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

Name: 谁持有 SCHX？96 家机构、10.3 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHX）？2026年Q3（报告期截至 2026-09-30）共有 96 家机构在 SEC 13F 申报中报告持有，合计 10.34 亿美元。前几大持有机构：Farther Finance Advisors, LLC（2.24 亿美元）、SigFig Wealth Management, LLC（2.05 亿美元）、FSA Investment Group, LLC（1.22 亿美元）。

排名	机构	市值	股数	变动
1	Farther Finance Advisors, LLC	$223.8M	7.5M	增持
2	SigFig Wealth Management, LLC	$205.1M	6.8M	增持
3	FSA Investment Group, LLC	$122.4M	4.1M	增持
4	Bangor Savings Bank	$55.2M	1.8M	减持
5	Apella Capital, LLC	$44.4M	1.4M	增持
6	Matrix Trust Co	$43.9M	1.5M	减持
7	Investors Research Corp	$25.5M	851,421	增持
8	Sprinkle Financial Consultants LLC	$25.0M	832,529	增持
9	MFA WEALTH ADVISORS, LLC	$24.3M	808,937	增持
10	Family Legacy Financial Solutions, LLC	$23.5M	784,296	增持
11	Leverty Financial Group, LLC	$17.7M	590,174	增持
12	CoreCap Advisors, LLC	$14.9M	496,766	减持
13	May Barnhard Investments LLC	$14.8M	492,486	减持
14	Frisco Financial Planning LLC	$12.7M	423,211	减持
15	Avidian Wealth Enterprises, LLC	$12.6M	420,327	减持
16	ELEVATION WEALTH PARTNERS, LLC	$11.6M	388,172	减持
17	Legacy Private Trust Co.	$10.8M	360,828	增持
18	Attessa Capital LLC	$10.6M	354,174	减持
19	RTD Financial Advisors, Inc.	$10.5M	348,460	减持
20	Wealth Enhancement Trust Services, Inc.	$9.8M	328,230	减持
21	Barden Capital Management, Inc.	$8.4M	281,139	减持
22	Gradient Investments LLC	$8.2M	274,793	减持
23	Rosenberg Matthew Hamilton	$7.8M	260,977	减持
24	YHB Investment Advisors, Inc.	$7.6M	254,760	增持
25	Dorato Capital Management	$6.4M	210,231	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30