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

Name: 谁持有 SCHE？63 家机构、1.6 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHE）？2026年Q3（报告期截至 2026-09-30）共有 63 家机构在 SEC 13F 申报中报告持有，合计 1.62 亿美元。前几大持有机构：Heartwood Wealth Advisors LLC（5,530.00 万美元）、RFG - Bristol Wealth Advisors, LLC（1,440.00 万美元）、SigFig Wealth Management, LLC（1,190.00 万美元）。

排名	机构	市值	股数	变动
1	Heartwood Wealth Advisors LLC	$55.3M	1.5M	减持
2	RFG - Bristol Wealth Advisors, LLC	$14.4M	395,636	增持
3	SigFig Wealth Management, LLC	$11.9M	325,726	减持
4	Farther Finance Advisors, LLC	$10.5M	289,094	增持
5	Boltwood Capital Management	$9.8M	269,370	增持
6	Wedmont Private Capital	$9.4M	259,628	减持
7	Bangor Savings Bank	$6.4M	175,406	减持
8	Prota Financial, LLC	$5.5M	152,541	增持
9	Marotta Asset Management	$4.6M	126,952	减持
10	ZynergyRetirementPlanningLLC	$4.2M	115,569	增持
11	Hamilton Capital, LLC	$4.0M	110,485	增持
12	Pioneer Wealth Management Group	$3.2M	88,642	减持
13	CoreCap Advisors, LLC	$2.7M	74,363	增持
14	Valeo Financial Advisors, LLC	$2.1M	58,350	减持
15	Cambridge Financial Group, LLC	$1.3M	35,368	持平
16	Sunburst Financial Group, LLC	$1.2M	32,536	减持
17	Whitcomb & Hess, Inc.	$1.2M	31,843	增持
18	Apella Capital, LLC	$1.0M	27,836	增持
19	Kearns & Associates LLC	$971,353	26,648	减持
20	Worth Asset Management, LLC	$962,645	26,410	减持
21	Everhart Financial Group, Inc.	$893,312	24,508	减持
22	FC Advisory LLC	$800,147	21,952	增持
23	Bullock Wealth Management Group	$758,468	20,912	增持
24	Rosenberg Matthew Hamilton	$710,702	19,498	增持
25	ACT WEALTH MANAGEMENT, LLC	$602,992	16,543	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30