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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

845 managers (848 13F filers) reported a position in SCHV shares at 2025-03-31, 334,113,235 shares in all. 70 filers opened a position and 40 filers sold out during the quarter.

Managers
845
13F filers
848
New
70
Added
324
Reduced
288
Sold out
40
Shares held by filers
334,113,235

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC134,882$3.59M0.11%+46,22113F-HRTimelineGroup
Consolidated Portfolio Review Corp132,659$3.53M0.57%+6,42213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.131,032$3.48M0.17%-2,75813F-HRTimeline
Apriem Advisors130,267$3.46M0.41%+3,37013F-HRTimeline
DDD Partners, LLC129,417$3.44M0.42%+3,14213F-HRTimeline
LifePlan Investment Advisors, Inc.127,511$3.39M1.95%-1,36213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC124,232$3.3M1.55%-2,53113F-HRTimeline
Saxony Capital Management, LLC123,908$3.29M2.89%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.123,805$3.29M0.01%-5,46413F-HRTimelineGroup
Coastwise Capital Group, LLC123,743$3.29M2.77%+2,97613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC122,357$3.25M0.3%-28113F-HR/ATimeline
NORTH STAR ASSET MANAGEMENT INC121,863$3.24M0.15%+4,28313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC121,458$3.23M0.32%013F-HRTimeline
ZynergyRetirementPlanningLLC123,450$3.22M2.28%+78,73913F-HRTimeline
KPP Advisory Services LLC120,527$3.2M0.61%+8,63613F-HRTimeline
Modera Wealth Management, LLC120,338$3.2M0.04%+6,13213F-HRTimeline
CWM, LLCin group CWM, LLC120,327$3.2M0.01%-4,46013F-HRTimelineGroup
Barden Capital Management, Inc.118,808$3.16M2.81%+1,43913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP118,500$3.15M0.01%+4,23113F-HRTimelineGroup
Grant/GrossMendelsohn, LLC122,650$3.15M1.75%-1,28113F-HRTimeline
SCS Capital Management LLC115,739$3.08M0.04%new13F-HR/ATimeline
Steele Capital Management, Inc.113,800$3.02M0.16%-1,79513F-HRTimeline
Joseph Group Capital Management111,708$2.97M1.13%+19,25713F-HRTimeline
Diversified Enterprises, LLC111,618$2.97M0.25%+72,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP109,994$2.92M<0.01%+36,09113F-HRTimelineGroup
Compass Advisory Group LLC105,601$2.81M0.98%-1,40213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC104,124$2.77M0.2%013F-HRTimeline
Quantum Portfolio Management LLC97,382$2.59M1.31%-1,56313F-HRTimeline
HB Wealth Management, LLC96,660$2.57M0.02%+4,80813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…95,898$2.55M0.08%-11,62213F-HRTimelineGroup
Murphy & Mullick Capital Management Corp95,578$2.54M2.46%-4,27613F-HRTimeline
Compass Planning Associates Inc94,603$2.51M2.54%+50513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC93,631$2.49M0.01%-2,77513F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC93,537$2.49M0.85%+3,04013F-HRTimeline
Broadview Financial Management, LLC93,447$2.48M1.85%-94013F-HRTimeline
NewEdge Advisors, LLC92,533$2.46M0.01%+8,34213F-HRTimeline
M3 Advisory Group, LLC91,610$2.43M1.92%+1,22213F-HRTimeline
Schaeffer Financial LLC91,397$2.43M2.68%-17,93013F-HRTimeline
Advisory Services Network, LLC90,766$2.41M0.05%+3,18913F-HRTimeline
Fortress Wealth Management, Inc.90,478$2.4M1.25%+15913F-HRTimeline
KELLY FINANCIAL GROUP LLC90,384$2.4M0.75%-10,93813F-HRTimeline
Pure Financial Advisors, LLC89,290$2.37M0.05%-1,33313F-HRTimeline
FAGAN ASSOCIATES, INC.88,531$2.35M0.39%-4,26013F-HRTimeline
EVOKE WEALTH, LLC88,290$2.35M0.06%013F-HRTimeline
Allen Capital Group, LLC87,883$2.34M0.27%+94813F-HRTimeline
Cambridge Financial Group, LLC87,398$2.32M0.98%-47313F-HRTimeline
IHT Wealth Management, LLC86,934$2.31M0.07%-1,35413F-HRTimeline
Glass Jacobson Investment Advisors llc88,054$2.3M0.75%013F-HRTimeline
Weaver Capital Management LLC85,488$2.27M0.61%-94913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,529$2.25M<0.01%-722,87613F-HR/ATimelineGroup
IEQ CAPITAL, LLC84,452$2.24M0.02%+41,01913F-HRTimeline
Clearstead Advisors, LLC84,438$2.24M0.03%+84813F-HRTimeline
Atria Wealth Solutions, Inc.82,952$2.2M0.03%-71,20613F-HRTimeline
Matthew Goff Investment Advisor, LLC80,865$2.15M0.4%+5113F-HRTimeline
Smith Anglin Financial, LLC80,044$2.13M0.23%+3,64713F-HRTimeline
Aspen Grove Capital, LLC79,114$2.1M0.4%+3913F-HRTimeline
RIVERSEDGE ADVISORS, LLC78,537$2.09M0.47%-52,05913F-HRTimeline
ACAS, LLC80,461$2.08M1.58%+4213F-HRTimeline
Berger Financial Group, Inc77,534$2.06M0.14%-5,02013F-HRTimeline
Arkadios Wealth Advisors76,784$2.04M0.08%+3,84513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…76,323$2.03M0.72%-14,00713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP75,974$2.02M<0.01%+15,15913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC75,671$2.01M0.01%+63,19013F-HRTimelineGroup
DUNCKER STREETT & CO INC75,349$2M0.4%+8313F-HRTimeline
BCS Wealth Management74,070$1.97M0.51%+62613F-HRTimeline
Bleakley Financial Group, LLC73,748$1.96M0.06%-2,08113F-HRTimeline
Elgethun Capital Management73,488$1.95M0.44%+9,33113F-HRTimeline
Asset Dedication, LLC73,237$1.95M0.16%-12,44813F-HRTimeline
Nalls Sherbakoff Group, LLC72,686$1.93M1.57%13F-HRTimeline
Wilkins Miller Wealth Management, LLC70,668$1.88M1.41%+1,78613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,632$1.88M<0.01%+42,94613F-HRTimelineGroup
Financial Strategies Group, Inc.74,974$1.88M0.44%+6,50613F-HRTimeline
Regal Investment Advisors LLC70,580$1.88M0.15%+2,13913F-HRTimeline
Tortoise Investment Management, LLC70,544$1.88M0.2%+3,64013F-HR/ATimeline
Retirement Planning Group, LLC70,237$1.87M0.09%-6,25013F-HRTimeline
MYECFO, LLC68,800$1.83M0.97%+18,68113F-HRTimeline
True North Advisors, LLC68,438$1.82M0.32%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…67,510$1.79M0.04%-2,36213F-HRTimelineGroup
Emerald Advisors, LLC67,358$1.79M0.24%-51713F-HRTimeline
BCWM, LLC67,263$1.79M0.62%-155,87413F-HRTimeline
SIMA Wealth Partners, LLC67,240$1.79M1.48%-2,43813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV64,810$1.72M1.76%-1,10113F-HRTimeline
IFP Advisors, Inc64,347$1.71M0.05%+4,39213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC64,346$1.71M0.24%-3,74413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.63,760$1.7M0.09%+14,43213F-HR/ATimelineGroup
Composition Wealth, LLC63,771$1.7M0.03%-1,36813F-HRTimeline
ZEGA Investments, LLC62,582$1.66M0.49%new13F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…62,460$1.66M1.22%+4113F-HRTimeline
Rinkey Investments59,959$1.59M0.5%new13F-HRTimeline
Janney Montgomery Scott LLC59,549$1.58M<0.01%+913F-HRTimeline
Stewardship Advisors, LLC58,570$1.56M0.42%+5,20313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC58,512$1.56M0.03%-3,17313F-HRTimelineGroup
Parallel Advisors, LLC58,473$1.55M0.04%-2,36313F-HRTimeline
Bigelow Investment Advisors, LLC56,441$1.5M0.71%+10113F-HRTimeline
Binnacle Investments Inc55,617$1.48M1.08%13F-HRTimeline
SIGNATUREFD, LLC55,288$1.47M0.03%-4,93513F-HRTimeline
Csenge Advisory Group58,121$1.45M0.08%-59913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC53,784$1.43M0.19%013F-HRTimeline
Keel Point, LLC53,654$1.43M0.11%-1,23513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT52,784$1.4M0.01%-29,82913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD52,559$1.4M0.08%+34,25313F-HR/ATimeline
New Hampshire Trust52,237$1.39M0.32%-6,66213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,956$1.38M0.01%+11,29913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,458$1.37M<0.01%-233,25913F-HRTimelineGroup
Long Island Wealth Management, Inc.50,994$1.36M0.83%+2,76013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,332$1.34M<0.01%+9,33413F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.50,253$1.34M0.23%+5213F-HRTimeline
Cornerstone Wealth Management, LLC49,999$1.33M0.09%-38013F-HRTimeline
Jentner Corp49,419$1.31M0.39%-92713F-HRTimeline
Wealth Group, Ltd.48,947$1.3M0.84%+8,88713F-HRTimeline
Koshinski Asset Management, Inc.48,772$1.3M0.11%-7313F-HRTimeline
William Mack & Associates, Inc.48,658$1.29M1.11%+53113F-HRTimeline
Inman Jager Wealth Management, LLC48,528$1.29M0.97%+17613F-HRTimeline
KEB ASSET MANAGEMENT, LLC48,241$1.28M0.36%+25813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC47,934$1.27M0.01%+5,90613F-HRTimeline
ALTFEST L J & CO INC47,795$1.27M0.16%-103,10013F-HRTimeline
Virtue Capital Management, LLC47,692$1.27M0.15%new13F-HRTimeline
Cassaday & Co Wealth Management LLC47,607$1.27M0.04%+1413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED48,063$1.27M0.12%+1,71813F-HR/ATimeline
Creekside Partners47,402$1.26M0.66%-1,86413F-HRTimeline
Avidian Wealth Enterprises, LLC47,364$1.26M0.06%013F-HRTimeline
SOL Capital Management CO46,849$1.25M0.14%+4,74513F-HRTimeline
JMG Financial Group, Ltd.46,642$1.24M0.04%-4,75913F-HRTimeline
ASPIRIANT, LLC46,166$1.23M0.04%-6,39313F-HRTimeline
Seed Wealth Management, Inc.46,050$1.22M1%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.45,632$1.21M0.7%-6713F-HRTimeline
BCGM Wealth Management, LLC45,500$1.21M0.37%+2,68213F-HRTimeline
Gradient Capital Advisors, LLC45,163$1.2M0.39%+64813F-HRTimeline
Valeo Financial Advisors, LLC44,980$1.2M0.03%-4513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP44,886$1.19M0.09%+16113F-HRTimeline
Wealthspire Advisors, LLC44,601$1.19M0.01%-2,49613F-HRTimeline
Wealthspire Retirement, LLC44,359$1.18M0.09%-13,11113F-HRTimeline
Whitener Capital Management, Inc.44,301$1.18M0.33%+1,30013F-HRTimeline
CONDOR CAPITAL MANAGEMENT44,112$1.17M0.11%-28813F-HRTimeline
ETF Store, Inc.43,957$1.17M1.43%+7,86813F-HRTimeline
B. Riley Wealth Advisors, Inc.43,558$1.16M0.04%-2,50913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC43,013$1.14M0.3%+2,61113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC42,646$1.13M0.24%-1,04013F-HRTimeline
Private Advisor Group, LLC42,634$1.13M0.01%-72,94613F-HRTimeline
IMA Advisory Services, Inc.42,558$1.13M0.13%+20,60413F-HRTimeline
Summit Financial, LLC42,089$1.12M0.03%-150,81113F-HRTimeline
BLAIR WILLIAM & CO/IL41,670$1.11M<0.01%-19613F-HRTimeline
Knuff & Co LLC41,622$1.11M0.37%-20113F-HRTimeline
Texas Yale Capital Corp.41,461$1.1M0.05%+4313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.41,390$1.1M0.09%+24,76013F-HRTimeline
Haverford Trust Co40,755$1.08M0.01%-1,46213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,746$1.08M0.22%+21813F-HRTimeline
CGN Advisors LLC40,612$1.08M0.11%+1,34613F-HRTimeline
CENTRAL TRUST Co40,500$1.08M0.03%013F-HRTimeline
MGO ONE SEVEN LLC40,455$1.08M0.04%-6,42613F-HRTimeline
Mill Creek Capital Advisors, LLC40,336$1.07M0.03%+1,52513F-HRTimeline
Financial Advocates Investment Manageme…40,206$1.07M0.08%-20,69813F-HRTimeline
Larson Financial Group LLC40,199$1.07M0.05%+1,86913F-HRTimeline
Stonebridge Capital Advisors LLC39,887$1.06M0.09%-16,12513F-HRTimeline
K2 Financial Inc.43,071$1.06M1.04%-69813F-HRTimeline
AdvisorNet Financial, Inc39,730$1.06M0.08%-12,30013F-HRTimeline
AE Wealth Management LLC39,526$1.05M0.01%-3,53613F-HRTimeline
Joule Financial, LLC39,406$1.05M0.37%+2,41013F-HRTimeline
VAN STRUM & TOWNE INC.39,083$1.04M0.35%013F-HRTimeline
Athena Investment Management38,810$1.03M0.62%-77513F-HRTimeline
LongView Wealth Management37,822$1.01M0.3%-4,13013F-HRTimeline
Verum Partners LLC37,415$994K0.27%+7,95713F-HRTimeline
MONTAG & CALDWELL, LLC37,203$989K0.23%+4,60613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV40,322$981K0.51%-28,31813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp36,574$972K0.04%+36,37313F-HRTimelineGroup
Clayton Financial Group LLC36,537$971K0.36%-1,33813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC36,290$965K0.01%+11013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,945$955K<0.01%+20,35413F-HRTimelineGroup
Sanctuary Advisors, LLC35,787$951K0.01%-6,68713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,409$941K<0.01%+22,74413F-HRTimelineGroup
Capital Investment Advisory Services, L…35,025$931K0.08%+23,56313F-HRTimeline
Kovack Advisors, Inc.34,846$926K0.1%-1,45113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…34,653$921K0.16%013F-HRTimeline
Northwest Capital Management Inc34,512$917K0.38%+413F-HRTimeline
Vanguard Capital Wealth Advisors34,403$914K1.12%+18213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,379$912K0.06%-2,50913F-HRTimelineGroup
Hidden Cove Wealth Management, LLC34,325$912K0.72%-98513F-HRTimeline
Ausdal Financial Partners, Inc.34,311$912K0.07%+16,47013F-HRTimeline
Bond & Devick Financial Network, Inc.34,305$912K0.33%+22,87013F-HRTimeline
RFG Advisory, LLC33,873$900K0.02%new13F-HRTimeline
BFSG, LLC33,556$892K0.11%-8113F-HRTimeline
Chesapeake Wealth Management33,490$890K0.32%-10513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC33,415$888K1.01%013F-HRTimeline
HOEY INVESTMENTS, INC33,167$882K0.17%-1,27913F-HRTimeline
SAX WEALTH ADVISORS, LLC33,043$878K0.06%+14213F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,559$865K0.3%-29113F-HRTimeline
Quadrant Private Wealth Management, LLC32,506$864K0.22%-1,15913F-HRTimeline
Santori & Peters, Inc.32,459$863K0.35%-5,12313F-HRTimeline
Sachetta, LLC32,249$857K0.35%-34913F-HRTimeline
LexAurum Advisors, LLC32,101$853K0.16%+11,64613F-HRTimeline
Milestone Investment Advisors LLC32,069$852K0.24%013F-HRTimeline
NWF Advisory Services Inc.31,980$850K0.12%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.31,918$848K0.51%-86013F-HRTimeline
OLD NATIONAL BANCORP /IN/31,818$846K0.02%013F-HRTimeline
First County Bank /CT/31,723$843K0.47%new13F-HRTimeline
Beaumont Financial Advisors, LLC31,674$842K0.07%-1,86913F-HRTimeline
WBH ADVISORY INC31,263$831K0.08%-4713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT31,236$830K0.06%-7,29413F-HRTimeline
Red Door Wealth Management, LLC30,801$819K0.12%+25913F-HRTimeline
Steward Partners Investment Advisory, L…30,713$816K0.01%+1,19113F-HRTimeline