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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

824 managers (827 13F filers) reported a position in SCHV shares at 2024-12-31, 328,163,750 shares in all. 45 filers opened a position and 55 filers sold out during the quarter.

Managers
824
13F filers
827
New
45
Added
693
Reduced
15
Sold out
55
Shares held by filers
328,163,750

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RIVERSEDGE ADVISORS, LLC130,596$3.4M0.77%+106,47013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.129,269$3.37M0.01%+106,78613F-HRTimelineGroup
LifePlan Investment Advisors, Inc.128,873$3.36M2.08%+84,26313F-HRTimeline
WARNER FINANCIAL, INC128,713$3.36M1.44%+94,39913F-HRTimeline
Geneos Wealth Management Inc.128,147$3.34M0.12%+82,45513F-HRTimeline
Apriem Advisors126,897$3.31M0.38%+85,82313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC126,763$3.3M1.55%+83,47713F-HRTimeline
DDD Partners, LLC126,275$3.29M0.4%+84,65013F-HRTimeline
Consolidated Portfolio Review Corp126,237$3.29M0.52%+84,95213F-HRTimeline
Cadence Wealth Management LLC125,341$3.27M2.16%+88,67713F-HRTimeline
CWM, LLCin group CWM, LLC124,787$3.25M0.01%+85,40413F-HRTimelineGroup
Grant/GrossMendelsohn, LLC123,931$3.23M1.69%+80,04013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC123,400$3.22M<0.01%+95,40613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC122,638$3.2M0.24%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC121,458$3.17M0.31%+80,97213F-HRTimeline
Coastwise Capital Group, LLC120,767$3.15M2.52%+79,66213F-HRTimeline
Grey Fox Wealth Advisors, LLC120,483$3.14M0.86%+80,28613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC117,580$3.07M0.14%+78,06713F-HRTimeline
Barden Capital Management, Inc.117,369$3.06M2.62%+80,15813F-HRTimeline
Steele Capital Management, Inc.115,595$3.01M0.16%+76,51813F-HRTimeline
Private Advisor Group, LLC115,580$3.01M0.02%+88,14013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP114,269$2.98M<0.01%+72,56113F-HRTimelineGroup
Modera Wealth Management, LLC114,206$2.98M0.04%+103,43213F-HRTimeline
Independent Advisor Alliance113,367$2.96M0.04%+109,20213F-HRTimeline
KPP Advisory Services LLC111,891$2.92M0.69%+76,72113F-HRTimeline
Schaeffer Financial LLC109,327$2.85M2.84%+72,42713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding107,520$2.8M+73,027Timeline
Compass Advisory Group LLC107,003$2.79M1%+70,04513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC104,124$2.71M0.2%+69,36613F-HRTimeline
KELLY FINANCIAL GROUP LLC101,322$2.64M0.94%13F-HRTimeline
Murphy & Mullick Capital Management Corp99,854$2.6M2.4%13F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC99,627$2.6M1.26%+66,85213F-HRTimeline
Quantum Portfolio Management LLC98,945$2.58M1.38%+67,00913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC96,406$2.51M0.02%+72,56413F-HRTimelineGroup
Global Retirement Partners, LLC95,579$2.49M0.07%+62,22313F-HRTimeline
Broadview Financial Management, LLC94,387$2.46M1.76%+62,69113F-HRTimeline
Compass Planning Associates Inc94,098$2.45M2.49%13F-HRTimeline
FAGAN ASSOCIATES, INC.92,791$2.42M0.38%+61,56313F-HRTimeline
Joseph Group Capital Management92,451$2.41M0.95%+62,72513F-HRTimeline
HB Wealth Management, LLC91,852$2.39M0.02%+47,60513F-HRTimeline
Pure Financial Advisors, LLC90,623$2.36M0.05%+63,28013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC90,497$2.36M0.84%+61,16713F-HRTimeline
M3 Advisory Group, LLC90,388$2.36M1.69%+64,47013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…90,330$2.35M0.81%+57,71313F-HRTimeline
Fortress Wealth Management, Inc.90,319$2.35M1.14%+59,20113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC88,661$2.31M0.07%+59,33413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.88,459$2.31M0.09%+58,34013F-HRTimeline
EVOKE WEALTH, LLC88,290$2.3M0.06%+58,86013F-HRTimeline
IHT Wealth Management, LLC88,288$2.3M0.07%+32,62813F-HRTimeline
Glass Jacobson Investment Advisors llc88,054$2.3M0.75%+58,82913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Financial Group, LLC87,871$2.29M0.98%+54,87513F-HRTimeline
Advisory Services Network, LLC87,577$2.28M0.04%+58,28613F-HRTimeline
Allen Capital Group, LLC86,935$2.27M0.28%+57,96613F-HRTimeline
Weaver Capital Management LLC86,437$2.25M0.63%+57,82313F-HRTimeline
Asset Dedication, LLC85,685$2.23M0.18%+53,34313F-HRTimeline
NewEdge Advisors, LLC84,191$2.19M0.01%+58,09213F-HRTimeline
ACAS, LLC80,419$2.19M1.62%+53,05913F-HRTimeline
Clearstead Advisors, LLC83,590$2.18M0.03%+55,86313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT82,613$2.15M0.02%+67,39813F-HRTimeline
Berger Financial Group, Inc82,554$2.15M0.15%+55,08513F-HRTimeline
Matthew Goff Investment Advisor, LLC80,814$2.11M0.39%+53,72313F-HRTimeline
HILL ISLAND FINANCIAL LLC79,689$2.08M0.61%+52,78813F-HRTimeline
Aspen Grove Capital, LLC79,075$2.06M0.44%+53,13413F-HRTimeline
Retirement Planning Group, LLC76,487$1.99M0.1%+53,63813F-HRTimeline
Merriman Wealth Management, LLC76,437$1.99M0.08%+52,31013F-HRTimeline
Smith Anglin Financial, LLC76,397$1.99M0.19%+51,31313F-HRTimeline
Bleakley Financial Group, LLC75,829$1.98M0.06%+51,25113F-HRTimeline
Pinnacle Family Advisors, LLC75,616$1.97M0.95%new13F-HRTimeline
DUNCKER STREETT & CO INC75,266$1.96M0.36%+48,70813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,903$1.93M<0.01%+66,46913F-HRTimelineGroup
BCS Wealth Management73,444$1.92M0.48%new13F-HRTimeline
Arkadios Wealth Advisors72,939$1.9M0.1%+48,31913F-HRTimeline
Cassady Schiller Wealth Management, LLC71,187$1.86M0.68%+46,93813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…69,872$1.82M0.05%+47,63913F-HRTimelineGroup
SIMA Wealth Partners, LLC69,678$1.82M1.54%+44,31213F-HRTimeline
Wilkins Miller Wealth Management, LLC68,882$1.8M1.88%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV68,640$1.79M0.7%13F-HRTimeline
Regal Investment Advisors LLC68,441$1.78M0.13%+34,44113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC68,090$1.78M0.25%+44,20113F-HRTimeline
Emerald Advisors, LLC67,875$1.77M0.24%+69613F-HRTimeline
Financial Strategies Group, Inc.68,468$1.76M0.42%+3,55313F-HRTimeline
Kolinsky Wealth Management, LLC67,339$1.76M1.07%+46,48013F-HRTimeline
Tortoise Investment Management, LLC66,904$1.74M0.18%+44,54513F-HR/ATimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV65,911$1.72M1.73%+39,18513F-HRTimeline
Composition Wealth, LLC65,139$1.7M0.03%+40,01313F-HRTimeline
Elgethun Capital Management64,157$1.67M0.41%+43,37013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…62,419$1.63M1.14%+41,65813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC61,685$1.61M0.04%+46,00913F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL61,553$1.6M0.02%+57,12513F-HRTimeline
Financial Advocates Investment Manageme…60,904$1.59M0.09%+40,48913F-HRTimeline
Parallel Advisors, LLC60,836$1.59M0.04%+41,34013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP60,815$1.59M<0.01%+35,07013F-HRTimelineGroup
SIGNATUREFD, LLC60,223$1.57M0.03%+37,75113F-HRTimeline
IFP Advisors, Inc59,955$1.56M0.05%+39,73513F-HRTimeline
Janney Montgomery Scott LLC59,540$1.55M<0.01%+38,90513F-HRTimeline
New Hampshire Trust58,899$1.54M0.32%+47,97113F-HRTimeline
Csenge Advisory Group58,720$1.53M0.08%+1,36713F-HRTimeline
Wealthspire Retirement, LLC57,470$1.5M0.12%+37,82013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD18,306$1.47M0.08%-31513F-HRTimeline
Bigelow Investment Advisors, LLC56,340$1.47M0.69%+38,94013F-HRTimeline
Stonebridge Capital Advisors LLC56,012$1.46M0.12%+34,40813F-HRTimeline
Keel Point, LLC54,889$1.43M0.11%+36,35713F-HRTimeline
World Investment Advisors53,978$1.41M0.04%-163,10613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC53,784$1.4M0.19%+35,85613F-HRTimeline
Stewardship Advisors, LLC53,367$1.39M0.39%+39,79313F-HRTimeline
ASPIRIANT, LLC52,559$1.37M0.05%+37,52613F-HRTimeline
AdvisorNet Financial, Inc52,030$1.36M0.11%+35,17013F-HRTimeline
JMG Financial Group, Ltd.51,401$1.34M0.05%+33,24313F-HRTimeline
Cornerstone Wealth Management, LLC50,379$1.31M0.09%+35,39313F-HRTimeline
Jentner Corp50,346$1.31M0.38%+31,31613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.50,201$1.31M0.22%+32,82213F-HRTimeline
MYECFO, LLC50,119$1.31M0.71%+38,08613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.49,328$1.29M0.07%+33,55913F-HR/ATimelineGroup
Creekside Partners49,266$1.28M0.67%+32,90413F-HRTimeline
Koshinski Asset Management, Inc.48,845$1.27M0.11%+17,79213F-HRTimeline
Inman Jager Wealth Management, LLC48,352$1.26M0.98%13F-HRTimeline
Long Island Wealth Management, Inc.48,234$1.26M0.79%+32,11213F-HRTimeline
William Mack & Associates, Inc.48,127$1.25M1.31%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC47,983$1.25M0.36%+32,08613F-HRTimeline
Cassaday & Co Wealth Management LLC47,593$1.24M0.03%+35,11613F-HRTimeline
Avidian Wealth Enterprises, LLC47,364$1.23M0.06%+31,42713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,126$1.23M<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC47,097$1.23M0.01%+34,92313F-HRTimeline
MGO ONE SEVEN LLC46,881$1.22M0.05%+32,90913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED46,345$1.2M0.11%+32,08913F-HRTimeline
B. Riley Wealth Advisors, Inc.46,067$1.2M0.04%+28,40813F-HRTimeline
Seed Wealth Management, Inc.46,050$1.2M0.97%+30,38513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.45,699$1.19M0.68%+29,92313F-HRTimeline
Valeo Financial Advisors, LLC45,025$1.17M0.03%+28,44613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP44,725$1.17M0.09%+30,20313F-HRTimeline
Gradient Capital Advisors, LLC44,515$1.16M0.37%+29,13313F-HRTimeline
Sanctuary Advisors, LLC42,474$1.16M0.01%-43913F-HRTimeline
CONDOR CAPITAL MANAGEMENT44,400$1.16M0.1%+29,48313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC43,686$1.14M0.22%+28,39513F-HRTimeline
K2 Financial Inc.43,769$1.14M1.13%13F-HRTimeline
IEQ CAPITAL, LLC43,433$1.13M0.01%+39,31313F-HRTimeline
AE Wealth Management LLC43,062$1.12M0.01%+28,56113F-HRTimeline
Whitener Capital Management, Inc.43,001$1.12M0.31%+29,26613F-HRTimeline
BCGM Wealth Management, LLC42,818$1.12M0.35%+28,64613F-HRTimeline
Haverford Trust Co42,217$1.1M0.01%+30,21013F-HRTimeline
SOL Capital Management CO42,104$1.1M0.12%+28,11113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC42,028$1.1M0.01%+29,90313F-HRTimeline
LongView Wealth Management41,952$1.09M0.33%+27,96913F-HRTimeline
BLAIR WILLIAM & CO/IL41,866$1.09M<0.01%+36,49013F-HRTimeline
Knuff & Co LLC41,823$1.09M0.33%+27,88213F-HRTimeline
Texas Yale Capital Corp.41,418$1.08M0.04%+27,62713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,998$1.07M<0.01%+29,44313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,657$1.06M0.01%+30,50913F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,528$1.06M0.23%+27,10113F-HRTimeline
CENTRAL TRUST Co40,500$1.06M0.03%+27,00013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC40,402$1.05M0.26%+24,25313F-HRTimeline
Wealth Group, Ltd.40,060$1.04M0.68%+30,79713F-HRTimeline
Athena Investment Management39,585$1.03M0.6%+26,39013F-HRTimeline
CGN Advisors LLC39,266$1.02M0.1%+26,26713F-HRTimeline
VAN STRUM & TOWNE INC.39,083$1.02M0.37%+26,73013F-HRTimeline
Mill Creek Capital Advisors, LLC38,811$1.01M0.02%+25,87413F-HRTimeline
Diversified Enterprises, LLC38,718$1.01M0.1%+25,12113F-HRTimeline
Farther Finance Advisors, LLC38,615$1.01M0.04%+24,54113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT38,530$1M0.06%+28,12213F-HRTimeline
Larson Financial Group LLC38,330$999K0.05%+24,84113F-HRTimeline
Clayton Financial Group LLC37,875$987K0.36%+25,59213F-HRTimeline
Santori & Peters, Inc.37,582$980K0.38%+24,86813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,888$976K0.05%+613F-HRTimelineGroup
Joule Financial, LLC36,996$964K0.34%+26,87713F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…36,309$947K0.19%+24,23213F-HRTimeline
Kovack Advisors, Inc.36,297$946K0.09%+24,46513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management36,260$945K0.03%+24,35313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC36,180$943K0.01%+24,18813F-HRTimeline
ETF Store, Inc.36,089$941K1.17%+22,51213F-HRTimeline
Hidden Cove Wealth Management, LLC35,310$921K0.75%13F-HRTimeline
Bond & Devick Financial Network, Inc.11,435$919K0.39%013F-HRTimeline
NWAM LLC34,918$910K0.06%+23,27913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,769$906K<0.01%+22,50613F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…34,653$903K0.15%+22,88413F-HRTimeline
Northwest Capital Management Inc34,508$900K0.39%+22,59613F-HRTimeline
HOEY INVESTMENTS, INC34,446$898K0.15%+22,20513F-HRTimeline
American Trust34,290$894K0.07%new13F-HRTimeline
Vanguard Capital Wealth Advisors34,221$892K0.97%+22,51313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sculati Wealth Management, LLC34,008$887K0.35%+21,93613F-HR/ATimeline
Quadrant Private Wealth Management, LLC33,665$878K0.22%+23,17413F-HRTimeline
BFSG, LLC33,637$877K0.1%+22,13713F-HRTimeline
Chesapeake Wealth Management33,595$876K0.3%+22,55513F-HRTimeline
Beaumont Financial Advisors, LLC33,543$874K0.07%+22,30813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC33,415$871K0.99%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC33,111$863K0.01%+22,19913F-HRTimeline
SAX WEALTH ADVISORS, LLC32,901$858K0.07%+21,93413F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,850$856K0.3%+21,90013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.32,778$855K0.5%13F-HRTimeline
Sachetta, LLC32,598$850K0.34%+21,73213F-HRTimeline
MONTAG & CALDWELL, LLC32,597$850K0.18%+21,62513F-HRTimeline
Milestone Investment Advisors LLC32,069$836K0.23%+21,68713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,992$834K0.02%+21,20213F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/31,818$829K0.02%+24,39413F-HRTimeline
WBH ADVISORY INC31,310$816K0.08%+20,80013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC31,073$810K0.33%+20,77813F-HRTimeline
Transce3nd, LLC30,939$807K0.27%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB30,614$798K0.02%+22,30913F-HRTimeline
Red Door Wealth Management, LLC30,542$796K0.12%+20,38013F-HRTimeline
GREENLEAF TRUST30,255$789K0.01%+20,70513F-HRTimeline
CM WEALTH ADVISORS LLC30,066$784K0.26%+20,04413F-HRTimeline