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

Name: 谁持有 SCHD？133 家机构、8 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHD）？2026年Q3（报告期截至 2026-09-30）共有 133 家机构在 SEC 13F 申报中报告持有，合计 7.99 亿美元。前几大持有机构：Keystone Financial Planning, Inc.（2.04 亿美元）、Burkett Financial Services, LLC（5,510.00 万美元）、Sarver Vrooman Wealth Advisors（5,510.00 万美元）。

排名	机构	市值	股数	变动
1	Keystone Financial Planning, Inc.	$204.3M	6.3M	增持
2	BURKETT FINANCIAL SERVICES, LLC	$55.1M	1.7M	减持
3	Sarver Vrooman Wealth Advisors	$55.1M	1.7M	增持
4	Farther Finance Advisors, LLC	$54.3M	1.7M	增持
5	Whitaker-Myers Wealth Managers, LTD.	$36.5M	1.1M	增持
6	MJT & Associates Financial Advisory Group, Inc.	$25.9M	796,851	增持
7	Venture Visionary Partners LLC	$21.9M	673,332	增持
8	Graves Light Lenhart Wealth, Inc.	$21.4M	656,368	减持
9	WALLER FINANCIAL PLANNING GROUP, INC	$20.7M	635,884	减持
10	Friday Financial	$15.4M	470,332	增持
11	Sunburst Financial Group, LLC	$13.8M	423,022	减持
12	Kure Advisory, LLC	$11.5M	352,119	增持
13	McAlister, Sweet & Associates, Inc.	$11.2M	343,226	增持
14	JUNCTURE WEALTH STRATEGIES, LLC	$10.5M	322,879	减持
15	YHB Investment Advisors, Inc.	$10.4M	320,278	减持
16	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$10.2M	313,441	减持
17	Investors Research Corp	$9.8M	302,624	增持
18	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$9.2M	282,125	减持
19	Davis Capital Management	$8.6M	265,361	增持
20	Matrix Trust Co	$8.3M	254,782	减持
21	Dickmeyer Boyce Financial Management, Inc.	$7.9M	241,399	增持
22	Wedmont Private Capital	$7.7M	233,756	增持
23	Dorato Capital Management	$7.7M	234,525	增持
24	Adams Asset Advisors, LLC	$7.5M	229,830	增持
25	Exeter Financial, LLC	$7.3M	224,686	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30