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

Name: 谁持有 SCHM？70 家机构、1.5 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHM）？2026年Q3（报告期截至 2026-09-30）共有 70 家机构在 SEC 13F 申报中报告持有，合计 1.49 亿美元。前几大持有机构：Farther Finance Advisors, LLC（1,760.00 万美元）、Bangor Savings Bank（1,610.00 万美元）、Family Legacy Financial Solutions, LLC（1,290.00 万美元）。

排名	机构	市值	股数	变动
1	Farther Finance Advisors, LLC	$17.6M	518,625	增持
2	Bangor Savings Bank	$16.1M	472,836	减持
3	Family Legacy Financial Solutions, LLC	$12.9M	378,054	增持
4	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$9.2M	271,236	减持
5	Wealth Enhancement Trust Services, Inc.	$7.4M	217,566	减持
6	OxenFree Capital LLC	$7.3M	208,478	增持
7	Peterson Wealth Advisors, LLC	$7.3M	213,466	减持
8	CX Institutional	$5.8M	170,694	减持
9	MFA WEALTH ADVISORS, LLC	$5.4M	159,092	新建仓
10	Capital Planning LLC	$5.3M	155,877	减持
11	May Barnhard Investments LLC	$3.8M	111,153	减持
12	Wealth Group Ltd	$3.5M	102,182	增持
13	Everhart Financial Group, Inc.	$3.3M	97,785	减持
14	Boltwood Capital Management	$3.3M	97,571	增持
15	BURKETT FINANCIAL SERVICES, LLC	$2.8M	80,975	减持
16	Dorato Capital Management	$2.6M	76,032	增持
17	Marquette Asset Management, LLC	$2.6M	75,304	减持
18	Cambridge Financial Group, LLC	$2.4M	65,011	持平
19	JUNCTURE WEALTH STRATEGIES, LLC	$2.3M	67,549	减持
20	Venture Visionary Partners LLC	$2.3M	66,587	增持
21	Valeo Financial Advisors, LLC	$2.1M	62,253	增持
22	Sunburst Financial Group, LLC	$1.9M	57,249	增持
23	Cassilly Financial Group LLC	$1.9M	55,770	增持
24	COLLECTIVE FAMILY OFFICE LLC	$1.9M	55,287	减持
25	Wedmont Private Capital	$1.4M	39,831	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30