FNDC — Schwab Strategic Tr 机构持仓 · 2026年Q3
谁持有 Schwab Strategic Tr（FNDC）？2026年Q3（报告期截至 2026-09-30）共有 14 家机构在 SEC 13F 申报中报告持有，合计 3,226.62 万美元。前几大持有机构：Collective Family Office LLC（1,270.00 万美元）、Breakwater Capital Group（980.00 万美元）、Clune & Associates, Ltd.（490.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | COLLECTIVE FAMILY OFFICE LLC | $12.7M | 254,481 | 增持 |
| 2 | Breakwater Capital Group | $9.8M | 196,307 | 增持 |
| 3 | CLUNE & ASSOCIATES, LTD. | $4.9M | 98,308 | 减持 |
| 4 | Hardin Capital Partners, LLC | $1.4M | 28,996 | 增持 |
| 5 | Farther Finance Advisors, LLC | $1.3M | 27,029 | 增持 |
| 6 | Valeo Financial Advisors, LLC | $480,760 | 9,648 | 增持 |
| 7 | Wedmont Private Capital | $443,766 | 8,989 | 增持 |
| 8 | Apella Capital, LLC | $424,548 | 8,575 | 新建仓 |
| 9 | Cambridge Financial Group, LLC | $281,843 | 5,804 | 持平 |
| 10 | Paragon Capital Management Ltd | $215,913 | 4,333 | 持平 |
| 11 | CoreCap Advisors, LLC | $143,716 | 2,884 | 增持 |
| 12 | Versant Capital Management, Inc | $111,656 | 2,241 | 持平 |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $6,853 | 138 | 持平 |
| 14 | CX Institutional | $4,000 | 78 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30