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

Name: 谁持有 SCHZ？48 家机构、1.6 亿美元（2026年Q3）
Creator: ko.io

谁持有 Schwab Strategic Tr（SCHZ）？2026年Q3（报告期截至 2026-09-30）共有 48 家机构在 SEC 13F 申报中报告持有，合计 1.58 亿美元。前几大持有机构：Pioneer Wealth Management Group（5,580.00 万美元）、ZynergyRetirementPlanningLLC（3,860.00 万美元）、Farther Finance Advisors, LLC（1,330.00 万美元）。

排名	机构	市值	股数	变动
1	Pioneer Wealth Management Group	$55.8M	2.5M	增持
2	ZynergyRetirementPlanningLLC	$38.6M	1.7M	增持
3	Farther Finance Advisors, LLC	$13.3M	601,449	增持
4	SigFig Wealth Management, LLC	$11.2M	507,775	增持
5	Marotta Asset Management	$5.5M	248,428	减持
6	Cassilly Financial Group LLC	$4.3M	193,953	增持
7	Tactive Advisors, LLC	$3.9M	178,336	增持
8	Balefire, LLC	$2.7M	120,553	增持
9	Financial Designs Corp	$2.6M	116,711	增持
10	Dorato Capital Management	$1.9M	88,053	减持
11	Bangor Savings Bank	$1.8M	83,589	持平
12	ACT WEALTH MANAGEMENT, LLC	$1.7M	78,787	增持
13	Apeiron RIA LLC	$1.2M	52,791	减持
14	GK Wealth Management LLC	$1.1M	51,916	增持
15	Graves Light Lenhart Wealth, Inc.	$1.1M	49,331	减持
16	Emergent Wealth Advisors, LLC	$1.0M	46,977	减持
17	Friday Financial	$985,072	44,634	增持
18	Plan A Wealth LLC	$952,532	43,101	增持
19	Great Waters Wealth Management	$943,563	42,695	减持
20	Asempa Wealth Advisors	$838,454	37,991	增持
21	JUNCTURE WEALTH STRATEGIES, LLC	$836,949	37,871	增持
22	Aventus Investment Advisors, Inc.	$805,191	36,434	减持
23	Aletheian Wealth Advisors LLC	$800,020	36,200	增持
24	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$472,299	21,371	减持
25	Cooper Financial Group	$452,355	20,469	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30