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

Name: 谁持有 FNDX？31 家机构、1.1 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（FNDX）？2026年Q3（报告期截至 2026-09-30）共有 31 家机构在 SEC 13F 申报中报告持有，合计 1.12 亿美元。前几大持有机构：First Community Trust Na（3,160.00 万美元）、Elevation Wealth Partners, LLC（2,370.00 万美元）、Collective Family Office LLC（1,270.00 万美元）。

排名	机构	市值	股数	变动
1	FIRST COMMUNITY TRUST NA	$31.6M	1.0M	增持
2	ELEVATION WEALTH PARTNERS, LLC	$23.7M	754,377	增持
3	COLLECTIVE FAMILY OFFICE LLC	$12.7M	402,400	增持
4	Breakwater Capital Group	$11.6M	368,368	增持
5	RFG - Bristol Wealth Advisors, LLC	$6.0M	190,173	增持
6	Farther Finance Advisors, LLC	$4.5M	142,647	增持
7	Avidian Wealth Enterprises, LLC	$3.0M	95,741	增持
8	YHB Investment Advisors, Inc.	$2.5M	77,941	增持
9	Valeo Financial Advisors, LLC	$2.4M	74,710	增持
10	Go Invest LLC	$2.1M	66,672	增持
11	DIVERSIFIED MANAGEMENT INC	$1.6M	51,287	增持
12	CoreCap Advisors, LLC	$1.6M	49,262	增持
13	Apella Capital, LLC	$1.5M	46,393	增持
14	Wedmont Private Capital	$1.3M	39,759	增持
15	May Barnhard Investments LLC	$1.0M	32,637	增持
16	Canandaigua National Trust Co of Florida	$766,609	24,360	增持
17	Tactive Advisors, LLC	$739,138	23,487	增持
18	Plan A Wealth LLC	$724,345	23,017	增持
19	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$682,395	21,684	减持
20	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$452,759	14,387	增持
21	Everhart Financial Group, Inc.	$367,695	11,684	持平
22	Paragon Capital Management Ltd	$249,305	7,922	持平
23	CHAPIN DAVIS, INC.	$235,836	7,494	持平
24	Sprinkle Financial Consultants LLC	$203,788	6,475	减持
25	ARMSTRONG ADVISORY GROUP, INC	$87,267	2,773	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30