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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

881 managers (884 13F filers) reported a position in SCHV shares at 2025-06-30, 340,817,460 shares in all. 76 filers opened a position and 49 filers sold out during the quarter.

Managers
881
13F filers
884
New
76
Added
338
Reduced
274
Sold out
49
Shares held by filers
340,817,460

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HOEY INVESTMENTS, INC33,371$923K0.14%+20413F-HRTimeline
Financial Advocates Investment Manageme…33,176$918K0.07%-7,03013F-HRTimeline
BFSG, LLC33,062$915K0.1%-49413F-HRTimeline
SAX WEALTH ADVISORS, LLC33,043$914K0.06%013F-HRTimeline
Pine Valley Investments Ltd Liability Co32,931$911K0.05%+7,07913F-HRTimeline
Chesapeake Wealth Management32,760$906K0.3%-73013F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,559$901K0.29%013F-HRTimeline
Santori & Peters, Inc.32,504$899K0.33%+4513F-HRTimeline
Sachetta, LLC32,250$892K0.35%+113F-HRTimeline
Capital Investment Advisory Services, L…32,201$891K0.07%-2,82413F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC33,415$888K1.01%013F-HRTimeline
Stark Wealth Management LLC32,313$884K1.26%+9,33613F-HRTimeline
OLD NATIONAL BANCORP /IN/31,818$880K0.02%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC31,756$879K0.1%+7,06913F-HRTimeline
Scott Marsh Financial, LLC31,732$878K0.33%13F-HRTimeline
Beaumont Financial Advisors, LLC31,462$871K0.06%-21213F-HRTimeline
Secure Asset Management, LLC31,166$862K0.16%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB30,970$857K0.02%+2,36113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.30,902$855K<0.01%+20,67013F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.30,818$853K0.45%-1,10013F-HRTimeline
Red Door Wealth Management, LLC30,651$848K0.1%-15013F-HRTimeline
WBH ADVISORY INC30,452$843K0.07%-81113F-HRTimeline
CM WEALTH ADVISORS LLC30,066$832K0.24%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.29,725$831K0.15%-20,52813F-HRTimeline
D.A. DAVIDSON & CO.30,001$830K0.01%+18313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,776$824K0.01%+6,95813F-HRTimeline
AdvisorNet Financial, Inc29,251$809K0.05%-10,47913F-HRTimeline
KELLEHER FINANCIAL ADVISORS29,220$809K0.28%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC29,156$807K0.29%+15313F-HRTimeline
RFG Advisory, LLC28,814$797K0.02%-5,05913F-HRTimeline
Marquette Asset Management, LLC28,770$796K0.13%013F-HRTimeline
WPG Advisers, LLC28,671$793K0.67%+5813F-HRTimeline
GREENLEAF TRUST28,650$793K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC27,900$792K0.02%+9,71813F-HRTimeline
Steward Partners Investment Advisory, L…28,355$785K0.01%-2,35813F-HRTimeline
Bernardo Wealth Planning LLC28,207$781K0.17%+3,43613F-HRTimeline
Ironwood Financial, llc28,954$770K0.17%013F-HRTimeline
Biltmore Family Office, LLC27,546$762K0.13%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,978$746K0.02%-2,12913F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/26,914$745K0.39%+21113F-HRTimeline
Atlas Wealth Partners, LLC26,475$733K0.85%+1,24513F-HRTimeline
UMB Bank, n.a.26,451$732K0.01%013F-HR/ATimeline
Northwest Capital Management Inc26,347$729K0.39%-8,16513F-HRTimeline
Well Done, LLC26,265$727K0.14%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,973$719K<0.01%-63013F-HRTimelineGroup
Smart Portfolios, LLC25,955$718K0.72%+8513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,939$718K0.03%new13F-HRTimelineGroup
EVERETT HARRIS & CO /CA/25,794$714K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…25,614$709K0.08%-1,75413F-HRTimeline
CERTUITY, LLC25,482$705K0.07%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,450$704K0.56%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,226$698K0.01%+2,80413F-HRTimelineGroup
Fortitude Advisory Group L.L.C.24,764$685K0.39%+38313F-HRTimeline
WNY Asset Management, LLC24,759$685K0.08%+5,25013F-HRTimeline
COMERICA BANK24,652$682K<0.01%-9813F-HRTimeline
Womack Financial LLC24,614$681K0.57%+42113F-HR/ATimeline
CAPITAL INSIGHT PARTNERS, LLC24,570$680K0.12%-49613F-HRTimeline
SIMON QUICK ADVISORS, LLC24,445$676K0.03%-77113F-HR/ATimeline
AIRE ADVISORS, LLC24,347$674K0.13%+57013F-HRTimeline
Alpha Cubed Investments, LLC24,250$671K0.03%+3,64313F-HRTimeline
Alliance Wealth Management Group24,237$671K0.17%013F-HRTimeline
Towercrest Capital Management24,237$671K0.12%013F-HRTimeline
Grey Ledge Advisors, LLC24,212$670K0.16%-26413F-HRTimeline
BRIGHTON JONES LLC24,194$669K0.02%+4,77313F-HRTimeline
VSM Wealth Advisory, LLC22,822$667K0.22%+18,56813F-HRTimeline
MidAtlantic Capital Management, Inc.24,088$667K0.47%-55413F-HRTimeline
NorthCoast Asset Management LLC23,657$655K<0.01%-51313F-HRTimeline
Sculati Wealth Management, LLC23,656$655K0.25%-5,12413F-HRTimeline
Lantz Financial LLC23,610$653K0.16%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23,482$650K0.02%new13F-HRTimelineGroup
Ring Mountain Capital, LLC23,136$648K0.39%+6013F-HRTimeline
WESCAP Management Group, Inc.23,151$641K0.15%+3,18813F-HRTimeline
HMV Wealth Advisors, LLC22,712$628K0.41%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC22,608$626K0.07%+9013F-HRTimeline
Smartleaf Asset Management LLC22,372$616K0.05%-1,21713F-HRTimeline
Mayfair Advisory Group, LLC21,926$614K0.29%+11513F-HRTimeline
LongView Wealth Management21,866$605K0.18%-15,95613F-HRTimeline
Uptown Financial Advisors LLC21,850$605K0.56%013F-HRTimeline
SkyOak Wealth, LLC21,798$603K0.12%013F-HRTimeline
Milestone Investment Advisors LLC21,785$603K0.16%-10,28413F-HRTimeline
GREENWOOD GEARHART LLC21,684$600K0.04%+1,04713F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,588$597K0.02%-413F-HRTimeline
Marks Group Wealth Management, Inc21,558$597K0.06%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP21,555$596K0.01%+4913F-HRTimeline
Sovereign Financial Group, Inc.20,857$577K0.12%+1,27613F-HRTimeline
Revolve Wealth Partners, LLC20,765$575K0.08%+1613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,615$570K<0.01%+58013F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.20,462$566K0.17%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC20,409$565K0.71%-37213F-HRTimeline
Fonville Wealth Management LLC20,255$560K0.14%-43513F-HRTimeline
Blue Barn Wealth, LLC19,981$553K0.26%-12813F-HRTimeline
McCarthy & Cox19,835$549K0.14%new13F-HRTimeline
Resolute Advisors LLC19,794$548K0.14%+10413F-HRTimeline
Gilbert & Cook, Inc.19,764$547K0.07%013F-HRTimeline
Center for Financial Planning, Inc.19,533$540K0.06%013F-HRTimeline
Independent Wealth Network Inc.19,415$537K0.2%+28413F-HRTimeline
Obermeyer Wealth Partners19,344$535K0.03%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.19,339$535K0.07%-1,56113F-HRTimeline
WMG Financial Advisors, LLC19,207$531K0.2%+57513F-HRTimeline
Seneschal Advisors, LLC19,164$530K0.42%-66913F-HRTimeline
Dorsey & Whitney Trust CO LLC19,080$528K0.03%013F-HRTimeline
Sage Mountain Advisors LLC18,618$515K0.03%013F-HRTimeline
Quantinno Capital Management LP18,574$514K<0.01%-9,82913F-HRTimeline
Ausdal Financial Partners, Inc.18,384$509K0.03%-15,92713F-HRTimeline
Foundations Investment Advisors, LLC18,327$507K0.01%+3,23413F-HRTimeline
Radnor Capital Management, LLC18,210$504K0.08%013F-HRTimeline
Wedmont Private Capital17,990$504K0.02%-99813F-HRTimeline
Wilmington Savings Fund Society, FSB18,210$504K0.01%013F-HRTimeline
Jackson Creek Investment Advisors LLC17,865$494K0.13%-63813F-HRTimeline
Zhang Financial LLC17,766$492K0.02%+1,05013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC17,539$485K0.37%-10,74413F-HRTimeline
Texas Yale Capital Corp.17,503$484K0.02%-23,95813F-HRTimeline
Cyndeo Wealth Partners, LLC17,389$481K0.03%new13F-HRTimeline
Waterloo Capital, L.P.17,386$481K0.04%+19113F-HRTimeline
Goldstein Advisors, LLC17,301$479K0.06%+1,18613F-HRTimeline
American Investment Services, Inc.17,298$479K0.12%013F-HRTimeline
L2 Asset Management, LLC17,160$475K0.08%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,038$471K0.35%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…17,036$471K0.13%+5013F-HRTimeline
Coastal Bridge Advisors, LLC16,935$469K0.04%+6113F-HRTimeline
Stone Summit Wealth LLC16,928$468K0.15%-1,95313F-HRTimeline
Lynx Investment Advisory16,911$468K0.31%+28813F-HRTimeline
Wealth Preservation Advisors, LLC16,774$464K0.29%-11213F-HRTimeline
Kingsview Wealth Management, LLC16,355$453K0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC16,966$451K0.09%013F-HRTimeline
Blue Trust, Inc.16,296$451K0.01%+15,10813F-HRTimeline
Blueprint Financial Advisors LLCin group Blueprint Investment Partners…16,086$445K0.14%new13F-HRTimelineGroup
SageView Advisory Group, LLC15,745$445K0.02%-41713F-HRTimeline
Smith Salley Wealth Management16,069$445K0.03%-25013F-HRTimeline
Joseph P. Lucia & Associates, LLC15,950$441K0.18%-19813F-HRTimeline
TruNorth Capital Management, LLC15,885$440K0.1%013F-HRTimeline
Columbia River Financial Group, LLC15,778$439K0.28%-5,43613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,837$438K<0.01%+40213F-HRTimelineGroup
OARSMAN CAPITAL, INC.15,756$436K0.07%-36413F-HRTimeline
THEORY FINANCIAL LLC15,618$435K0.16%013F-HRTimeline
Basepoint Wealth LLC15,681$434K0.34%-58513F-HRTimeline
Soltis Investment Advisors LLC15,637$433K0.03%+46813F-HRTimeline
Schrum Private Wealth Management LLC15,541$430K0.34%-22613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.15,518$429K0.12%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC15,493$429K0.18%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,490$429K<0.01%-20,45513F-HRTimelineGroup
Kelman-Lazarov, Inc.15,345$425K0.07%+77813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,313$424K0.03%-15613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.15,292$423K0.05%+4,30513F-HRTimeline
Avior Wealth Management, LLC15,276$423K0.01%-1813F-HRTimeline
Accurate Wealth Management, LLC14,978$422K0.06%+2,34213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,096$418K0.01%+41913F-HRTimelineGroup
Princeton Global Asset Management LLC15,106$418K0.08%+113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC15,055$417K0.01%-98013F-HRTimeline
Rockbridge Investment Management, LCC15,029$416K0.04%013F-HRTimeline
Cascade Investment Advisors, Inc.14,924$413K0.27%+3913F-HRTimeline
Lakeridge Wealth Management LLC14,911$413K0.19%+1313F-HRTimeline
OBSIDIAN CIO, LLC14,910$413K0.06%new13F-HRTimeline
Diversified Investment Strategies, LLC14,794$409K0.28%-28513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,740$408K0.02%-3,42313F-HRTimelineGroup
&PARTNERS14,688$406K<0.01%-1,32313F-HRTimeline
Strategic Blueprint, LLC14,603$404K0.02%-2,25113F-HRTimeline
HARBOUR INVESTMENTS, INC.14,586$404K0.01%+3,09213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC14,439$400K0.31%+2613F-HRTimeline
Schwallier Wealth Management LLC14,356$397K0.24%+6513F-HRTimeline
Brickley Wealth Management14,112$390K0.08%+1,35313F-HRTimeline
Bryn Mawr Trust Advisors, LLC14,083$390K0.02%-45013F-HRTimeline
SACHEM HILL LLC14,024$388K0.08%-62013F-HRTimeline
Tanglewood Legacy Advisors, LLC13,953$386K0.16%013F-HRTimeline
FLC Capital Advisors13,907$385K0.08%new13F-HRTimeline
Legacy Financial Group LLC13,833$383K0.05%-14713F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,828$383K0.01%+313F-HRTimeline
True Vision MN LLC13,660$378K0.21%-3013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,576$376K0.03%+313F-HRTimeline
LifeSteps Financial, Inc.13,546$375K0.26%-80513F-HRTimeline
MONECO ADVISORS, LLC13,538$375K0.03%-41113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp13,446$372K0.01%013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,438$372K0.03%+1213F-HRTimeline
Tenret Co LLC13,341$369K0.2%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL13,338$369K0.01%+2413F-HRTimeline
Westmount Partners, LLC13,277$367K0.1%013F-HRTimeline
DecisionMap Wealth Management, LLC13,244$366K0.25%013F-HRTimeline
Geometric Wealth Advisors13,229$366K0.05%+3813F-HRTimeline
Meredith Wealth Planning13,224$366K0.13%new13F-HRTimeline
FF Advisors,LLC13,151$364K0.19%013F-HRTimeline
Aurora Private Wealth, Inc.13,111$363K0.27%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,074$362K0.13%013F-HRTimeline
MAYPORT, LLC13,026$360K0.09%013F-HRTimeline
Investments & Financial Planning, LLC13,019$360K0.21%+2413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…13,000$360K<0.01%+7,00013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,952$358K<0.01%+2,78713F-HRTimelineGroup
Mengis Capital Management, Inc.12,878$356K0.08%-94113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,816$355K0.1%013F-HRTimeline
Sterling Wealth Advisors Inc12,660$355K0.25%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,789$354K0.17%+10013F-HRTimeline
Independent Advisor Alliance12,751$353K0.01%013F-HRTimeline
Phil A. Younker & Associates, Ltd.12,660$350K0.35%+66013F-HRTimeline
Marotta Asset Management12,647$350K0.07%+7,10313F-HRTimeline
Mirador Capital Partners LP12,573$348K0.06%-41413F-HRTimeline
Qube Research & Technologies Ltd12,542$347K<0.01%+12,09613F-HRTimeline
Aptus Capital Advisors, LLC12,535$347K<0.01%+33113F-HRTimeline
CHAPIN DAVIS, INC.12,495$346K0.1%+1,44813F-HRTimeline
Verdence Capital Advisors LLC12,461$345K0.02%+5113F-HRTimeline
HHM Wealth Advisors, LLC12,440$344K0.04%-45913F-HRTimeline
Resurgent Financial Advisors LLC12,433$344K0.19%-44713F-HRTimeline