SCMB — Schwab Strategic Tr 机构持仓 · 2026年Q3
谁持有 Schwab Strategic Tr（SCMB）？2026年Q3（报告期截至 2026-09-30）共有 13 家机构在 SEC 13F 申报中报告持有，合计 7,463.96 万美元。前几大持有机构：Avidian Wealth Enterprises, LLC（5,390.00 万美元）、Wedmont Private Capital（1,130.00 万美元）、Rosenberg Matthew Hamilton（380.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $53.9M | 2.2M | 增持 |
| 2 | Wedmont Private Capital | $11.3M | 471,085 | 减持 |
| 3 | Rosenberg Matthew Hamilton | $3.8M | 157,341 | 增持 |
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.5M | 103,116 | 减持 |
| 5 | SigFig Wealth Management, LLC | $618,134 | 25,585 | 新建仓 |
| 6 | Breakwater Capital Group | $538,085 | 22,272 | 增持 |
| 7 | Roan Capital Partners | $464,379 | 19,221 | 减持 |
| 8 | LifeGoal Investments, LLC | $452,561 | 18,732 | 新建仓 |
| 9 | CoreCap Advisors, LLC | $413,686 | 17,122 | 增持 |
| 10 | Farther Finance Advisors, LLC | $354,680 | 14,680 | 减持 |
| 11 | Heartwood Wealth Advisors LLC | $223,311 | 9,243 | 持平 |
| 12 | Trust Co | $58,048 | 2,403 | 增持 |
| 13 | Galvin, Gaustad & Stein, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30