FNDF — Schwab Strategic Tr 机构持仓 · 2026年Q3

Name: 谁持有 FNDF？43 家机构、3 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（FNDF）？2026年Q3（报告期截至 2026-09-30）共有 43 家机构在 SEC 13F 申报中报告持有，合计 2.98 亿美元。前几大持有机构：Capital Advisors Wealth Management, LLC（5,980.00 万美元）、Trust Co（5,890.00 万美元）、Canandaigua National Bank & Trust Co（5,380.00 万美元）。

排名	机构	市值	股数	变动
1	Capital Advisors Wealth Management, LLC	$59.8M	1.1M	增持
2	Trust Co	$58.9M	1.1M	减持
3	CANANDAIGUA NATIONAL BANK & TRUST CO	$53.8M	1.0M	减持
4	MFA WEALTH ADVISORS, LLC	$46.1M	856,749	减持
5	Insight Wealth Strategies, LLC	$20.8M	387,160	增持
6	COLLECTIVE FAMILY OFFICE LLC	$14.6M	271,156	减持
7	Canandaigua National Trust Co of Florida	$7.0M	129,489	减持
8	Wealth Enhancement Trust Services, Inc.	$6.8M	126,836	增持
9	Farther Finance Advisors, LLC	$5.8M	107,432	减持
10	Kaizen Financial Strategies	$5.6M	104,504	增持
11	Dupree Financial Group, LLC	$2.2M	41,130	增持
12	Dickmeyer Boyce Financial Management, Inc.	$1.7M	32,276	增持
13	ELEVATION WEALTH PARTNERS, LLC	$1.5M	28,796	减持
14	City Center Advisors, LLC	$1.5M	28,570	增持
15	Worth Asset Management, LLC	$1.5M	28,187	增持
16	Avidian Wealth Enterprises, LLC	$1.3M	24,324	增持
17	Wedmont Private Capital	$1.2M	22,614	增持
18	Everhart Financial Group, Inc.	$1.0M	19,081	减持
19	CoreCap Advisors, LLC	$946,923	17,617	增持
20	BOS Asset Management, LLC	$855,808	15,922	增持
21	SigFig Wealth Management, LLC	$602,753	11,214	增持
22	Apella Capital, LLC	$567,961	10,632	增持
23	DIVERSIFIED MANAGEMENT INC	$514,807	9,578	持平
24	Cambridge Financial Group, LLC	$460,226	8,723	持平
25	GK Wealth Management LLC	$455,854	8,481	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30