Skip to content

SCHV SCHWAB STRATEGIC TR

Follow

US LCAP VA ETF (fund)

983 managers (995 13F filers) reported a position in SCHV shares at 2026-06-30, 333,555,147 shares in all. 82 filers opened a position and 50 filers sold out during the quarter.

Managers
983
13F filers
995
New
82
Added
372
Reduced
334
Sold out
50
Shares held by filers
333,555,147

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Kingsview Wealth Management, LLC14,051$489K0.01%+58913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC14,030$488K0.21%+95713F-HRTimeline
American Trust13,998$487K0.04%+2,49113F-HRTimeline
Tanglewood Legacy Advisors, LLC13,953$486K0.16%013F-HRTimeline
Coastal Bridge Advisors, LLC13,929$485K0.03%-2,10113F-HRTimeline
FLC Capital Advisors13,833$482K0.08%013F-HRTimeline
Traveka Wealth, LLC13,805$481K0.16%+30913F-HRTimeline
SageView Advisory Group, LLC13,785$480K0.02%+1013F-HRTimeline
SACHEM HILL LLC13,736$478K0.08%-22213F-HRTimeline
Columbia River Financial Group, LLC13,569$472K0.25%-6213F-HRTimeline
Strategic Wealth Partners, Ltd.13,492$470K0.03%+213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp13,446$468K0.01%013F-HRTimelineGroup
Westmount Partners, LLC13,277$462K0.1%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,258$462K0.03%013F-HRTimeline
SCS Capital Management LLC13,238$461K<0.01%+413F-HRTimeline
Meredith Wealth Planning13,224$460K0.11%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,137$457K0.09%+4,97413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…13,000$453K<0.01%+2,50013F-HRTimelineGroup
Atria Investments, Inc12,975$452K<0.01%+1,05513F-HRTimeline
Aptus Capital Advisors, LLC12,855$447K<0.01%+50513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,816$446K0.1%013F-HRTimeline
Verdence Capital Advisors LLC12,731$443K0.02%+4413F-HRTimeline
TRUST POINT INC.12,686$442K0.04%+2,43713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC12,607$439K0.24%+4013F-HRTimeline
Stone Summit Wealth LLC12,590$438K0.11%013F-HRTimeline
Joseph P. Lucia & Associates, LLC12,450$433K0.13%-5013F-HRTimeline
Allied Investment Advisors, LLC12,439$433K0.05%-1213F-HRTimeline
Mengis Capital Management, Inc.12,437$433K0.07%-9513F-HRTimeline
Advisory Alpha, LLC12,414$432K0.01%+1,44013F-HRTimeline
Cambridge Advisors Inc.12,401$432K0.07%+713F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,365$430K0.02%013F-HRTimeline
KINTRA WEALTH, LLC12,147$429K0.02%-15,14213F-HRTimeline
Hurley Capital, LLC12,264$427K0.22%+1713F-HRTimeline
Abacus Planning Group, Inc.12,202$425K0.05%-2,58513F-HRTimeline
Kelman-Lazarov, Inc.12,198$425K0.06%+16313F-HRTimeline
AMERIFLEX GROUP, INC.12,188$424K0.17%+7,88213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12,156$423K0.28%013F-HRTimeline
Chesley Taft & Associates LLC12,130$422K0.02%013F-HRTimeline
QUARRY HILL ADVISORS, LLC12,120$422K0.16%013F-HRTimeline
CHAPIN DAVIS, INC.12,110$422K0.07%+47013F-HRTimeline
Elm3 Financial Group, LLC12,069$420K0.29%new13F-HRTimeline
Florida Trust Wealth Management Co12,024$419K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates11,961$416K0.08%-1,61013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,919$415K0.02%+96213F-HRTimeline
Orion Porfolio Solutions, LLC11,838$412K<0.01%-18,13613F-HRTimeline
Aurora Private Wealth, Inc.11,665$406K0.26%+43113F-HRTimeline
Fidelis Wealth Advisors LLC11,654$406K0.61%new13F-HR/ATimeline
MAYPORT, LLC11,603$404K0.06%-3,54013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd11,233$402K<0.01%13F-HRTimelineGroup
LWM ADVISORS INC11,529$401K0.3%+1413F-HRTimeline
Prestige Wealth Management Group LLC11,457$399K0.07%013F-HRTimeline
Austin Asset Management Co Inc11,439$398K0.06%013F-HRTimeline
Schrum Private Wealth Management LLC5,361$397K0.41%-8,67013F-HRTimeline
AIMZ Investment Advisors, LLC11,400$397K0.11%013F-HRTimeline
MB Generational Wealth, LLC11,382$396K0.19%013F-HRTimeline
Tandem Financial, LLC11,213$390K0.13%013F-HRTimeline
Mirador Capital Partners LP11,192$390K0.05%+10913F-HRTimeline
PUREfi Wealth, LLC11,095$386K0.21%+74213F-HRTimeline
Fortis Capital Management LLC11,089$386K0.04%-18013F-HRTimeline
LifeSteps Financial, Inc.11,080$386K0.18%-1,48413F-HRTimeline
Independent Advisor Alliance11,056$385K0.01%-133,00113F-HRTimeline
Maridea Wealth Management LLC11,050$385K0.04%new13F-HRTimeline
SeaBridge Investment Advisors LLC11,040$384K0.06%013F-HRTimeline
Madden Advisory Services, Inc.10,955$381K0.14%+2,55613F-HRTimeline
G&S Capital LLC10,953$381K0.11%+3,06313F-HRTimeline
Curi Capital, LLC10,933$381K0.01%+1,57813F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC10,859$378K0.16%013F-HRTimeline
Financial Synergies Wealth Advisors, In…10,846$378K0.03%+3413F-HRTimeline
Archvest Wealth Advisors, Inc.10,804$376K0.22%-6,45013F-HRTimeline
Sterling Wealth Advisors Inc10,780$375K0.2%013F-HRTimeline
DecisionMap Wealth Management, LLC10,732$374K0.21%-14113F-HRTimeline
Milestone Asset Management Group, LLC10,648$371K0.19%+2913F-HRTimeline
CWA Asset Management Group, LLC10,511$366K0.01%+2,57013F-HRTimeline
Capital Investment Advisors, LLC10,466$364K<0.01%+1413F-HRTimeline
Disciplined Investors, L.L.C.10,401$362K0.18%-413F-HRTimeline
Hardin Capital Partners, LLC10,276$359K0.17%013F-HRTimeline
Bragg Financial Advisors, Inc10,245$357K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC10,208$355K0.02%-24213F-HRTimeline
Code Waechter LLC10,166$354K0.18%013F-HRTimeline
Guardian Asset Advisors, LLC10,159$354K0.16%+2,38313F-HRTimeline
WEALTHSPAN PARTNERS, LLC10,031$349K0.11%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC9,995$348K<0.01%013F-HRTimeline
Shearwater Capital LLC9,992$348K0.17%013F-HRTimeline
Bensler, LLC9,806$341K0.03%+913F-HRTimeline
Evanson Financial, LLC9,771$340K0.02%13F-HRTimeline
Forza Wealth Management, LLC9,768$340K0.1%013F-HRTimeline
Waterfront Wealth Inc.9,846$339K0.05%013F-HRTimeline
Acropolis Investment Management, LLC9,684$337K0.01%013F-HR/ATimeline
IF Advisors, LLC9,680$337K0.22%013F-HRTimeline
Sovereign Financial Group, Inc.9,642$336K0.05%-5,36113F-HRTimeline
Front Row Advisors LLC9,602$335K0.1%-45013F-HRTimeline
Marble Wealth, LLC9,604$334K0.05%-3213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC9,598$334K0.08%013F-HRTimeline
Crescent Sterling, Ltd.9,511$331K0.3%new13F-HRTimeline
Bellwether Advisors, LLC9,473$330K0.05%013F-HRTimeline
Parkwoods Wealth Partners, LLC9,336$325K0.05%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9,286$323K0.09%+22413F-HRTimeline
Truepoint, Inc.9,281$323K0.01%-1,04813F-HRTimeline
TrustWell Financial Advisors, LLC9,225$321K0.27%-97413F-HRTimeline
Accelerate Investment Advisors LLC9,201$320K0.18%-31813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,185$320K<0.01%+9313F-HRTimelineGroup
Frisch Financial Group, Inc.9,174$319K0.05%-1313F-HRTimeline
BECK MACK & OLIVER LLC9,134$318K0.01%013F-HRTimeline
Klingman & Associates, LLC9,045$315K0.01%-74213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC9,014$314K0.01%013F-HRTimeline
IAG Wealth Partners, LLC9,000$313K0.03%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC8,970$312K<0.01%+8313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,961$312K0.01%-7813F-HRTimeline
Clark Wealth Partners8,960$312K0.18%+3213F-HRTimeline
Rialto Wealth Management, LLC8,960$312K0.06%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,914$310K0.1%-15613F-HRTimeline
MANNING & NAPIER ADVISORS LLC8,910$310K<0.01%013F-HRTimeline
TCI Wealth Advisors, Inc.8,868$309K0.01%+1,42213F-HRTimeline
Stonebrook Private Inc.8,862$308K0.06%013F-HRTimeline
Millennium Capital Advisors, LLC8,851$308K0.17%-113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,804$306K<0.01%-57613F-HRTimelineGroup
Revolve Wealth Partners, LLC8,701$303K0.03%-63613F-HRTimeline
Aspen Investment Management Inc8,659$301K0.08%-29413F-HRTimeline
Clark Asset Management, LLC8,617$300K0.02%+75413F-HRTimeline
Integrity Advisory Solutions, LLC8,595$299K0.03%new13F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC8,508$296K0.1%013F-HRTimelineGroup
Matisse Capital8,503$296K0.12%013F-HRTimeline
Focused Wealth Management, Inc8,419$293K0.03%+3813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,348$291K0.02%-26413F-HRTimeline
Harbor Asset Planning, Inc.8,338$290K0.22%+3713F-HRTimeline
Lutz Financial Services LLC8,275$288K0.02%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,247$287K0.08%+3213F-HRTimeline
DIVERSIFIED TRUST CO8,227$286K<0.01%-48713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC8,219$286K0.17%+113F-HRTimeline
Essex LLC8,179$285K0.04%+313F-HRTimeline
SEEDS INVESTOR LLC8,179$285K0.03%-37,16013F-HRTimeline
WEDBUSH SECURITIES INC8,161$284K0.01%+57513F-HRTimeline
PFG Investments, LLC8,144$283K0.01%-1,04113F-HRTimeline
RBA Wealth Management, LLC8,140$283K0.1%-1,62513F-HRTimeline
MONECO ADVISORS, LLC8,128$283K0.02%-29113F-HRTimeline
Aprio Wealth Management, LLC8,127$283K0.01%+2313F-HRTimeline
ADVOCATE GROUP LLC8,100$282K0.04%013F-HRTimeline
HILL ISLAND FINANCIAL LLC8,096$282K0.06%013F-HRTimeline
GS Investments, Inc.8,057$280K0.2%-513F-HRTimeline
LEGACY SOLUTIONS, LLC8,008$279K0.23%+21013F-HRTimeline
Comprehensive Financial Planning, Inc./…8,008$279K0.15%013F-HRTimeline
Acorn Wealth Advisors, LLC7,966$277K0.07%-83313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,959$277K0.04%-94013F-HRTimeline
Strategic Financial Concepts, LLC7,956$277K0.08%-17613F-HRTimeline
Forefront Wealth Partners, LLC7,885$274K0.09%new13F-HRTimeline
Anchor Investment Management, LLC7,883$274K0.02%+513F-HRTimeline
Advyzon Investment Management, LLC7,875$274K0.02%-6813F-HRTimeline
DAVENPORT & Co LLC7,861$274K<0.01%new13F-HRTimeline
Carnegie Investment Counsel7,858$274K0.01%-27613F-HRTimeline
Parkside Financial Bank & Trust7,836$273K0.02%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …7,825$272K<0.01%-66013F-HRTimelineGroup
Granite Bay Wealth Management, LLC7,792$271K0.02%+3513F-HRTimeline
Mesirow Financial Investment Management…7,758$270K<0.01%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC7,727$269K0.01%new13F-HRTimeline
AlphaCore Capital LLC7,725$269K<0.01%+2413F-HRTimeline
Perissos Private Wealth Management, LLC7,698$268K0.18%+2213F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,688$268K0.1%-50013F-HRTimeline
William Howard & Co Financial Advisors …7,630$266K0.21%+3513F-HRTimeline
LANDAAS & CO /WI /ADV7,600$265K0.05%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC7,593$264K0.18%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,540$262K0.01%-1,38813F-HRTimeline
25 LLC7,490$261K0.07%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,459$260K0.03%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,434$259K<0.01%new13F-HRTimeline
Synergy Financial Group, LTD7,398$258K0.19%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,389$257K0.26%013F-HRTimeline
Legacy Edge Advisors, LLC7,373$257K0.02%-1,87313F-HR/ATimeline
COLUMBIA ADVISORY PARTNERS LLC7,366$256K0.14%-1,93113F-HRTimeline
Carolina Wealth Management Inc7,360$256K0.12%13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC7,338$255K0.08%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,327$255K0.02%+5413F-HRTimeline
Sunrise Financial Services, LLC7,327$255K0.15%-31213F-HRTimeline
Keudell/Morrison Wealth Management7,300$254K0.05%013F-HRTimeline
Rockbridge Investment Management, LCC7,296$254K0.02%-6,81313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,287$254K<0.01%new13F-HR/ATimeline
Signature Equity Partners, LLC7,273$253K0.12%-4,99213F-HRTimeline
GAMMA Investing LLC7,223$251K0.01%013F-HRTimeline
Mainsail Financial Group, LLC7,210$251K0.09%new13F-HRTimeline
Bell Investment Advisors, Inc7,096$247K0.04%-1,51413F-HRTimeline
CORE WEALTH ADVISORS, LLC7,090$247K0.18%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,071$246K<0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co7,070$246K0.01%new13F-HRTimelineGroup
Leading Edge Financial Planning LLC7,060$246K0.04%-113F-HRTimeline
Claro Advisors Inc.7,026$245K0.03%-50213F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,006$244K0.13%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD6,936$241K0.03%+20913F-HRTimeline
GDS Wealth Management6,932$241K0.01%new13F-HRTimeline
Praetorian Wealth Management, Inc.6,901$240K0.04%013F-HRTimeline
Serenus Wealth Advisors, LLC6,891$240K0.04%013F-HRTimeline
Joel Isaacson & Co., LLC6,889$240K0.01%-47813F-HRTimeline
Hamilton Capital, LLC6,885$240K0.01%013F-HRTimeline
GoalVest Advisory LLC6,873$239K0.04%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,870$239K0.02%-3213F-HRTimeline
CVFG LLC6,858$239K0.03%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,798$237K0.02%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC6,765$236K0.01%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC6,749$235K0.13%new13F-HRTimeline
Crestwood Advisors Group, LLC6,738$235K<0.01%013F-HRTimeline
APPLETON PARTNERS INC/MA6,727$234K0.01%-30413F-HRTimeline
Fort Vancouver Investment Management, L…6,711$234K0.11%013F-HRTimeline