嘉信理财
SCHW
91.96
-2.20
-2.34%
嘉信理财
US · SCHW
#102 按市值排名
上市于 2010
91.96
-2.20
-2.34%
实时 - 追踪5344个代码 - 心跳于45秒前
· 2026-10-16 20:02
✦ 量化股权信号 计算方式说明
减持
- 最近一期（2026/Q3）披露持股的机构数量减少了12家。
- 机构持股总比例下降了0.2个百分点。
机构持股
- 机构持股比例
- 89.50% -0.21pp
- 机构数量
- 2,625 -12
- 数据截至
- 2026/Q3 较上一报告期
持股变动 vs 资金流向
方向一致机构在上一报告期减持了股份，同时该股在最近20个交易日的主力资金呈净流出——两者方向一致。
机构持股变动数据按季度发布且存在滞后；资金流向数据为每日更新。请将其作为方向性的交叉验证参考，而非精确的择时信号。
持股人类型
Mutual Fund71.98%
Private Company6.52%
Hedge Fund3.46%
Public Company2.77%
Government Pension Fund2.09%
Sovereign Wealth Fund1.39%
Individual/Insider1.10%
Insurance Company0.51%
Family Office/Trust0.50%
Other9.68%
主要股东 截至 2026-06-30
BlackRock
7.77% · 134.41M 股
Vanguard Capital Management, LLC
6.74% · 116.54M 股
Dodge & Cox
4.45% · 76.97M 股
State Street Global Advisors
4.23% · 73.17M 股
Charles & Helen Schwab Living Trust
2.88% · 49.89M 股
Other
73.92%
T. Rowe Price Group, Inc.
2.50% · 43.31M 股
J.P. Morgan Asset Management, Inc.
2.31% · 39.98M 股
Geode Capital Management, LLC
2.16% · 37.29M 股
FMR
2.13% · 36.87M 股
Vanguard Portfolio Management, LLC
1.55% · 26.89M 股
条形长度是相对于此处列出的最大股东而言，并非相对于公司100%股权。
内部人持股
共追踪50份申报 · 5次买入 · 45次卖出
| 姓名 | 职务 | 持股比例 |
|---|---|---|
| Charles Schwab | -- | 0.80% |
| Carolyn Schwab-Pomerantz | Director | 0.10% |
| Todd Ricketts | Independent Director | 0.05% |
| Walter Bettinger | CEO & Co-Chairman | 0.04% |
| Christopher Dodds | Independent Director | 0.03% |
| Joseph Martinetto | MD & COO | 0.02% |
| Frank Herringer | Independent Director | 0.01% |
| Richard Wurster | President | 0.01% |
| Stephen Ellis | Independent Director | 0.01% |
| Paula Sneed | Independent Director | 0.01% |
内部人交易 最近的 Form 4 申报记录
| 日期 | 姓名 | 职务 | 类型 | 股数 | 价格 |
|---|---|---|---|---|---|
| 2026-09-30 | Frank Herringer | Independent Director | Other Derivative Acquisition | +445 | -- |
| 2026-09-30 | Charles Ruffel | Independent Director | Other Derivative Acquisition | +1,222 | $98.37 |
| 2026-09-30 | Stephen Ellis | Independent Director | Other Derivative Acquisition | +369 | -- |
| 2026-09-30 | Marianne Brown | Independent Director | Other Derivative Acquisition | +407 | -- |
| 2026-09-30 | Neesha Hathi | Managing Director & Head of Wealth & Advice Solutions | Derivative Exercise and Sale | -5,000 | $41.98–97.80 |
| 2026-09-22 | Stephen Ellis | Independent Director | Derivative Exercise and Retained | +1,918 | $31.48 |
| 2026-08-31 | Neesha Hathi | Managing Director & Head of Wealth & Advice Solutions | Derivative Exercise and Sale | -3,177 | $52.05–109.04 |
| 2026-08-27 | Walter Bettinger | CEO & Co-Chairman | Derivative Exercise and Sale | -74,388 | $46.81–110.91 |
| 2026-08-27 | Neesha Hathi | Managing Director & Head of Wealth & Advice Solutions | Derivative Exercise and Sale | -3,177 | $52.05–108.12 |
| 2026-08-26 | Charles Schwab | -- | Other Disposition | -9,300 | -- |
| 2026-08-25 | Carolyn Schwab-Pomerantz | Director | Open Market Disposition | -9,175 | $109.25 |
| 2026-08-23 | Walter Bettinger | CEO & Co-Chairman | Derivative Exercise and Sale | -176,210 | $46.81–113.49 |
| 2026-08-23 | Charles Schwab | -- | Open Market Disposition | -117,000 | $113.20 |
| 2026-08-17 | Charles Schwab | -- | Other Disposition | -100,050 | -- |
| 2026-08-16 | Jonathan Beatty | Chief Operating Officer of Advisor Services | Open Market Disposition | -1,000 | $111.33 |
| 2026-08-13 | Charles Schwab | -- | Intent to Sell (Form 144) | -91,325 | $109.25 |
| 2026-08-13 | Charles Schwab | -- | Intent to Sell (Form 144) | -90,500 | $111.00 |
| 2026-08-13 | Jonathan Craig | MD & Head of Investor Services | Derivative Exercise and Sale | -21,866 | $46.81–111.03 |
| 2026-08-12 | Dennis Howard | MD & Chief Information Officer for Schwab Technology Services | Automatic Disposition | -2,198 | $110.00 |
| 2026-08-11 | Charles Schwab | -- | Intent to Sell (Form 144) | -46,410 | $108.16 |
Form 4 申报记录，每家公司显示最新的一批。"Other Derivative Acquisition"（其他衍生品获取）类目多为限制性股票/期权归属，并非公开市场买入——具体类型见"类型"列。
报价时间 2026-10-16 20:02:14 · 仅供参考，不构成投资建议，也未考虑您的具体情况。
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