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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

983 managers (995 13F filers) reported a position in SCHV shares at 2026-06-30, 333,555,147 shares in all. 82 filers opened a position and 50 filers sold out during the quarter.

Managers
983
13F filers
995
New
82
Added
372
Reduced
334
Sold out
50
Shares held by filers
333,555,147

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Visionary Horizons, LLC38,166$1.33M0.56%+10,05513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,046$1.32M<0.01%-2,69813F-HRTimelineGroup
John Boyer, Inc.37,875$1.32M1.14%-84813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,781$1.32M0.06%+2,17913F-HRTimeline
Gradient Capital Advisors, LLC37,645$1.31M0.3%-1,50313F-HRTimeline
J. Derek Lewis & Associates Inc.37,579$1.31M0.25%+20013F-HRTimeline
Chesapeake Wealth Management37,555$1.31M0.37%+2,45513F-HRTimeline
CONDOR CAPITAL MANAGEMENT37,457$1.3M0.1%-1,18013F-HRTimeline
Wedmont Private Capital37,822$1.3M0.04%-1,58213F-HRTimeline
Sanctuary Advisors, LLC37,005$1.29M0.01%-6,96313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC36,827$1.28M0.11%+4,60413F-HRTimeline
HOEY INVESTMENTS, INC35,920$1.25M0.16%-1,52713F-HRTimeline
NWAM LLC35,355$1.23M0.06%-14113F-HRTimeline
Pine Valley Investments Ltd Liability Co35,327$1.23M0.05%+15913F-HRTimeline
OLD NATIONAL BANCORP /IN/35,153$1.22M0.02%+6,18813F-HRTimeline
Haverford Trust Co34,876$1.21M0.01%-5,99713F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS34,440$1.2M0.56%-1,46413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO34,200$1.19M0.01%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.34,080$1.19M0.29%013F-HRTimeline
Waterford Advisors, LLC32,703$1.19M0.32%-2,10413F-HRTimeline
Smartleaf Asset Management LLC33,844$1.18M0.04%013F-HRTimeline
Waterloo Capital, L.P.33,726$1.17M0.07%new13F-HRTimeline
Verum Partners LLC32,900$1.15M0.17%+6413F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,559$1.13M0.28%013F-HRTimeline
Hidden Cove Wealth Management, LLC32,377$1.13M0.62%+1713F-HRTimeline
BFSG, LLC32,280$1.12M0.1%-43013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,138$1.12M0.01%+6,37613F-HRTimelineGroup
D.A. DAVIDSON & CO.31,935$1.11M0.01%+28613F-HRTimeline
WBH ADVISORY INC31,934$1.11M0.07%-68213F-HRTimeline
Ausdal Financial Partners, Inc.31,820$1.11M0.04%-58313F-HRTimeline
SIGNATUREFD, LLC31,566$1.1M0.01%-20713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC31,412$1.09M1.07%-33013F-HRTimeline
Wealthspire Retirement, LLC31,407$1.09M0.06%-3,70413F-HRTimeline
Beaumont Financial Advisors, LLC31,303$1.09M0.07%+113F-HRTimeline
HHM Wealth Advisors, LLC31,279$1.09M0.11%+57413F-HRTimeline
IHT Wealth Management, LLC30,952$1.08M0.02%-16,22813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding30,856$1.07M-196Timeline
Patriot Financial Group Insurance Agenc…30,709$1.07M0.11%-29,40713F-HRTimeline
Indivisible Partners30,700$1.07M0.06%+18713F-HRTimeline
Sachetta, LLC30,489$1.06M0.52%-33613F-HRTimeline
Kovack Advisors, Inc.30,700$1.06M0.05%-63513F-HRTimeline
New Republic Capital, LLC30,154$1.05M0.24%+13613F-HRTimeline
CM WEALTH ADVISORS LLC30,066$1.05M0.19%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC30,834$1.04M0.25%+17,76013F-HRTimeline
Ignite Planners, LLC29,812$1.04M0.14%+3,65013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.29,725$1.03M0.16%013F-HRTimeline
Red Door Wealth Management, LLC29,561$1.03M0.09%-1,85013F-HRTimeline
GREENLEAF TRUST29,531$1.03M0.01%+88113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,474$1.03M0.04%+22413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB29,211$1.02M0.03%+1,11013F-HRTimeline
Atlas Wealth Partners, LLC29,175$1.02M1.11%-1,40113F-HRTimeline
Sigma Planning Corp28,964$1.01M0.03%+15,04213F-HRTimeline
HUB Investment Partners, LLC28,959$1.01M0.02%+1,37313F-HRTimeline
Bernardo Wealth Planning LLC28,870$1M0.17%+713F-HRTimeline
SGL Investment Advisors, Inc.28,545$995K0.34%+6,51413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding28,276$984K+1,950Timeline
HAZLETT, BURT & WATSON, INC.28,126$980K0.26%-78613F-HRTimeline
Kathmere Capital Management, LLC28,086$978K0.05%+2313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.28,078$977K0.4%-1,70013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC28,034$976K0.01%+1013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/27,793$967K<0.01%-1,87813F-HRTimelineGroup
UMB Bank, n.a.27,780$967K0.01%-35413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc27,717$965K0.02%-31,45613F-HRTimeline
Biltmore Family Office, LLC27,546$959K0.13%013F-HRTimeline
WESCAP Management Group, Inc.27,491$957K0.18%+2,12213F-HRTimeline
EVERETT HARRIS & CO /CA/27,394$954K0.01%-60013F-HRTimeline
Adelphi Trust Co27,169$946K0.63%+3,51513F-HRTimeline
Independent Wealth Network Inc.26,718$930K0.24%-36713F-HRTimeline
WPG Advisers, LLC26,675$929K0.55%-8813F-HRTimeline
AdvisorNet Financial, Inc26,586$925K0.04%-2,86213F-HRTimeline
Piedmont Capital Management, LLC/NC26,550$924K0.56%013F-HRTimeline
&PARTNERS26,387$919K<0.01%-64413F-HRTimeline
NorthStar Asset Management LLC /NJ/26,316$916K0.37%-413F-HRTimeline
Well Done, LLC26,265$914K0.12%013F-HRTimeline
Ironwood Financial, llc26,320$901K0.14%+4713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…25,610$891K0.13%-4,05213F-HRTimeline
Birchwood Financial Partners, Inc.25,166$876K0.72%+8713F-HRTimeline
CENTRAL TRUST Co24,995$870K0.02%+2,93213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC24,950$869K0.52%-50013F-HRTimeline
SIMON QUICK ADVISORS, LLC24,935$868K0.04%+11313F-HRTimeline
GREENWOOD GEARHART LLC24,790$863K0.04%+2,02813F-HRTimeline
Qube Research & Technologies Ltd24,755$862K<0.01%+18,11313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,590$856K0.02%-1,26113F-HRTimelineGroup
Fortitude Advisory Group L.L.C.24,481$852K0.33%-5013F-HRTimeline
Grey Ledge Advisors, LLC24,302$846K0.17%+113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,237$843K<0.01%+12,67613F-HRTimelineGroup
Alliance Wealth Management Group24,210$843K0.16%013F-HRTimeline
Towercrest Capital Management24,210$843K0.12%013F-HRTimeline
FF Advisors,LLC24,168$841K0.32%013F-HRTimeline
Mayfair Advisory Group, LLC24,507$839K0.25%+11013F-HRTimeline
MidAtlantic Capital Management, Inc.23,994$835K0.52%+44813F-HRTimeline
Lantz Financial LLC23,971$834K0.15%013F-HRTimeline
First Western Trust Bank23,819$829K0.04%+12,51513F-HRTimeline
Knuff & Co LLC23,700$825K0.21%-15,73813F-HRTimeline
Texas Yale Capital Corp.23,579$821K0.02%+3713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.23,566$820K<0.01%+3,47313F-HRTimelineGroup
KLCM Advisors, Inc.23,485$818K0.07%+1,94213F-HRTimeline
HANCOCK WHITNEY CORP23,416$815K0.01%-86113F-HRTimeline
Pinion Investment Advisors, LLC23,344$813K0.15%-34513F-HRTimeline
Synergy Investment Management, LLC24,028$811K0.2%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,805$794K0.02%-50,10013F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY22,683$790K0.43%-59313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,657$789K<0.01%+1,92913F-HRTimelineGroup
AIRE ADVISORS, LLC22,570$786K0.13%-5013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,444$781K0.01%+34613F-HRTimeline
Facet Wealth, Inc.22,444$781K0.01%-1,98113F-HRTimeline
FIRST AMERICAN TRUST, FSB22,390$779K0.05%-1,01013F-HRTimeline
HRT FINANCIAL LP22,384$779K<0.01%new13F-HRTimeline
Sculati Wealth Management, LLC23,035$779K0.26%-4913F-HRTimeline
Marquette Asset Management, LLC22,246$774K0.1%-3,40813F-HRTimeline
Northwest Quadrant Wealth Management, L…22,211$773K0.14%new13F-HRTimeline
Womack Financial LLC22,098$769K0.51%-52313F-HRTimeline
Milestone Investment Advisors LLC22,084$769K0.17%+18013F-HRTimeline
Cyndeo Wealth Partners, LLC22,028$767K0.04%+73013F-HRTimeline
Blue Trust, Inc.22,003$766K0.01%+38013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO21,625$753K0.06%+2,51613F-HRTimeline
Marks Group Wealth Management, Inc21,558$750K0.07%013F-HRTimeline
Spartan Wealth Advisory Services LLC21,460$747K0.06%+1713F-HRTimeline
Stonebridge Capital Advisors LLC21,443$746K0.05%-7813F-HRTimeline
Bullock Wealth Management Group21,652$745K0.32%013F-HRTimeline
Ring Mountain Capital, LLC21,340$743K0.31%+5513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.21,279$741K0.14%+5,76113F-HRTimeline
Rockwood Wealth Management, LLC21,275$741K0.05%013F-HRTimeline
VSM Wealth Advisory, LLC21,037$732K0.19%+71913F-HRTimeline
Arax Advisory Partners21,002$731K<0.01%+16,30713F-HRTimeline
Alesco Advisors, LLC, An ESL Co20,937$729K0.02%-10613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,705$721K0.01%-6213F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC20,409$710K1.11%013F-HRTimeline
Uptown Financial Advisors LLC20,352$708K0.52%013F-HRTimeline
BRIGHTON JONES LLC20,193$703K0.01%+19213F-HRTimeline
Resolute Advisors LLC20,191$703K0.17%+9213F-HRTimeline
FLOW TRADERS U.S. LLC20,059$698K0.03%new13F-HRTimeline
HMV Wealth Advisors, LLC19,992$696K0.27%013F-HRTimeline
Joule Financial, LLC19,932$694K0.19%-8813F-HRTimeline
Center for Financial Planning, Inc.19,879$692K0.06%013F-HRTimeline
Peregrine Asset Advisers, Inc.19,865$692K0.15%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.19,752$688K0.08%013F-HR/ATimeline
Investments & Financial Planning, LLC19,748$687K0.33%+53213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC20,274$685K0.09%+18413F-HRTimeline
Gilbert & Cook, Inc.19,677$685K0.08%013F-HRTimeline
Obermeyer Wealth Partners19,349$674K0.03%+213F-HRTimeline
WNY Asset Management, LLC19,340$673K0.06%+1813F-HRTimeline
Caprock Group, LLC19,338$673K0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC19,080$664K0.03%013F-HRTimeline
Private Advisor Group, LLC19,038$663K<0.01%-25,60613F-HRTimeline
Seneschal Advisors, LLC18,964$660K0.45%-20013F-HRTimeline
Zhang Financial LLC18,827$655K0.02%+6013F-HRTimeline
SkyOak Wealth, LLC18,744$652K0.11%013F-HRTimeline
Livet Wealth, LLC18,646$649K0.37%+4313F-HRTimeline
Fonville Wealth Management LLC18,581$647K0.11%-24213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,458$643K0.01%-78,42013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC18,392$640K0.01%-10413F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC18,368$639K0.2%+8313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,283$636K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB18,210$634K0.01%013F-HRTimeline
Radnor Capital Management, LLC18,210$634K0.09%013F-HRTimeline
NorthRock Partners, LLC18,081$629K0.01%-5313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,227$627K0.04%+313F-HRTimeline
Elm Partners Management LLC17,900$623K0.02%+1813F-HR/ATimeline
LongView Wealth Management17,881$622K0.16%-10,36513F-HRTimeline
Goldstein Advisors, LLC17,788$619K0.06%013F-HRTimeline
Retireful, LLC17,760$618K0.58%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…17,756$618K0.14%+43013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,704$616K0.01%+10713F-HRTimeline
Keating Financial Advisory Services, In…17,278$601K0.08%+1113F-HRTimeline
Fulton Bank, N.A.16,931$589K0.02%+15213F-HRTimeline
Basepoint Wealth LLC16,885$588K0.34%+7613F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,125$586K0.23%013F-HRTimeline
Lynx Investment Advisory16,342$569K0.19%-15613F-HRTimeline
Cascade Investment Advisors, Inc.16,190$564K0.31%+61613F-HRTimeline
Smith Salley Wealth Management16,042$558K0.02%013F-HRTimeline
WMG Financial Advisors, LLC15,985$556K0.21%-53113F-HRTimeline
Wealth Preservation Advisors, LLC15,920$554K0.32%+9,56313F-HRTimeline
TruNorth Capital Management, LLC15,885$553K0.09%013F-HRTimeline
Vawter Financial, Ltd.15,854$552K0.21%-2,03213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,826$551K0.01%+5,21813F-HRTimeline
Brickley Wealth Management15,723$547K0.08%-8213F-HRTimeline
American Investment Services, Inc.15,663$545K0.12%013F-HRTimeline
THEORY FINANCIAL LLC15,618$544K0.17%013F-HRTimeline
Soltis Investment Advisors LLC15,610$543K0.03%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.15,327$534K0.05%-3513F-HRTimeline
Geometric Wealth Advisors15,296$532K0.06%+9013F-HRTimeline
Fortune Financial Group, Inc.15,271$532K0.42%-15,17113F-HRTimeline
Payne Capital LLC15,162$528K0.44%013F-HRTimeline
Wealth Dimensions Group, Ltd.15,114$526K0.09%013F-HRTimeline
Princeton Global Asset Management LLC15,040$524K0.08%013F-HRTimeline
Valmark Advisers, Inc.14,854$517K0.01%+5,04813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,024$516K0.01%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC14,805$515K0.05%+2,45013F-HRTimeline
Belpointe Asset Management LLC14,756$514K0.02%+8,15013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,637$510K<0.01%-1,48313F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL14,549$506K0.01%+16013F-HRTimeline
OARSMAN CAPITAL, INC.14,328$499K0.05%-32113F-HRTimeline
Schwallier Wealth Management LLC14,293$498K0.31%+5713F-HRTimeline
OpenArc Corporate Advisory, LLC14,269$497K0.01%-27813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,200$494K0.01%013F-HRTimeline
Diversified Investment Strategies, LLC14,198$494K0.32%-8613F-HRTimeline
Lakeridge Wealth Management LLC14,183$494K0.18%-53413F-HRTimeline
Western Wealth Management, LLC14,174$493K0.02%-8,77213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,147$492K0.01%+813F-HRTimeline