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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

979 managers (991 13F filers) reported a position in SCHV shares at 2026-06-30, 333,620,455 shares in all. 81 filers opened a position and 49 filers sold out during the quarter.

Managers
979
13F filers
991
New
81
Added
371
Reduced
333
Sold out
49
Shares held by filers
333,620,455

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.46,499,260$1.62B2.87%-1,928,54313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,024,906$1.57B1.38%+256,40013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,735,658$478M-5,716,123Timeline
Avantax Planning Partners, Inc.10,212,910$356M8.85%-4,57613F-HRTimeline
MATHER GROUP, LLC.10,099,022$352M3.07%-25,242,33713F-HRTimeline
Mariner, LLCin group Mariner, LLC9,144,880$318M0.33%-30,89213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,912,979$310M0.36%-2,367,23313F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC7,753,808$270M2.02%-301,24413F-HRTimeline
Savant Capital, LLC6,378,613$209M0.61%+3,269,24013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,291,984$184M1.36%+226,44613F-HRTimeline
Beacon Pointe Advisors, LLC3,917,972$136M0.63%+44,85913F-HRTimeline
Betterment LLC3,867,616$135M0.23%-133,33213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,727,556$128M0.22%-84,58013F-HRTimeline
LPL Financial LLC3,674,944$128M0.03%+362,62813F-HRTimeline
Cetera Investment Advisers3,571,303$124M0.11%+27,11913F-HRTimeline
Gemmer Asset Management LLC3,373,480$117M7.91%-59,06713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,018,201$105M15.01%+21,95613F-HRTimeline
Mokosak Advisory Group, LLC3,013,603$105M22.72%+5,10213F-HRTimeline
Krilogy Financial LLC2,880,128$100M2.97%+7,84113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,779,835$96.8M0.01%-255,56513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,712,427$94.4M-132,131Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,705,341$94.2M0.02%+93,58513F-HRTimelineGroup
HighTower Advisors, LLC2,625,413$91.4M0.09%-32,18413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,402,516$83.6M0.41%+304,25113F-HR/ATimeline
Cooper Financial Group2,276,475$79.2M6.58%+140,50113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,234,842$77.8M+4,715Timeline
Compound Planning, Inc.2,011,430$70M1.83%+36,98813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,921,981$66.9M<0.01%+30,32913F-HRTimelineGroup
Creative Planningin group Creative Planning1,836,443$63.9M0.04%-82,55113F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,777,034$61.9M13.11%+52,85013F-HRTimeline
Black Diamond Financial, LLC1,759,449$61.2M5.4%+348,43713F-HRTimeline
World Investment Advisors1,970,475$60.2M1%-6,92313F-HRTimeline
Financial Management Professionals, Inc.1,721,114$59.9M5.68%-5,06213F-HRTimeline
GenWealth Group, Inc.1,681,637$58.5M9.12%-21,84713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,599,656$55.7M0.31%-25,83213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,568,627$54.5M<0.01%+15,19913F-HRTimelineGroup
DRAVO BAY LLC1,454,110$50.6M17.52%+125,05413F-HRTimeline
Northern Capital Management, Inc.1,412,672$49.2M20.97%+45,42513F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS1,333,572$46.4M0.07%+232,94813F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,302,258$45.3M18.55%-6,30113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,299,421$45.2M0.08%+31,24813F-HRTimelineGroup
XML Financial, LLC1,253,900$43.6M3.17%+9,65013F-HRTimeline
Summit Asset Management, LLC1,224,848$42.6M5.46%-7,60913F-HRTimeline
Veery Capital, LLC1,196,106$41.6M11.18%+27,69913F-HRTimeline
MML INVESTORS SERVICES, LLC1,186,101$41.3M0.08%+265,32813F-HRTimeline
BALLAST ADVISORS LLC1,179,966$41.1M9.79%-14,22713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,744,278$41M0.05%+640,99213F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC1,134,296$39.5M5.96%-81113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,126,459$39.2M1.25%-66,79913F-HRTimelineGroup
Midwest Trust Co1,122,636$39.1M0.44%-15,59413F-HRTimeline
Financial Advisors Network, Inc.1,097,487$38.2M4.68%+37,64013F-HRTimeline
MAI Capital Management1,082,922$37.7M0.14%+66,94313F-HRTimeline
FAS Wealth Partners, Inc.1,057,653$36.8M1.92%-10,98013F-HRTimeline
GHP Investment Advisors, Inc.1,038,715$36.2M1.33%+13,79213F-HRTimeline
Dodds Wealth, LLC1,030,077$35.9M8.07%-11,04913F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,019,784$35.5M12.62%+18,15913F-HRTimeline
Serenity Investment Advisors979,372$34.1M14.53%+17,93613F-HRTimeline
Ally Invest Advisors Inc.978,090$34M2.06%+13,65913F-HRTimeline
Global Retirement Partners, LLC960,177$33.4M0.51%13F-HRTimeline
Tradition Wealth Management, LLC952,665$33.2M2.03%+7,73613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding897,975$31.3M+50,166Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC897,263$31.2M0.01%+45,59913F-HRTimelineGroup
KRM WEALTH MANAGEMENT L.L.C.885,859$30.8M13.57%+54,39213F-HRTimeline
Merit Financial Group, LLC880,325$30.6M0.19%+75,53413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA807,850$28.1M<0.01%+54,57913F-HRTimelineGroup
Persium Advisors, LLC801,823$27.9M18.21%-26,80313F-HR/ATimeline
CX Institutional792,816$27.6M0.8%-262,27013F-HRTimeline
SAGE FINANCIAL GROUP INC776,729$27M1.5%+4,55913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN774,489$27M<0.01%-45,22113F-HRTimelineGroup
Noble Family Wealth, LLC728,348$25.4M4.54%+3,53513F-HRTimeline
Waverly Advisors, LLC717,101$25M0.14%-1,58513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…699,917$24.4M6.92%+12,57813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…672,608$23.4M0.01%+25,36413F-HRTimelineGroup
OneDigital Investment Advisors LLC671,980$23.4M0.2%-23,93713F-HRTimeline
Meriwether Wealth & Planning, LLC671,004$23.4M11.58%+14,97813F-HRTimeline
TUDOR INVESTMENT CORP ET AL667,145$23.2M0.1%+359,92013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC661,485$23M0.3%-19,91813F-HRTimeline
Cornerstone Wealth Advisors, Inc.652,147$22.7M4.76%+9,03213F-HRTimeline
Perigon Wealth Management, LLC644,939$22.5M0.36%+15,95213F-HRTimeline
Farther Finance Advisors, LLC643,155$22.4M0.18%+74,54213F-HRTimeline
CHOREO, LLC643,100$22.4M0.25%-10,70213F-HRTimeline
LCNB CORP641,729$22.3M6.85%-11,42913F-HRTimeline
Prime Capital Investment Advisors, LLC636,448$22.2M0.21%-23,25813F-HRTimeline
Seneca Financial Advisors LLC624,063$21.7M5.64%-14,63313F-HRTimeline
Mutual Advisors, LLC606,554$21.1M0.4%+49,67813F-HRTimeline
Cape Investment Advisory, Inc.601,890$21M5.6%+21913F-HRTimeline
Focus Financial Network, Inc.600,252$20.9M0.65%-36,59013F-HRTimeline
Ethos Financial Group, LLC610,180$20.6M1.38%-83,08813F-HRTimeline
Seek First Inc.589,947$20.5M12.97%+9,77613F-HRTimeline
YANKCOM Partnership585,528$20.4M7.31%+49,44213F-HRTimeline
Garde Capital, Inc.582,638$20.3M0.91%-8,01413F-HRTimeline
Odyssey Group, LLC581,116$20.2M5.48%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.576,393$20.1M3.35%-95713F-HRTimeline
EP Wealth Advisors, LLC572,184$19.9M0.08%+367,61813F-HRTimeline
Payne Capital Management, LLC560,537$19.5M5.2%+16,84713F-HRTimeline
JBGlobal.com LLC555,333$19.3M16.91%-8,08013F-HRTimeline
Denver PWM, LLC532,138$18.8M6.16%+10,30713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)524,862$18.3M5.07%+49,75913F-HRTimeline
USAdvisors Wealth Management, LLC517,375$18M5.16%-213,30613F-HRTimeline
Cambridge Investment Research Advisors,…491,304$17.1M0.04%-20,00013F-HR/ATimeline
Martel Wealth Advisors LLC467,996$16.3M2.56%-14,44313F-HRTimeline
Peak Wealth Management LLC466,587$16.2M11.4%+75,92213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC455,072$15.8M0.02%-23,81413F-HRTimeline
Global Strategic Investment Solutions, …423,041$14.7M1.32%+2,26013F-HRTimeline
FSA WEALTH PARTNERS, INC.416,133$14.5M3.63%+11,44113F-HRTimeline
Goepper Burkhardt LLC412,923$14.4M4.32%-9,02613F-HRTimeline
Bogart Wealth, LLC409,863$14.3M0.49%+1,08313F-HRTimeline
CATHY PARETO & ASSOCIATES, INC408,803$14.2M8.34%+95,84613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management395,893$13.8M0.14%+175,26713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC386,729$13.5M0.13%-8,32013F-HRTimeline
Friday Financial388,248$13.3M3.57%+73,88813F-HRTimeline
Diversified Portfolios, Inc.379,951$13.2M0.96%-6,17613F-HRTimeline
Empirical Financial Services, LLC d.b.a…373,856$13M0.19%+24013F-HRTimeline
Enclave Advisors LLC373,287$13M1.69%+323,31013F-HRTimeline
Allworth Financial LP370,672$12.9M0.05%-24,55913F-HRTimeline
James J. Burns & Company, LLC370,207$12.9M1.4%-5,52813F-HRTimeline
GILL CAPITAL PARTNERS, LLC368,785$12.8M3.4%-16,66113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.349,164$12.2M4.94%+21,89913F-HRTimeline
Integrated Wealth Concepts LLC342,263$11.9M0.06%+85,31013F-HRTimeline
HBK Sorce Advisory LLC341,547$11.9M0.23%+4,95113F-HRTimeline
CDKV HOLDINGS LLC335,591$11.7M9.13%+74913F-HRTimeline
Sightline Wealth Advisors, LLC329,224$11.5M4.19%+33,42713F-HRTimeline
Capital Squared Financial LLC327,568$11.4M7.45%+4,96813F-HRTimeline
White Pine Investment CO326,384$11.4M2.42%+41713F-HRTimeline
Fiduciary Alliance LLC324,528$11.3M0.76%-4,52013F-HRTimeline
Harbor Group, Inc.323,691$11.3M1.32%-3,30313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC322,832$11.2M0.03%+88,38413F-HRTimelineGroup
Visionary Wealth Advisors316,115$11M0.43%+38,82513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV304,020$10.6M0.01%-17,16813F-HR/ATimeline
Independent Solutions Wealth Management…301,365$10.5M1.37%-3,33013F-HRTimeline
Thrive Wealth Management, LLC294,454$10.2M1.32%+5,94713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC288,228$10M0.15%+3,75513F-HRTimeline
Gladstone Institutional Advisory LLC286,956$9.99M0.32%+30,35813F-HRTimeline
Schneider Downs Wealth Management Advis…285,387$9.93M0.93%-5,47813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA283,186$9.86M0.39%+4,75513F-HRTimeline
Integrated Advisors Network LLC281,854$9.81M0.45%+9,77313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC281,513$9.8M0.01%+140,21913F-HRTimelineGroup
Bishop & Co Investment Management, LLC279,444$9.73M2.99%013F-HRTimeline
Christensen, King & Associates Investme…273,806$9.53M3.79%-9,01013F-HRTimeline
Brand Asset Management Group, Inc.270,744$9.42M2.08%-1,07513F-HRTimeline
Courage Miller Partners, LLC268,344$9.34M2.46%-3,00513F-HRTimeline
Per Stirling Capital Management, LLC.268,034$9.33M0.89%-37813F-HRTimeline
Ackerman Capital Advisors, LLC267,571$9.31M1.88%+1,05213F-HRTimeline
Plus Group Wealth Advisors LLC266,466$9.28M8.72%+4,73413F-HRTimeline
Councilor Wealth, LLC265,062$9.23M3.73%-9,54313F-HRTimeline
FMR LLCin group FMR LLC263,829$9.18M<0.01%+15913F-HRTimelineGroup
CERTUITY, LLC259,028$9.02M0.44%+37,38813F-HRTimeline
Lighthouse Wealth Management Inc.258,169$8.99M5.58%+8,03413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC257,749$8.97M<0.01%+69,13013F-HRTimelineGroup
Arnold Financial Planning LLC253,746$8.83M6.59%+14,34313F-HRTimeline
Pinnacle Family Advisors, LLC251,880$8.77M3.68%+98,36213F-HRTimeline
Cresset Asset Management, LLC249,955$8.7M0.03%+21013F-HRTimeline
Avior Wealth Management, LLC244,488$8.51M0.22%-142,36413F-HRTimeline
Sun Financial Inc239,789$8.36M3.94%+11,79113F-HRTimeline
Weinberger Asset Management, Inc243,729$8.3M2.66%-6,54513F-HRTimeline
Baring Financial LLC235,389$8.19M4.52%-2713F-HRTimeline
LOWERY THOMAS, LLC231,838$8.07M3.94%+3,06613F-HRTimeline
Quantinno Capital Management LP230,382$8.02M0.01%+13,91913F-HRTimeline
Cadence Wealth Management LLC229,916$8M3.58%+4,55313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC227,702$7.93M3.79%+3,28313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding222,704$7.75M-3,319Timeline
BlueSky Wealth Advisors, LLC219,227$7.63M0.88%+12,90313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\213,148$7.42M0.01%-13,37113F-HRTimelineGroup
ProVise Management Group, LLC212,905$7.41M0.5%-6,05613F-HRTimeline
Plancorp, LLC215,406$7.37M0.18%+195,32413F-HRTimeline
Curtis Advisory Group, LLC210,894$7.34M1.43%-4,20513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC209,065$7.28M2.72%-1,71113F-HRTimeline
PETRA FINANCIAL ADVISORS INC208,850$7.27M3.37%+16,31513F-HRTimeline
Ifrah Financial Services, Inc.208,201$7.25M1.77%-6,21413F-HRTimeline
Avant Capital LLC207,434$7.22M4.52%+52913F-HRTimeline
Glassman Wealth Services203,816$7.09M0.85%-4,01313F-HRTimeline
Werba Rubin Papier Wealth Management203,775$7.09M0.86%+7,98513F-HRTimeline
Phillip James Consulting Co.199,843$6.96M4.65%new13F-HRTimeline
New Hampshire Trust199,696$6.95M1.31%+2,46313F-HRTimeline
Main Street Financial Solutions, LLC197,107$6.86M0.44%+4,43613F-HRTimeline
Game Plan Financial Advisors, LLC193,444$6.73M2.5%-7,02713F-HRTimeline
SpringVest Wealth Management LLC192,326$6.69M4.21%+92413F-HRTimeline
Capital Advisors Wealth Management, LLC192,079$6.69M0.79%+18613F-HRTimeline
Summit Financial, LLC191,967$6.68M0.07%-7,36513F-HRTimeline
Westbourne Investment Advisors, Inc.191,481$6.67M1.84%+2,18413F-HRTimeline
Columbus Macro, LLC191,440$6.66M0.65%-5,41813F-HRTimeline
Savvy Advisors, Inc.191,005$6.65M0.14%-37,05113F-HRTimeline
Valpey Financial Services, LLC190,366$6.63M3.95%-12,43813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC188,048$6.55M<0.01%+35,97113F-HRTimelineGroup
Retirement Investment Advisors, Inc.187,435$6.41M0.46%+31,56413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC184,223$6.41M0.62%+98713F-HRTimeline
Leeward Financial Partners, LLC181,501$6.32M1.66%+3,85613F-HRTimeline
Meridian Wealth Management, LLC177,315$6.17M0.19%+4,07113F-HRTimeline
Rinkey Investments175,707$6.12M1.44%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …175,530$6.11M0.29%+11,81913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP174,543$6.08M0.01%+12,92613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.172,580$6.01M0.1%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC172,268$6M0.94%+16913F-HRTimeline
Apex Wealth Management, LLC169,285$5.89M3.6%+5,38913F-HRTimeline
Dakota Wealth Management169,158$5.89M0.11%+8,03013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…168,095$5.85M<0.01%+128,21313F-HRTimelineGroup
WARNER FINANCIAL, INC163,018$5.67M1.67%+4,13813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC161,002$5.6M1.25%-1,24613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC160,971$5.6M0.95%-13,58313F-HRTimeline
Coastwise Capital Group, LLC158,886$5.53M3.22%-1,68713F-HRTimeline