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

Name: 谁持有 SCHG？108 家机构、6.5 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHG）？2026年Q3（报告期截至 2026-09-30）共有 108 家机构在 SEC 13F 申报中报告持有，合计 6.53 亿美元。前几大持有机构：Marquette Asset Management, LLC（1.55 亿美元）、Burkett Financial Services, LLC（5,820.00 万美元）、Farther Finance Advisors, LLC（5,120.00 万美元）。

排名	机构	市值	股数	变动
1	Marquette Asset Management, LLC	$154.5M	4.3M	增持
2	BURKETT FINANCIAL SERVICES, LLC	$58.2M	1.6M	增持
3	Farther Finance Advisors, LLC	$51.2M	1.4M	增持
4	Veery Capital, LLC	$50.0M	1.4M	增持
5	Friday Financial	$40.6M	1.1M	增持
6	Capital Planning LLC	$29.2M	811,581	减持
7	Persium Advisors, LLC	$26.8M	745,686	减持
8	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$21.2M	590,341	减持
9	Kaizen Financial Strategies	$16.7M	464,265	减持
10	YHB Investment Advisors, Inc.	$15.8M	439,895	减持
11	Whitaker-Myers Wealth Managers, LTD.	$13.8M	384,995	减持
12	Everhart Financial Group, Inc.	$12.1M	337,943	减持
13	May Barnhard Investments LLC	$11.5M	321,048	减持
14	Valeo Financial Advisors, LLC	$11.5M	333,823	增持
15	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$10.1M	281,958	减持
16	CoreCap Advisors, LLC	$10.0M	278,072	增持
17	Prota Financial, LLC	$9.4M	259,759	减持
18	Cooper Financial Group	$6.2M	173,321	增持
19	RFG - Bristol Wealth Advisors, LLC	$6.1M	168,987	增持
20	Cambridge Financial Group, LLC	$6.1M	178,929	持平
21	RTD Financial Advisors, Inc.	$5.4M	149,487	减持
22	Barden Capital Management, Inc.	$5.1M	142,174	减持
23	Wedmont Private Capital	$4.0M	110,007	增持
24	Apella Capital, LLC	$3.9M	105,093	减持
25	FC Advisory LLC	$3.9M	107,439	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30