SCHK — Schwab Strategic Tr 机构持仓 · 2026年Q3
谁持有 Schwab Strategic Tr（SCHK）？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 2.18 亿美元。前几大持有机构：Armstrong Advisory Group, Inc（2.05 亿美元）、Versant Capital Management, Inc（340.00 万美元）、Farther Finance Advisors, LLC（160.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | ARMSTRONG ADVISORY GROUP, INC | $204.8M | 5.6M | 减持 |
| 2 | Versant Capital Management, Inc | $3.4M | 94,101 | 新建仓 |
| 3 | Farther Finance Advisors, LLC | $1.6M | 43,883 | 增持 |
| 4 | Everhart Financial Group, Inc. | $1.4M | 39,341 | 减持 |
| 5 | SigFig Wealth Management, LLC | $1.3M | 35,740 | 增持 |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $1.0M | 28,107 | 持平 |
| 7 | Kaizen Financial Strategies | $895,054 | 24,415 | 增持 |
| 8 | COLLECTIVE FAMILY OFFICE LLC | $887,044 | 24,196 | 增持 |
| 9 | Heartwood Wealth Advisors LLC | $726,491 | 19,817 | 持平 |
| 10 | GAMMA Investing LLC | $673,224 | 18,364 | 持平 |
| 11 | RVW Wealth, LLC | $335,351 | 9,148 | 持平 |
| 12 | Cadent Capital Advisors, LLC | $285,948 | 7,800 | 持平 |
| 13 | CoreCap Advisors, LLC | $51,324 | 1,400 | 新建仓 |
| 14 | Dorato Capital Management | $44,832 | 1,200 | 持平 |
| 15 | MassMutual Private Wealth & Trust, FSB | $733 | 20 | 持平 |
| 16 | Veracity Capital LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30