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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

927 managers (933 13F filers) reported a position in SCHV shares at 2025-12-31, 358,694,744 shares in all. 61 filers opened a position and 42 filers sold out during the quarter.

Managers
927
13F filers
933
New
61
Added
350
Reduced
288
Sold out
42
Shares held by filers
358,694,744

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bond & Devick Financial Network, Inc.34,080$1.01M0.28%-22513F-HRTimeline
New Republic Capital, LLC34,046$1.01M0.27%new13F-HRTimeline
Chesapeake Wealth Management33,885$1M0.3%-1,49513F-HRTimeline
Smartleaf Asset Management LLC33,385$996K0.04%+10,12913F-HRTimeline
Hidden Cove Wealth Management, LLC33,204$983K0.64%-84213F-HRTimeline
Verum Partners LLC33,104$980K0.2%-26313F-HRTimeline
HUB Investment Partners, LLC33,099$980K0.03%+25,24213F-HRTimeline
Ausdal Financial Partners, Inc.33,061$979K0.05%-3,66413F-HRTimeline
WBH ADVISORY INC33,002$977K0.07%+2,55013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…32,903$974K0.15%-1,04513F-HRTimeline
BFSG, LLC32,660$967K0.09%-28413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32,644$967K0.48%-10,32513F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,559$964K0.27%013F-HRTimeline
Atlas Wealth Partners, LLC32,439$961K1.06%-12013F-HRTimeline
Kovack Advisors, Inc.32,215$954K0.05%-2,70813F-HR/ATimeline
SIGNATUREFD, LLC32,094$950K0.01%-25,00713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC31,968$947K0.09%+913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC31,883$944K0.99%-80213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …31,633$937K0.02%-3,07013F-HRTimelineGroup
Indivisible Partners31,385$929K0.1%13F-HRTimeline
Red Door Wealth Management, LLC31,358$929K0.1%+5113F-HRTimeline
Beaumont Financial Advisors, LLC31,302$927K0.06%-8513F-HRTimeline
Sachetta, LLC30,746$910K0.5%-24513F-HRTimeline
MassMutual Private Wealth & Trust, FSB30,251$896K0.02%-2,02713F-HRTimeline
CM WEALTH ADVISORS LLC30,066$890K0.2%013F-HRTimeline
OLD NATIONAL BANCORP /IN/29,908$886K0.01%-1,91013F-HRTimeline
Argos Wealth Advisors, LLC29,844$884K0.24%13F-HRTimeline
D.A. DAVIDSON & CO.29,818$883K0.01%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.29,793$882K0.41%-75513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.29,725$880K0.15%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,664$878K0.01%+29113F-HRTimeline
HAZLETT, BURT & WATSON, INC.29,516$873K0.28%+21513F-HRTimeline
KELLEHER FINANCIAL ADVISORS29,220$865K0.2%013F-HRTimeline
Joule Financial, LLC29,205$865K0.26%-9,44713F-HRTimeline
AdvisorNet Financial, Inc29,193$864K0.05%-1,34013F-HRTimeline
HHM Wealth Advisors, LLC29,124$862K0.1%+4,59213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC29,089$861K0.01%-7,35113F-HRTimeline
Patriot Financial Group Insurance Agenc…28,802$853K0.1%+87413F-HRTimeline
Bernardo Wealth Planning LLC28,791$853K0.16%+5513F-HRTimeline
Ironwood Financial, llc27,705$850K0.14%-1,01313F-HRTimeline
GREENLEAF TRUST28,650$848K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,292$838K<0.01%+3,29513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,255$837K0.01%+41913F-HRTimelineGroup
WPG Advisers, LLC28,196$835K0.62%+8913F-HRTimeline
UMB Bank, n.a.28,134$833K0.01%+1,68313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd28,053$831K<0.01%+23,94213F-HRTimeline
Kathmere Capital Management, LLC27,986$829K0.06%+8713F-HRTimeline
Santori & Peters, Inc.27,762$822K0.28%+4313F-HRTimeline
Biltmore Family Office, LLC27,546$816K0.11%013F-HRTimeline
TBH Global Asset Management, LLC28,793$786K0.13%+17,72313F-HRTimeline
Piedmont Capital Management, LLC/NC26,550$786K0.52%13F-HRTimeline
EVERETT HARRIS & CO /CA/26,394$782K0.01%+40013F-HRTimeline
Well Done, LLC26,265$778K0.12%013F-HRTimeline
NorthStar Asset Management LLC /NJ/26,210$776K0.35%+13013F-HRTimeline
Visionary Horizons, LLC26,173$775K0.4%+10,67413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,126$774K0.01%+1,81413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,699$761K0.02%-94213F-HRTimelineGroup
Marquette Asset Management, LLC25,654$760K0.11%-3,11613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,450$754K0.51%013F-HRTimeline
Smart Portfolios, LLC25,345$750K0.75%013F-HRTimeline
Birchwood Financial Partners, Inc.24,990$740K0.73%13F-HRTimeline
SIMON QUICK ADVISORS, LLC24,706$732K0.03%+13613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC24,591$728K0.25%-3,61813F-HRTimeline
Mayfair Advisory Group, LLC24,283$726K0.28%+13413F-HRTimeline
Fortitude Advisory Group L.L.C.24,417$723K0.31%+43113F-HRTimeline
HANCOCK WHITNEY CORP24,277$719K0.01%new13F-HRTimeline
Alliance Wealth Management Group24,237$718K0.16%013F-HRTimeline
Towercrest Capital Management24,237$718K0.11%013F-HRTimeline
Grey Ledge Advisors, LLC24,139$715K0.16%+113F-HRTimeline
MidAtlantic Capital Management, Inc.24,088$713K0.46%013F-HRTimeline
Stonebridge Capital Advisors LLC23,961$709K0.05%-4,09413F-HRTimeline
MGO ONE SEVEN LLC23,746$703K0.01%-11,13413F-HRTimeline
AIRE ADVISORS, LLC23,664$701K0.13%-74013F-HRTimeline
Adelphi Trust Co23,664$701K0.57%13F-HRTimeline
Lantz Financial LLC23,610$699K0.15%013F-HRTimeline
Texas Yale Capital Corp.23,504$696K0.02%+4413F-HRTimeline
FIRST AMERICAN TRUST, FSB23,400$693K0.05%new13F-HRTimeline
WESCAP Management Group, Inc.23,240$688K0.14%+8913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC23,228$688K0.15%-1,25513F-HRTimeline
Sculati Wealth Management, LLC23,084$684K0.24%-17613F-HRTimeline
Plancorp, LLC23,035$682K0.02%-8713F-HRTimeline
LongView Wealth Management21,984$674K0.16%+6213F-HRTimeline
Independent Wealth Network Inc.22,510$667K0.2%+2,82113F-HRTimeline
Ring Mountain Capital, LLC21,418$663K0.34%-98813F-HRTimeline
Womack Financial LLC22,274$660K0.49%-1,96813F-HRTimeline
GREENWOOD GEARHART LLC22,264$659K0.04%+40513F-HRTimeline
Steward Partners Investment Advisory, L…22,215$658K<0.01%-6,12513F-HRTimeline
CENTRAL TRUST Co22,063$653K0.01%013F-HRTimeline
Milestone Investment Advisors LLC21,904$649K0.16%+11913F-HRTimeline
Bullock Wealth Management Group21,651$641K0.31%013F-HRTimeline
Marks Group Wealth Management, Inc21,558$638K0.06%013F-HRTimeline
HMV Wealth Advisors, LLC21,532$638K0.32%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,505$637K0.01%+1213F-HRTimelineGroup
Stark Wealth Management LLC21,468$636K2.39%+25913F-HRTimeline
Global Wealth Strategies & Associates21,310$631K0.16%+3,62113F-HRTimeline
KINTRA WEALTH, LLC21,184$627K0.09%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,134$626K0.02%-43613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY21,071$624K0.43%+3,63413F-HRTimeline
Uptown Financial Advisors LLC21,060$624K0.53%-79013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC20,409$604K1%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO20,218$599K0.08%new13F-HRTimeline
Resolute Advisors LLC20,005$592K0.19%+11013F-HRTimeline
Livet Wealth, LLC19,907$589K0.36%13F-HRTimeline
VSM Wealth Advisory, LLC19,914$587K0.18%-178,97413F-HRTimeline
Gilbert & Cook, Inc.19,764$585K0.07%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.19,752$585K0.07%13F-HRTimeline
Revolve Wealth Partners, LLC19,610$581K0.07%-31513F-HRTimeline
Center for Financial Planning, Inc.19,533$578K0.06%013F-HRTimeline
Obermeyer Wealth Partners19,346$573K0.03%+113F-HRTimeline
Seneschal Advisors, LLC19,164$567K0.42%013F-HRTimeline
&PARTNERS19,125$566K<0.01%-47513F-HRTimeline
Fonville Wealth Management LLC19,081$565K0.12%-81913F-HRTimeline
Dorsey & Whitney Trust CO LLC19,080$565K0.03%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,068$565K0.15%-17813F-HRTimeline
Alpha Cubed Investments, LLC18,857$558K0.02%+14413F-HRTimeline
SkyOak Wealth, LLC18,744$555K0.1%-36013F-HRTimeline
Sage Mountain Advisors LLC18,692$553K0.03%+7413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,393$545K0.02%+2,48313F-HR/ATimelineGroup
Vawter Financial, Ltd.18,240$540K0.23%-1,21113F-HR/ATimeline
Wilmington Savings Fund Society, FSB18,210$539K0.01%013F-HRTimeline
Radnor Capital Management, LLC18,210$539K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,068$535K<0.01%+2,28013F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC18,033$534K0.05%+57513F-HRTimeline
Zhang Financial LLC17,919$531K0.02%+8013F-HRTimeline
NorthRock Partners, LLC17,911$530K0.01%+2113F-HRTimeline
M Holdings Securities, Inc.17,912$530K0.04%new13F-HRTimeline
Elm Partners Management LLC17,881$529K0.02%+5,66613F-HR/ATimeline
BOYUM WEALTH ARCHITECTS LLC17,125$527K0.25%013F-HRTimeline
Goldstein Advisors, LLC17,788$527K0.06%+48713F-HRTimeline
Fisher Asset Management, LLC17,701$524K<0.01%new13F-HRTimeline
Investments & Financial Planning, LLC17,612$522K0.28%+3,73813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,597$521K0.01%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…17,036$520K0.12%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,238$510K0.17%+9513F-HRTimeline
Lynx Investment Advisory17,195$509K0.28%+12813F-HRTimeline
SGL Investment Advisors, Inc.16,041$504K0.2%+1,67413F-HRTimeline
Keating Financial Advisory Services, In…16,977$503K0.07%13F-HRTimeline
Facet Wealth, Inc.16,183$501K0.01%+6,73213F-HRTimeline
OARSMAN CAPITAL, INC.16,825$498K0.06%+44213F-HRTimeline
Fulton Bank, N.A.16,779$497K0.02%new13F-HRTimeline
WMG Financial Advisors, LLC16,776$497K0.2%-23213F-HRTimeline
Sovereign Financial Group, Inc.16,737$496K0.09%-1,12413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,550$490K0.05%+1,45413F-HRTimeline
HARBOUR INVESTMENTS, INC.16,513$489K0.01%-1,96113F-HRTimeline
KLCM Advisors, Inc.16,463$487K0.04%new13F-HRTimeline
Blue Trust, Inc.16,458$487K0.01%+8513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,387$485K<0.01%+3,37813F-HRTimelineGroup
THEORY FINANCIAL LLC15,618$482K0.16%013F-HRTimeline
Payne Capital LLC16,266$482K0.49%013F-HRTimeline
Total Wealth Planning, LLC16,150$478K1.02%-293,55413F-HRTimeline
Coastal Bridge Advisors, LLC16,121$477K0.04%-11413F-HRTimeline
Cyndeo Wealth Partners, LLC16,079$476K0.03%-1,31013F-HRTimeline
Fortune Financial Group, Inc.15,221$476K0.47%13F-HRTimeline
Smith Salley Wealth Management16,042$475K0.02%-2713F-HRTimeline
Wealth Preservation Advisors, LLC15,920$471K0.24%-81613F-HRTimeline
TruNorth Capital Management, LLC15,885$470K0.09%013F-HRTimeline
American Trust15,868$470K0.04%-43,45013F-HRTimeline
Basepoint Wealth LLC15,848$469K0.29%+8713F-HRTimeline
Brickley Wealth Management15,823$469K0.08%+1,73313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,709$468K0.02%-21,87813F-HRTimelineGroup
Ignite Planners, LLC15,025$467K0.07%+7,93513F-HRTimeline
Soltis Investment Advisors LLC15,784$467K0.03%+14713F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC15,276$466K0.01%+13,79113F-HRTimeline
American Investment Services, Inc.15,663$464K0.11%-1,63513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC15,603$462K0.07%+38913F-HRTimeline
Accurate Wealth Management, LLC15,070$461K0.06%-4913F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.15,518$459K0.11%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,391$456K0.01%+1,55913F-HRTimeline
Princeton Global Asset Management LLC15,040$445K0.07%-6613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,927$442K<0.01%new13F-HRTimeline
Cascade Investment Advisors, Inc.14,924$442K0.26%013F-HRTimeline
Schwallier Wealth Management LLC14,178$441K0.28%-1,63913F-HRTimeline
Joseph P. Lucia & Associates, LLC14,831$439K0.16%-1,11913F-HRTimeline
Geometric Wealth Advisors14,828$439K0.06%+45813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,785$438K0.03%-9913F-HRTimeline
Lakeridge Wealth Management LLC14,779$438K0.2%-3013F-HRTimeline
SageView Advisory Group, LLC14,703$435K0.01%-50013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC14,667$434K0.2%+1,82113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,666$434K<0.01%-7013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,613$433K0.03%+1,03713F-HRTimeline
Avior Wealth Management, LLC14,496$429K0.01%-6213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC14,478$429K0.04%+3,60113F-HRTimeline
Diversified Investment Strategies, LLC14,284$423K0.28%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,200$420K0.01%-1,80013F-HRTimeline
Abacus Planning Group, Inc.14,157$419K0.06%-2,68213F-HRTimeline
Rockbridge Investment Management, LCC14,109$418K0.04%-92013F-HRTimeline
Schrum Private Wealth Management LLC14,026$415K0.31%-89413F-HRTimeline
SACHEM HILL LLC14,024$415K0.08%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL14,024$415K0.01%+68613F-HRTimeline
Kelman-Lazarov, Inc.13,976$414K0.06%-57813F-HRTimeline
Tanglewood Legacy Advisors, LLC13,953$413K0.16%013F-HRTimeline
Strategic Wealth Partners, Ltd.13,864$411K0.03%-25,70613F-HRTimeline
True Vision MN LLC13,854$410K0.21%+11313F-HRTimeline
Columbia River Financial Group, LLC13,614$403K0.25%-8113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,606$403K<0.01%-61,02013F-HRTimelineGroup
FLC Capital Advisors13,537$401K0.07%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC13,457$398K0.27%-16513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp13,446$398K0.01%013F-HRTimelineGroup
LifeSteps Financial, Inc.13,443$398K0.25%+1913F-HRTimeline
Tenret Co LLC13,341$395K0.2%013F-HRTimeline