FNDE — Schwab Strategic Tr 机构持仓 · 2026年Q3
谁持有 Schwab Strategic Tr（FNDE）？2026年Q3（报告期截至 2026-09-30）共有 20 家机构在 SEC 13F 申报中报告持有，合计 1,370.01 万美元。前几大持有机构：Collective Family Office LLC（250.00 万美元）、Cambridge Financial Group, LLC（190.00 万美元）、Breakwater Capital Group（180.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | COLLECTIVE FAMILY OFFICE LLC | $2.5M | 60,879 | 增持 |
| 2 | Cambridge Financial Group, LLC | $1.9M | 48,347 | 持平 |
| 3 | Breakwater Capital Group | $1.8M | 42,381 | 增持 |
| 4 | Bangor Savings Bank | $1.2M | 28,772 | 增持 |
| 5 | Whalen Wealth Management Inc. | $1.2M | 27,843 | 新建仓 |
| 6 | Farther Finance Advisors, LLC | $1.1M | 27,357 | 减持 |
| 7 | Wedmont Private Capital | $936,601 | 22,147 | 持平 |
| 8 | Kaizen Financial Strategies | $936,213 | 22,360 | 减持 |
| 9 | Capital Advisors Wealth Management, LLC | $840,891 | 20,083 | 增持 |
| 10 | CoreCap Advisors, LLC | $417,958 | 9,982 | 增持 |
| 11 | Apella Capital, LLC | $317,593 | 7,478 | 新建仓 |
| 12 | Intelligence Driven Advisers, LLC | $240,292 | 5,739 | 持平 |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $126,157 | 3,013 | 持平 |
| 14 | Versant Capital Management, Inc | $91,528 | 2,186 | 持平 |
| 15 | CX Institutional | $15,000 | 348 | 持平 |
| 16 | Noble Wealth Management PBC | $9,253 | 221 | 增持 |
| 17 | Retirement Wealth Solutions LLC | $6,281 | 150 | 持平 |
| 18 | Grove Bank & Trust | $2,889 | 69 | 新建仓 |
| 19 | Central Pacific Bank - Trust Division | $837 | 20 | 增持 |
| 20 | ARMSTRONG ADVISORY GROUP, INC | $754 | 18 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30