Skip to content
Disclosery

SCHV SCHWAB STRATEGIC TR

Follow

US LCAP VA ETF (fund)

881 managers (884 13F filers) reported a position in SCHV shares at 2025-06-30, 340,817,460 shares in all. 76 filers opened a position and 49 filers sold out during the quarter.

Managers
881
13F filers
884
New
76
Added
338
Reduced
274
Sold out
49
Shares held by filers
340,817,460

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Apex Wealth Management, LLC147,405$4.08M3.27%new13F-HRTimeline
Retirement Investment Advisors, Inc.144,749$4.01M0.36%+53013F-HRTimeline
IVC Wealth Advisors LLC143,641$3.97M1.94%-115,04213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC142,957$3.96M0.66%-1,42913F-HRTimeline
WARNER FINANCIAL, INC140,145$3.88M1.6%+3,10213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC139,983$3.87M2%-3,72413F-HRTimeline
Consolidated Portfolio Review Corp138,975$3.85M0.53%+6,31613F-HRTimeline
World Investment Advisors137,255$3.8M0.09%-965,73713F-HRTimeline
DDD Partners, LLC131,835$3.65M0.39%+2,41813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.129,833$3.59M0.16%-1,19913F-HRTimeline
Apriem Advisors128,842$3.57M0.38%-1,42513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC128,255$3.55M0.28%+5,89813F-HRTimeline
Altus Wealth Group LLC127,257$3.52M1.56%-8,31513F-HRTimeline
LifePlan Investment Advisors, Inc.127,005$3.51M1.75%-50613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC126,913$3.51M0.33%+5,45513F-HRTimeline
CWM, LLCin group CWM, LLC126,252$3.49M0.01%+5,92513F-HRTimelineGroup
KPP Advisory Services LLC125,092$3.46M0.57%+4,56513F-HR/ATimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …124,491$3.44M0.25%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC121,260$3.36M0.07%new13F-HRTimeline
Modera Wealth Management, LLC120,742$3.34M0.04%+40413F-HRTimeline
Joseph Group Capital Management120,449$3.33M1.12%+8,74113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP119,667$3.31M<0.01%+1,16713F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC117,652$3.26M0.14%-4,21113F-HRTimeline
Barden Capital Management, Inc.116,658$3.23M2.83%-2,15013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP114,779$3.18M<0.01%+4,78513F-HRTimelineGroup
Vise Technologies, Inc.114,592$3.17M0.13%13F-HRTimeline
Steele Capital Management, Inc.111,981$3.1M0.15%-1,81913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP108,600$3M0.07%+99,12313F-HRTimeline
Dynamic Advisor Solutions LLC107,764$2.98M0.09%-53,45313F-HRTimeline
ZEGA Investments, LLC107,734$2.98M0.75%+45,15213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC107,100$2.96M<0.01%+85,50013F-HRTimeline
J.W. COLE ADVISORS, INC.107,093$2.96M0.06%+82,15413F-HRTimeline
Quantum Portfolio Management LLC105,573$2.92M1.39%+8,19113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC105,142$2.91M1.42%-19,09013F-HRTimeline
Compass Advisory Group LLC104,795$2.9M0.92%-80613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC104,124$2.88M0.19%013F-HRTimeline
ZynergyRetirementPlanningLLC103,492$2.86M1.92%-19,95813F-HRTimeline
CHOREO, LLC100,916$2.79M0.04%+89,17913F-HRTimeline
Diversified Enterprises, LLC99,653$2.76M0.21%-11,96513F-HRTimeline
NewEdge Advisors, LLC98,409$2.72M0.01%+5,87613F-HRTimeline
Murphy & Mullick Capital Management Corp95,359$2.65M2.16%-21913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS95,850$2.65M<0.01%-554,72513F-HRTimelineGroup
Compass Planning Associates Inc95,101$2.63M2.42%+49813F-HRTimeline
Schaeffer Financial LLC94,054$2.6M2.54%+2,65713F-HRTimeline
Broadview Financial Management, LLC93,925$2.6M1.77%+47813F-HRTimeline
Advisory Services Network, LLC93,257$2.6M0.04%+2,49113F-HRTimeline
M3 Advisory Group, LLC92,987$2.57M1.78%+1,37713F-HRTimeline
Allen Capital Group, LLC92,984$2.57M0.27%+5,10113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC92,012$2.55M0.01%-1,61913F-HRTimelineGroup
UNIQUE WEALTH, LLC91,317$2.53M0.41%new13F-HRTimeline
Fortress Wealth Management, Inc.90,654$2.51M1.21%+17613F-HRTimeline
NewEdge Wealth, LLC88,259$2.46M0.04%new13F-HRTimeline
Cambridge Financial Group, LLC88,555$2.45M0.92%+1,15713F-HRTimeline
EVOKE WEALTH, LLC88,290$2.44M0.06%013F-HRTimeline
FAGAN ASSOCIATES, INC.87,088$2.41M0.37%-1,44313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…85,277$2.36M0.05%+17,76713F-HRTimelineGroup
BCS Wealth Management85,054$2.35M0.51%+10,98413F-HRTimeline
IHT Wealth Management, LLC83,720$2.32M0.06%-3,21413F-HRTimeline
Clearstead Advisors, LLC83,684$2.32M0.03%-75413F-HRTimeline
AE Wealth Management LLC83,495$2.31M0.02%+43,96913F-HRTimeline
Weaver Capital Management LLC82,722$2.29M0.56%-2,76613F-HRTimeline
Saxony Capital Management, LLC81,876$2.27M1.74%-42,03213F-HRTimeline
ACAS, LLC79,468$2.26M1.52%-99313F-HRTimeline
RIVERSEDGE ADVISORS, LLC81,306$2.25M0.44%+2,76913F-HRTimeline
HB Wealth Management, LLC80,945$2.24M0.02%-15,71513F-HRTimeline
Pure Financial Advisors, LLC80,610$2.23M0.04%-8,68013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…79,891$2.21M0.06%-16,00713F-HRTimelineGroup
Global Retirement Partners, LLC79,597$2.2M0.05%13F-HRTimeline
Arkadios Wealth Advisors79,231$2.19M0.07%+2,44713F-HRTimeline
Wilkins Miller Wealth Management, LLC78,760$2.18M1.48%+8,09213F-HRTimeline
Tortoise Investment Management, LLC78,280$2.17M0.21%+7,73613F-HRTimeline
Aspen Grove Capital, LLC77,953$2.16M0.37%-1,16113F-HRTimeline
Pinnacle Family Advisors, LLC77,563$2.15M1.04%-67,76013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC76,482$2.12M0.06%-58,40013F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…76,417$2.11M0.68%+9413F-HRTimeline
Financial Strategies Group, Inc.75,466$2.11M0.44%+49213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp75,711$2.09M<0.01%+24,25313F-HRTimelineGroup
DUNCKER STREETT & CO INC75,432$2.09M0.38%+8313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP74,606$2.06M<0.01%-1,36813F-HR/ATimelineGroup
Elgethun Capital Management73,805$2.04M0.41%+31713F-HRTimeline
Asset Dedication, LLC73,186$2.03M0.15%-5113F-HRTimeline
Nalls Sherbakoff Group, LLC73,046$2.02M1.47%+36013F-HRTimeline
MYECFO, LLC69,640$1.93M0.95%+84013F-HRTimeline
Retirement Planning Group, LLC69,481$1.92M0.08%-75613F-HRTimeline
Berger Financial Group, Inc68,938$1.91M0.12%-8,59613F-HRTimeline
Regal Investment Advisors LLC68,617$1.9M0.14%-1,96313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.68,525$1.9M0.09%+4,76513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd68,461$1.89M0.05%new13F-HRTimeline
Bleakley Financial Group, LLC67,891$1.88M0.05%-5,85713F-HRTimeline
Emerald Advisors, LLC67,729$1.87M0.24%+37113F-HRTimeline
BCWM, LLC67,399$1.86M0.59%+13613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC67,383$1.86M0.06%new13F-HRTimeline
IEQ CAPITAL, LLC67,062$1.86M0.01%-17,39013F-HRTimeline
Sanctuary Advisors, LLC65,859$1.82M0.01%+30,07213F-HRTimeline
IFP Advisors, Inc65,296$1.81M0.05%+94913F-HRTimeline
SCS Capital Management LLC65,165$1.8M0.02%-50,57413F-HRTimeline
SIMA Wealth Partners, LLC65,129$1.8M1.45%-2,11113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT64,665$1.79M0.04%+56,61313F-HRTimeline
Composition Wealth, LLC63,751$1.76M0.03%-2013F-HRTimeline
Smith Anglin Financial, LLC63,437$1.76M0.16%-16,60713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC63,142$1.75M0.22%-1,20413F-HRTimeline
Atria Wealth Solutions, Inc.62,430$1.74M0.04%-20,52213F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV62,183$1.72M1.67%-2,62713F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…62,114$1.72M1.14%-34613F-HRTimeline
Stewardship Advisors, LLC60,818$1.68M0.43%+2,24813F-HRTimeline
Janney Montgomery Scott LLC60,167$1.67M<0.01%+61813F-HRTimeline
Arax Advisory Partners57,185$1.62M0.07%+56,99013F-HRTimeline
Parallel Advisors, LLC58,481$1.62M0.03%+813F-HRTimeline
Bigelow Investment Advisors, LLC58,128$1.61M0.71%+1,68713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,881$1.59M<0.01%+32,52913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,475$1.59M<0.01%-27,05413F-HRTimelineGroup
True North Advisors, LLC57,401$1.59M0.3%-11,03713F-HRTimeline
Net Worth Advisory Group56,339$1.56M0.35%new13F-HRTimeline
Binnacle Investments Inc55,670$1.54M1%+5313F-HRTimeline
SIGNATUREFD, LLC55,331$1.53M0.03%+4313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC55,223$1.53M<0.01%-20,44813F-HRTimelineGroup
Keel Point, LLC54,851$1.52M0.1%+1,19713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,608$1.51M0.19%+82413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC54,605$1.51M0.03%-3,90713F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC53,640$1.48M0.43%-36,74413F-HRTimeline
Maia Wealth LLC53,583$1.48M0.28%new13F-HRTimeline
New Hampshire Trust52,860$1.46M0.31%+62313F-HRTimeline
American Trust52,858$1.46M0.14%new13F-HRTimeline
Enclave Advisors LLC52,332$1.45M0.23%new13F-HRTimeline
Csenge Advisory Group53,648$1.44M0.08%-4,47313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD51,725$1.43M0.08%-83413F-HRTimeline
William Mack & Associates, Inc.50,114$1.39M0.88%+1,45613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,666$1.37M<0.01%-66613F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC49,563$1.37M<0.01%+14,15413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,802$1.35M0.01%-3,15413F-HRTimelineGroup
Koshinski Asset Management, Inc.48,794$1.35M0.1%+2213F-HRTimeline
ALTFEST L J & CO INC48,749$1.35M0.16%+95413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,623$1.35M0.01%+68913F-HRTimeline
Long Island Wealth Management, Inc.48,530$1.34M0.7%-2,46413F-HRTimeline
KEB ASSET MANAGEMENT, LLC48,495$1.34M0.33%+25413F-HRTimeline
Jentner Corp47,942$1.33M0.36%-1,47713F-HRTimeline
Inman Jager Wealth Management, LLC47,805$1.32M0.89%-72313F-HRTimeline
Cornerstone Wealth Management, LLC47,718$1.32M0.08%-2,28113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP47,694$1.32M0.09%+2,80813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED47,411$1.31M0.11%-65213F-HRTimeline
Avidian Wealth Enterprises, LLC47,364$1.31M0.05%013F-HRTimeline
Whitener Capital Management, Inc.47,056$1.3M0.34%+2,75513F-HRTimeline
SOL Capital Management CO46,299$1.28M0.12%-55013F-HRTimeline
ASPIRIANT, LLC46,166$1.28M0.04%013F-HRTimeline
Seed Wealth Management, Inc.46,050$1.27M0.95%013F-HRTimeline
LexAurum Advisors, LLC45,979$1.27M0.2%+13,87813F-HRTimeline
BCGM Wealth Management, LLC45,908$1.27M0.36%+40813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT45,691$1.26M0.01%-7,09313F-HRTimeline
Creekside Partners45,685$1.26M0.6%-1,71713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC45,526$1.26M0.29%+2,51313F-HRTimeline
Wealthspire Advisors, LLC45,425$1.26M0.01%+82413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.45,129$1.25M0.65%-50313F-HRTimeline
Valeo Financial Advisors, LLC44,980$1.24M0.03%013F-HR/ATimeline
Wealthspire Retirement, LLC44,947$1.24M0.08%+58813F-HRTimeline
ETF Store, Inc.44,612$1.23M1.43%+65513F-HRTimeline
CONDOR CAPITAL MANAGEMENT44,115$1.22M0.11%+313F-HRTimeline
TBH Global Asset Management, LLC43,156$1.22M0.26%+32,08613F-HRTimeline
Continuum Advisory, LLC43,747$1.21M0.15%+41,44613F-HRTimeline
United Advisor Group, LLC43,732$1.21M0.21%+29,91513F-HRTimeline
Gradient Capital Advisors, LLC43,157$1.19M0.35%-2,00613F-HRTimeline
Vanguard Capital Wealth Advisors43,114$1.19M1.18%+8,71113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JMG Financial Group, Ltd.42,918$1.19M0.04%-3,72413F-HRTimeline
B. Riley Wealth Advisors, Inc.42,565$1.18M0.06%-99313F-HRTimeline
IMA Advisory Services, Inc.42,558$1.18M0.13%013F-HRTimeline
K2 Financial Inc.42,320$1.17M1.03%-75113F-HRTimeline
Ridgewood Investments LLC42,099$1.16M0.5%+14,75013F-HRTimeline
CGN Advisors LLC42,044$1.16M0.1%+1,43213F-HRTimeline
BLAIR WILLIAM & CO/IL41,506$1.15M<0.01%-16413F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.41,376$1.14M0.09%-1413F-HRTimeline
Plancorp, LLC41,126$1.14M0.04%+18,82313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,960$1.13M0.22%+21413F-HRTimeline
Cassaday & Co Wealth Management LLC40,834$1.13M0.03%-6,77313F-HRTimeline
Haverford Trust Co40,755$1.13M0.01%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV40,298$1.12M0.53%-2413F-HRTimeline
Knuff & Co LLC40,638$1.12M0.35%-98413F-HRTimeline
Private Advisor Group, LLC40,424$1.12M0.01%-2,21013F-HRTimeline
MGO ONE SEVEN LLC40,241$1.11M0.04%-21413F-HRTimeline
FLOW TRADERS U.S. LLC40,151$1.11M0.04%new13F-HRTimeline
Joule Financial, LLC40,070$1.11M0.36%+66413F-HRTimeline
Larson Financial Group LLC39,999$1.11M0.04%-20013F-HRTimeline
Athena Investment Management38,510$1.07M0.6%-30013F-HRTimeline
First County Bank /CT/38,448$1.06M0.57%+6,72513F-HRTimeline
MONTAG & CALDWELL, LLC37,201$1.03M0.23%-213F-HRTimeline
NWAM LLC36,743$1.02M0.06%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC36,425$1.01M0.01%+13513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,543$1M0.04%+16413F-HRTimelineGroup
VAN STRUM & TOWNE INC.36,093$999K0.32%-2,99013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC36,023$997K0.01%+10,92413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp35,821$991K0.04%-75313F-HRTimelineGroup
Stonebridge Capital Advisors LLC35,445$981K0.07%-4,44213F-HRTimeline
Kovack Advisors, Inc.34,885$965K0.09%+3913F-HRTimeline
Tactive Advisors, LLC34,603$957K0.31%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,507$955K0.02%-501,17613F-HRTimelineGroup
Verum Partners LLC34,318$950K0.22%-3,09713F-HRTimeline
Bond & Devick Financial Network, Inc.34,305$949K0.32%013F-HRTimeline
Hidden Cove Wealth Management, LLC34,144$945K0.68%-18113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…34,055$942K0.15%-59813F-HRTimeline
Quadrant Private Wealth Management, LLC33,744$934K0.19%+1,23813F-HRTimeline
Kathmere Capital Management, LLC33,699$932K0.07%+4,60013F-HRTimeline
NWF Advisory Services Inc.33,640$931K0.11%+1,66013F-HRTimeline