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

Name: 谁持有 SCHH？35 家机构、7,205 万美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHH）？2026年Q3（报告期截至 2026-09-30）共有 35 家机构在 SEC 13F 申报中报告持有，合计 7,205.35 万美元。前几大持有机构：Pioneer Wealth Management Group（2,050.00 万美元）、ZynergyRetirementPlanningLLC（1,900.00 万美元）、CoreCap Advisors, LLC（550.00 万美元）。

排名	机构	市值	股数	变动
1	Pioneer Wealth Management Group	$20.5M	928,542	增持
2	ZynergyRetirementPlanningLLC	$19.0M	859,959	增持
3	CoreCap Advisors, LLC	$5.5M	251,809	减持
4	ELEVATION WEALTH PARTNERS, LLC	$5.2M	234,674	减持
5	Frisco Financial Planning LLC	$5.1M	233,012	增持
6	Farther Finance Advisors, LLC	$4.1M	187,521	增持
7	Davis Capital Management	$2.4M	111,070	增持
8	EPIQ PARTNERS, LLC	$2.1M	96,468	减持
9	FC Advisory LLC	$2.0M	89,012	减持
10	Peterson Wealth Advisors, LLC	$1.1M	49,844	减持
11	SigFig Wealth Management, LLC	$970,252	44,022	减持
12	Aletheian Wealth Advisors LLC	$802,917	36,430	减持
13	Dorato Capital Management	$582,161	26,766	减持
14	Hardin Capital Partners, LLC	$454,000	20,599	增持
15	Everhart Financial Group, Inc.	$375,790	17,050	增持
16	Bangor Savings Bank	$345,389	15,671	减持
17	Grove Bank & Trust	$295,380	13,402	增持
18	Heartwood Wealth Advisors LLC	$270,761	12,285	持平
19	CYPRESS FINANCIAL PLANNING LLC	$268,359	12,176	减持
20	Apella Capital, LLC	$246,299	11,324	新建仓
21	Plan A Wealth LLC	$210,284	9,541	增持
22	Bullock Wealth Management Group	$69,655	3,186	增持
23	GILPIN WEALTH MANAGEMENT, LLC	$26,448	1,200	持平
24	TOMPKINS FINANCIAL CORP	$24,376	1,106	持平
25	MJT & Associates Financial Advisory Group, Inc.	$21,842	991	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30