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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

983 managers (995 13F filers) reported a position in SCHV shares at 2026-06-30, 333,555,147 shares in all. 82 filers opened a position and 50 filers sold out during the quarter.

Managers
983
13F filers
995
New
82
Added
372
Reduced
334
Sold out
50
Shares held by filers
333,555,147

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
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC156,870$5.46M4.34%-12,96013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC175,568$5.35M0.22%+110,69813F-HRTimeline
KPP Advisory Services LLC153,791$5.35M0.68%+6,41713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155,143$5.35M<0.01%+30,15513F-HRTimelineGroup
NewEdge Advisors, LLC152,382$5.3M0.02%+1,65713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.151,747$5.28M0.01%+3,22313F-HRTimelineGroup
Vise Technologies, Inc.147,698$5.14M0.06%+18,90613F-HRTimeline
Golden Bell Financial Planning LLC147,634$5.14M3.78%-1,63613F-HRTimeline
Sequoia Financial Advisors, LLC146,134$5.09M0.03%-7,09813F-HRTimeline
Newman Dignan & Sheerar, Inc.144,331$5.02M0.96%-1,67113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC143,039$4.98M0.2%+6,69813F-HRTimeline
SeaCrest Wealth Management, LLC142,065$4.95M0.55%-2,18113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC139,294$4.85M0.6%-49613F-HRTimeline
Affinity Capital Advisors, LLC138,946$4.8M0.59%-1,10413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC137,343$4.78M0.19%+9,76013F-HRTimeline
One Capital Management, LLC154,711$4.72M0.13%013F-HRTimeline
Allen Capital Group, LLC134,472$4.68M0.38%+17,59413F-HRTimeline
VILLERE ST DENIS J & CO LLC134,411$4.68M0.56%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC132,340$4.61M0.35%+4,60513F-HRTimeline
Joseph Group Capital Management131,497$4.58M0.96%-4313F-HRTimeline
LifePlan Investment Advisors, Inc.129,069$4.49M1.55%-1,09513F-HRTimeline
Barden Capital Management, Inc.128,202$4.46M4.12%+1,58913F-HRTimeline
Centerline Wealth Advisors, LLC127,526$4.44M1.39%+6713F-HRTimeline
RKL Wealth Management LLC126,137$4.39M0.35%+33913F-HRTimeline
CFG Wealth Management Services, Inc.143,142$4.37M4.1%013F-HRTimeline
Everhart Financial Group, Inc.123,969$4.32M0.28%-3,54913F-HRTimeline
UNIQUE WEALTH, LLC123,721$4.31M0.5%+2,98213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP123,053$4.28M<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.121,556$4.23M0.04%-189,37013F-HRTimeline
Q3 Asset Management118,565$4.13M0.76%-5,83313F-HRTimeline
Apriem Advisors116,855$4.07M0.35%013F-HRTimeline
Advisory Services Network, LLC116,747$4.06M0.05%+2,07313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP114,863$4M0.19%+41113F-HRTimeline
Foster Victor Wealth Advisors, LLC114,955$3.93M0.21%-6,61713F-HRTimeline
Diversified Enterprises, LLC111,328$3.88M0.19%-2,71713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC109,609$3.82M1.72%-14313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC107,858$3.75M0.92%+3,94813F-HRTimeline
Murphy & Mullick Capital Management Corp107,605$3.75M2.32%+5,23013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,308$3.74M<0.01%+1,30413F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…106,955$3.72M1.73%-3,04513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding106,055$3.69M-105,129Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.105,944$3.69M0.13%-2,94713F-HRTimeline
Altus Wealth Group LLC105,415$3.67M1.33%+1,11913F-HRTimeline
IVC Wealth Advisors LLC104,426$3.64M1.42%-80913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC104,114$3.62M0.2%+14913F-HRTimeline
HB Wealth Management, LLC103,114$3.59M0.02%+8,44113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP102,488$3.57M0.04%+24,33113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC100,406$3.5M0.01%-5,39913F-HRTimelineGroup
Compass Advisory Group LLC98,060$3.41M0.81%+44313F-HRTimeline
ZynergyRetirementPlanningLLC97,589$3.4M1.84%-1,07513F-HRTimeline
Nadler Financial Group, Inc.95,845$3.34M0.28%-81513F-HRTimeline
Embree Financial Group95,558$3.33M0.33%-59,78813F-HRTimeline
Steele Capital Management, Inc.95,505$3.32M0.12%013F-HRTimeline
NewEdge Wealth, LLC94,850$3.3M0.03%+35413F-HRTimeline
M3 Advisory Group, LLC93,884$3.27M1.69%+35713F-HRTimeline
Bleakley Financial Group, LLC93,217$3.24M0.04%-47013F-HRTimeline
Wealthspire Advisors, LLC93,101$3.24M0.02%+44,95013F-HRTimeline
Rossby Financial, LCC90,225$3.14M0.57%+3,33513F-HRTimeline
Johnson Financial Group, LLC90,220$3.14M0.17%013F-HRTimeline
Broadview Financial Management, LLC89,890$3.13M1.91%+1,56313F-HRTimeline
Dynamic Advisor Solutions LLC89,148$3.1M0.09%+8,85713F-HRTimeline
AE Wealth Management LLC88,685$3.09M0.01%+5,78813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…88,523$3.08M0.03%+7,60113F-HRTimelineGroup
SUMMITPOINT CAPITAL MANAGEMENT88,418$3.08M3.32%-3,77813F-HRTimeline
Modera Wealth Management, LLC86,666$3.02M0.03%013F-HRTimeline
Clearstead Advisors, LLC85,350$2.97M0.03%+10113F-HRTimeline
Wilkins Miller Wealth Management, LLC83,792$2.92M1.6%+1,78513F-HRTimeline
Apella Capital, LLC84,360$2.9M0.04%-69613F-HRTimeline
Tortoise Investment Management, LLC83,088$2.89M0.22%-1,62913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP82,048$2.86M<0.01%-13,85513F-HR/ATimelineGroup
Elgethun Capital Management80,853$2.81M0.39%+1,11213F-HRTimeline
FAGAN ASSOCIATES, INC.80,634$2.81M0.35%-2,35113F-HRTimeline
RIVERSEDGE ADVISORS, LLC80,108$2.79M0.37%+52313F-HRTimeline
Amicus Financial Advisors, LLC79,828$2.78M0.68%-5,10113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC79,777$2.78M1.12%-19,83113F-HRTimeline
Regal Investment Advisors LLC79,024$2.75M0.14%-83613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …78,410$2.73M0.36%+39,46813F-HRTimeline
ETF Store, Inc.77,113$2.68M2.25%+14,10613F-HRTimeline
Pure Financial Advisors, LLC77,109$2.68M0.03%-73813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…76,804$2.67M0.69%-35913F-HRTimeline
Berger Financial Group, Inc76,372$2.66M0.14%+1,17413F-HRTimeline
MYECFO, LLC76,290$2.66M1%+1,35013F-HRTimeline
RFG Advisory, LLC76,099$2.65M0.04%-24,27413F-HRTimeline
Matthew Goff Investment Advisor, LLC75,481$2.63M0.44%-1,31013F-HRTimeline
Roundview Capital LLC75,143$2.62M0.14%+14,83913F-HRTimeline
Arkadios Wealth Advisors74,648$2.6M0.04%-8,17013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding75,458$2.59M+28,728Timeline
Aspen Grove Capital, LLC73,772$2.57M0.37%+6713F-HRTimeline
RETIREMENT GUYS FORMULA LLC73,108$2.54M0.96%new13F-HRTimeline
Retirement Planning Group, LLC72,049$2.51M0.06%+8,79913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.71,804$2.5M<0.01%+15,20013F-HRTimelineGroup
Ridgewood Investments LLC71,569$2.49M0.93%+2,26313F-HRTimeline
Quantum Portfolio Management LLC71,423$2.49M0.89%-4,86013F-HRTimeline
Cambridge Financial Group, LLC70,065$2.44M0.77%-3,93013F-HRTimeline
Asset One Wealth Management LLC71,818$2.44M0.26%+6,16113F-HRTimeline
Stewardship Advisors, LLC68,357$2.38M0.49%-17413F-HRTimeline
Monetary Solutions, Ltd68,112$2.37M2.04%-27913F-HRTimeline
Financial Strategies Group, Inc.69,172$2.36M0.38%-1,58413F-HRTimeline
Asset Dedication, LLC67,076$2.33M0.15%+6,98913F-HRTimeline
Twin Cities Retirement Group LLC66,506$2.32M1.98%-1,55513F-HRTimeline
BCS Wealth Management66,329$2.31M0.42%+1,99913F-HRTimeline
BCWM, LLC66,012$2.3M0.67%-2,37513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC65,891$2.29M<0.01%+2,70313F-HRTimelineGroup
Evergreen Advisors, LLC65,818$2.29M0.49%+42,92413F-HRTimeline
Schaeffer Financial LLC64,454$2.24M1.74%+3,38813F-HRTimeline
L2 Asset Management, LLC63,723$2.22M0.23%-92,15513F-HRTimeline
Nalls Sherbakoff Group, LLC62,681$2.18M1.55%-1,83813F-HRTimeline
Composition Wealth, LLC62,426$2.17M0.03%+313F-HRTimeline
Bigelow Investment Advisors, LLC61,824$2.15M0.78%+1,81313F-HRTimeline
Weaver Capital Management LLC69,878$2.13M0.47%013F-HRTimeline
CGN Advisors LLC61,195$2.13M0.16%-82313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…60,747$2.11M<0.01%+13,79313F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…60,241$2.1M1.38%-7,64713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC59,996$2.09M0.03%+2,03913F-HRTimelineGroup
AVITY INVESTMENT MANAGEMENT INC.59,931$2.09M0.13%-10513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC59,923$2.09M0.2%-58913F-HRTimeline
DUNCKER STREETT & CO INC59,583$2.07M0.35%-44613F-HRTimeline
Parallel Advisors, LLC59,495$2.07M0.03%+95113F-HRTimeline
B&D White Capital Company, LLC58,998$2.05M0.2%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC58,982$2.05M0.01%-9113F-HRTimeline
Index Technologies Group LLC58,663$2.04M1.63%-4,04713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.58,638$2.04M0.85%+26,40713F-HRTimeline
Grandview Asset Management LLC58,514$2.04M0.51%+19,30513F-HRTimeline
Copper Harbor Investment Advisors, LLC58,254$2.03M0.43%13F-HRTimeline
Clear Retirement Advice LLC57,373$2M1.37%-66213F-HRTimeline
Emerald Advisors, LLC57,289$1.99M0.25%-82113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57,179$1.99M0.07%-9,71313F-HRTimelineGroup
Cornerstone Wealth Management, LLC56,631$1.97M0.08%+85313F-HRTimeline
Janney Montgomery Scott LLC56,451$1.97M<0.01%-88713F-HRTimeline
United Advisor Group, LLC56,439$1.96M0.21%+10,27813F-HRTimeline
Chicago Partners Investment Group LLC56,675$1.94M0.04%+12,44113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding55,604$1.94M-2,784Timeline
William Mack & Associates, Inc.55,360$1.93M0.68%+6,96513F-HRTimeline
Maia Wealth LLC54,892$1.91M0.28%+1,68313F-HRTimeline
ASPIRIANT, LLC54,632$1.9M0.05%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,608$1.9M0.16%013F-HRTimeline
SIMA Wealth Partners, LLC54,238$1.89M1.34%-60013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD53,792$1.87M0.08%-46013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT53,677$1.87M0.03%-26,19813F-HR/ATimeline
K2 Financial Inc.53,959$1.86M1.31%-94313F-HRTimeline
Geneos Wealth Management Inc.53,407$1.86M0.04%+6,31813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,546$1.83M<0.01%-13,96613F-HRTimelineGroup
Meramec Financial Planners, LLC52,679$1.8M0.66%+6,70113F-HRTimeline
Keel Point, LLC51,802$1.8M0.11%+91613F-HRTimeline
Continuum Advisory, LLC51,331$1.79M0.14%+65613F-HRTimeline
Whitener Capital Management, Inc.51,167$1.78M0.38%+5,44313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,936$1.77M0.01%+83813F-HRTimelineGroup
Csenge Advisory Group50,120$1.74M0.07%-1,04013F-HRTimeline
Blossom Wealth Management50,093$1.74M2.46%013F-HRTimeline
IMA Advisory Services, Inc.49,999$1.74M0.11%+7,44113F-HRTimeline
KEB ASSET MANAGEMENT, LLC49,466$1.72M0.28%+22413F-HRTimeline
VAN STRUM & TOWNE INC.49,433$1.72M0.47%013F-HRTimeline
Modern Wealth Management, LLC48,925$1.7M0.02%+10,28213F-HRTimeline
DDD Partners, LLC48,875$1.7M0.11%-94,22013F-HRTimeline
Wescott Financial Advisory Group, LLC48,729$1.7M0.13%+1,02613F-HRTimeline
Long Island Wealth Management, Inc.48,606$1.69M0.7%+1813F-HRTimeline
Ballast Financial Advisors LLC47,753$1.66M1.5%-1,32913F-HRTimeline
Stillwater Private Wealth, LLC46,892$1.65M1.08%-55,21113F-HRTimeline
Sovran Advisors, LLC48,055$1.65M0.12%-6,24213F-HRTimeline
Cassaday & Co Wealth Management LLC46,468$1.62M0.03%+1613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS46,278$1.61M0.16%+39,67413F-HRTimeline
Avidian Wealth Enterprises, LLC46,200$1.61M0.04%+11413F-HRTimeline
HARBOUR INVESTMENTS, INC.45,954$1.6M0.02%-3,61213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC45,883$1.6M0.25%-1,22913F-HRTimeline
ALTFEST L J & CO INC45,774$1.59M0.15%-2,61513F-HRTimeline
Valeo Financial Advisors, LLC45,756$1.59M0.03%+82913F-HRTimeline
TIAAgroup of 3 filers holding45,081$1.57M+38,060Timeline
Seed Wealth Management, Inc.44,930$1.56M0.99%013F-HRTimeline
Brookwood Investment Group LLC44,791$1.56M0.18%+1,26613F-HRTimeline
BCGM Wealth Management, LLC44,790$1.56M0.33%-1,26113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT44,560$1.55M0.01%+39313F-HRTimeline
KELLY FINANCIAL GROUP LLC44,284$1.54M0.34%-99613F-HRTimeline
GTS SECURITIES LLC43,936$1.53M0.03%new13F-HRTimeline
Creekside Partners43,596$1.52M0.55%-2,10213F-HRTimeline
Vanguard Capital Wealth Advisors43,225$1.5M1.02%+17713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True North Advisors, LLC43,036$1.5M0.14%-79513F-HRTimeline
JMG Financial Group, Ltd.42,945$1.49M0.04%+613F-HRTimeline
Inman Jager Wealth Management, LLC42,513$1.48M0.79%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV42,428$1.48M1.16%-1,00113F-HRTimeline
RMG Wealth Management LLC41,508$1.46M0.15%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV41,595$1.46M0.48%-4,35813F-HRTimeline
Santori & Peters, Inc.41,835$1.46M0.41%+3613F-HRTimeline
Capital Investment Advisory Services, L…41,722$1.45M0.09%+3,12413F-HRTimeline
IEQ CAPITAL, LLC41,626$1.45M0.01%-26,31813F-HRTimeline
Thayer Financial, L.L.C.41,552$1.45M1.31%+47113F-HRTimeline
Larson Financial Group LLC41,021$1.43M0.04%+3,96513F-HRTimeline
Foundations Investment Advisors, LLC40,511$1.41M0.01%-82613F-HRTimeline
R2 Capital Strategies, LLC40,447$1.41M0.64%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED40,382$1.41M0.09%-15,89813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,380$1.41M0.03%-1,67013F-HRTimelineGroup
First County Bank /CT/40,354$1.4M0.66%-75913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,595$1.38M0.01%+52913F-HRTimelineGroup
Steward Partners Investment Advisory, L…39,533$1.38M0.01%+11,28213F-HRTimeline
Tactive Advisors, LLC39,463$1.37M0.34%-15313F-HRTimeline
Koshinski Asset Management, Inc.39,317$1.37M0.07%+8313F-HRTimeline
Y-Intercept (Hong Kong) Ltd39,164$1.36M0.03%+17,56313F-HRTimeline
Advocacy Wealth Management, LLC38,949$1.36M0.05%-2413F-HRTimeline
LexAurum Advisors, LLC38,767$1.35M0.16%+4,39413F-HRTimeline
Athena Investment Management38,450$1.34M0.79%-6013F-HRTimeline
BLAIR WILLIAM & CO/IL38,342$1.33M<0.01%-2113F-HRTimeline