | – | 53.7M | SEC |
| 2026-08-17 | 08-18 | Beatty Jonathan S | MD, Head of Advisor Services | S 公開市場賣出 | 1.0K | 111.33 | 111K | 10.7K | SEC |
| 2026-08-14 | 08-17 | Craig Jonathan M. | MD, Head of Retail Investing | M 選擇權執行 | 21.9K | 46.81 | 1.0M | 0 | SEC |
| 2026-08-14 | 08-17 | Craig Jonathan M. | MD, Head of Retail Investing | S 公開市場賣出(10b5-1) | 21.9K | 111.03 | 2.4M | 0 | SEC |
| 2026-08-13 | 08-17 | Howard Dennis | MD, Chief Tech, OPS & Data Off | S 公開市場賣出(10b5-1) | 2.2K | 110.00 | 242K | 7.0K | SEC |
| 2026-08-12 | 08-13 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 46.4K | 108.18 | 5.0M | 30.0M | SEC |
| 2026-08-11 | 08-11 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 46.4K | 107.78 | 5.0M | 30.1M | SEC |
| 2026-08-10 | 08-10 | Murtagh Nigel J | Chief Risk Officer | M 選擇權執行 | 24.8K | 46.81 | 1.2M | 82.8K | SEC |
| 2026-08-10 | 08-10 | Murtagh Nigel J | Chief Risk Officer | S 公開市場賣出(10b5-1) | 24.8K | 109.01 | 2.7M | 58.0K | SEC |
| 2026-08-07 | 08-10 | SNEED PAULA A | Director | S 公開市場賣出 | 5.3K | 107.15 | 564K | 91.7K | SEC |
| 2026-08-06 | 08-10 | Schwab Charles R. | Co-Chairman | G 贈與 | 37.2K | – | – | 53.8M | SEC |
| 2026-08-06 | 08-10 | Murtagh Nigel J | Chief Risk Officer | S 公開市場賣出(10b5-1) | 1.9K | 109.00 | 207K | 58.0K | SEC |
| 2026-08-06 | 08-10 | Murtagh Nigel J | Chief Risk Officer | M 選擇權執行 | 1.9K | 46.81 | 89K | 59.9K | SEC |
| 2026-08-05 | 08-07 | Craig Jonathan M. | MD, Head of Retail Investing | M 選擇權執行 | 21.8K | 46.81 | 1.0M | 0 | SEC |
| 2026-08-05 | 08-07 | Schwab-Pomerantz Carolyn | Director | S 公開市場賣出 | 18.6K | 107.70 | 2.0M | 1.3M | SEC |
| 2026-08-05 | 08-07 | Craig Jonathan M. | MD, Head of Retail Investing | S 公開市場賣出(10b5-1) | 21.8K | 107.02 | 2.3M | 0 | SEC |
| 2026-08-04 | 08-05 | Schwab-Pomerantz Carolyn | Director | S 公開市場賣出 | 22.6K | 106.36 | 2.4M | 1.4M | SEC |
| 2026-08-04 | 08-04 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 47.6K | 106.08 | 5.1M | 53.9M | SEC |
| 2026-08-03 | 08-04 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 95.3K | 105.52 | 10.1M | 53.9M | SEC |
| 2026-08-01 | 08-04 | Howard Dennis | MD, Chief Tech, OPS & Data Off | F 繳稅扣股 | 1.3K | 104.87 | 135K | 9.2K | SEC |
| 2026-07-29 | 07-30 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 95.5K | 105.82 | 10.1M | 30.1M | SEC |
| 2026-07-28 | 07-30 | Howard Dennis | MD, Chief Tech, OPS & Data Off | S 公開市場賣出(10b5-1) | 28.0K | 105.01 | 2.9M | 10.5K | SEC |
| 2026-07-28 | 07-30 | Howard Dennis | MD, Chief Tech, OPS & Data Off | M 選擇權執行 | 28.0K | 64.10 | 1.8M | 38.5K | SEC |
| 2026-07-28 | 07-30 | Schwab-Pomerantz Carolyn | Director | G 贈與 | 271 | – | – | 1.4M | SEC |
| 2026-07-28 | 07-30 | Schwab-Pomerantz Carolyn | Director | S 公開市場賣出 | 22.6K | 105.71 | 2.4M | 1.4M | SEC |
| 2026-07-28 | 07-30 | Schwab Charles R. | Co-Chairman | G 贈與 | 60.0K | – | – | 54.0M | SEC |
| 2026-07-28 | 07-30 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 48.0K | 105.60 | 5.1M | 54.1M | SEC |
| 2026-07-28 | 07-29 | Bettinger Walter W | Co-Chairman | M 選擇權執行 | 93.4K | 52.05 | 4.9M | 623K | SEC |
| 2026-07-28 | 07-29 | Bettinger Walter W | Co-Chairman | S 公開市場賣出 | 12.9K | 105.56 | 1.4M | 529K | SEC |
| 2026-07-28 | 07-29 | Bettinger Walter W | Co-Chairman | S 公開市場賣出 | 42.3K | 103.86 | 4.4M | 580K | SEC |
| 2026-07-28 | 07-29 | Bettinger Walter W | Co-Chairman | S 公開市場賣出 | 38.3K | 105.18 | 4.0M | 542K | SEC |
| 2026-07-27 | 07-29 | Murtagh Nigel J | Chief Risk Officer | S 公開市場賣出(10b5-1) | 11.0K | 104.03 | 1.1M | 58.0K | SEC |
| 2026-07-27 | 07-29 | Bettinger Walter W | Co-Chairman | M 選擇權執行 | 192K | 52.05 | 10.0M | 722K | SEC |
| 2026-07-27 | 07-29 | Murtagh Nigel J | Chief Risk Officer | S 公開市場賣出(10b5-1) | 21.9K | 104.00 | 2.3M | 69.0K | SEC |
| 2026-07-27 | 07-29 | Murtagh Nigel J | Chief Risk Officer | M 選擇權執行 | 32.9K | 46.81 | 1.5M | 90.9K | SEC |
| 2026-07-27 | 07-29 | Bettinger Walter W | Co-Chairman | S 公開市場賣出 | 192K | 103.90 | 20.0M | 529K | SEC |
| 2026-07-24 | 07-28 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 45.5K | 101.72 | 4.6M | 54.1M | SEC |
| 2026-07-23 | 07-27 | Morgan Peter J. III | General Counsel | S 公開市場賣出 | 7.0K | 102.03 | 709K | 0 | SEC |
| 2026-07-21 | 07-23 | Murtagh Nigel J | Chief Risk Officer | S 公開市場賣出(10b5-1) | 4.1K | 104.14 | 422K | 58.0K | SEC |
| 2026-07-21 | 07-23 | Murtagh Nigel J | Chief Risk Officer | M 選擇權執行 | 4.1K | 46.81 | 190K | 62.0K | SEC |
| 2026-07-21 | 07-21 | Beatty Jonathan S | MD, Head of Advisor Services | S 公開市場賣出(10b5-1) | 2.0K | 104.21 | 208K | 11.7K | SEC |
| 2026-07-07 | 07-09 | Craig Jonathan M. | MD, Head of Retail Investing | M 選擇權執行 | 21.8K | 46.81 | 1.0M | 0 | SEC |
| 2026-07-07 | 07-09 | Craig Jonathan M. | MD, Head of Retail Investing | S 公開市場賣出(10b5-1) | 21.8K | 102.01 | 2.2M | 0 | SEC |
| 2026-07-07 | 07-08 | Beatty Jonathan S | MD, Head of Advisor Services | S 公開市場賣出(10b5-1) | 2.0K | 102.01 | 204K | 13.7K | SEC |
| 2026-07-06 | 07-06 | Beatty Jonathan S | MD, Head of Advisor Services | S 公開市場賣出(10b5-1) | 2.0K | 100.01 | 200K | 15.7K | SEC |
| 2026-07-02 | 07-06 | Beatty Jonathan S | MD, Head of Advisor Services | S 公開市場賣出(10b5-1) | 2.0K | 97.03 | 194K | 17.7K | SEC |
| 2026-07-01 | 07-06 | Beatty Jonathan S | MD, Head of Advisor Services | F 繳稅扣股 | 1.0K | 92.73 | 96K | 32.5K | SEC |
| 2026-06-23 | 06-25 | Ellis Stephen A | Director | M 選擇權執行 | 2.3K | 25.11 | 57K | 7.4K | SEC |
| 2026-06-03 | 06-04 | Verdeschi Michael D | CFO | F 繳稅扣股 | 6.5K | 87.42 | 570K | 47.4K | SEC |
| 2026-05-28 | 05-28 | Wurster Richard A | President & CEO | P 公開市場買進 | 22.0K | 84.23 | 1.8M | 218K | SEC |
| 2026-05-26 | 05-28 | Dea Joan | Director | A 獲配股票 | 1.6K | – | – | 28.4K | SEC |
| 2026-05-26 | 05-28 | Ruffel Charles A. | Director | A 獲配股票 | 1.6K | – | – | 11.4K | SEC |
| 2026-05-26 | 05-28 | ADAMS JOHN K JR | Director | A 獲配股票 | 1.6K | – | – | 50.7K | SEC |
| 2026-05-26 | 05-28 | Schwab-Pomerantz Carolyn | Director | A 獲配股票 | 1.6K | – | – | 11.2K | SEC |
| 2026-05-26 | 05-27 | HERRINGER FRANK C | Director | A 獲配股票 | 1.6K | – | – | 12.3K | SEC |
| 2026-05-26 | 05-27 | Brown Marianne Catherine | Director | A 獲配股票 | 1.6K | – | – | 17.4K | SEC |
| 2026-05-26 | 05-27 | Sarin Arun | Director | A 獲配股票 | 1.6K | – | – | 12.3K | SEC |
| 2026-05-26 | 05-27 | DODDS CHRISTOPHER V | Director | A 獲配股票 | 1.6K | – | – | 5.7K | SEC |
| 2026-05-26 | 05-27 | Ellis Stephen A | Director | A 獲配股票 | 1.6K | – | – | 8.3K | SEC |
| 2026-05-26 | 05-27 | SNEED PAULA A | Director | A 獲配股票 | 1.6K | – | – | 9.7K | SEC |
| 2026-05-22 | 05-26 | Schwab Charles R. | Co-Chairman | G 贈與 | 210K | – | – | 54.2M | SEC |
| 2026-05-21 | 05-26 | Dea Joan | Director | G 贈與 | 835 | – | – | 26.8K | SEC |
| 2026-05-19 | 05-20 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 27.5K | 92.22 | 2.5M | 30.2M | SEC |
| 2026-05-18 | 05-18 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 27.5K | 92.40 | 2.5M | 30.2M | SEC |
| 2026-05-15 | 05-18 | Schwab Charles R. | Co-Chairman | G 贈與 | 5.3K | – | – | 54.4M | SEC |
| 2026-05-13 | 05-14 | Sarin Arun | Director | S 公開市場賣出 | 2.5K | 91.16 | 228K | 24.0K | SEC |
| 2026-05-13 | 05-14 | Sarin Arun | Director | M 選擇權執行 | 7.9K | 28.96 | 228K | 10.7K | SEC |
| 2026-05-06 | 05-06 | Schwab Charles R. | Co-Chairman | S 公開市場賣出 | 109K | 92.01 | 10.1M | 30.3M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 134M | 12.4B | +1.3M (+1%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 107M | 9.9B | −1.0M (-1%) | 減碼 |
| Dodge & Cox | 77.0M | 7.1B | +2.0M (+3%) | 加碼 |
| STATE STREET CORP | 73.2M | 6.8B | +411K (+1%) | 加碼 |
| JPMORGAN CHASE & CO | 49.2M | 4.5B | −24.7M (-33%) | 減碼 |
| FMR LLC | 44.3M | 4.1B | +8.6M (+24%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 37.3M | 3.4B | −1.4M (-4%) | 減碼 |
| FRANKLIN RESOURCES INC | 36.5M | 3.4B | +4.7M (+15%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26.9M | 2.5B | +317K (+1%) | 加碼 |
| PRIMECAP MANAGEMENT CO/CA/ | 25.1M | 2.3B | +1.7M (+7%) | 加碼 |
| HARRIS ASSOCIATES L P | 24.2M | 2.2B | +2.4M (+11%) | 加碼 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.4M | 2.1B | −1.2M (-8%) | 減碼 |
| MORGAN STANLEY | 22.8M | 2.1B | +760K (+3%) | 加碼 |
| 挪威主權基金 NORGES BANK | 22.7M | 2.1B | 新進 | 新進 |
| Fisher Asset Management, LLC | 22.0M | 2.0B | −266K (-1%) | 減碼 |
| Artisan Partners Limited Partnership | 18.9M | 1.7B | +1.5M (+8%) | 加碼 |
| BANK OF AMERICA CORP /DE/ | 16.0M | 1.5B | +370K (+2%) | 加碼 |
| NORTHERN TRUST CORP | 16.0M | 1.5B | −408K (-2%) | 減碼 |
| Invesco Ltd. | 13.1M | 1.2B | −3.9M (-23%) | 減碼 |
| GOLDMAN SACHS GROUP INC | 12.6M | 1.2B | +1.3M (+11%) | 加碼 |
| AMERIPRISE FINANCIAL INC | 12.5M | 1.2B | +3.8M (+43%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.8M | 1.1B | −31.9K (-0%) | 減碼 |
| BAMCO INC /NY/ | 11.7M | 1.1B | +4.2M (+56%) | 加碼 |
| ALLIANCEBERNSTEIN L.P. | 11.2M | 1.1B | −1.3M (-10%) | 減碼 |
| FLOSSBACH VON STORCH SE | 10.7M | 988M | +37.2K (+0%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 2,310 -26 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 170 / 196 / 720 / 817 |
| 機構合計持股 · 佔流通股 | 1.44B · 83.4% |
| 合計季末市值 | 128B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 21.3M |
|---|---|
| 與上期比 | +26.4% |
| 佔流通股數 | 1.23% |
| 日均成交量 | 8.2M |
| 回補天數 | 2.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 21.3M | +26.4% | 1.23% | 8.2M | 2.6 |
| 2026-08-14 | 16.9M | -17.7% | 0.97% | 6.6M | 2.6 |
| 2026-07-31 | 20.5M | -9.7% | 1.18% | 8.9M | 2.3 |
| 2026-07-15 | 22.7M | -9.4% | 1.31% | 8.5M | 2.7 |
| 2026-06-30 | 25.0M | +10.6% | 1.45% | 13.6M | 1.9 |
| 2026-06-15 | 22.6M | +7.9% | 1.31% | 11.1M | 2.1 |
| 2026-05-29 | 21.0M | +10.3% | 1.21% | 12.5M | 1.7 |
| 2026-05-15 | 19.0M | +14.8% | 1.10% | 10.0M | 1.9 |
| 2026-04-30 | 16.6M | +20.2% | 0.96% | 13.7M | 1.2 |
| 2026-04-15 | 13.8M | +5.0% | 0.80% | 10.3M | 1.3 |
| 2026-03-31 | 13.1M | +1.9% | 0.76% | 8.0M | 1.6 |
| 2026-03-13 | 12.9M | +1.1% | 0.74% | 9.2M | 1.4 |
| 2026-02-27 | 12.7M | -7.2% | 0.74% | 11.8M | 1.1 |
| 2026-02-13 | 13.7M | -11.1% | 0.79% | 16.5M | 1.0 |
| 2026-01-30 | 15.4M | -4.0% | 0.89% | 10.9M | 1.4 |
| 2026-01-15 | 16.1M | +8.0% | 0.93% | 7.6M | 2.1 |
| 2025-12-31 | 14.9M | -21.1% | 0.86% | 8.2M | 1.8 |
| 2025-12-15 | 18.9M | +19.1% | 1.09% | 9.4M | 2.0 |
| 2025-11-28 | 15.8M | +27.0% | 0.92% | 8.7M | 1.8 |
| 2025-11-14 | 12.5M | -15.0% | 0.72% | 7.9M | 1.6 |
| 2025-10-31 | 14.7M | -13.1% | 0.85% | 8.8M | 1.7 |
| 2025-10-15 | 16.9M | -21.9% | 0.98% | 8.7M | 2.0 |
| 2025-09-30 | 21.6M | +3.6% | 1.25% | 10.3M | 2.1 |
| 2025-09-15 | 20.8M | -5.0% | 1.21% | 10.3M | 2.0 |
| 2025-08-29 | 21.9M | +15.1% | 1.27% | 7.5M | 2.9 |
| 2025-08-15 | 19.1M | -4.4% | 1.10% | 8.3M | 2.3 |