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

Name: 谁持有 SCHA？86 家机构、2.2 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHA）？2026年Q3（报告期截至 2026-09-30）共有 86 家机构在 SEC 13F 申报中报告持有，合计 2.22 亿美元。前几大持有机构：CoreCap Advisors, LLC（4,290.00 万美元）、ZynergyRetirementPlanningLLC（1,860.00 万美元）、Matrix Trust Co（1,810.00 万美元）。

排名	机构	市值	股数	变动
1	CoreCap Advisors, LLC	$42.9M	1.3M	减持
2	ZynergyRetirementPlanningLLC	$18.6M	569,965	增持
3	Matrix Trust Co	$18.1M	553,199	减持
4	Bangor Savings Bank	$14.9M	455,687	减持
5	Global Wealth Strategies & Associates	$11.0M	337,202	增持
6	Apella Capital, LLC	$10.6M	325,965	增持
7	Farther Finance Advisors, LLC	$10.0M	307,073	增持
8	Marquette Asset Management, LLC	$8.2M	249,947	减持
9	Family Legacy Financial Solutions, LLC	$7.6M	232,715	增持
10	Davis Capital Management	$6.4M	196,961	减持
11	Cambridge Financial Group, LLC	$4.7M	128,796	持平
12	May Barnhard Investments LLC	$4.5M	136,432	减持
13	Frisco Financial Planning LLC	$4.3M	131,028	减持
14	Boltwood Capital Management	$3.8M	117,680	减持
15	Sunburst Financial Group, LLC	$3.1M	95,237	减持
16	Wealth Enhancement Trust Services, Inc.	$3.1M	94,259	增持
17	Investors Research Corp	$3.0M	90,611	减持
18	Green Ridge Wealth Planning LLC	$2.9M	88,904	减持
19	Dorato Capital Management	$2.6M	80,904	增持
20	Wedmont Private Capital	$2.6M	79,393	增持
21	Wealth Group Ltd	$2.4M	73,919	减持
22	Venture Visionary Partners LLC	$2.1M	65,500	减持
23	Avidian Wealth Enterprises, LLC	$2.1M	64,461	减持
24	Everhart Financial Group, Inc.	$2.1M	62,982	减持
25	Barden Capital Management, Inc.	$1.9M	57,190	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30