Skip to content
Disclosery

SCHV SCHWAB STRATEGIC TR

Follow

US LCAP VA ETF (fund)

959 managers (971 13F filers) reported a position in SCHV shares at 2026-03-31, 363,974,241 shares in all. 80 filers opened a position and 44 filers sold out during the quarter.

Managers
959
13F filers
971
New
80
Added
339
Reduced
344
Sold out
44
Shares held by filers
363,974,241

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Koshinski Asset Management, Inc.39,234$1.2M0.07%-3,31913F-HRTimeline
Gradient Capital Advisors, LLC39,148$1.19M0.31%-3,37913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,066$1.19M0.01%+1,34213F-HRTimelineGroup
Advocacy Wealth Management, LLC38,973$1.19M0.05%-3,21313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …38,942$1.19M0.18%+18213F-HRTimeline
Modern Wealth Management, LLC38,643$1.18M0.02%-1,41013F-HRTimeline
John Boyer, Inc.38,723$1.18M1.18%+16913F-HRTimeline
CONDOR CAPITAL MANAGEMENT38,637$1.18M0.1%-5,47813F-HRTimeline
Capital Investment Advisory Services, L…38,598$1.18M0.09%+1,24513F-HRTimeline
Athena Investment Management38,510$1.17M0.61%013F-HRTimeline
BLAIR WILLIAM & CO/IL38,363$1.17M<0.01%+24113F-HRTimeline
HOEY INVESTMENTS, INC37,447$1.14M0.17%-50413F-HRTimeline
J. Derek Lewis & Associates Inc.37,379$1.14M0.26%+1,06713F-HR/ATimeline
Larson Financial Group LLC37,056$1.13M0.04%-1,32213F-HRTimeline
Waterford Advisors, LLC34,807$1.11M0.35%013F-HRTimeline
Quadrant Private Wealth Management, LLC36,014$1.1M0.17%+1,41413F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS35,904$1.1M0.57%-2,46613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV35,602$1.09M0.07%+20,81713F-HRTimeline
NWAM LLC35,496$1.08M0.06%-7913F-HRTimeline
Pine Valley Investments Ltd Liability Co35,168$1.07M0.05%+28513F-HRTimeline
Wealthspire Retirement, LLC35,111$1.07M0.06%-3,97513F-HRTimeline
Chesapeake Wealth Management35,100$1.07M0.33%+1,21513F-HRTimeline
LexAurum Advisors, LLC34,373$1.05M0.14%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO34,200$1.04M0.01%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.34,080$1.04M0.29%013F-HRTimeline
Smartleaf Asset Management LLC33,844$1.01M0.04%+45913F-HRTimeline
Verum Partners LLC32,836$1M0.19%-26813F-HRTimeline
WBH ADVISORY INC32,616$999K0.07%-38613F-HRTimeline
BFSG, LLC32,710$998K0.09%+5013F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,559$993K0.27%013F-HRTimeline
Ausdal Financial Partners, Inc.32,403$988K0.04%-65813F-HRTimeline
Hidden Cove Wealth Management, LLC32,360$987K0.63%-84413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32,231$983K0.48%-41313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC32,223$983K0.1%+25513F-HRTimeline
SIGNATUREFD, LLC31,773$969K0.01%-32113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC31,742$968K1%-14113F-HRTimeline
D.A. DAVIDSON & CO.31,649$965K0.01%+1,83113F-HRTimeline
Kovack Advisors, Inc.31,335$959K0.05%-88013F-HRTimeline
Red Door Wealth Management, LLC31,411$958K0.1%+5313F-HRTimeline
Beaumont Financial Advisors, LLC31,302$955K0.07%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding31,052$947K-17,140Timeline
Sachetta, LLC30,825$940K0.51%+7913F-HRTimeline
HHM Wealth Advisors, LLC30,705$936K0.11%+1,58113F-HRTimeline
Atlas Wealth Partners, LLC30,576$933K0.96%-1,86313F-HRTimeline
Indivisible Partners30,513$931K0.08%-87213F-HRTimeline
Fortune Financial Group, Inc.30,442$928K0.84%+15,22113F-HRTimeline
CM WEALTH ADVISORS LLC30,066$917K0.2%013F-HRTimeline
New Republic Capital, LLC30,018$916K0.31%-4,02813F-HRTimeline
Orion Porfolio Solutions, LLC29,974$914K0.01%-179,25313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.29,778$908K0.43%-1513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.29,725$907K0.15%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/29,671$905K<0.01%+1,37913F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…29,662$905K0.14%-3,24113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC28,024$902K0.01%-1,06513F-HRTimeline
LongView Wealth Management28,246$899K0.23%+6,26213F-HRTimeline
AdvisorNet Financial, Inc29,448$898K0.05%+25513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,250$892K0.05%+13,54113F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS29,220$891K0.23%013F-HRTimeline
OLD NATIONAL BANCORP /IN/28,965$883K0.01%-94313F-HRTimeline
HAZLETT, BURT & WATSON, INC.28,912$883K0.28%-60413F-HRTimeline
Bernardo Wealth Planning LLC28,863$880K0.17%+7213F-HRTimeline
GREENLEAF TRUST28,650$874K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…28,251$862K<0.01%+6,03613F-HRTimeline
UMB Bank, n.a.28,134$858K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Visionary Horizons, LLC28,111$857K0.42%+1,93813F-HRTimeline
MassMutual Private Wealth & Trust, FSB28,101$857K0.02%-2,15013F-HRTimeline
Kathmere Capital Management, LLC28,063$856K0.05%+7713F-HRTimeline
EVERETT HARRIS & CO /CA/27,994$854K0.01%+1,60013F-HRTimeline
HUB Investment Partners, LLC27,586$841K0.02%-5,51313F-HRTimeline
Biltmore Family Office, LLC27,546$840K0.12%013F-HRTimeline
KINTRA WEALTH, LLC27,289$832K0.06%+6,10513F-HRTimeline
Independent Wealth Network Inc.27,085$826K0.25%+4,57513F-HRTimeline
&PARTNERS27,031$824K<0.01%+7,90613F-HRTimeline
WPG Advisers, LLC26,763$816K0.6%-1,43313F-HRTimeline
Piedmont Capital Management, LLC/NC26,550$810K0.54%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…26,326$803K<0.01%+24,11713F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/26,320$803K0.39%+11013F-HRTimeline
Ironwood Financial, llc26,273$801K0.14%-1,43213F-HRTimeline
Well Done, LLC26,265$801K0.12%013F-HRTimeline
Ignite Planners, LLC26,162$798K0.12%+11,13713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,851$788K0.02%+15213F-HRTimelineGroup
HANCOCK WHITNEY CORP24,277$788K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,762$786K0.01%-2,49313F-HRTimelineGroup
Marquette Asset Management, LLC25,654$782K0.12%013F-HRTimeline
FF Advisors,LLC24,168$776K0.31%+11,01713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,450$776K0.53%013F-HRTimeline
WESCAP Management Group, Inc.25,369$774K0.15%+2,12913F-HRTimeline
Smart Portfolios, LLC25,255$770K0.77%-9013F-HRTimeline
Birchwood Financial Partners, Inc.25,079$765K0.74%+8913F-HRTimeline
SIMON QUICK ADVISORS, LLC24,822$757K0.03%+11613F-HRTimeline
Fortitude Advisory Group L.L.C.24,531$748K0.34%+11413F-HRTimeline
Facet Wealth, Inc.24,425$745K0.01%+8,24213F-HRTimeline
Mayfair Advisory Group, LLC24,397$744K0.26%+11413F-HRTimeline
Grey Ledge Advisors, LLC24,301$741K0.17%+16213F-HRTimeline
Alliance Wealth Management Group24,210$738K0.16%-2713F-HRTimeline
Towercrest Capital Management24,210$738K0.12%-2713F-HRTimeline
Lantz Financial LLC23,971$731K0.15%+36113F-HRTimeline
SGL Investment Advisors, Inc.22,031$724K0.27%+5,99013F-HRTimeline
Pinion Investment Advisors, LLC23,689$723K0.17%+16,81613F-HRTimeline
Adelphi Trust Co23,654$721K0.59%-1013F-HRTimeline
MidAtlantic Capital Management, Inc.23,546$718K0.5%-54213F-HRTimeline
Texas Yale Capital Corp.23,542$718K0.02%+3813F-HRTimeline
FIRST AMERICAN TRUST, FSB23,400$714K0.05%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY23,276$710K0.46%+2,20513F-HRTimeline
Sculati Wealth Management, LLC23,084$704K0.26%013F-HRTimeline
Western Wealth Management, LLC22,946$700K0.03%new13F-HR/ATimeline
Evergreen Advisors, LLC22,894$698K0.16%new13F-HRTimeline
GREENWOOD GEARHART LLC22,762$694K0.04%+49813F-HRTimeline
Womack Financial LLC22,621$690K0.51%+34713F-HRTimeline
AIRE ADVISORS, LLC22,620$690K0.13%-1,04413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,098$674K0.01%-7,56613F-HRTimeline
Brooklyn Investment Group22,082$673K0.02%+14,13313F-HRTimeline
CENTRAL TRUST Co22,063$673K0.01%013F-HRTimeline
Milestone Investment Advisors LLC21,904$668K0.16%013F-HRTimeline
Bullock Wealth Management Group21,652$663K0.33%+113F-HRTimeline
Blue Trust, Inc.21,623$659K0.01%+5,16513F-HRTimeline
Y-Intercept (Hong Kong) Ltd21,601$659K0.01%-54,12513F-HRTimeline
Marks Group Wealth Management, Inc21,558$658K0.06%013F-HRTimeline
KLCM Advisors, Inc.21,543$657K0.06%+5,08013F-HRTimeline
Stonebridge Capital Advisors LLC21,521$656K0.05%-2,44013F-HRTimeline
Spartan Wealth Advisory Services LLC21,443$654K0.06%13F-HRTimeline
Cyndeo Wealth Partners, LLC21,298$650K0.03%+5,21913F-HRTimeline
Ring Mountain Capital, LLC21,285$649K0.35%-13313F-HRTimeline
Rockwood Wealth Management, LLC21,275$649K0.05%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,043$642K0.02%-9113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,767$633K0.01%-73813F-HRTimelineGroup
Plancorp, LLC20,082$632K0.02%-2,95313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,728$632K<0.01%+4,34113F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC20,409$622K0.97%013F-HRTimeline
Uptown Financial Advisors LLC20,352$621K0.5%-70813F-HRTimeline
VSM Wealth Advisory, LLC20,318$620K0.19%+40413F-HRTimeline
Resolute Advisors LLC20,099$613K0.25%+9413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.20,093$613K<0.01%13F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC20,090$613K0.09%+4,48713F-HRTimeline
Joule Financial, LLC20,020$611K0.18%-9,18513F-HRTimeline
BRIGHTON JONES LLC20,001$610K0.01%new13F-HR/ATimeline
HMV Wealth Advisors, LLC19,992$610K0.29%-1,54013F-HRTimeline
Center for Financial Planning, Inc.19,879$606K0.06%+34613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,800$604K<0.01%-27,80013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.19,752$602K0.07%013F-HRTimeline
Gilbert & Cook, Inc.19,677$600K0.08%-8713F-HRTimeline
Obermeyer Wealth Partners19,347$590K0.03%+113F-HRTimeline
Caprock Group, LLC19,338$590K0.01%+11,65813F-HRTimeline
WNY Asset Management, LLC19,322$589K0.06%13F-HRTimeline
Investments & Financial Planning, LLC19,216$586K0.32%+1,60413F-HRTimeline
Seneschal Advisors, LLC19,164$585K0.43%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,109$583K0.06%-1,10913F-HRTimeline
Dorsey & Whitney Trust CO LLC19,080$582K0.03%013F-HRTimeline
M Holdings Securities, Inc.17,519$576K0.04%-39313F-HRTimeline
Fonville Wealth Management LLC18,823$574K0.11%-25813F-HRTimeline
Zhang Financial LLC18,767$572K0.02%+84813F-HRTimeline
Sage Mountain Advisors LLC18,754$572K0.04%+6213F-HRTimeline
SkyOak Wealth, LLC18,744$572K0.1%013F-HRTimeline
Livet Wealth, LLC18,603$567K0.36%-1,30413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,496$564K0.01%+10313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,224$558K0.04%+3,61113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC18,285$558K0.19%-6,30613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,283$558K0.05%+25013F-HRTimeline
Wilmington Savings Fund Society, FSB18,210$555K0.01%013F-HRTimeline
Radnor Capital Management, LLC18,210$555K0.08%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,125$554K0.23%013F-HRTimeline
NorthRock Partners, LLC18,134$553K0.01%+22313F-HRTimeline
Vawter Financial, Ltd.17,886$546K0.23%-35413F-HR/ATimeline
Goldstein Advisors, LLC17,788$543K0.06%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,597$537K0.01%013F-HRTimeline
Elm Partners Management LLC17,882$535K0.02%+113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,416$531K<0.01%new13F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…17,326$528K0.14%+29013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,319$528K0.19%+8113F-HRTimeline
Keating Financial Advisory Services, In…17,267$527K0.09%+29013F-HRTimeline
Archvest Wealth Advisors, Inc.17,254$526K0.34%new13F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding17,016$519K+8,508Timeline
Basepoint Wealth LLC16,809$513K0.29%+96113F-HRTimeline
Fulton Bank, N.A.16,779$512K0.02%013F-HRTimeline
WMG Financial Advisors, LLC16,516$504K0.21%-26013F-HRTimeline
Lynx Investment Advisory16,498$503K0.24%-69713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,120$492K<0.01%+1,45413F-HRTimelineGroup
Smith Salley Wealth Management16,042$489K0.02%013F-HRTimeline
Coastal Bridge Advisors, LLC16,030$489K0.03%-9113F-HRTimeline
TruNorth Capital Management, LLC15,885$484K0.09%013F-HRTimeline
Brickley Wealth Management15,805$482K0.08%-1813F-HRTimeline
American Investment Services, Inc.15,663$478K0.11%013F-HRTimeline
THEORY FINANCIAL LLC15,618$476K0.17%013F-HRTimeline
Soltis Investment Advisors LLC15,610$476K0.03%-17413F-HRTimeline
Cascade Investment Advisors, Inc.15,574$475K0.28%+65013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.15,518$473K0.1%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,395$470K0.01%+413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.15,362$469K0.05%-1,18813F-HRTimeline
Geometric Wealth Advisors15,206$464K0.06%+37813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,024$463K0.01%-25213F-HRTimeline
Payne Capital LLC15,162$462K0.42%-1,10413F-HRTimeline
MAYPORT, LLC15,143$462K0.09%+2,11713F-HRTimeline
Wealth Dimensions Group, Ltd.15,114$461K0.09%new13F-HRTimeline
Princeton Global Asset Management LLC15,040$459K0.07%013F-HRTimeline
Sovereign Financial Group, Inc.15,003$458K0.08%-1,73413F-HRTimeline
Abacus Planning Group, Inc.14,787$451K0.06%+63013F-HRTimeline
Lakeridge Wealth Management LLC14,717$449K0.19%-6213F-HRTimeline
OARSMAN CAPITAL, INC.14,649$447K0.06%-2,17613F-HRTimeline
OpenArc Corporate Advisory, LLC14,547$444K0.01%+6,10713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL14,389$439K0.01%+36513F-HRTimeline