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

Name: 谁持有 SCHV？56 家机构、3 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHV）？2026年Q3（报告期截至 2026-09-30）共有 56 家机构在 SEC 13F 申报中报告持有，合计 3.03 亿美元。前几大持有机构：Cooper Financial Group（7,860.00 万美元）、Veery Capital, LLC（4,050.00 万美元）、Farther Finance Advisors, LLC（2,970.00 万美元）。

排名	机构	市值	股数	变动
1	Cooper Financial Group	$78.6M	2.4M	增持
2	Veery Capital, LLC	$40.5M	1.2M	增持
3	Farther Finance Advisors, LLC	$29.7M	890,366	增持
4	CX Institutional	$29.0M	869,829	增持
5	Persium Advisors, LLC	$25.5M	765,306	减持
6	Friday Financial	$21.0M	627,761	增持
7	Whitaker-Myers Wealth Managers, LTD.	$12.6M	379,462	减持
8	May Barnhard Investments LLC	$8.5M	255,733	减持
9	Baring Financial LLC	$8.1M	241,830	增持
10	Capital Advisors Wealth Management, LLC	$6.4M	192,080	增持
11	Barden Capital Management, Inc.	$4.2M	126,433	减持
12	Everhart Financial Group, Inc.	$3.9M	118,084	减持
13	CYPRESS FINANCIAL PLANNING LLC	$3.5M	105,203	减持
14	ZynergyRetirementPlanningLLC	$3.2M	96,985	减持
15	RIVERSEDGE ADVISORS, LLC	$2.7M	80,473	增持
16	Apella Capital, LLC	$2.5M	73,505	减持
17	Cambridge Financial Group, LLC	$2.4M	70,065	持平
18	Ridgewood Investments LLC	$2.2M	67,331	减持
19	AVITY INVESTMENT MANAGEMENT INC.	$2.0M	59,931	持平
20	Wedmont Private Capital	$1.6M	46,322	增持
21	Avidian Wealth Enterprises, LLC	$1.6M	46,740	增持
22	Valeo Financial Advisors, LLC	$1.5M	45,617	减持
23	Tactive Advisors, LLC	$1.1M	34,337	减持
24	MassMutual Private Wealth & Trust, FSB	$1.0M	30,463	增持
25	Adelphi Trust Co	$987,275	29,639	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30