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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

824 managers (827 13F filers) reported a position in SCHV shares at 2024-12-31, 328,163,750 shares in all. 45 filers opened a position and 55 filers sold out during the quarter.

Managers
824
13F filers
827
New
45
Added
693
Reduced
15
Sold out
55
Shares held by filers
328,163,750

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COMERICA BANK30,053$783K<0.01%+21,85713F-HR/ATimeline
D.A. DAVIDSON & CO.29,818$777K0.01%+19,78913F-HRTimeline
Steward Partners Investment Advisory, L…29,522$770K0.01%+19,66313F-HRTimeline
Verum Partners LLC29,458$768K0.22%+21,03813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC29,297$764K0.71%new13F-HRTimeline
Ironwood Financial, llc29,232$762K0.16%+19,55013F-HRTimeline
KELLEHER FINANCIAL ADVISORS29,220$762K0.29%+19,48013F-HRTimeline
AIRE ADVISORS, LLC29,216$762K0.16%+19,27113F-HRTimeline
Marquette Asset Management, LLC28,770$750K0.12%+19,18013F-HRTimeline
BRIGHTON JONES LLC28,473$742K0.02%+21,03113F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers28,356$739K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,686$722K<0.01%+14,53313F-HRTimelineGroup
Biltmore Family Office, LLC27,546$718K0.12%+18,36413F-HRTimeline
Kathmere Capital Management, LLC27,330$713K0.06%+18,79213F-HRTimeline
Well Done, LLC8,755$704K0.13%013F-HRTimeline
Patriot Financial Group Insurance Agenc…26,785$698K0.09%+18,47713F-HRTimeline
NorthStar Asset Management LLC /NJ/26,521$691K0.44%+17,71413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC26,497$691K0.09%+17,66713F-HRTimeline
UMB Bank, n.a.26,451$690K0.01%+17,63413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sovereign Financial Group, Inc.26,214$683K0.16%+17,29513F-HRTimeline
Pine Valley Investments Ltd Liability Co26,104$681K0.04%+21,79413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC26,060$679K0.12%+16,99913F-HRTimeline
Smart Portfolios, LLC25,900$675K0.71%+17,30513F-HRTimeline
EVERETT HARRIS & CO /CA/25,744$671K0.01%+17,62113F-HRTimeline
NorthCoast Asset Management LLC25,535$666K<0.01%+17,87513F-HR/ATimeline
Rappaport Reiches Capital Management, L…25,436$663K0.17%+16,95713F-HRTimeline
SIMON QUICK ADVISORS, LLC25,087$654K0.04%+16,77413F-HRTimeline
Gray Wealth Management Inc.24,947$650K0.25%+16,46413F-HRTimeline
MidAtlantic Capital Management, Inc.24,642$642K0.47%+16,42813F-HRTimeline
Bernardo Wealth Planning LLC24,771$638K0.15%013F-HRTimeline
Grey Ledge Advisors, LLC24,425$637K0.16%+16,28413F-HRTimeline
Alliance Wealth Management Group24,237$632K0.17%+16,15813F-HRTimeline
Towercrest Capital Management24,237$632K0.1%+16,15813F-HRTimeline
Fortitude Advisory Group L.L.C.24,224$632K0.38%+16,38813F-HRTimeline
Womack Financial LLC24,125$629K0.56%13F-HRTimeline
Atlas Wealth Partners, LLC23,648$617K0.78%+15,97913F-HRTimeline
Lantz Financial LLC23,610$616K0.16%+15,74013F-HRTimeline
SkyOak Wealth, LLC23,505$613K0.13%+15,61613F-HRTimeline
WPG Advisers, LLC22,972$599K0.56%13F-HRTimeline
Fonville Wealth Management LLC22,768$594K0.2%+15,14313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,722$592K<0.01%new13F-HRTimelineGroup
HMV Wealth Advisors, LLC22,712$592K0.59%13F-HRTimeline
Accelerate Investment Advisors LLC22,546$588K0.52%+14,35313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC22,408$584K0.02%+15,43813F-HRTimeline
Plancorp, LLC22,303$581K0.02%+14,86813F-HRTimeline
Ring Mountain Capital, LLC22,130$577K0.39%13F-HRTimeline
IMA Advisory Services, Inc.21,954$572K0.07%+14,63613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC21,868$570K0.06%+16,04213F-HRTimeline
Uptown Financial Advisors LLC21,850$570K0.61%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,627$564K0.02%+13,98613F-HRTimeline
Marks Group Wealth Management, Inc21,558$562K0.06%+14,37213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP21,506$561K0.01%+13,81913F-HRTimeline
Columbia River Financial Group, LLC21,482$560K0.38%13F-HRTimeline
Vawter Financial, Ltd.20,970$547K0.33%+13,98013F-HRTimeline
Revolve Wealth Partners, LLC20,879$544K0.08%+13,92513F-HR/ATimeline
Blue Barn Wealth, LLC20,838$543K0.29%+13,98313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC20,761$542K0.7%+13,83413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.20,589$537K0.07%+10,86013F-HRTimeline
LexAurum Advisors, LLC20,455$533K0.11%new13F-HRTimeline
GREENWOOD GEARHART LLC20,453$533K0.04%+13,24813F-HRTimeline
FinDec Wealth Services, Inc.20,197$527K0.37%+12,71213F-HRTimeline
Alpha Cubed Investments, LLC20,083$524K0.02%+13,45113F-HRTimeline
Mayfair Advisory Group, LLC20,007$522K0.31%+13,33813F-HRTimeline
Gilbert & Cook, Inc.19,863$518K0.07%+13,24213F-HRTimeline
Seneschal Advisors, LLC19,833$517K0.43%13F-HRTimeline
Resolute Advisors LLC19,585$511K0.1%+13,09613F-HRTimeline
Sheaff Brock Investment Advisors, LLC19,534$509K0.04%+13,15613F-HRTimeline
Center for Financial Planning, Inc.19,533$509K0.07%+13,02213F-HRTimeline
Jackson Creek Investment Advisors LLC19,530$509K0.15%+11,41113F-HRTimeline
WNY Asset Management, LLC19,476$508K0.06%+11,09813F-HRTimeline
Stone Summit Wealth LLC19,195$500K0.17%+12,16613F-HRTimeline
Dorsey & Whitney Trust CO LLC19,080$497K0.03%+12,72013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC19,059$497K0.44%13F-HRTimeline
WESCAP Management Group, Inc.19,012$496K0.12%+13,26613F-HRTimeline
M Holdings Securities, Inc.18,936$494K0.08%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,937$494K0.02%+14,74413F-HRTimelineGroup
WMG Financial Advisors, LLC18,807$490K0.21%+12,37913F-HRTimeline
Sage Mountain Advisors LLC18,723$488K0.04%+12,48213F-HRTimeline
Radnor Capital Management, LLC18,210$475K0.08%+6,07013F-HRTimeline
Wilmington Savings Fund Society, FSB18,210$475K0.01%+12,14013F-HRTimeline
Joseph P. Lucia & Associates, LLC18,017$470K0.21%+12,01813F-HRTimeline
Ausdal Financial Partners, Inc.17,841$465K0.04%+15,26413F-HRTimeline
Aptus Capital Advisors, LLC17,796$464K0.01%+13,42113F-HRTimeline
Chicago Partners Investment Group LLC17,638$461K0.02%+79113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,632$460K0.04%+11,73313F-HRTimeline
TrinityPoint Wealth, LLC17,497$456K0.06%+11,69713F-HRTimeline
American Investment Services, Inc.17,250$450K0.08%+11,49113F-HR/ATimeline
Smith Salley Wealth Management16,937$442K0.03%+11,29113F-HRTimeline
SageView Advisory Group, LLC16,876$440K0.02%+12,38813F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,782$438K0.21%+11,18813F-HRTimeline
Zhang Financial LLC16,640$434K0.02%+11,12213F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.16,630$434K0.03%+11,24513F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,618$433K0.14%+13,06713F-HRTimeline
Basepoint Wealth LLC16,583$432K0.34%+8,62613F-HRTimeline
Wedmont Private Capital16,679$430K0.02%new13F-HRTimeline
Resurgent Financial Advisors LLC16,391$427K0.25%+10,89313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,377$427K0.01%new13F-HRTimelineGroup
Diversified Investment Strategies, LLC16,374$427K0.28%+10,80113F-HRTimeline
Princeton Global Asset Management LLC16,250$424K0.08%+10,83313F-HRTimeline
Goldstein Advisors, LLC16,115$420K0.06%+10,31513F-HRTimeline
Schrum Private Wealth Management LLC16,101$420K0.36%+5,37113F-HRTimeline
Foundations Investment Advisors, LLC16,057$419K0.01%+12,02313F-HRTimeline
TruNorth Capital Management, LLC15,885$414K0.11%+10,59013F-HRTimeline
Bryn Mawr Trust Advisors, LLC15,678$409K0.02%+8,82713F-HR/ATimeline
THEORY FINANCIAL LLC15,618$407K0.17%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC15,600$407K0.01%+10,12013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,591$406K<0.01%-19,70013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,510$405K<0.01%+9,84013F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.15,518$405K0.12%new13F-HRTimeline
Roundview Capital LLC15,516$405K0.03%+10,34413F-HRTimeline
Waterloo Capital, L.P.15,450$403K0.04%+10,33013F-HRTimeline
Empower Advisory Group, LLC15,156$395K<0.01%+11,44013F-HRTimeline
Strategic Blueprint, LLC15,153$395K0.02%new13F-HRTimeline
Guardian Asset Advisors, LLC15,180$395K0.25%+7,30013F-HRTimeline
SACHEM HILL LLC15,128$394K0.08%+10,08213F-HRTimeline
Schwallier Wealth Management LLC15,099$394K0.3%+10,10813F-HRTimeline
Kelman-Lazarov, Inc.15,011$391K0.07%+9,97013F-HRTimeline
Soltis Investment Advisors LLC15,000$391K0.04%+10,00013F-HRTimeline
Avior Wealth Management, LLC14,962$390K0.01%+9,43713F-HRTimeline
Lakeridge Wealth Management LLC14,884$388K0.2%+9,63613F-HRTimeline
LifeSteps Financial, Inc.14,882$388K0.3%+9,93413F-HRTimeline
Cascade Investment Advisors, Inc.14,805$386K0.25%+9,96713F-HRTimeline
Mengis Capital Management, Inc.14,606$381K0.08%+9,58513F-HRTimeline
MONECO ADVISORS, LLC14,602$381K0.04%+9,74913F-HR/ATimeline
Rockbridge Investment Management, LCC14,574$380K0.05%+9,31613F-HRTimeline
Quantinno Capital Management LP14,445$377K<0.01%new13F-HRTimeline
Marotta Asset Management14,353$373K0.08%+8,80913F-HRTimeline
Atria Investments, Inc14,302$373K<0.01%+9,35413F-HRTimeline
Smartleaf Asset Management LLC14,217$369K0.04%+12,23013F-HRTimeline
My Legacy Advisors, LLC13,816$366K0.14%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC13,953$364K0.16%+9,30213F-HRTimeline
Ridgewood Investments LLC13,803$360K0.17%+11,60113F-HRTimeline
Lynx Investment Advisory13,713$357K0.24%+10,61813F-HRTimeline
True Vision MN LLC13,664$356K0.21%+9,11513F-HRTimeline
DecisionMap Wealth Management, LLC13,656$356K0.28%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,571$353K0.03%new13F-HRTimeline
Independent Wealth Network Inc.13,517$352K0.14%new13F-HRTimeline
Mirador Capital Partners LP13,503$352K0.06%+9,13113F-HRTimeline
HHM Wealth Advisors, LLC13,502$352K0.05%+8,83213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,446$351K0.01%+9,93213F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp13,456$351K0.01%+8,97413F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,426$350K0.03%+8,74213F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,419$350K0.01%+10,26113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,345$348K<0.01%+7,40713F-HRTimelineGroup
Tenret Co LLC13,341$348K0.22%+8,89413F-HRTimeline
Westmount Partners, LLC13,277$346K0.11%+8,85113F-HRTimeline
Geometric Wealth Advisors13,179$344K0.06%+8,88313F-HRTimeline
Good Life Advisors, LLC13,159$343K0.02%+10,53113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,074$341K0.13%+8,71613F-HRTimeline
MAYPORT, LLC13,026$340K0.1%+8,68413F-HRTimeline
Bradyco, Inc.12,859$335K0.21%13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,816$334K0.1%+8,54413F-HRTimeline
Austin Asset Management Co Inc12,759$333K0.07%+8,50613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,665$330K<0.01%+8,90913F-HRTimelineGroup
Sterling Wealth Advisors Inc12,660$330K0.26%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,630$329K0.19%new13F-HRTimeline
Merit Financial Group, LLC12,619$329K0.01%+9,40913F-HRTimeline
Accurate Wealth Management, LLC12,643$326K0.06%-28413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,481$325K<0.01%+9,76213F-HRTimelineGroup
OARSMAN CAPITAL, INC.12,405$323K0.06%+8,88313F-HRTimeline
Bell Investment Advisors, Inc12,366$322K0.06%+8,24413F-HRTimeline
Verdence Capital Advisors LLC12,358$322K0.03%+8,10913F-HRTimeline
Elm Partners Management LLC12,339$322K0.02%new13F-HRTimeline
&PARTNERS12,239$321K<0.01%+8,17013F-HRTimeline
Strategic Wealth Investment Group, LLC12,281$320K0.04%+9,43813F-HR/ATimeline
United Advisor Group, LLC12,258$320K0.06%+8,13913F-HRTimeline
Hurley Capital, LLC12,152$318K0.26%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.12,161$317K0.04%+7,74613F-HRTimeline
Allied Investment Advisors, LLC12,153$317K0.06%+8,10213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.12,114$316K0.22%+8,07613F-HRTimeline
Phil A. Younker & Associates, Ltd.12,000$313K0.31%13F-HRTimeline
FSA Advisors, Inc.11,980$312K0.38%+7,84813F-HRTimeline
Acropolis Investment Management, LLC11,934$311K0.02%+7,95613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,886$310K<0.01%+7,80813F-HRTimelineGroup
Acorn Wealth Advisors, LLC11,861$309K0.13%+8,10913F-HRTimeline
Millennium Capital Advisors, LLC11,857$309K0.21%+7,55413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC11,811$308K0.03%+8,00113F-HRTimeline
Cambridge Advisors Inc.11,809$308K0.07%+8,05413F-HRTimeline
Bright Futures Wealth Management, LLC.11,358$308K0.27%new13F-HRTimeline
CHOREO, LLC11,730$305K<0.01%+7,35713F-HRTimeline
Hardin Capital Partners, LLC11,682$305K0.18%+7,78813F-HRTimeline
Evanson Asset Management, LLC11,553$301K0.02%+7,70613F-HRTimeline
Truepoint, Inc.11,547$301K0.01%+7,93313F-HRTimeline
Capital Investment Advisory Services, L…11,462$299K0.03%+9,07013F-HRTimeline
Prestige Wealth Management Group LLC11,457$299K0.06%+7,63813F-HR/ATimeline
Klingman & Associates, LLC11,442$298K0.02%+5,62713F-HRTimeline
CHAPIN DAVIS, INC.3,701$297K0.1%013F-HRTimeline
Qube Research & Technologies Ltd11,402$297K<0.01%+7,35613F-HRTimeline
AIMZ Investment Advisors, LLC11,400$297K0.1%+7,60013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC11,369$296K0.11%+7,55513F-HRTimeline
TriaGen Wealth Management LLC11,322$295K0.1%+7,54813F-HRTimeline
First Western Trust Bank11,304$295K0.01%+7,53613F-HRTimeline
GC Wealth Management RIA, LLC11,257$293K0.05%+6,83813F-HRTimeline
QUARRY HILL ADVISORS, LLC11,250$293K0.2%+7,50013F-HRTimeline
Waterfront Wealth Inc.11,094$289K0.07%013F-HRTimeline
Brickley Wealth Management11,079$289K0.06%+8,19613F-HRTimeline
TBH Global Asset Management, LLC11,070$289K0.07%+7,38013F-HRTimeline
SeaBridge Investment Advisors LLC11,040$288K0.06%+7,75013F-HRTimeline
Foster Victor Wealth Advisors, LLC10,640$286K0.02%-38,04913F-HRTimeline
FF Advisors,LLC10,560$283K0.19%013F-HRTimeline