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

Name: 谁持有 SCHP？46 家机构、2.7 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHP）？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 2.70 亿美元。前几大持有机构：Armstrong Advisory Group, Inc（9,120.00 万美元）、Stephens Group Asset Management, LLC（4,140.00 万美元）、Matrix Trust Co（3,470.00 万美元）。

排名	机构	市值	股数	变动
1	ARMSTRONG ADVISORY GROUP, INC	$91.2M	3.6M	增持
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	$41.4M	1.6M	增持
3	Matrix Trust Co	$34.7M	1.4M	增持
4	ZynergyRetirementPlanningLLC	$17.0M	677,791	增持
5	Farther Finance Advisors, LLC	$15.3M	607,667	增持
6	Marotta Asset Management	$13.1M	519,739	减持
7	Vilga Financial Planning LLC	$9.4M	373,311	增持
8	FC Advisory LLC	$8.8M	348,469	增持
9	Dorato Capital Management	$7.7M	305,583	增持
10	First Heartland Consultants, Inc.	$4.8M	192,566	增持
11	FSA Investment Group, LLC	$3.9M	156,189	增持
12	PRIVATE CLIENT SERVICES, LLC	$3.3M	129,481	减持
13	Aletheian Wealth Advisors LLC	$2.6M	104,491	增持
14	Ridgewood Investments LLC	$2.5M	99,933	增持
15	Veracity Capital LLC	$2.2M	87,990	增持
16	May Barnhard Investments LLC	$1.9M	75,588	新建仓
17	SigFig Wealth Management, LLC	$1.6M	63,224	减持
18	Horizons Wealth Management	$1.3M	51,497	增持
19	TrueWealth Advisors, LLC	$1.2M	46,627	减持
20	Galvin, Gaustad & Stein, LLC	$1.1M	43,785	减持
21	Wealth Enhancement Trust Services, Inc.	$684,968	27,257	增持
22	LifeGoal Investments, LLC	$664,736	26,452	增持
23	Avidian Wealth Enterprises, LLC	$549,879	21,881	增持
24	CoreCap Advisors, LLC	$401,983	15,996	增持
25	KWMG, LLC	$387,103	15,404	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30