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

Name: 谁持有 SCHR？25 家机构、1.5 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHR）？2026年Q3（报告期截至 2026-09-30）共有 25 家机构在 SEC 13F 申报中报告持有，合计 1.50 亿美元。前几大持有机构：Avidian Wealth Enterprises, LLC（5,990.00 万美元）、Beacon Wealthcare LLC（3,440.00 万美元）、Galvin, Gaustad & Stein, LLC（2,610.00 万美元）。

排名	机构	市值	股数	变动
1	Avidian Wealth Enterprises, LLC	$59.9M	2.5M	增持
2	Beacon Wealthcare LLC	$34.4M	1.4M	增持
3	Galvin, Gaustad & Stein, LLC	$26.1M	1.1M	减持
4	Attessa Capital LLC	$10.7M	452,044	增持
5	Mendota Financial Group, LLC	$3.8M	159,275	增持
6	Farther Finance Advisors, LLC	$3.5M	149,453	减持
7	Barden Capital Management, Inc.	$2.4M	100,625	增持
8	STABLEFORD CAPITAL II LLC	$1.8M	74,848	持平
9	Successful Portfolios LLC	$1.7M	71,369	增持
10	MFG WEALTH MANAGEMENT, INC.	$1.6M	65,606	增持
11	Kaizen Financial Strategies	$1.3M	56,319	减持
12	CoreCap Advisors, LLC	$861,998	36,371	增持
13	Hardin Capital Partners, LLC	$433,620	18,296	减持
14	CHAPIN DAVIS, INC.	$351,400	14,827	持平
15	Venture Visionary Partners LLC	$269,398	11,367	持平
16	Bangor Savings Bank	$236,005	9,958	持平
17	FC Advisory LLC	$221,491	9,346	减持
18	Dorato Capital Management	$139,084	5,871	持平
19	Bullock Wealth Management Group	$84,118	3,551	增持
20	Rosenberg Matthew Hamilton	$48,372	2,041	增持
21	ARMSTRONG ADVISORY GROUP, INC	$2,844	120	持平
22	MassMutual Private Wealth & Trust, FSB	$0	0	清仓
23	Acropolis Investment Management, LLC	$0	0	清仓
24	Pacifica Partners Inc.	$0	0	清仓
25	Intelligence Driven Advisers, LLC	$0	0	清仓

来源：SEC 13F 申报文件 · 截至 2026-09-30