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

Name: 谁持有 SCHO？46 家机构、3.2 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHO）？2026年Q3（报告期截至 2026-09-30）共有 46 家机构在 SEC 13F 申报中报告持有，合计 3.16 亿美元。前几大持有机构：Bangor Savings Bank（6,600.00 万美元）、Stephens Group Asset Management, LLC（4,090.00 万美元）、MassMutual Private Wealth & Trust, FSB（4,050.00 万美元）。

排名	机构	市值	股数	变动
1	Bangor Savings Bank	$66.0M	2.8M	增持
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	$40.9M	1.7M	增持
3	MassMutual Private Wealth & Trust, FSB	$40.5M	1.7M	减持
4	Galvin, Gaustad & Stein, LLC	$22.6M	949,186	减持
5	Avidian Wealth Enterprises, LLC	$16.1M	672,701	增持
6	Stonebridge Financial Group, LLC	$14.5M	607,585	减持
7	Farther Finance Advisors, LLC	$14.1M	592,259	减持
8	Towneley Capital Management, Inc / DE	$13.4M	562,783	增持
9	Peterson Wealth Advisors, LLC	$12.7M	531,181	增持
10	Marotta Asset Management	$12.6M	526,754	减持
11	Rosenberg Matthew Hamilton	$9.8M	409,323	增持
12	Castle Rock Wealth Management, LLC	$7.6M	319,545	新建仓
13	Plan A Wealth LLC	$7.4M	310,692	增持
14	Apella Capital, LLC	$5.8M	242,405	减持
15	Successful Portfolios LLC	$5.8M	241,307	增持
16	ZynergyRetirementPlanningLLC	$4.4M	185,546	减持
17	Versant Capital Management, Inc	$3.7M	154,449	增持
18	PARK NATIONAL CORP /OH/	$3.4M	141,559	增持
19	SigFig Wealth Management, LLC	$3.0M	126,962	增持
20	JUNCTURE WEALTH STRATEGIES, LLC	$1.8M	75,586	减持
21	Great Waters Wealth Management	$1.3M	55,560	增持
22	Aventus Investment Advisors, Inc.	$1.2M	50,842	减持
23	Veery Capital, LLC	$1.2M	50,094	增持
24	Mendota Financial Group, LLC	$909,392	38,114	减持
25	Adelphi Trust Co	$703,441	29,482	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30