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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

865 managers (870 13F filers) reported a position in SCHV shares at 2025-09-30, 351,652,561 shares in all. 52 filers opened a position and 54 filers sold out during the quarter.

Managers
865
13F filers
870
New
52
Added
338
Reduced
297
Sold out
54
Shares held by filers
351,652,561

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Consolidated Portfolio Review Corp141,658$4.12M0.52%+2,68313F-HRTimeline
RKL Wealth Management LLC139,206$4.05M0.35%-8,40313F-HRTimeline
CWM, LLCin group CWM, LLC138,242$4.02M0.01%+11,99013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …137,061$3.99M0.49%+12,57013F-HR/ATimelineGroup
DDD Partners, LLC137,019$3.99M0.25%+5,18413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC136,343$3.97M1.98%-3,64013F-HRTimeline
World Investment Advisors134,750$3.92M0.08%-2,50513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC133,821$3.9M0.24%+5,56613F-HRTimeline
LifePlan Investment Advisors, Inc.132,528$3.86M1.62%+5,52313F-HRTimeline
KPP Advisory Services LLC131,422$3.83M0.57%+6,33013F-HRTimeline
Apriem Advisors128,057$3.73M0.35%-78513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,438$3.71M<0.01%+12,65913F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC127,211$3.7M0.32%+29813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC126,306$3.68M0.07%+5,04613F-HRTimeline
Modera Wealth Management, LLC125,588$3.66M0.04%+4,84613F-HRTimeline
Altus Wealth Group LLC124,324$3.62M1.49%-2,93313F-HRTimeline
Joseph Group Capital Management121,982$3.55M1%+1,53313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.120,685$3.51M0.15%-9,14813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC118,377$3.45M0.14%+72513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP117,146$3.41M<0.01%-2,52113F-HRTimelineGroup
Barden Capital Management, Inc.115,157$3.35M2.79%-1,50113F-HRTimeline
Dynamic Advisor Solutions LLC110,208$3.21M0.09%+2,44413F-HRTimeline
Steele Capital Management, Inc.108,084$3.15M0.14%-3,89713F-HRTimeline
IVC Wealth Advisors LLC107,463$3.13M1.4%-36,17813F-HRTimeline
Vise Technologies, Inc.107,303$3.12M0.12%-7,28913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC104,611$3.05M1.37%-53113F-HRTimeline
Advisory Services Network, LLC104,452$3.04M0.04%+11,19513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC104,085$3.03M0.2%-3913F-HRTimeline
Allen Capital Group, LLC104,066$3.03M0.29%+11,08213F-HRTimeline
Compass Advisory Group LLC103,876$3.02M0.85%-91913F-HRTimeline
HB Wealth Management, LLC102,827$2.99M0.02%+21,88213F-HRTimeline
CHOREO, LLC102,815$2.99M0.04%+1,89913F-HRTimeline
ZynergyRetirementPlanningLLC102,028$2.97M1.87%-1,46413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP101,014$2.94M0.06%-7,58613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC98,449$2.87M0.01%+6,43713F-HRTimelineGroup
UNIQUE WEALTH, LLC97,770$2.85M0.42%+6,45313F-HRTimeline
Saxony Capital Management, LLC97,268$2.83M1.87%+15,39213F-HRTimeline
Schaeffer Financial LLC96,735$2.82M2.55%+2,68113F-HRTimeline
Murphy & Mullick Capital Management Corp95,359$2.78M2.06%013F-HRTimeline
Diversified Enterprises, LLC94,302$2.75M0.18%-5,35113F-HRTimeline
NewEdge Wealth, LLC94,496$2.73M0.04%+6,23713F-HRTimeline
M3 Advisory Group, LLC93,263$2.71M1.69%+27613F-HRTimeline
AE Wealth Management LLC90,407$2.63M0.02%+6,91213F-HRTimeline
Broadview Financial Management, LLC90,218$2.63M1.77%-3,70713F-HRTimeline
EVOKE WEALTH, LLC88,290$2.57M0.05%013F-HRTimeline
Cambridge Financial Group, LLC87,809$2.56M0.82%-74613F-HRTimeline
FAGAN ASSOCIATES, INC.86,517$2.52M0.35%-57113F-HRTimeline
Global Retirement Partners, LLC85,625$2.49M0.06%+6,02813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…84,337$2.46M0.04%-94013F-HRTimelineGroup
Tortoise Investment Management, LLC84,234$2.45M0.22%+5,95413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…84,129$2.45M0.72%+7,71213F-HRTimeline
Apella Capital, LLC84,833$2.45M0.05%+75,80913F-HRTimeline
Arkadios Wealth Advisors82,928$2.41M0.06%+3,69713F-HRTimeline
IHT Wealth Management, LLC82,757$2.41M0.06%-96313F-HRTimeline
Clearstead Advisors, LLC82,659$2.41M0.04%-1,02513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82,643$2.4M<0.01%+24,76213F-HRTimelineGroup
Weaver Capital Management LLC82,330$2.4M0.52%-39213F-HRTimeline
New Hampshire Trust81,519$2.37M0.46%+28,65913F-HRTimeline
Pinnacle Family Advisors, LLC81,023$2.36M1.03%+3,46013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…80,289$2.34M0.09%+80,17813F-HRTimelineGroup
Pure Financial Advisors, LLC79,355$2.31M0.04%-1,25513F-HRTimeline
RIVERSEDGE ADVISORS, LLC78,854$2.3M0.38%-2,45213F-HRTimeline
Wilkins Miller Wealth Management, LLC78,822$2.29M1.42%+6213F-HRTimeline
Matthew Goff Investment Advisor, LLC78,514$2.29M0.39%new13F-HRTimeline
Fortress Wealth Management, Inc.77,913$2.27M1.01%-12,74113F-HRTimeline
Y-Intercept (Hong Kong) Ltd77,805$2.26M0.05%+9,34413F-HRTimeline
Nalls Sherbakoff Group, LLC77,706$2.26M1.53%+4,66013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…77,214$2.25M0.06%-2,67713F-HRTimelineGroup
Regal Investment Advisors LLC76,948$2.24M0.15%+8,33113F-HRTimeline
Aspen Grove Capital, LLC76,905$2.24M0.38%-1,04813F-HRTimeline
Elgethun Capital Management75,534$2.2M0.4%+1,72913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,626$2.17M<0.01%+59,13613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP74,272$2.16M<0.01%-33413F-HRTimelineGroup
Asset Dedication, LLC72,489$2.11M0.14%-69713F-HRTimeline
Financial Strategies Group, Inc.73,138$2.11M0.4%-2,32813F-HRTimeline
Berger Financial Group, Inc72,184$2.1M0.13%+3,24613F-HRTimeline
BCS Wealth Management71,469$2.08M0.47%-13,58513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,443$2.08M0.05%-5,03913F-HRTimelineGroup
DUNCKER STREETT & CO INC70,950$2.07M0.36%-4,48213F-HRTimeline
CERTUITY, LLC70,240$2.04M0.14%+44,75813F-HRTimeline
MYECFO, LLC69,200$2.01M0.92%-44013F-HRTimeline
BCWM, LLC68,313$1.99M0.6%+91413F-HRTimeline
Bleakley Financial Group, LLC67,891$1.98M0.05%013F-HRTimeline
IEQ CAPITAL, LLC67,238$1.96M0.01%+17613F-HRTimeline
Emerald Advisors, LLC67,099$1.95M0.26%-63013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…66,748$1.94M1.26%+4,63413F-HRTimeline
Retirement Planning Group, LLC66,357$1.93M0.07%-3,12413F-HRTimeline
IFP Advisors, Inc64,227$1.87M0.05%-1,06913F-HR/ATimeline
SIMA Wealth Partners, LLC63,934$1.86M1.42%-1,19513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT63,535$1.85M0.04%-1,13013F-HRTimeline
Composition Wealth, LLC63,361$1.84M0.03%-39013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC62,413$1.82M0.21%-72913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC61,610$1.79M0.03%+7,00513F-HRTimelineGroup
Stewardship Advisors, LLC61,075$1.78M0.42%+25713F-HRTimeline
Janney Montgomery Scott LLC60,175$1.75M<0.01%+813F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.60,036$1.75M0.12%+18,66013F-HRTimeline
American Trust59,318$1.73M0.15%+6,46013F-HRTimeline
Bigelow Investment Advisors, LLC59,250$1.72M0.7%+1,12213F-HRTimeline
SCS Capital Management LLC58,929$1.72M0.02%-6,23613F-HRTimeline
Parallel Advisors, LLC58,511$1.7M0.03%+3013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV58,437$1.7M1.48%-3,74613F-HRTimeline
CGN Advisors LLC58,302$1.7M0.14%+16,25813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC58,168$1.69M<0.01%+8,60513F-HRTimelineGroup
SIGNATUREFD, LLC57,101$1.66M0.03%+1,77013F-HRTimeline
Ridgewood Investments LLC55,806$1.62M0.69%+13,70713F-HRTimeline
Binnacle Investments Inc54,945$1.6M0.94%-72513F-HRTimeline
Keel Point, LLC54,938$1.6M0.1%+8713F-HRTimeline
Csenge Advisory Group54,821$1.6M0.08%+1,17313F-HRTimeline
K2 Financial Inc.55,296$1.59M1.28%+12,97613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,608$1.59M0.16%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD53,047$1.54M0.08%+1,32213F-HRTimeline
Secure Asset Management, LLC52,432$1.53M0.25%+21,26613F-HRTimeline
Maia Wealth LLC52,178$1.52M0.26%-1,40513F-HRTimeline
ETF Store, Inc.51,479$1.5M1.59%+6,86713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50,823$1.48M<0.01%-4,40013F-HRTimelineGroup
ASPIRIANT, LLC50,501$1.47M0.04%+4,33513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…50,446$1.47M0.04%+26,96413F-HRTimelineGroup
William Mack & Associates, Inc.50,247$1.46M0.79%+13313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50,082$1.46M0.01%+1,45913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$1.46M<0.01%-45,85013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,762$1.45M<0.01%+9613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,632$1.44M<0.01%-26,07913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED49,254$1.43M0.11%+1,84313F-HRTimeline
Cornerstone Wealth Management, LLC49,208$1.43M0.08%+1,49013F-HRTimeline
ALTFEST L J & CO INC48,934$1.42M0.16%+18513F-HRTimeline
KEB ASSET MANAGEMENT, LLC48,742$1.42M0.32%+24713F-HRTimeline
KELLY FINANCIAL GROUP LLC48,558$1.41M0.37%-5,08213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding48,192$1.4M+32,106Timeline
Inman Jager Wealth Management, LLC48,038$1.4M0.89%+23313F-HRTimeline
Continuum Advisory, LLC47,855$1.39M0.15%+4,10813F-HRTimeline
Whitener Capital Management, Inc.47,844$1.39M0.33%+78813F-HRTimeline
Long Island Wealth Management, Inc.47,620$1.39M0.67%-91013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP47,461$1.38M0.09%-23313F-HRTimeline
Avidian Wealth Enterprises, LLC47,364$1.38M0.05%013F-HRTimeline
Cassaday & Co Wealth Management LLC46,414$1.35M0.03%+5,58013F-HRTimeline
SOL Capital Management CO46,414$1.35M0.12%+11513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT46,110$1.34M0.01%+41913F-HRTimeline
BCGM Wealth Management, LLC46,059$1.34M0.35%+15113F-HRTimeline
Creekside Partners45,840$1.33M0.59%+15513F-HRTimeline
Wealthspire Advisors, LLC45,354$1.32M0.01%-7113F-HRTimeline
Seed Wealth Management, Inc.45,000$1.31M0.9%-1,05013F-HRTimeline
Valeo Financial Advisors, LLC44,980$1.31M0.03%013F-HRTimeline
United Advisor Group, LLC44,973$1.31M0.18%+1,24113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,926$1.31M0.01%-3,87613F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT44,111$1.28M0.11%-413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC43,860$1.28M0.28%-1,66613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.42,969$1.25M0.6%-2,16013F-HRTimeline
JMG Financial Group, Ltd.42,925$1.25M0.04%+713F-HRTimeline
Gradient Capital Advisors, LLC42,697$1.24M0.33%-46013F-HRTimeline
IMA Advisory Services, Inc.42,558$1.24M0.12%013F-HRTimeline
Vanguard Capital Wealth Advisors42,533$1.24M0.99%-58113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advocacy Wealth Management, LLC42,483$1.24M0.05%new13F-HRTimeline
Koshinski Asset Management, Inc.42,130$1.23M0.08%-6,66413F-HRTimeline
Sanctuary Advisors, LLC41,633$1.21M0.01%-24,22613F-HR/ATimeline
BLAIR WILLIAM & CO/IL41,530$1.21M<0.01%+2413F-HRTimeline
Wealthspire Retirement, LLC40,840$1.19M0.08%-4,10713F-HR/ATimeline
Haverford Trust Co40,711$1.19M0.01%-4413F-HRTimeline
NorthCoast Asset Management LLC40,591$1.18M<0.01%+16,93413F-HRTimeline
Quantinno Capital Management LP40,588$1.18M<0.01%+22,01413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV40,298$1.18M0.51%013F-HRTimeline
Knuff & Co LLC40,438$1.18M0.34%-20013F-HRTimeline
Private Advisor Group, LLC40,382$1.18M0.01%-4213F-HRTimeline
Geneos Wealth Management Inc.39,972$1.16M0.03%-533,18413F-HRTimeline
First County Bank /CT/39,871$1.16M0.59%+1,42313F-HRTimeline
Strategic Wealth Partners, Ltd.39,570$1.15M0.09%+39,25813F-HRTimeline
Larson Financial Group LLC39,343$1.15M0.04%-65613F-HRTimeline
Joule Financial, LLC38,652$1.13M0.34%-1,41813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …38,547$1.12M0.2%-2,41313F-HRTimeline
Athena Investment Management38,510$1.12M0.58%013F-HRTimeline
John Boyer, Inc.38,346$1.12M1.11%13F-HRTimeline
HOEY INVESTMENTS, INC37,981$1.11M0.15%+4,61013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,587$1.09M0.05%-30,93813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,044$1.08M0.01%+1,02113F-HRTimelineGroup
NWAM LLC36,734$1.07M0.06%-913F-HR/ATimeline
Ausdal Financial Partners, Inc.36,725$1.07M0.05%+18,34113F-HRTimeline
Foundations Investment Advisors, LLC36,449$1.06M0.02%+18,12213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC36,440$1.06M0.01%+1513F-HRTimeline
VAN STRUM & TOWNE INC.35,779$1.04M0.31%-31413F-HRTimeline
Tactive Advisors, LLC35,428$1.03M0.29%+82513F-HRTimeline
Chesapeake Wealth Management35,380$1.03M0.31%+2,62013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,524$1.02M0.03%-1913F-HRTimelineGroup
Kovack Advisors, Inc.34,923$1.02M0.1%+3813F-HRTimeline
MGO ONE SEVEN LLC34,880$1.02M0.02%-5,36113F-HRTimeline
Pine Valley Investments Ltd Liability Co34,723$1.01M0.05%+1,79213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,703$1.01M0.02%+19613F-HRTimelineGroup
LexAurum Advisors, LLC34,413$1M0.14%-11,56613F-HRTimeline
Bond & Devick Financial Network, Inc.34,305$999K0.3%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO34,200$996K0.01%+33,30013F-HRTimelineGroup
Hidden Cove Wealth Management, LLC34,046$991K0.65%-9813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC34,007$990K0.01%+18,95213F-HRTimeline
Quadrant Private Wealth Management, LLC33,956$988K0.18%+21213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…33,948$988K0.16%-10713F-HRTimeline
Verum Partners LLC33,367$971K0.21%-95113F-HRTimeline
BFSG, LLC32,944$959K0.09%-11813F-HRTimeline
SAX WEALTH ADVISORS, LLC32,914$958K0.05%-12913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC32,685$951K0.94%-73013F-HRTimeline
Chicago Partners Investment Group LLC32,545$951K0.02%+4,64513F-HRTimeline
Atlas Wealth Partners, LLC32,559$948K0.97%+6,08413F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,559$948K0.3%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB32,278$940K0.02%+1,30813F-HRTimeline