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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

927 managers (933 13F filers) reported a position in SCHV shares at 2025-12-31, 358,694,744 shares in all. 61 filers opened a position and 42 filers sold out during the quarter.

Managers
927
13F filers
933
New
61
Added
350
Reduced
288
Sold out
42
Shares held by filers
358,694,744

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OneAscent Financial Services LLCin group OneAscent Financial Services …144,180$4.27M0.39%+7,11913F-HRTimelineGroup
CFG Wealth Management Services, Inc.143,715$4.26M3.88%13F-HRTimeline
Affinity Capital Advisors, LLC143,014$4.23M0.59%-5,63713F-HRTimeline
DDD Partners, LLC141,851$4.2M0.27%+4,83213F-HRTimeline
Nadler Financial Group, Inc.141,719$4.2M0.39%-1,56013F-HRTimeline
Sightline Wealth Advisors, LLC141,464$4.19M1.79%+128,36813F-HRTimeline
LifePlan Investment Advisors, Inc.134,753$3.99M1.63%+2,22513F-HRTimeline
RKL Wealth Management LLC133,347$3.95M0.32%-5,85913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC133,246$3.95M0.19%-57513F-HRTimeline
BCS Wealth Management131,958$3.91M0.39%+60,48913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP129,316$3.83M<0.01%+1,87813F-HRTimelineGroup
Everhart Financial Group, Inc.129,225$3.83M0.35%-33,43513F-HRTimeline
Vise Technologies, Inc.128,792$3.81M0.07%+21,48913F-HRTimeline
Quantinno Capital Management LP128,457$3.8M0.01%+87,86913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC127,211$3.77M0.32%013F-HRTimeline
Modera Wealth Management, LLC125,498$3.72M0.04%-9013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC125,136$3.71M0.15%+6,75913F-HRTimeline
Cassady Wealth & Retirement Planning, L…124,023$3.67M2.39%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC123,576$3.66M0.07%-2,73013F-HRTimeline
Barden Capital Management, Inc.123,435$3.65M3%+8,27813F-HRTimeline
Diversified Enterprises, LLC120,722$3.57M0.21%+26,42013F-HRTimeline
NewEdge Wealth, LLC120,466$3.57M0.04%+25,97013F-HRTimeline
CERTUITY, LLC120,104$3.56M0.22%+49,86413F-HRTimeline
Apriem Advisors118,825$3.52M0.32%-9,23213F-HRTimeline
Joseph Group Capital Management116,824$3.46M0.91%-5,15813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP116,607$3.45M<0.01%-53913F-HRTimelineGroup
Allen Capital Group, LLC113,821$3.37M0.31%+9,75513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC113,800$3.37M1.68%-22,54313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.113,397$3.36M0.14%-7,28813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC113,320$3.32M0.01%+14,87113F-HRTimelineGroup
Altus Wealth Group LLC110,799$3.28M1.31%-13,52513F-HRTimeline
IVC Wealth Advisors LLC110,052$3.26M1.42%+2,58913F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC109,891$3.25M0.91%new13F-HRTimeline
Advisory Services Network, LLC105,619$3.13M0.04%+1,16713F-HRTimeline
Compass Advisory Group LLC105,234$3.12M0.84%+1,35813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC104,919$3.11M1.36%+30813F-HRTimeline
Dynamic Advisor Solutions LLC104,909$3.11M0.1%-5,29913F-HRTimeline
Mill Creek Capital Advisors, LLC104,285$3.09M0.06%-56,64213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC104,277$3.09M0.19%+19213F-HRTimeline
CHOREO, LLC103,457$3.09M0.04%+64213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC102,806$3.04M<0.01%+44,63813F-HRTimelineGroup
HB Wealth Management, LLC102,484$3.03M0.02%-34313F-HRTimeline
ZynergyRetirementPlanningLLC101,806$3.01M1.86%-22213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…99,991$2.96M0.11%+94,16913F-HRTimelineGroup
Steele Capital Management, Inc.99,976$2.96M0.13%-8,10813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,968$2.87M<0.01%+14,32513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP96,630$2.86M<0.01%+22,35813F-HR/ATimelineGroup
UNIQUE WEALTH, LLC96,583$2.86M0.4%-1,18713F-HRTimeline
Murphy & Mullick Capital Management Corp96,125$2.85M2.05%+76613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED94,018$2.81M0.19%+44,76413F-HRTimeline
M3 Advisory Group, LLC93,527$2.77M1.69%+26413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP91,593$2.71M0.06%-9,42113F-HRTimeline
Broadview Financial Management, LLC90,704$2.69M1.8%+48613F-HRTimeline
EVOKE WEALTH, LLC88,290$2.61M0.05%013F-HRTimeline
Cambridge Financial Group, LLC95,145$2.58M0.9%+7,33613F-HRTimeline
Clearstead Advisors, LLC85,324$2.53M0.03%+2,66513F-HRTimeline
FAGAN ASSOCIATES, INC.84,785$2.51M0.33%-1,73213F-HRTimeline
Apella Capital, LLC84,502$2.5M0.05%-33113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…83,962$2.49M0.72%-16713F-HRTimeline
Amicus Financial Advisors, LLC83,891$2.48M0.69%13F-HRTimeline
Tortoise Investment Management, LLC83,497$2.47M0.22%-73713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…82,634$2.45M0.03%-1,70313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC82,518$2.44M<0.01%+31,69513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC81,419$2.41M0.06%+9,97613F-HRTimelineGroup
Arkadios Wealth Advisors80,452$2.38M0.05%-2,47613F-HRTimeline
Wilkins Miller Wealth Management, LLC80,195$2.37M1.41%+1,37313F-HRTimeline
Pinnacle Family Advisors, LLC80,002$2.37M1.04%-1,02113F-HRTimeline
Weaver Capital Management LLC79,726$2.36M0.5%-2,60413F-HRTimeline
RIVERSEDGE ADVISORS, LLC79,239$2.35M0.38%+38513F-HRTimeline
Pure Financial Advisors, LLC79,106$2.34M0.03%-24913F-HRTimeline
Secure Asset Management, LLC78,846$2.33M0.37%+26,41413F-HRTimeline
AE Wealth Management LLC78,341$2.32M0.01%-12,06613F-HRTimeline
Elgethun Capital Management78,257$2.32M0.4%+2,72313F-HRTimeline
Quantum Portfolio Management LLC77,349$2.29M1.01%-120,69313F-HRTimeline
Regal Investment Advisors LLC76,572$2.27M0.14%-37613F-HRTimeline
Berger Financial Group, Inc75,759$2.24M0.13%+3,57513F-HRTimeline
Y-Intercept (Hong Kong) Ltd75,726$2.24M0.05%-2,07913F-HRTimeline
Aspen Grove Capital, LLC75,672$2.24M0.39%-1,23313F-HRTimeline
J.W. COLE ADVISORS, INC.165,559$2.23M0.05%+11,86313F-HRTimeline
Financial Strategies Group, Inc.72,183$2.2M0.4%-95513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…73,252$2.17M0.08%-7,03713F-HRTimelineGroup
MYECFO, LLC72,940$2.16M0.92%+3,74013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,774$2.15M<0.01%+41,14713F-HRTimelineGroup
BCWM, LLC71,313$2.11M0.63%+3,00013F-HRTimeline
DUNCKER STREETT & CO INC71,185$2.11M0.37%+23513F-HRTimeline
Monetary Solutions, Ltd70,176$2.08M2.05%13F-HRTimeline
Bleakley Financial Group, LLC69,324$2.05M0.04%+1,43313F-HRTimeline
Twin Cities Retirement Group LLC68,004$2.01M1.94%13F-HRTimeline
Asset Dedication, LLC67,883$2.01M0.13%-4,60613F-HRTimeline
IEQ CAPITAL, LLC67,373$1.99M0.01%+13513F-HRTimeline
Emerald Advisors, LLC67,095$1.99M0.27%-413F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…66,702$1.98M1.33%-4613F-HRTimeline
Retirement Planning Group, LLC65,782$1.95M0.06%-57513F-HRTimeline
Asset One Wealth Management LLC62,082$1.95M0.27%13F-HRTimeline
Clear Retirement Advice LLC61,245$1.93M1.51%13F-HRTimeline
SAX WEALTH ADVISORS, LLC64,958$1.92M0.09%+32,04413F-HRTimeline
Janney Montgomery Scott LLC64,591$1.91M<0.01%+4,41613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT64,347$1.91M0.01%+18,23713F-HRTimeline
Nalls Sherbakoff Group, LLC64,282$1.9M1.37%-13,42413F-HRTimeline
Index Technologies Group LLC63,639$1.88M1.97%13F-HRTimeline
Composition Wealth, LLC63,366$1.88M0.03%+513F-HRTimeline
Stewardship Advisors, LLC63,073$1.87M0.43%+1,99813F-HRTimeline
Net Worth Advisory Group62,942$1.86M0.38%new13F-HRTimeline
IFP Advisors, Inc62,782$1.86M0.04%-1,44513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC62,255$1.84M0.21%-15813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT61,074$1.81M0.03%-2,46113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…60,812$1.8M0.04%-16,40213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC60,576$1.79M0.03%-1,03413F-HRTimelineGroup
CGN Advisors LLC60,538$1.79M0.14%+2,23613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.60,036$1.78M0.12%013F-HRTimeline
Parallel Advisors, LLC58,560$1.73M0.03%+4913F-HRTimeline
K2 Financial Inc.56,962$1.73M1.34%+1,66613F-HRTimeline
SIMA Wealth Partners, LLC57,981$1.72M1.31%-5,95313F-HRTimeline
Schaeffer Financial LLC57,020$1.69M1.47%-39,71513F-HRTimeline
Maia Wealth LLC52,649$1.68M0.29%+47113F-HRTimeline
ASPIRIANT, LLC55,809$1.65M0.05%+5,30813F-HRTimeline
Bigelow Investment Advisors, LLC55,547$1.64M0.64%-3,70313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV55,314$1.64M1.36%-3,12313F-HRTimeline
Cornerstone Wealth Management, LLC54,989$1.63M0.08%+5,78113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD54,883$1.63M0.08%+1,83613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,608$1.62M0.16%013F-HRTimeline
RFG Advisory, LLC53,509$1.58M0.03%+36,09213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,322$1.58M<0.01%+31,10513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP53,194$1.58M0.09%+5,73313F-HRTimeline
Csenge Advisory Group52,649$1.56M0.07%-2,17213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV48,561$1.56M0.6%+8,26313F-HRTimeline
ETF Store, Inc.52,307$1.55M1.58%+82813F-HRTimeline
Ballast Financial Advisors LLC52,155$1.54M1.59%13F-HRTimeline
Keel Point, LLC51,458$1.52M0.09%-3,48013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,302$1.52M0.01%+1,22013F-HRTimeline
RETIREMENT GUYS FORMULA LLC50,469$1.49M0.68%-226,98713F-HRTimeline
Sovran Advisors, LLC48,307$1.49M0.13%+18,99513F-HRTimeline
William Mack & Associates, Inc.49,985$1.48M0.7%-26213F-HRTimeline
KEB ASSET MANAGEMENT, LLC49,013$1.45M0.29%+27113F-HRTimeline
Continuum Advisory, LLC48,714$1.44M0.14%+85913F-HRTimeline
Long Island Wealth Management, Inc.48,569$1.44M0.68%+94913F-HRTimeline
ALTFEST L J & CO INC48,194$1.43M0.16%-74013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding48,192$1.43M0Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,704$1.41M<0.01%-2,05813F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC47,600$1.41M<0.01%-101,20013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC47,562$1.41M0.3%+3,70213F-HRTimeline
Geneos Wealth Management Inc.47,496$1.41M0.03%+7,52413F-HRTimeline
KELLY FINANCIAL GROUP LLC47,440$1.4M0.36%-1,11813F-HRTimeline
IHT Wealth Management, LLC47,386$1.4M0.03%-35,37113F-HRTimeline
BCGM Wealth Management, LLC47,323$1.4M0.36%+1,26413F-HRTimeline
Whitener Capital Management, Inc.47,051$1.39M0.32%-79313F-HRTimeline
Meramec Financial Planners, LLC43,255$1.39M0.54%13F-HRTimeline
SOL Capital Management CO46,889$1.39M0.12%+47513F-HRTimeline
Avidian Wealth Enterprises, LLC46,860$1.39M0.05%-50413F-HRTimeline
United Advisor Group, LLC46,652$1.38M0.18%+1,67913F-HRTimeline
Cassaday & Co Wealth Management LLC46,434$1.37M0.03%+2013F-HRTimeline
Creekside Partners46,010$1.36M0.58%+17013F-HRTimeline
Private Advisor Group, LLC45,683$1.35M0.01%+5,30113F-HRTimeline
True North Advisors, LLC45,641$1.35M0.17%new13F-HRTimeline
Chicago Partners Investment Group LLC43,844$1.35M0.03%+11,29913F-HRTimeline
Wealthspire Advisors, LLC45,347$1.34M0.01%-713F-HRTimeline
Valeo Financial Advisors, LLC44,981$1.33M0.03%+113F-HRTimeline
Seed Wealth Management, Inc.44,930$1.33M0.92%-7013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,820$1.33M0.01%-10613F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT44,115$1.31M0.11%+413F-HRTimeline
VAN STRUM & TOWNE INC.43,678$1.29M0.36%+7,89913F-HRTimeline
JMG Financial Group, Ltd.42,933$1.27M0.04%+813F-HRTimeline
Vanguard Capital Wealth Advisors42,866$1.27M1.02%+33313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Inman Jager Wealth Management, LLC42,817$1.27M0.78%-5,22113F-HRTimeline
L2 Asset Management, LLC42,731$1.27M0.17%+16,32313F-HRTimeline
IMA Advisory Services, Inc.42,558$1.26M0.12%013F-HRTimeline
Koshinski Asset Management, Inc.42,553$1.26M0.08%+42313F-HRTimeline
Gradient Capital Advisors, LLC42,527$1.26M0.32%-17013F-HRTimeline
Advocacy Wealth Management, LLC42,186$1.25M0.05%-29713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,548$1.23M<0.01%-190,06013F-HR/ATimelineGroup
First County Bank /CT/41,548$1.23M0.64%+1,67713F-HRTimeline
Tactive Advisors, LLC41,273$1.22M0.36%+5,84513F-HRTimeline
Haverford Trust Co41,083$1.22M0.01%+37213F-HRTimeline
Knuff & Co LLC40,438$1.2M0.35%013F-HRTimeline
Wedmont Private Capital39,580$1.19M0.04%+22,68413F-HRTimeline
Modern Wealth Management, LLC40,053$1.19M0.02%+17,60713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…39,882$1.18M<0.01%+13,45113F-HRTimelineGroup
COMERICA BANK39,846$1.18M<0.01%+15,19413F-HRTimeline
Wealthspire Retirement, LLC39,086$1.16M0.07%-1,75413F-HRTimeline
Enclave Advisors LLC38,881$1.15M0.16%+11,29213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …38,760$1.15M0.19%+21313F-HRTimeline
John Boyer, Inc.38,554$1.14M1.16%+20813F-HRTimeline
Athena Investment Management38,510$1.14M0.58%013F-HRTimeline
Waterford Advisors, LLC34,807$1.14M0.45%-114,56713F-HRTimeline
Larson Financial Group LLC38,378$1.14M0.04%-96513F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS38,370$1.14M0.59%13F-HRTimeline
BLAIR WILLIAM & CO/IL38,122$1.13M<0.01%-3,40813F-HRTimeline
HOEY INVESTMENTS, INC37,951$1.12M0.15%-3013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,724$1.12M0.01%+68013F-HRTimelineGroup
SCS Capital Management LLC37,472$1.11M0.01%-21,45713F-HRTimeline
Capital Investment Advisory Services, L…37,353$1.11M0.08%+5,56013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,652$1.1M0.03%+12813F-HRTimelineGroup
J. Derek Lewis & Associates Inc.36,312$1.08M0.25%13F-HRTimeline
Foundations Investment Advisors, LLC35,902$1.06M0.01%-54713F-HRTimeline
NWAM LLC35,575$1.06M0.06%-1,15913F-HRTimeline
Wescott Financial Advisory Group, LLC35,130$1.04M0.09%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co34,883$1.03M0.05%+16013F-HRTimeline
Quadrant Private Wealth Management, LLC34,600$1.02M0.17%+64413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO34,200$1.01M0.01%013F-HRTimelineGroup
Thayer Financial, L.L.C.34,092$1.01M1.07%13F-HRTimeline