SCHI — Schwab Strategic Tr 机构持仓 · 2026年Q3
谁持有 Schwab Strategic Tr（SCHI）？2026年Q3（报告期截至 2026-09-30）共有 16 家机构在 SEC 13F 申报中报告持有，合计 2,546.13 万美元。前几大持有机构：Kaizen Financial Strategies（750.00 万美元）、Bank of New Hampshire（730.00 万美元）、Mfg Wealth Management, Inc.（320.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Kaizen Financial Strategies | $7.5M | 348,950 | 减持 |
| 2 | Bank of New Hampshire | $7.3M | 339,304 | 增持 |
| 3 | MFG WEALTH MANAGEMENT, INC. | $3.2M | 147,829 | 增持 |
| 4 | AMERICAN NATIONAL BANK & TRUST | $2.1M | 99,288 | 增持 |
| 5 | Worth Asset Management, LLC | $1.5M | 70,146 | 增持 |
| 6 | CoreCap Advisors, LLC | $955,783 | 44,579 | 增持 |
| 7 | Avidian Wealth Enterprises, LLC | $849,431 | 39,619 | 持平 |
| 8 | Rosenberg Matthew Hamilton | $842,485 | 39,295 | 增持 |
| 9 | Farther Finance Advisors, LLC | $459,319 | 21,423 | 减持 |
| 10 | FC Advisory LLC | $382,597 | 17,845 | 增持 |
| 11 | CHAPIN DAVIS, INC. | $266,928 | 12,450 | 持平 |
| 12 | Go Invest LLC | $70,316 | 3,280 | 增持 |
| 13 | GK Wealth Management LLC | $44,839 | 2,091 | 新建仓 |
| 14 | Bangor Savings Bank | $18,653 | 870 | 持平 |
| 15 | Olistico Wealth, LLC | $11,771 | 549 | 新建仓 |
| 16 | GAMMA Investing LLC | $943 | 44 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30