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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

824 managers (827 13F filers) reported a position in SCHV shares at 2024-12-31, 328,163,750 shares in all. 45 filers opened a position and 55 filers sold out during the quarter.

Managers
824
13F filers
827
New
45
Added
693
Reduced
15
Sold out
55
Shares held by filers
328,163,750

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Abacus Planning Group, Inc.10,752$280K0.05%+7,23113F-HRTimeline
Disciplined Investors, L.L.C.10,626$276K0.27%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,517$274K0.02%+7,01113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.10,438$272K0.01%+6,91013F-HRTimeline
Milestone Asset Management Group, LLC10,412$271K0.24%13F-HRTimeline
Kades & Cheifetz LLC10,405$271K0.14%+5,87213F-HRTimeline
PFG Advisors10,398$271K0.02%+7,08713F-HRTimeline
Facet Wealth, Inc.9,959$270K0.01%new13F-HRTimeline
Investments & Financial Planning, LLC10,180$265K0.16%+6,77313F-HRTimeline
Code Waechter LLC10,166$265K0.23%+6,77713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,158$265K0.01%+6,80813F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10,124$264K0.1%+6,75113F-HRTimeline
JFS WEALTH ADVISORS, LLC10,109$264K0.02%+7,14813F-HRTimeline
Parkside Financial Bank & Trust10,004$261K0.03%+6,66913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,996$261K0.12%+6,66413F-HRTimeline
Shearwater Capital LLC9,992$260K0.18%+6,66113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,807$256K0.11%+6,48713F-HRTimeline
Forza Wealth Management, LLC9,768$255K0.12%+6,51213F-HRTimeline
Bensler, LLC9,747$254K0.03%+6,50213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,677$252K0.01%+6,20713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,675$252K0.02%+6,89913F-HRTimeline
IAG Wealth Partners, LLC9,570$249K0.04%+6,38013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,477$247K0.01%+6,31813F-HRTimeline
Bellwether Advisors, LLC9,473$247K0.04%+6,31513F-HRTimeline
Front Row Advisors LLC9,363$244K0.08%+6,24213F-HRTimeline
Curi Capital, LLC9,355$244K0.01%+6,17413F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,338$243K0.11%+7,45213F-HRTimeline
Sigma Planning Corp9,311$243K0.01%+5,84013F-HRTimeline
One Charles Private Wealth Services, LLC9,246$241K0.08%+6,16413F-HRTimeline
RBA Wealth Management, LLC9,240$241K0.09%+5,90913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,155$239K<0.01%new13F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC9,146$238K0.04%new13F-HRTimeline
BECK MACK & OLIVER LLC9,134$238K<0.01%+5,08913F-HRTimeline
Aspen Investment Management Inc9,114$238K0.11%+6,07913F-HRTimeline
Apella Capital, LLC9,024$235K0.01%+6,01613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,006$235K<0.01%+8,44213F-HRTimelineGroup
DIVERSIFIED TRUST CO8,949$233K0.01%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,883$232K0.13%+5,92213F-HRTimeline
Stonebrook Private Inc.8,862$231K0.06%new13F-HRTimeline
GS Investments, Inc.8,768$229K0.1%+5,84513F-HRTimeline
Clark Wealth Partners8,743$228K0.18%13F-HRTimeline
GAMMA Investing LLC8,735$228K0.02%+5,81013F-HRTimeline
KFA Private Wealth Group, LLC8,661$226K0.09%+5,77413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,652$226K0.11%+5,76813F-HRTimelineGroup
Leo Wealth, LLC8,629$225K0.02%+5,75813F-HRTimeline
Matisse Capital8,503$222K0.11%+5,66813F-HRTimeline
Emprise Bank8,460$221K0.12%+4,74013F-HRTimeline
Aprio Wealth Management, LLC8,413$219K0.03%+5,62213F-HRTimeline
Focused Wealth Management, Inc8,413$219K0.03%+5,62513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,386$219K<0.01%+5,61013F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC8,348$218K0.01%+5,56413F-HRTimeline
William Howard & Co Financial Advisors …8,274$216K0.2%+5,53113F-HRTimeline
Lutz Financial Services LLC8,275$216K0.02%+5,51613F-HRTimeline
Balanced Rock Investment Advisors LLC8,273$216K0.17%+5,50713F-HRTimeline
Essex LLC8,271$216K0.05%+5,51413F-HRTimeline
CWC Advisors, LLC.8,199$214K0.21%+5,46613F-HRTimeline
Capital Investment Advisors, LLC8,193$214K<0.01%new13F-HRTimeline
New Century Financial Group, LLC8,140$213K0.09%+5,31213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,168$213K0.01%+5,37713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC8,168$213K0.02%+5,44713F-HRTimeline
Belpointe Asset Management LLC2,677$213K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,109$211K0.01%+5,41713F-HRTimeline
ADVOCATE GROUP LLC8,100$211K0.04%+5,40013F-HRTimeline
Rialto Wealth Management, LLC8,031$209K0.07%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,992$208K0.18%+5,15413F-HRTimeline
Clark Asset Management, LLC7,865$205K0.04%+5,24313F-HRTimeline
LEGACY SOLUTIONS, LLC7,833$204K0.22%13F-HRTimeline
Keudell/Morrison Wealth Management7,800$203K0.05%+5,20013F-HRTimeline
Synergy Financial Group, LTD7,794$203K0.17%+5,09313F-HRTimeline
WEDBUSH SECURITIES INC7,773$203K0.01%+5,06013F-HRTimeline
Adero Partners, LLC7,697$201K0.01%+5,07813F-HRTimeline
AlphaCore Capital LLC7,333$191K0.04%+4,74913F-HRTimeline
Strategic Investment Solutions, Inc. /IL7,169$187K0.06%+4,64813F-HRTimeline
GoalVest Advisory LLC6,873$179K0.05%+4,58213F-HRTimeline
Fort Vancouver Investment Management, L…6,711$175K0.15%+3,68913F-HRTimeline
Continuum Advisory, LLC6,678$174K0.02%+3,36013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,402$173K0.01%+4,26813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,399$167K0.01%+4,26613F-HRTimeline
WEST PACES ADVISORS INC.6,300$164K0.04%+4,20013F-HRTimeline
Medallion Wealth Advisors, LLC6,096$159K0.08%13F-HRTimeline
Tandem Financial, LLC5,568$145K0.15%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,346$139K<0.01%+4,06213F-HRTimelineGroup
Plante Moran Financial Advisors, LLC5,330$139K0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,289$138K0.08%+3,52613F-HRTimeline
MeadowBrook Investment Advisors LLC5,070$132K0.12%+3,38013F-HRTimeline
Missouri Trust & Investment Co5,070$132K0.05%+3,38013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,501$117K0.03%+2,97713F-HRTimeline
Pinnacle Bancorp, Inc.4,482$117K0.04%+2,98813F-HRTimeline
Signature Resources Capital Management,…4,395$115K0.1%+2,93013F-HRTimeline
Raleigh Capital Management Inc.4,381$114K0.04%+2,93013F-HRTimeline
TD Capital Management LLC4,358$114K0.01%+2,91413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,248$111K<0.01%+2,83213F-HRTimelineGroup
SRH ADVISORS, LLC4,140$108K0.03%+2,76013F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,112$107K0.01%+65213F-HRTimeline
Robbins Farley4,045$105K0.05%+2,27913F-HRTimeline
Kennebec Savings Bank4,018$104K0.1%+2,69813F-HRTimeline
NorthRock Partners, LLC3,704$96.6K<0.01%+2,47713F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,650$95.1K<0.01%+2,44113F-HRTimelineGroup
HOWE & RUSLING INC3,625$94.5K0.01%+2,49913F-HRTimeline
Citizens National Bank Trust Department3,600$93.9K0.02%+2,40013F-HRTimeline
Evensky & Katz LLC3,572$93K0.01%+2,38613F-HRTimeline
CoreCap Advisors, LLC3,345$87.2K<0.01%+2,26413F-HRTimeline
Blue Trust, Inc.3,304$86.1K<0.01%-5,53413F-HR/ATimeline
Crews Bank & Trust3,186$83.1K0.01%13F-HRTimeline
Peachtree Investment Partners, LLC3,000$78.2K0.03%+2,00013F-HRTimeline
Rosenberg Matthew Hamilton3,000$78.2K0.02%+2,00013F-HRTimeline
SIERRA OCEAN, LLC3,000$78.2K0.06%13F-HRTimeline
Kozak & Associates, Inc.2,830$74.1K0.02%+1713F-HRTimeline
Vermillion Wealth Management, Inc.2,806$73.2K0.04%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,769$72.2K<0.01%+1,84613F-HRTimelineGroup
EPG Wealth Management LLC2,758$71.9K0.02%+1,84413F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,667$69.5K0.02%13F-HRTimelineGroup
JNBA Financial Advisors2,478$64.6K0.01%+1,65213F-HRTimeline
Pflug Koory, LLC2,418$63K0.03%+1,61213F-HRTimeline
VSM Wealth Advisory, LLC2,350$61.3K0.02%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,244$58.5K0.03%+1,49613F-HRTimeline
Caldwell Trust Co2,235$58.3K0.01%+1,49013F-HRTimeline
Clarkston Capital Partners, LLC2,208$57.6K<0.01%+1,47213F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,090$54K0.01%+1,41513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,040$53.2K<0.01%+1,36013F-HRTimeline
Promus Capital, LLC1,989$51.9K0.04%13F-HR/ATimeline
RE Dickinson Investment Advisors, LLC193,949$50.6K2.85%+133,07313F-HR/ATimeline
Beacon Capital Management, LLC1,793$46.7K0.01%+1,19813F-HRTimeline
Hanson & Doremus Investment Management1,767$46K0.01%+1,17813F-HRTimeline
EnRich Financial Partners LLC1,739$45.3K0.02%+1,25013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,680$43.8K0.01%+1,12013F-HRTimeline
Fortitude Family Office, LLC1,646$42.9K0.02%+1,10113F-HRTimeline
Key Financial Inc1,569$40.9K0.01%+1,04613F-HRTimeline
Briaud Financial Planning Inc1,557$40K0.02%+1,03813F-HRTimeline
Blume Capital Management, Inc.1,500$39.1K0.01%+1,00013F-HRTimeline
NWK Group, Inc.1,416$36.9K0.01%+94413F-HRTimeline
CVA Family Office, LLC1,394$36.3K0.01%+93113F-HRTimeline
Bullock Wealth Management Group1,392$36.3K0.02%+82213F-HRTimeline
WASHINGTON TRUST Co1,353$35.3K<0.01%+90213F-HRTimeline
Family Capital Trust Co1,299$33.9K0.01%+86613F-HRTimeline
Versant Capital Management, Inc1,278$33.3K0.01%+82513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,275$33.2K0.02%+85013F-HRTimeline
Olistico Wealth, LLC1,236$32.2K0.02%+82413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,233$32.1K<0.01%+82213F-HRTimeline
Tidemark, LLC1,200$31.3K0.01%+80013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,200$31.3K0.02%13F-HRTimeline
McIlrath & Eck, LLC1,197$31.2K<0.01%+79813F-HRTimeline
Jackson Hole Capital Partners, LLC1,170$30.5K0.01%+78013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,161$30.3K0.01%+77413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,044$27.2K<0.01%+69613F-HRTimeline
First PREMIER Bank1,035$27K0.01%+69013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT996$26K<0.01%+66413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…981$25.6K<0.01%+31313F-HRTimelineGroup
AMERIFLEX GROUP, INC.918$24.9K0.01%13F-HRTimeline
Operose Advisors LLC918$23.9K0.01%new13F-HRTimeline
ORG Partners LLC916$23.9K<0.01%+61213F-HRTimeline
Laurel Wealth Advisors LLC915$23.9K<0.01%+61013F-HRTimeline
Main Street Group, LTD895$23.3K0.01%+59713F-HRTimeline
WINTRUST INVESTMENTS LLC881$23K0.02%+58813F-HRTimeline
DiNuzzo Private Wealth, Inc.876$22.8K<0.01%+58413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.798$21.6K<0.01%-25913F-HRTimelineGroup
Tradewinds Capital Management, LLC660$17.2K<0.01%+44013F-HRTimeline
GeoWealth Management, LLC636$16.6K<0.01%-23713F-HRTimeline
Winthrop Capital Management, LLC612$16K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC615$16K<0.01%+41013F-HRTimeline
First Command Advisory Services, Inc.603$15.7K<0.01%+40213F-HRTimeline
Comprehensive Financial Planning, Inc./…576$15K0.01%13F-HRTimeline
Venturi Wealth Management, LLC558$14.5K<0.01%+37213F-HRTimeline
First Horizon Advisors, Inc.554$14.4K<0.01%-88213F-HRTimeline
WR Wealth Planners, LLC540$14.1K<0.01%+36013F-HRTimeline
Stephens Consulting, LLC534$13.9K<0.01%+35613F-HRTimeline
Sandy Spring Bank531$13.8K<0.01%+35413F-HRTimeline
JDM Financial Group LLC483$12.6K0.01%+32213F-HRTimeline
AlphaMark Advisors, LLC450$12K0.01%+30013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC450$11.7K<0.01%+30013F-HRTimeline
PINNEY & SCOFIELD, INC.435$11.3K0.01%13F-HRTimeline
Carolina Wealth Advisors, LLC434$11.3K0.01%+30313F-HRTimeline
Windsor Advisory Group, LLC412$10.8K0.01%new13F-HRTimeline
Archer Investment Corp408$10.6K<0.01%+27213F-HRTimeline
Morton Brown Family Wealth, LLC354$9.23K<0.01%+23613F-HRTimeline
GPS Wealth Strategies Group, LLC351$9.15K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC333$8.68K<0.01%+22213F-HRTimeline
Crewe Advisors LLC322$8.39K<0.01%+21513F-HRTimeline
Aberdeen Wealth Management LLC300$7.82K0.01%+20013F-HRTimeline
Rise Advisors, LLC290$7.55K<0.01%+25913F-HRTimeline
Park Place Capital Corp282$7.35K<0.01%+18813F-HRTimeline
Copley Financial Group, Inc.279$7.27K0.01%-42513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…273$7.12K<0.01%-1,93113F-HRTimelineGroup
LRI Investments, LLC261$6.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC225$5.87K<0.01%+15013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC222$5.79K<0.01%new13F-HR/ATimeline
New Millennium Group LLC210$5.47K<0.01%+14013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp201$5.24K<0.01%+13413F-HRTimelineGroup
Sugarloaf Wealth Management, LLC195$5.08K<0.01%+13013F-HRTimeline
Arax Advisory Partners194$5.05K<0.01%+13013F-HRTimeline
ROSS\JOHNSON & Associates LLC194$5.05K0.12%13F-HRTimeline
Richardson Capital Management LLC211$5K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.186$4.85K<0.01%+12413F-HRTimeline
LEE DANNER & BASS INC155$4.04K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC153$3.99K<0.01%+10213F-HRTimeline
Private Wealth Management Group, LLC135$3.52K<0.01%+9013F-HRTimeline
Modus Advisors, LLC135$3.52K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC114$2.97K<0.01%+7613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…111$2.89K<0.01%new13F-HRTimelineGroup
Investors Research Corp111$2.89K<0.01%new13F-HRTimeline