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

Name: 谁持有 SCHB？80 家机构、3.9 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHB）？2026年Q3（报告期截至 2026-09-30）共有 80 家机构在 SEC 13F 申报中报告持有，合计 3.87 亿美元。前几大持有机构：Sunburst Financial Group, LLC（6,740.00 万美元）、Boyum Wealth Architects LLC（4,510.00 万美元）、Legacy Private Trust Co.（3,660.00 万美元）。

排名	机构	市值	股数	变动
1	Sunburst Financial Group, LLC	$67.4M	2.3M	增持
2	BOYUM WEALTH ARCHITECTS LLC	$45.1M	1.5M	增持
3	Legacy Private Trust Co.	$36.6M	1.2M	减持
4	JUNCTURE WEALTH STRATEGIES, LLC	$35.4M	1.2M	减持
5	Davis Capital Management	$25.7M	877,543	增持
6	Intelligence Driven Advisers, LLC	$16.2M	553,376	减持
7	Wedmont Private Capital	$16.1M	540,053	增持
8	SigFig Wealth Management, LLC	$15.3M	521,799	减持
9	Farther Finance Advisors, LLC	$12.4M	422,278	减持
10	Beacon Wealthcare LLC	$12.2M	416,101	减持
11	Everhart Financial Group, Inc.	$11.7M	398,459	减持
12	Venture Visionary Partners LLC	$8.6M	293,683	增持
13	Successful Portfolios LLC	$6.2M	209,368	增持
14	Cambridge Financial Group, LLC	$4.8M	166,962	持平
15	Rosenberg Matthew Hamilton	$4.3M	145,091	减持
16	Financial Designs Corp	$4.1M	139,518	增持
17	Dorato Capital Management	$4.0M	133,598	增持
18	S.E.E.D. Planning Group LLC	$3.5M	120,750	增持
19	ELEVATION WEALTH PARTNERS, LLC	$3.5M	118,619	增持
20	RTD Financial Advisors, Inc.	$3.4M	116,111	减持
21	Ridgewood Investments LLC	$3.4M	116,090	减持
22	YHB Investment Advisors, Inc.	$3.3M	111,446	增持
23	RVW Wealth, LLC	$3.2M	107,656	增持
24	Boltwood Capital Management	$3.0M	101,082	减持
25	Wealth Group Ltd	$2.9M	98,383	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30