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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

845 managers (848 13F filers) reported a position in SCHV shares at 2025-03-31, 334,113,235 shares in all. 70 filers opened a position and 40 filers sold out during the quarter.

Managers
845
13F filers
848
New
70
Added
324
Reduced
288
Sold out
40
Shares held by filers
334,113,235

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CM WEALTH ADVISORS LLC30,066$799K0.26%013F-HRTimeline
D.A. DAVIDSON & CO.29,818$793K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS29,220$777K0.31%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,107$774K0.02%-2,88513F-HRTimelineGroup
Kathmere Capital Management, LLC29,099$773K0.07%+1,76913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC29,003$771K0.31%-2,07013F-HRTimeline
Ironwood Financial, llc28,954$770K0.17%-27813F-HRTimeline
Sculati Wealth Management, LLC28,780$765K0.31%-5,22813F-HRTimeline
Marquette Asset Management, LLC28,770$765K0.13%013F-HRTimeline
GREENLEAF TRUST28,650$762K0.01%-1,60513F-HRTimeline
WPG Advisers, LLC28,613$761K0.71%+5,64113F-HRTimeline
MassMutual Private Wealth & Trust, FSB28,609$760K0.02%-2,00513F-HRTimeline
Quantinno Capital Management LP28,403$755K<0.01%+13,95813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC28,283$752K0.65%-1,01413F-HRTimeline
Biltmore Family Office, LLC27,546$732K0.12%013F-HRTimeline
Patriot Financial Group Insurance Agenc…27,368$727K0.1%+58313F-HRTimeline
Ridgewood Investments LLC27,349$727K0.34%+13,54613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,733$711K<0.01%-1,62313F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/26,703$710K0.44%+18213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,603$707K<0.01%-8,16613F-HRTimelineGroup
UMB Bank, n.a.26,451$703K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smart Portfolios, LLC25,870$688K0.75%-3013F-HRTimeline
Pine Valley Investments Ltd Liability Co25,852$687K0.04%-25213F-HRTimeline
EVERETT HARRIS & CO /CA/25,794$686K0.01%+5013F-HRTimeline
Well Done, LLC26,265$685K0.12%+17,51013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,450$676K0.57%+17,45813F-HR/ATimeline
Rappaport Reiches Capital Management, L…25,436$676K0.17%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,331$673K<0.01%-21,79513F-HR/ATimelineGroup
Atlas Wealth Partners, LLC25,230$671K0.83%+1,58213F-HRTimeline
SIMON QUICK ADVISORS, LLC25,216$670K0.04%+12913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,352$667K<0.01%+16,34613F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,099$667K0.01%+8,72213F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC25,066$666K0.12%-99413F-HRTimeline
J.W. COLE ADVISORS, INC.24,939$663K0.02%-63,52013F-HRTimeline
Bernardo Wealth Planning LLC24,771$658K0.16%013F-HR/ATimeline
COMERICA BANK24,750$658K<0.01%-5,30313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC24,687$656K0.08%-1,81013F-HRTimeline
MidAtlantic Capital Management, Inc.24,642$655K0.51%013F-HRTimeline
Grey Ledge Advisors, LLC24,476$651K0.17%+5113F-HRTimeline
L.M. KOHN & COMPANY24,266$645K0.17%new13F-HRTimeline
Alliance Wealth Management Group24,237$644K0.17%013F-HRTimeline
Towercrest Capital Management24,237$644K0.12%013F-HRTimeline
Womack Financial LLC24,193$643K0.59%+6813F-HR/ATimeline
NorthCoast Asset Management LLC24,170$642K<0.01%-1,36513F-HR/ATimeline
AIRE ADVISORS, LLC23,777$632K0.13%-5,43913F-HRTimeline
Lantz Financial LLC23,610$628K0.17%013F-HRTimeline
Smartleaf Asset Management LLC23,589$621K0.06%+9,37213F-HRTimeline
Ring Mountain Capital, LLC23,076$613K0.46%+94613F-HRTimeline
Stark Wealth Management LLC22,977$611K6.29%-601,84813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,818$607K0.01%-10,29313F-HRTimeline
HMV Wealth Advisors, LLC22,712$604K0.48%013F-HRTimeline
Fortitude Advisory Group L.L.C.24,381$602K0.43%+15713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC22,518$599K0.07%+65013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,422$596K0.01%+13,26713F-HRTimelineGroup
Plancorp, LLC22,303$593K0.02%013F-HRTimeline
Uptown Financial Advisors LLC21,850$581K0.6%013F-HRTimeline
Mayfair Advisory Group, LLC21,811$580K0.33%+1,80413F-HRTimeline
SkyOak Wealth, LLC21,798$579K0.13%-1,70713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,600$574K<0.01%-101,80013F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,592$574K0.02%-3513F-HRTimeline
TRUST POINT INC.21,585$574K0.05%new13F-HRTimeline
Marks Group Wealth Management, Inc21,558$573K0.06%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP21,506$572K0.01%013F-HRTimeline
Columbia River Financial Group, LLC21,214$563K0.38%-26813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.20,900$556K0.07%+31113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC20,781$552K0.74%+2013F-HRTimeline
Revolve Wealth Partners, LLC20,749$552K0.08%-13013F-HRTimeline
GREENWOOD GEARHART LLC20,637$549K0.04%+18413F-HRTimeline
Alpha Cubed Investments, LLC20,607$548K0.02%+52413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC20,921$537K0.05%new13F-HRTimeline
Blue Barn Wealth, LLC20,109$534K0.28%-72913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,035$533K<0.01%+8,14913F-HRTimelineGroup
Fonville Wealth Management LLC20,690$532K0.16%-2,07813F-HRTimeline
WESCAP Management Group, Inc.19,963$531K0.13%+95113F-HRTimeline
Vawter Financial, Ltd.19,848$528K0.3%-1,12213F-HRTimeline
Seneschal Advisors, LLC19,833$527K0.45%013F-HRTimeline
Gilbert & Cook, Inc.19,764$525K0.08%-9913F-HRTimeline
Resolute Advisors LLC19,690$523K0.15%+10513F-HRTimeline
Sovereign Financial Group, Inc.19,581$520K0.12%-6,63313F-HRTimeline
Center for Financial Planning, Inc.19,533$519K0.07%013F-HRTimeline
WNY Asset Management, LLC19,509$519K0.06%+3313F-HRTimeline
BRIGHTON JONES LLC19,421$516K0.02%-9,05213F-HRTimeline
Independent Wealth Network Inc.19,131$509K0.2%+5,61413F-HRTimeline
Dorsey & Whitney Trust CO LLC19,080$507K0.03%013F-HRTimeline
Stone Summit Wealth LLC18,881$502K0.17%-31413F-HRTimeline
M Holdings Securities, Inc.18,666$496K0.08%-27013F-HRTimeline
WMG Financial Advisors, LLC18,632$495K0.21%-17513F-HRTimeline
Sage Mountain Advisors LLC18,618$495K0.04%-10513F-HRTimeline
Jackson Creek Investment Advisors LLC18,503$492K0.16%-1,02713F-HRTimeline
Wilmington Savings Fund Society, FSB18,210$484K0.01%013F-HRTimeline
Radnor Capital Management, LLC18,210$484K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,163$480K0.02%-77413F-HRTimelineGroup
Chicago Partners Investment Group LLC18,182$474K0.02%+54413F-HRTimeline
Wedmont Private Capital18,988$471K0.02%+2,30913F-HRTimeline
American Investment Services, Inc.17,298$460K0.08%+4813F-HRTimeline
Sheaff Brock Investment Advisors, LLC17,284$459K0.04%-2,25013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,196$457K0.01%-19,06413F-HRTimelineGroup
Waterloo Capital, L.P.17,195$457K0.04%+1,74513F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,986$451K0.15%+36813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC16,966$451K0.08%13F-HRTimeline
Wealth Preservation Advisors, LLC16,886$449K0.32%13F-HRTimeline
Coastal Bridge Advisors, LLC16,874$449K0.04%new13F-HR/ATimeline
Strategic Blueprint, LLC16,854$448K0.02%+1,70113F-HRTimeline
Marotta Asset Management5,544$446K0.09%-8,80913F-HRTimeline
Zhang Financial LLC16,716$444K0.02%+7613F-HRTimeline
Lynx Investment Advisory16,623$442K0.29%+2,91013F-HRTimeline
Smith Salley Wealth Management16,319$434K0.03%-61813F-HRTimeline
Basepoint Wealth LLC16,266$432K0.34%-31713F-HRTimeline
SageView Advisory Group, LLC16,162$430K0.02%-71413F-HRTimeline
Joseph P. Lucia & Associates, LLC16,148$429K0.2%-1,86913F-HRTimeline
OARSMAN CAPITAL, INC.16,120$428K0.08%+3,71513F-HRTimeline
Goldstein Advisors, LLC16,115$428K0.06%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC16,035$426K0.01%+43513F-HRTimeline
TruNorth Capital Management, LLC15,885$422K0.1%013F-HRTimeline
Schrum Private Wealth Management LLC15,767$419K0.37%-33413F-HRTimeline
THEORY FINANCIAL LLC15,618$415K0.18%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.15,518$412K0.12%013F-HRTimeline
Roundview Capital LLC15,516$412K0.03%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC15,493$412K0.19%-1,28913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,469$411K0.03%-2,16313F-HRTimeline
Avior Wealth Management, LLC15,294$407K0.02%+33213F-HRTimeline
Soltis Investment Advisors LLC15,169$403K0.04%+16913F-HRTimeline
Princeton Global Asset Management LLC15,105$402K0.08%-1,14513F-HRTimeline
Foundations Investment Advisors, LLC15,093$401K0.01%-96413F-HRTimeline
Diversified Investment Strategies, LLC15,079$401K0.27%-1,29513F-HRTimeline
Rockbridge Investment Management, LCC15,029$399K0.05%+45513F-HRTimeline
CALTON & ASSOCIATES, INC.14,961$398K0.09%new13F-HR/ATimeline
Lakeridge Wealth Management LLC14,898$396K0.2%+1413F-HRTimeline
Cascade Investment Advisors, Inc.14,885$396K0.27%+8013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,677$390K0.01%+1,23113F-HRTimelineGroup
SACHEM HILL LLC14,644$389K0.08%-48413F-HRTimeline
&PARTNERS16,011$389K<0.01%+3,77213F-HRTimeline
Kelman-Lazarov, Inc.14,567$387K0.07%-44413F-HRTimeline
Bryn Mawr Trust Advisors, LLC14,533$386K0.02%-1,14513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC14,507$386K0.04%+2,69613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC14,413$383K0.32%-4,64613F-HRTimeline
LifeSteps Financial, Inc.14,351$381K0.31%-53113F-HRTimeline
Schwallier Wealth Management LLC14,291$380K0.28%-80813F-HRTimeline
Legacy Financial Group LLC13,980$372K0.06%+28513F-HRTimeline
Tanglewood Legacy Advisors, LLC13,953$371K0.16%013F-HRTimeline
MONECO ADVISORS, LLC13,949$371K0.04%-65313F-HR/ATimeline
Encompass More Asset Management13,886$369K0.11%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,825$367K0.01%+40613F-HRTimeline
Mengis Capital Management, Inc.13,819$367K0.08%-78713F-HRTimeline
United Advisor Group, LLC13,817$367K0.08%+1,55913F-HRTimeline
My Legacy Advisors, LLC13,734$365K0.14%-8213F-HRTimeline
True Vision MN LLC13,690$364K0.22%+2613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,435$363K<0.01%-7513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,573$361K0.03%+213F-HRTimeline
Atria Investments, Inc13,540$360K<0.01%-76213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp13,446$357K0.01%-1013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,426$357K0.03%013F-HRTimeline
Tenret Co LLC13,341$355K0.22%013F-HRTimeline
Chesley Taft & Associates LLC13,330$354K0.02%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL13,314$354K0.01%new13F-HRTimeline
Good Life Advisors, LLC13,291$353K0.02%+13213F-HRTimeline
Westmount Partners, LLC13,277$353K0.11%013F-HRTimeline
DecisionMap Wealth Management, LLC13,244$352K0.27%-41213F-HRTimeline
Geometric Wealth Advisors13,191$351K0.06%+1213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,074$348K0.14%013F-HRTimeline
MAYPORT, LLC13,026$346K0.1%013F-HRTimeline
Investments & Financial Planning, LLC12,995$345K0.22%+2,81513F-HRTimeline
Mirador Capital Partners LP12,987$345K0.06%-51613F-HRTimeline
HHM Wealth Advisors, LLC12,899$343K0.05%-60313F-HRTimeline
FF Advisors,LLC13,151$343K0.2%+2,59113F-HRTimeline
Resurgent Financial Advisors LLC12,880$342K0.21%-3,51113F-HRTimeline
Fisher Asset Management, LLC12,855$342K<0.01%new13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,816$341K0.1%013F-HRTimeline
Austin Asset Management Co Inc12,759$339K0.07%013F-HRTimeline
Brickley Wealth Management12,759$339K0.07%+1,68013F-HRTimeline
Independent Advisor Alliance12,751$339K0.01%-100,61613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,689$337K0.18%+5913F-HRTimeline
Sterling Wealth Advisors Inc12,660$337K0.26%013F-HRTimeline
Verdence Capital Advisors LLC12,410$330K0.03%+5213F-HRTimeline
Hurley Capital, LLC12,368$329K0.25%+21613F-HRTimeline
Bell Investment Advisors, Inc12,366$329K0.06%013F-HRTimeline
Aptus Capital Advisors, LLC12,204$324K<0.01%-5,59213F-HRTimeline
Accelerate Investment Advisors LLC12,200$324K0.27%-10,34613F-HRTimeline
Allied Investment Advisors, LLC12,182$324K0.06%+2913F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.12,114$322K0.22%013F-HRTimeline
Elm Partners Management LLC12,099$322K0.02%-24013F-HR/ATimeline
CAPITAL ADVISORS INC/OK12,069$321K0.01%new13F-HRTimeline
Phil A. Younker & Associates, Ltd.12,000$319K0.31%013F-HRTimeline
FSA Advisors, Inc.11,951$318K0.25%-2913F-HRTimeline
Acropolis Investment Management, LLC11,934$317K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC11,857$315K0.23%013F-HRTimeline
LWM ADVISORS INC12,010$315K0.32%new13F-HRTimeline
Cambridge Advisors Inc.11,817$314K0.07%+813F-HRTimeline
Accurate Wealth Management, LLC12,636$314K0.06%-713F-HRTimeline
CHOREO, LLC11,737$312K<0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.11,494$306K0.01%+1,05613F-HRTimeline
Prestige Wealth Management Group LLC11,457$305K0.07%013F-HR/ATimeline
Klingman & Associates, LLC11,442$304K0.02%013F-HRTimeline
AIMZ Investment Advisors, LLC11,400$303K0.11%013F-HRTimeline
QUARRY HILL ADVISORS, LLC11,316$301K0.2%+6613F-HRTimeline
First Western Trust Bank11,304$300K0.01%013F-HRTimeline
Evanson Asset Management, LLC11,298$300K0.02%-25513F-HRTimeline
TriaGen Wealth Management LLC11,295$300K0.11%-2713F-HRTimeline
GC Wealth Management RIA, LLC11,257$299K0.05%013F-HRTimeline
Front Row Advisors LLC11,203$298K0.11%+1,84013F-HRTimeline