FNDA — Schwab Strategic Tr 机构持仓 · 2026年Q3
谁持有 Schwab Strategic Tr（FNDA）？2026年Q3（报告期截至 2026-09-30）共有 19 家机构在 SEC 13F 申报中报告持有，合计 2,829.91 万美元。前几大持有机构：Collective Family Office LLC（1,340.00 万美元）、Kaizen Financial Strategies（330.00 万美元）、Breakwater Capital Group（330.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | COLLECTIVE FAMILY OFFICE LLC | $13.4M | 382,799 | 减持 |
| 2 | Kaizen Financial Strategies | $3.3M | 95,512 | 增持 |
| 3 | Breakwater Capital Group | $3.3M | 93,706 | 增持 |
| 4 | Farther Finance Advisors, LLC | $3.0M | 84,903 | 增持 |
| 5 | Dickmeyer Boyce Financial Management, Inc. | $2.1M | 60,421 | 增持 |
| 6 | Cambridge Financial Group, LLC | $670,656 | 17,621 | 持平 |
| 7 | CoreCap Advisors, LLC | $526,828 | 15,052 | 增持 |
| 8 | Wedmont Private Capital | $461,892 | 12,989 | 增持 |
| 9 | Plan A Wealth LLC | $447,055 | 12,773 | 增持 |
| 10 | Apella Capital, LLC | $311,343 | 8,795 | 新建仓 |
| 11 | Sprinkle Financial Consultants LLC | $258,513 | 7,386 | 增持 |
| 12 | Williams & Novak, LLC | $245,000 | 7,000 | 持平 |
| 13 | Everhart Financial Group, Inc. | $212,135 | 6,061 | 持平 |
| 14 | GAMMA Investing LLC | $48,125 | 1,375 | 持平 |
| 15 | Trust Co | $3,430 | 98 | 持平 |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $3,383 | 97 | 增持 |
| 17 | ARMSTRONG ADVISORY GROUP, INC | $2,730 | 78 | 持平 |
| 18 | Byrne Asset Management LLC | $1,059 | 30 | 持平 |
| 19 | CLUNE & ASSOCIATES, LTD. | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30