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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

959 managers (971 13F filers) reported a position in SCHV shares at 2026-03-31, 363,974,241 shares in all. 80 filers opened a position and 44 filers sold out during the quarter.

Managers
959
13F filers
971
New
80
Added
339
Reduced
344
Sold out
44
Shares held by filers
363,974,241

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WARNER FINANCIAL, INC158,880$4.85M1.66%+8,98113F-HRTimeline
L2 Asset Management, LLC155,878$4.75M0.45%+113,14713F-HRTimeline
Embree Financial Group155,346$4.74M0.56%-5,16813F-HRTimeline
One Capital Management, LLC154,711$4.72M0.13%-2,12013F-HRTimeline
Pinnacle Family Advisors, LLC153,518$4.68M2.2%+73,51613F-HRTimeline
Sequoia Financial Advisors, LLC153,232$4.67M0.03%-4,30013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC152,077$4.64M<0.01%+49,27113F-HRTimelineGroup
Retirement Investment Advisors, Inc.155,871$4.62M0.37%013F-HRTimeline
NewEdge Advisors, LLC150,725$4.6M0.02%+38213F-HR/ATimeline
Golden Bell Financial Planning LLC149,270$4.55M3.63%-3,29913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.148,524$4.53M0.01%-15,96813F-HRTimelineGroup
KPP Advisory Services LLC147,374$4.49M0.65%+1,47513F-HRTimeline
Newman Dignan & Sheerar, Inc.146,002$4.45M0.94%-10,88113F-HRTimeline
SeaCrest Wealth Management, LLC144,246$4.4M0.47%-16,56713F-HRTimeline
Independent Advisor Alliance144,057$4.39M0.05%+133,95913F-HRTimeline
CFG Wealth Management Services, Inc.143,142$4.37M3.96%-57313F-HRTimeline
DDD Partners, LLC143,095$4.36M0.3%+1,24413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC141,294$4.31M<0.01%+127,68813F-HRTimelineGroup
Affinity Capital Advisors, LLC140,050$4.27M0.6%-2,96413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC139,790$4.26M0.61%-5,43813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC136,341$4.16M0.2%+3,09513F-HRTimeline
Joseph Group Capital Management131,540$4.01M1%+14,71613F-HRTimeline
LifePlan Investment Advisors, Inc.130,164$3.97M1.56%-4,58913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC127,735$3.9M0.33%+52413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC127,583$3.89M0.17%+2,44713F-HRTimeline
Everhart Financial Group, Inc.127,518$3.89M0.33%-1,70713F-HRTimeline
Centerline Wealth Advisors, LLC127,459$3.89M1.4%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC121,572$3.87M0.22%new13F-HRTimeline
Barden Capital Management, Inc.126,613$3.86M3.3%+3,17813F-HRTimeline
RKL Wealth Management LLC125,798$3.84M0.35%-7,54913F-HRTimeline
Vise Technologies, Inc.128,792$3.81M0.07%013F-HRTimeline
Q3 Asset Management124,398$3.79M0.92%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP124,988$3.75M<0.01%+28,02013F-HRTimelineGroup
UNIQUE WEALTH, LLC120,739$3.68M0.51%+24,15613F-HRTimeline
Cassady Wealth & Retirement Planning, L…110,000$3.57M1.85%-14,02313F-HRTimeline
Allen Capital Group, LLC116,878$3.56M0.32%+3,05713F-HRTimeline
Apriem Advisors116,855$3.56M0.34%-1,97013F-HRTimeline
Advisory Services Network, LLC114,674$3.5M0.05%+9,05513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP114,452$3.49M0.19%+61,25813F-HRTimeline
Diversified Enterprises, LLC114,045$3.48M0.19%-6,67713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC109,752$3.35M1.63%-4,04813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.108,891$3.32M0.14%-4,50613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP106,004$3.23M<0.01%-10,60313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC105,805$3.23M0.01%-7,51513F-HRTimelineGroup
IVC Wealth Advisors LLC105,235$3.21M1.39%-4,81713F-HRTimeline
Altus Wealth Group LLC104,296$3.18M1.3%-6,50313F-HRTimeline
Mill Creek Capital Advisors, LLC104,054$3.17M0.07%-23113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC103,965$3.17M0.2%-31213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC103,910$3.17M0.88%-5,98113F-HRTimeline
Murphy & Mullick Capital Management Corp102,375$3.12M2.31%+6,25013F-HRTimeline
Stillwater Private Wealth, LLC102,103$3.11M2.64%13F-HRTimeline
RFG Advisory, LLC100,373$3.06M0.06%+46,86413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC99,608$3.04M1.33%-5,31113F-HRTimeline
ZynergyRetirementPlanningLLC98,664$3.01M1.82%-3,14213F-HRTimeline
Compass Advisory Group LLC97,617$2.98M0.8%-7,61713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…96,878$2.95M0.11%-3,11313F-HRTimelineGroup
Nadler Financial Group, Inc.96,660$2.95M0.28%-45,05913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP95,903$2.92M<0.01%-72713F-HRTimelineGroup
Steele Capital Management, Inc.95,505$2.91M0.12%-4,47113F-HRTimeline
HB Wealth Management, LLC94,673$2.89M0.02%-7,81113F-HRTimeline
NewEdge Wealth, LLC94,496$2.88M0.03%-25,97013F-HRTimeline
Bleakley Financial Group, LLC93,687$2.86M0.04%+24,36313F-HRTimeline
M3 Advisory Group, LLC93,527$2.85M1.76%013F-HRTimeline
Secure Asset Management, LLC91,401$2.79M0.44%+12,55513F-HRTimeline
Johnson Financial Group, LLC90,220$2.75M0.18%new13F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT92,196$2.73M3.47%13F-HRTimeline
Apella Capital, LLC85,056$2.73M0.04%+55413F-HRTimeline
Broadview Financial Management, LLC88,327$2.69M1.84%-2,37713F-HRTimeline
EVOKE WEALTH, LLC88,290$2.69M0.05%013F-HRTimeline
Rossby Financial, LCC86,890$2.66M0.56%+86,53013F-HRTimeline
Modera Wealth Management, LLC86,666$2.64M0.03%-38,83213F-HRTimeline
Clearstead Advisors, LLC85,249$2.6M0.02%-7513F-HRTimeline
Amicus Financial Advisors, LLC84,929$2.59M0.71%+1,03813F-HRTimeline
Tortoise Investment Management, LLC84,717$2.58M0.21%+1,22013F-HRTimeline
FAGAN ASSOCIATES, INC.82,985$2.53M0.35%-1,80013F-HRTimeline
AE Wealth Management LLC82,897$2.53M0.01%+4,55613F-HRTimeline
Arkadios Wealth Advisors82,818$2.53M0.04%+2,36613F-HRTimeline
Wilkins Miller Wealth Management, LLC82,007$2.5M1.51%+1,81213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…80,922$2.47M0.03%-1,71213F-HRTimelineGroup
Dynamic Advisor Solutions LLC80,291$2.45M0.08%-24,61813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT79,875$2.44M0.04%+18,80113F-HRTimeline
Regal Investment Advisors LLC79,860$2.44M0.14%+3,28813F-HRTimeline
Elgethun Capital Management79,741$2.43M0.4%+1,48413F-HRTimeline
RIVERSEDGE ADVISORS, LLC79,585$2.43M0.39%+34613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP78,157$2.38M0.05%-13,43613F-HRTimeline
Pure Financial Advisors, LLC77,847$2.37M0.03%-1,25913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…77,163$2.35M0.71%-6,79913F-HRTimeline
Matthew Goff Investment Advisor, LLC76,791$2.34M0.39%new13F-HRTimeline
Quantum Portfolio Management LLC76,283$2.33M1.01%-1,06613F-HR/ATimeline
Berger Financial Group, Inc75,198$2.29M0.13%-56113F-HRTimeline
MYECFO, LLC74,940$2.29M0.96%+2,00013F-HRTimeline
Financial Strategies Group, Inc.70,756$2.26M0.38%-1,42713F-HRTimeline
Cambridge Financial Group, LLC73,995$2.26M0.76%-21,15013F-HRTimeline
Aspen Grove Capital, LLC73,705$2.25M0.44%-1,96713F-HRTimeline
Elevation Capital Advisory, LLC73,208$2.23M0.95%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC72,905$2.22M0.05%-8,51413F-HRTimelineGroup
Weaver Capital Management LLC69,878$2.13M0.46%-9,84813F-HRTimeline
Ridgewood Investments LLC69,306$2.11M0.86%13F-HRTimeline
Asset One Wealth Management LLC65,657$2.09M0.23%+3,57513F-HRTimeline
Stewardship Advisors, LLC68,531$2.09M0.48%+5,45813F-HRTimeline
Monetary Solutions, Ltd68,391$2.09M2.02%-1,78513F-HRTimeline
BCWM, LLC68,387$2.09M0.59%-2,92613F-HRTimeline
Twin Cities Retirement Group LLC68,061$2.08M1.9%+5713F-HRTimeline
IEQ CAPITAL, LLC67,944$2.07M0.01%+57113F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…67,888$2.07M1.47%+1,18613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…66,892$2.04M0.06%-6,36013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,512$2.03M<0.01%-6,26213F-HRTimelineGroup
Nalls Sherbakoff Group, LLC64,519$1.97M1.45%+23713F-HRTimeline
BCS Wealth Management64,330$1.96M0.4%-67,62813F-HRTimeline
Retirement Planning Group, LLC63,250$1.93M0.06%-2,53213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63,188$1.93M<0.01%-19,33013F-HRTimelineGroup
ETF Store, Inc.63,007$1.92M1.87%+10,70013F-HRTimeline
SAX WEALTH ADVISORS, LLC64,870$1.92M0.09%-8813F-HRTimeline
Net Worth Advisory Group62,846$1.92M0.4%-9613F-HRTimeline
Index Technologies Group LLC62,710$1.91M2.08%-92913F-HRTimeline
Composition Wealth, LLC62,423$1.9M0.03%-94313F-HRTimeline
CGN Advisors LLC62,018$1.89M0.15%+1,48013F-HRTimeline
Schaeffer Financial LLC61,066$1.86M1.57%+4,04613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC60,512$1.85M0.2%-1,74313F-HRTimeline
Roundview Capital LLC60,304$1.84M0.11%+53,29013F-HRTimeline
Patriot Financial Group Insurance Agenc…60,116$1.83M0.1%+31,31413F-HRTimeline
Asset Dedication, LLC60,087$1.83M0.13%-7,79613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.60,036$1.83M0.13%013F-HRTimeline
DUNCKER STREETT & CO INC60,029$1.83M0.35%-11,15613F-HRTimeline
Bigelow Investment Advisors, LLC60,011$1.83M0.73%+4,46413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…59,342$1.81M0.05%+53,64913F-HRTimelineGroup
IFP Advisors, Inc59,173$1.8M0.04%-3,60913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC59,073$1.8M0.01%+7,77113F-HRTimeline
Parallel Advisors, LLC58,544$1.79M0.03%-1613F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding58,388$1.78M-2,424Timeline
Emerald Advisors, LLC58,110$1.77M0.22%-8,98513F-HRTimeline
Clear Retirement Advice LLC58,035$1.77M1.39%-3,21013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC57,957$1.77M0.03%-2,61913F-HRTimelineGroup
Sovran Advisors, LLC54,297$1.76M0.14%+5,99013F-HRTimeline
K2 Financial Inc.54,902$1.75M1.27%-2,06013F-HRTimeline
Janney Montgomery Scott LLC57,338$1.75M<0.01%-7,25313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.56,604$1.73M<0.01%+3,28213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED56,280$1.72M0.13%-37,73813F-HRTimeline
Cornerstone Wealth Management, LLC55,778$1.7M0.09%+78913F-HRTimeline
SIMA Wealth Partners, LLC54,838$1.67M1.27%-3,14313F-HRTimeline
ASPIRIANT, LLC54,632$1.67M0.05%-1,17713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,608$1.67M0.16%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD54,252$1.65M0.08%-63113F-HRTimeline
Maia Wealth LLC53,209$1.62M0.27%+56013F-HRTimeline
Csenge Advisory Group51,160$1.56M0.07%-1,48913F-HRTimeline
Keel Point, LLC50,886$1.55M0.1%-57213F-HRTimeline
Continuum Advisory, LLC50,675$1.55M0.15%+1,96113F-HRTimeline
Blossom Wealth Management50,093$1.53M2.27%new13F-HRTimeline
Enclave Advisors LLC49,977$1.52M0.22%+11,09613F-HRTimeline
VAN STRUM & TOWNE INC.49,433$1.51M0.44%+5,75513F-HRTimeline
HARBOUR INVESTMENTS, INC.49,566$1.51M0.02%+33,05313F-HRTimeline
KEB ASSET MANAGEMENT, LLC49,242$1.5M0.29%+22913F-HRTimeline
Ballast Financial Advisors LLC49,082$1.5M1.53%-3,07313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding46,730$1.49M+11,078Timeline
COMPASS CAPITAL CORP /MA/ /ADV45,953$1.49M0.53%-2,60813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,098$1.48M0.01%+5,27813F-HRTimelineGroup
Long Island Wealth Management, Inc.48,588$1.48M0.69%+1913F-HRTimeline
William Mack & Associates, Inc.48,395$1.48M0.84%-1,59013F-HRTimeline
ALTFEST L J & CO INC48,389$1.48M0.16%+19513F-HRTimeline
Meramec Financial Planners, LLC45,978$1.48M0.59%+2,72313F-HRTimeline
Wealthspire Advisors, LLC48,151$1.47M0.01%+2,80413F-HRTimeline
Wescott Financial Advisory Group, LLC47,703$1.45M0.13%+12,57313F-HRTimeline
SEEDS INVESTOR LLC45,339$1.44M0.2%new13F-HRTimeline
IHT Wealth Management, LLC47,180$1.44M0.03%-20613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC47,112$1.44M0.25%-45013F-HRTimeline
Geneos Wealth Management Inc.47,089$1.44M0.03%-40713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,954$1.43M<0.01%-75013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC46,452$1.42M0.03%+1813F-HRTimeline
Chicago Partners Investment Group LLC44,234$1.41M0.03%+39013F-HRTimeline
United Advisor Group, LLC46,161$1.41M0.17%-49113F-HRTimeline
Avidian Wealth Enterprises, LLC46,086$1.41M0.04%-77413F-HRTimeline
BCGM Wealth Management, LLC46,051$1.4M0.35%-1,27213F-HRTimeline
Whitener Capital Management, Inc.45,724$1.39M0.32%-1,32713F-HRTimeline
Creekside Partners45,698$1.39M0.57%-31213F-HRTimeline
KELLY FINANCIAL GROUP LLC45,280$1.38M0.35%-2,16013F-HRTimeline
Seed Wealth Management, Inc.44,930$1.37M0.94%013F-HRTimeline
Valeo Financial Advisors, LLC44,927$1.37M0.03%-5413F-HRTimeline
RMG Wealth Management LLC41,508$1.36M0.16%+36,90513F-HRTimeline
Private Advisor Group, LLC44,644$1.36M0.01%-1,03913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT44,167$1.35M0.01%-20,18013F-HRTimeline
Sanctuary Advisors, LLC43,968$1.34M0.01%-138,72713F-HRTimeline
True North Advisors, LLC43,831$1.34M0.15%-1,81013F-HRTimeline
Brookwood Investment Group LLC43,525$1.33M0.17%new13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV43,429$1.32M1.14%-11,88513F-HRTimeline
Vanguard Capital Wealth Advisors43,048$1.31M1.22%+18213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JMG Financial Group, Ltd.42,939$1.31M0.04%+613F-HRTimeline
Grandview Asset Management LLC39,209$1.31M0.38%new13F-HRTimeline
IMA Advisory Services, Inc.42,558$1.3M0.13%013F-HRTimeline
Inman Jager Wealth Management, LLC42,513$1.3M0.76%-30413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,050$1.28M0.02%+10,41713F-HRTimelineGroup
Santori & Peters, Inc.41,799$1.27M0.4%+14,03713F-HRTimeline
Foundations Investment Advisors, LLC41,337$1.26M0.02%+5,43513F-HRTimeline
First County Bank /CT/41,113$1.25M0.67%-43513F-HRTimeline
Thayer Financial, L.L.C.41,081$1.25M1.28%+6,98913F-HRTimeline
Haverford Trust Co40,873$1.25M0.01%-21013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,744$1.24M<0.01%-147,70613F-HRTimelineGroup
Wedmont Private Capital39,404$1.24M0.04%-17613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…39,882$1.22M<0.01%013F-HRTimelineGroup
Tactive Advisors, LLC39,616$1.21M0.34%-1,65713F-HRTimeline
Knuff & Co LLC39,438$1.2M0.36%-1,00013F-HRTimeline