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嘉信理财 SCHW

美股市值排名 #123资本市场资产管理
$91.49 −$1.09 (-1.18%)
休市 · Nov 6, 8:20 pm ET · 最新盘后价 $91.81 +0.35%
开盘$91.30
昨收$92.58
当日区间$91.20 – $92.94
成交量7.58M
市值$158.22B
市盈率（TTM）15.6
股息率1.34%

股权结构与仓位

谁在持有、谁在做空，以及大资金的流向

机构持股比例89.4%-0.10 个百分点，较上季度
持仓机构数2,671+42 ，较上季度
内部人近期交易5次买入 / 45次卖出净卖出
空头持仓比例0.98% 占流通股回补天数 2.1 · 截至 15 Oct 2026
卖空成交量占比14.3%近5日成交量平均占比

卖空成交量占当日成交量比例

8%15%21%28%Sep '26Oct '26Nov '26

大单净流入，近20个交易日

大单买入减卖出的净额（美元）。该窗口期内：−$111.35M（6个净流入日，14个净流出日）。

按单量净流入，近20个交易日

−$57.0M超大单−$54.3M大单+$19.2M中单+$14.5M小单

超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。

已披露的前五大股东合计持有26.1%的流通股。

最大股东

  • BlackRock7.77%
  • Vanguard Capital Management, LLC6.74%
  • Dodge & Cox4.45%
  • State Street Global Advisors4.23%
  • Charles & Helen Schwab Living Trust2.88%
  • T. Rowe Price Group, Inc.2.50%
  • J.P. Morgan Asset Management, Inc.2.31%
  • Geode Capital Management, LLC2.20%

按投资者类型

  • Mutual Fund71.80%
  • Private Company6.51%
  • Hedge Fund3.45%
  • Public Company2.77%
  • Government Pension Fund2.09%
  • Sovereign Wealth Fund1.39%
  • Individual/Insider1.09%
  • Family Office/Trust0.51%

过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从1.18%降至0.98%。

近期机构持仓变动

股东类型期间持股变动新持股比例
Wellington Management Group Mutual Fund 2026/Q3 +7,537,489 0.5%
Putnam LLC Mutual Fund 2026/Q3 +5,715,639 1.4%
FMR Mutual Fund 2026/Q3 +4,735,009 2.1%
Arrowstreet Capital, Limited Partnership Mutual Fund 2026/Q3 +4,680,363 0.4%
Barrow, Hanley, Mewhinney & Strauss, LLC Mutual Fund 2026/Q3 +4,627,972 0.3%
Baron Capital Group, Inc. Mutual Fund 2026/Q3 +4,191,378 0.7%
Strategic Advisers LLC Mutual Fund 2026/Q3 +3,842,277 0.4%
UBS Asset Management Mutual Fund 2026/Q3 +3,805,842 1.2%
Columbia Management Investment Advisers, LLC Mutual Fund 2026/Q3 +3,757,133 0.7%
D. E. Shaw & Co., L.P. Hedge Fund 2026/Q3 +3,163,794 0.3%
Two Sigma Investments, LP Hedge Fund 2026/Q3 +3,065,456 0.5%
Norges Bank Investment Management Sovereign Wealth Fund 2026/Q3 +2,698,534 1.3%
Harris Associates L.P. Mutual Fund 2026/Q3 +2,388,995 1.4%
American Century Investment Management Mutual Fund 2026/Q3 +2,353,426 0.3%
Millennium Management LLC Hedge Fund 2026/Q3 +2,170,101 0.2%

按报告期列出的机构买卖动态，变动幅度从大到小排列。

内部人交易

日期内部人职位交易类型股数价格交易后持股
30 Sep 2026 Frank Herringer Independent Director Other Derivative Acquisition +445 – 153,637
30 Sep 2026 Charles Ruffel Independent Director Other Derivative Acquisition +1,222 $98.37 1,222
30 Sep 2026 Stephen Ellis Independent Director Other Derivative Acquisition +369 – 13,684
30 Sep 2026 Marianne Brown Independent Director Other Derivative Acquisition +407 – 8,700
30 Sep 2026 Neesha Hathi MD, Head of Wealth Advisory, Banking and Trust Services Derivative Exercise and Sale -5,000 $97.80 5,770
22 Sep 2026 Stephen Ellis Independent Director Derivative Exercise and Retained +1,918 $31.48 108,052
31 Aug 2026 Neesha Hathi MD, Head of Wealth Advisory, Banking and Trust Services Derivative Exercise and Sale -3,177 $109.04 5,770
27 Aug 2026 Walter Bettinger Co-Chairman Derivative Exercise and Sale -74,388 $110.91 685,397
27 Aug 2026 Neesha Hathi MD, Head of Wealth Advisory, Banking and Trust Services Derivative Exercise and Sale -3,177 $108.12 3,177
26 Aug 2026 Charles Schwab Other Disposition -9,300 – 13,903,099
25 Aug 2026 Carolyn Schwab-Pomerantz Director Open Market Disposition -9,175 $109.25 1,773,335
23 Aug 2026 Walter Bettinger Co-Chairman Derivative Exercise and Sale -176,210 $113.49 685,390
23 Aug 2026 Charles Schwab Open Market Disposition -117,000 $113.20 13,912,399
17 Aug 2026 Charles Schwab Other Disposition -100,050 – 14,029,399
16 Aug 2026 Jonathan Beatty MD & Head of Schwab Advisor Services Open Market Disposition -1,000 $111.33 24,707
13 Aug 2026 Charles Schwab Intent to Sell (Form 144) -91,325 $109.25 –
13 Aug 2026 Charles Schwab Intent to Sell (Form 144) -90,500 $111.00 –
13 Aug 2026 Jonathan Craig MD, Head of Investor Service & Head of Retail Investing Derivative Exercise and Sale -21,866 $111.03 –
12 Aug 2026 Dennis Howard MD and Chief Technology, Operations & Data Officer Automatic Disposition -2,198 $110.00 6,980
11 Aug 2026 Charles Schwab Intent to Sell (Form 144) -46,410 $108.16 –

数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。

空头持仓（按报告期）

报告日期空头股数占流通股比例回补天数
15 Oct 2026 16,982,231 1.0% 2.1
30 Sep 2026 19,150,407 1.1% 1.9
15 Sep 2026 19,307,433 1.1% 2.8
31 Aug 2026 21,290,875 1.2% 2.6
14 Aug 2026 16,851,364 1.0% 2.6
31 Jul 2026 20,477,875 1.2% 2.3

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