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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

865 managers (870 13F filers) reported a position in SCHV shares at 2025-09-30, 351,652,561 shares in all. 52 filers opened a position and 54 filers sold out during the quarter.

Managers
865
13F filers
870
New
52
Added
338
Reduced
297
Sold out
54
Shares held by filers
351,652,561

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LODESTAR PRIVATE ASSET MANAGEMENT LLC31,959$930K0.1%+20313F-HRTimeline
OLD NATIONAL BANCORP /IN/31,818$926K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…31,793$925K0.07%-40813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,627$921K<0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC31,387$914K0.06%-7513F-HRTimeline
Red Door Wealth Management, LLC31,307$911K0.1%+65613F-HRTimeline
Sachetta, LLC30,991$902K0.34%-1,25913F-HRTimeline
NWF Advisory Services Inc.30,761$895K0.1%-2,87913F-HRTimeline
AdvisorNet Financial, Inc30,533$889K0.05%+1,28213F-HRTimeline
WBH ADVISORY INC30,452$886K0.07%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.30,548$886K0.42%-27013F-HRTimeline
CM WEALTH ADVISORS LLC30,066$875K0.23%013F-HRTimeline
D.A. DAVIDSON & CO.29,818$868K0.01%-18313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.29,725$865K0.15%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,373$855K0.01%-40313F-HRTimeline
HAZLETT, BURT & WATSON, INC.29,301$853K0.3%+19,96313F-HRTimeline
KELLEHER FINANCIAL ADVISORS29,220$851K0.21%013F-HRTimeline
Sovran Advisors, LLC29,312$847K0.07%new13F-HRTimeline
Marquette Asset Management, LLC28,770$837K0.13%013F-HRTimeline
Bernardo Wealth Planning LLC28,736$837K0.16%+52913F-HRTimeline
Ironwood Financial, llc28,718$836K0.15%-23613F-HRTimeline
GREENLEAF TRUST28,650$834K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…28,340$825K<0.01%-1513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC28,209$821K0.28%-94713F-HRTimeline
WPG Advisers, LLC28,107$818K0.63%-56413F-HRTimeline
Stonebridge Capital Advisors LLC28,055$817K0.06%-7,39013F-HRTimeline
Patriot Financial Group Insurance Agenc…27,928$813K0.1%+2,31413F-HRTimeline
Kathmere Capital Management, LLC27,899$812K0.06%-5,80013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,836$810K0.01%+2,61013F-HRTimelineGroup
Santori & Peters, Inc.27,719$807K0.29%-4,78513F-HRTimeline
Enclave Advisors LLC27,589$803K0.12%-24,74313F-HRTimeline
Biltmore Family Office, LLC27,546$802K0.11%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,641$776K0.02%-33713F-HRTimelineGroup
UMB Bank, n.a.26,451$770K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,431$769K<0.01%+5,81613F-HRTimelineGroup
L2 Asset Management, LLC26,408$769K0.11%+9,24813F-HRTimeline
Well Done, LLC26,265$765K0.13%013F-HRTimeline
NorthStar Asset Management LLC /NJ/26,080$759K0.36%-83413F-HRTimeline
EVERETT HARRIS & CO /CA/25,994$757K0.01%+20013F-HRTimeline
WNY Asset Management, LLC25,597$745K0.07%+83813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,450$741K0.53%013F-HRTimeline
Smart Portfolios, LLC25,345$738K0.71%-61013F-HRTimeline
New Century Financial Group, LLC24,999$728K1.29%+15,38113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,997$728K<0.01%-97613F-HRTimelineGroup
COMERICA BANK24,652$718K<0.01%013F-HRTimeline
SIMON QUICK ADVISORS, LLC24,570$715K0.03%+12513F-HRTimeline
BRIGHTON JONES LLC24,563$715K0.02%+36913F-HRTimeline
HHM Wealth Advisors, LLC24,532$714K0.08%+12,09213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC24,483$713K0.12%-8713F-HRTimeline
AIRE ADVISORS, LLC24,404$710K0.13%+5713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,312$708K0.01%+14,49113F-HRTimelineGroup
Womack Financial LLC24,242$706K0.54%-37213F-HRTimeline
Alliance Wealth Management Group24,237$706K0.16%013F-HRTimeline
Towercrest Capital Management24,237$706K0.11%013F-HRTimeline
Mayfair Advisory Group, LLC24,149$703K0.3%+2,22313F-HRTimeline
Grey Ledge Advisors, LLC24,138$703K0.16%-7413F-HRTimeline
MidAtlantic Capital Management, Inc.24,088$701K0.48%013F-HRTimeline
Fortitude Advisory Group L.L.C.23,986$698K0.38%-77813F-HRTimeline
Lantz Financial LLC23,610$687K0.15%013F-HRTimeline
Texas Yale Capital Corp.23,460$683K0.02%+5,95713F-HRTimeline
Sculati Wealth Management, LLC23,260$677K0.24%-39613F-HRTimeline
Pinion Investment Advisors, LLC23,038$676K0.18%+15,72213F-HRTimeline
Smartleaf Asset Management LLC23,256$675K0.04%+88413F-HRTimeline
WESCAP Management Group, Inc.23,151$674K0.14%013F-HRTimeline
Plancorp, LLC23,122$673K0.02%-18,00413F-HRTimeline
LaSalle St. Investment Advisors, LLC22,891$666K0.12%new13F-HRTimeline
Modern Wealth Management, LLC22,446$653K0.01%new13F-HRTimeline
Ring Mountain Capital, LLC22,406$652K0.36%-73013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.22,217$647K<0.01%+16,51413F-HRTimelineGroup
CENTRAL TRUST Co22,063$642K0.01%new13F-HRTimeline
LongView Wealth Management21,922$638K0.17%+5613F-HRTimeline
GREENWOOD GEARHART LLC21,859$636K0.04%+17513F-HRTimeline
Uptown Financial Advisors LLC21,850$636K0.56%013F-HRTimeline
Milestone Investment Advisors LLC21,785$634K0.16%013F-HRTimeline
Bullock Wealth Management Group21,651$632K0.31%+21,53513F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,570$628K0.02%-1813F-HRTimeline
Marks Group Wealth Management, Inc21,558$628K0.06%013F-HRTimeline
HMV Wealth Advisors, LLC21,532$627K0.34%-1,18013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,493$626K0.01%new13F-HRTimelineGroup
Stark Wealth Management LLC21,209$617K2.83%-11,10413F-HRTimeline
McCarthy & Cox20,747$604K0.14%+91213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC20,409$594K0.8%013F-HRTimeline
Blue Barn Wealth, LLC20,071$584K0.26%+9013F-HRTimeline
Revolve Wealth Partners, LLC19,925$580K0.07%-84013F-HRTimeline
Fonville Wealth Management LLC19,900$579K0.13%-35513F-HRTimeline
Resolute Advisors LLC19,895$579K0.15%+10113F-HRTimeline
Gilbert & Cook, Inc.19,764$575K0.07%013F-HRTimeline
Independent Wealth Network Inc.19,689$573K0.18%+27413F-HRTimeline
&PARTNERS19,600$571K<0.01%+4,91213F-HRTimeline
Center for Financial Planning, Inc.19,533$569K0.06%013F-HRTimeline
Vawter Financial, Ltd.19,451$566K0.26%new13F-HR/ATimeline
Obermeyer Wealth Partners19,345$563K0.03%+113F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,246$560K0.15%-1,21613F-HRTimeline
Seneschal Advisors, LLC19,164$558K0.4%013F-HRTimeline
SkyOak Wealth, LLC19,104$556K0.11%-2,69413F-HRTimeline
Dorsey & Whitney Trust CO LLC19,080$555K0.03%013F-HRTimeline
Alpha Cubed Investments, LLC18,713$545K0.02%-5,53713F-HRTimeline
Sage Mountain Advisors LLC18,618$542K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,474$538K0.01%+3,88813F-HRTimeline
Wilmington Savings Fund Society, FSB18,210$530K0.01%013F-HR/ATimeline
Radnor Capital Management, LLC18,210$530K0.08%013F-HRTimeline
NorthRock Partners, LLC17,890$521K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.17,861$520K0.1%-2,99613F-HRTimeline
Zhang Financial LLC17,839$519K0.02%+7313F-HRTimeline
Global Wealth Strategies & Associates17,689$515K0.13%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,597$512K0.01%-3,95813F-HRTimeline
Waterloo Capital, L.P.17,463$508K0.04%+7713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC17,458$508K0.05%-5,15013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY17,437$508K0.38%+5,76313F-HRTimeline
RFG Advisory, LLC17,417$507K0.01%-11,39713F-HRTimeline
Cyndeo Wealth Partners, LLC17,389$506K0.03%013F-HRTimeline
Goldstein Advisors, LLC17,301$504K0.06%013F-HRTimeline
American Investment Services, Inc.17,298$504K0.12%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,143$499K0.17%+17713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,125$499K0.31%+8713F-HRTimeline
Lynx Investment Advisory17,067$497K0.3%+15613F-HRTimeline
Strategic Family Wealth Counselors, L.L…17,036$496K0.13%013F-HRTimeline
WMG Financial Advisors, LLC17,008$495K0.17%-2,19913F-HRTimeline
Wedmont Private Capital16,896$492K0.02%-1,09413F-HRTimeline
Abacus Planning Group, Inc.16,839$490K0.07%+6,78513F-HRTimeline
Wealth Preservation Advisors, LLC16,736$487K0.28%-3813F-HRTimeline
OARSMAN CAPITAL, INC.16,383$477K0.07%+62713F-HRTimeline
Blue Trust, Inc.16,373$477K0.01%+7713F-HRTimeline
Payne Capital LLC16,266$474K0.48%13F-HRTimeline
Coastal Bridge Advisors, LLC16,235$473K0.04%-70013F-HRTimeline
Smith Salley Wealth Management16,069$468K0.02%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC16,000$466K0.02%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC15,950$464K0.18%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,910$463K0.01%+81413F-HRTimelineGroup
TruNorth Capital Management, LLC15,885$462K0.09%013F-HRTimeline
Schwallier Wealth Management LLC15,817$460K0.29%+1,46113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,788$460K<0.01%-4913F-HRTimelineGroup
Basepoint Wealth LLC15,761$459K0.33%+8013F-HRTimeline
THEORY FINANCIAL LLC15,618$456K0.16%013F-HRTimeline
Soltis Investment Advisors LLC15,637$455K0.03%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.15,518$452K0.11%013F-HRTimeline
Visionary Horizons, LLC15,499$451K0.25%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC15,214$443K0.07%+3,05113F-HRTimeline
SageView Advisory Group, LLC15,203$443K0.02%-54213F-HRTimeline
OBSIDIAN CIO, LLC15,193$442K0.06%+28313F-HRTimeline
Princeton Global Asset Management LLC15,106$440K0.07%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC15,101$440K0.17%-39213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.15,096$439K0.04%-19613F-HRTimeline
Accurate Wealth Management, LLC15,119$439K0.06%+14113F-HRTimeline
Rockbridge Investment Management, LCC15,029$437K0.04%013F-HRTimeline
Cascade Investment Advisors, Inc.14,924$434K0.26%013F-HRTimeline
Schrum Private Wealth Management LLC14,920$434K0.32%-62113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,884$433K0.03%-42913F-HRTimeline
Lakeridge Wealth Management LLC14,809$431K0.19%-10213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,736$429K<0.01%+2,64413F-HRTimelineGroup
Avior Wealth Management, LLC14,558$424K0.01%-71813F-HRTimeline
Kelman-Lazarov, Inc.14,554$424K0.06%-79113F-HRTimeline
Geometric Wealth Advisors14,370$418K0.06%+1,14113F-HRTimeline
Diversified Investment Strategies, LLC14,284$416K0.27%-51013F-HRTimeline
SGL Investment Advisors, Inc.14,367$414K0.17%+3,96413F-HRTimeline
Brickley Wealth Management14,090$410K0.07%-2213F-HRTimeline
Kingsview Wealth Management, LLC14,076$410K0.01%-2,27913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,051$409K<0.01%+4,04213F-HRTimelineGroup
SACHEM HILL LLC14,024$408K0.08%013F-HRTimeline
Stone Summit Wealth LLC14,018$408K0.12%-2,91013F-HRTimeline
Tanglewood Legacy Advisors, LLC13,953$406K0.16%013F-HRTimeline
Investments & Financial Planning, LLC13,874$404K0.22%+85513F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,832$403K0.01%+413F-HRTimeline
True Vision MN LLC13,741$400K0.21%+8113F-HRTimeline
Columbia River Financial Group, LLC13,695$398K0.25%-2,08313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC13,622$397K0.27%-81713F-HRTimeline
FLC Capital Advisors13,537$394K0.08%-37013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp13,446$391K0.01%013F-HRTimelineGroup
LifeSteps Financial, Inc.13,424$391K0.25%-12213F-HRTimeline
MONECO ADVISORS, LLC13,372$389K0.03%-16613F-HRTimeline
Tenret Co LLC13,341$388K0.2%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL13,338$388K0.01%013F-HRTimeline
Westmount Partners, LLC13,277$387K0.1%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,258$386K0.03%-18013F-HRTimeline
Meredith Wealth Planning13,224$385K0.12%013F-HRTimeline
FF Advisors,LLC13,151$383K0.18%013F-HRTimeline
Sightline Wealth Advisors, LLC13,096$381K0.17%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,074$381K0.13%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,576$379K0.03%013F-HRTimeline
MAYPORT, LLC13,026$379K0.08%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,009$379K<0.01%+5713F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…13,000$378K<0.01%013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC12,846$374K0.17%+5713F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,816$373K0.09%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,765$372K0.02%-1,31813F-HRTimeline
Verdence Capital Advisors LLC12,576$370K0.02%+11513F-HRTimeline
Mengis Capital Management, Inc.12,686$369K0.07%-19213F-HRTimeline
Phil A. Younker & Associates, Ltd.12,660$369K0.28%013F-HRTimeline
Sterling Wealth Advisors Inc12,660$367K0.23%013F-HRTimeline
Allied Investment Advisors, LLC12,451$362K0.06%+26913F-HRTimeline
Mirador Capital Partners LP12,428$362K0.05%-14513F-HRTimeline
Independent Advisor Alliance12,411$361K0.01%-34013F-HRTimeline
Elm Partners Management LLC12,215$356K0.01%+11613F-HR/ATimeline
Hurley Capital, LLC12,209$355K0.2%+1813F-HRTimeline
Cambridge Advisors Inc.12,203$355K0.07%+37813F-HRTimeline
Marotta Asset Management12,142$354K0.07%-50513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12,156$354K0.24%new13F-HRTimeline
Chesley Taft & Associates LLC12,130$353K0.01%013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.12,114$353K0.24%013F-HRTimeline
Sigma Planning Corp12,045$351K0.01%+3,36613F-HRTimeline