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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

845 managers (848 13F filers) reported a position in SCHV shares at 2025-03-31, 334,113,235 shares in all. 70 filers opened a position and 40 filers sold out during the quarter.

Managers
845
13F filers
848
New
70
Added
324
Reduced
288
Sold out
40
Shares held by filers
334,113,235

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FinDec Wealth Services, Inc.11,171$297K0.29%-9,02613F-HRTimeline
TBH Global Asset Management, LLC11,070$294K0.06%013F-HRTimeline
Truepoint, Inc.11,051$294K0.01%-49613F-HRTimeline
CHAPIN DAVIS, INC.11,047$294K0.1%+7,34613F-HRTimeline
SeaBridge Investment Advisors LLC11,040$293K0.06%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.10,987$292K0.04%-1,17413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,931$291K<0.01%-2,41413F-HRTimelineGroup
Acorn Wealth Advisors, LLC10,791$287K0.12%-1,07013F-HRTimeline
Financial Synergies Wealth Advisors, In…10,659$283K0.03%new13F-HRTimeline
City Center Advisors, LLC10,612$282K0.33%new13F-HRTimeline
Disciplined Investors, L.L.C.10,581$281K0.25%-4513F-HRTimeline
CENTAURUS FINANCIAL, INC.10,527$280K0.02%+85213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,517$279K0.02%013F-HRTimeline
Guardian Asset Advisors, LLC10,731$279K0.18%-4,44913F-HRTimeline
Milestone Asset Management Group, LLC10,453$278K0.25%+4113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY10,435$277K0.28%new13F-HRTimeline
Facet Wealth, Inc.10,539$275K0.01%+58013F-HRTimeline
New Century Financial Group, LLC10,237$272K0.31%+2,09713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,232$272K<0.01%-12,49013F-HRTimelineGroup
Waterfront Wealth Inc.10,182$271K0.07%-91213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,165$270K<0.01%new13F-HRTimelineGroup
Code Waechter LLC10,166$270K0.22%013F-HRTimeline
PFG Advisors10,155$270K0.02%-24313F-HRTimeline
Abacus Planning Group, Inc.10,154$270K0.05%-59813F-HRTimeline
Hardin Capital Partners, LLC10,141$270K0.17%-1,54113F-HRTimeline
DHJJ Financial Advisors, Ltd.10,122$269K0.11%-213F-HRTimeline
Bright Futures Wealth Management, LLC.10,967$269K0.3%-39113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,050$267K0.01%-10813F-HRTimelineGroup
Parkside Financial Bank & Trust10,004$266K0.03%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,996$266K0.13%013F-HRTimeline
Shearwater Capital LLC9,992$266K0.19%013F-HR/ATimeline
SENTINEL PENSION ADVISORS, LLC9,979$265K0.05%+83313F-HRTimeline
JFS WEALTH ADVISORS, LLC9,935$264K0.02%-17413F-HRTimeline
Aspen Investment Management Inc9,822$261K0.12%+70813F-HRTimeline
HILL ISLAND FINANCIAL LLC9,801$261K0.08%-69,88813F-HRTimeline
Forza Wealth Management, LLC9,768$260K0.12%013F-HRTimeline
Bensler, LLC9,757$259K0.03%+1013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,621$256K0.11%-18613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,591$255K0.01%+1,48213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,677$252K0.01%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP9,477$252K0.01%013F-HRTimeline
Bellwether Advisors, LLC9,473$252K0.05%013F-HRTimeline
Curi Capital, LLC9,355$249K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,338$248K0.11%013F-HRTimeline
One Charles Private Wealth Services, LLC9,246$246K0.08%013F-HRTimeline
RBA Wealth Management, LLC9,237$246K0.1%-313F-HRTimeline
BECK MACK & OLIVER LLC9,134$243K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC9,000$239K0.04%-57013F-HRTimeline
Stonebrook Private Inc.8,862$236K0.06%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,850$235K0.13%-3313F-HRTimeline
SGL Investment Advisors, Inc.8,977$235K0.12%new13F-HRTimeline
Clark Wealth Partners8,781$233K0.17%+3813F-HRTimeline
GAMMA Investing LLC8,720$232K0.02%-1513F-HR/ATimeline
GS Investments, Inc.8,718$232K0.11%-5013F-HRTimeline
KFA Private Wealth Group, LLC8,661$230K0.08%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,652$230K0.12%013F-HRTimelineGroup
Accel Wealth Management8,630$229K0.08%new13F-HRTimeline
DIVERSIFIED TRUST CO8,603$229K0.01%-34613F-HRTimeline
Apella Capital, LLC9,024$227K0.01%013F-HRTimeline
Matisse Capital8,503$226K0.12%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC8,502$226K0.03%new13F-HRTimeline
Aprio Wealth Management, LLC8,459$225K0.03%+4613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,386$223K<0.01%013F-HRTimelineGroup
Empower Advisory Group, LLC8,376$223K<0.01%-6,78013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC8,348$222K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,331$221K0.03%new13F-HRTimeline
William Howard & Co Financial Advisors …8,319$221K0.21%+4513F-HRTimeline
Lutz Financial Services LLC8,275$220K0.02%013F-HRTimeline
Focused Wealth Management, Inc8,211$218K0.03%-20213F-HRTimeline
CWC Advisors, LLC.8,199$218K0.12%013F-HRTimeline
Capital Investment Advisors, LLC8,193$218K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,168$217K0.01%013F-HRTimeline
Anchor Investment Management, LLC8,120$216K0.02%-4813F-HRTimeline
ADVOCATE GROUP LLC8,100$215K0.04%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,052$214K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC8,031$213K0.07%013F-HRTimeline
APPLETON PARTNERS INC/MA7,920$211K0.02%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,144$210K0.08%-3,22513F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,895$210K0.05%new13F-HRTimeline
LEGACY SOLUTIONS, LLC7,875$209K0.23%+4213F-HRTimeline
Clark Asset Management, LLC7,865$209K0.04%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,857$209K0.01%new13F-HRTimeline
HUB Investment Partners, LLC7,854$209K0.01%new13F-HRTimeline
Destination Wealth Management7,850$209K0.01%new13F-HRTimeline
G&S Capital LLC7,822$208K0.09%new13F-HRTimeline
Keudell/Morrison Wealth Management7,800$207K0.05%013F-HRTimeline
Essex LLC7,711$205K0.04%-56013F-HRTimeline
Adero Partners, LLC7,697$205K0.01%013F-HRTimeline
AlphaCore Capital LLC7,696$205K0.02%+36313F-HRTimeline
CFS Investment Advisory Services, LLC7,677$204K0.02%new13F-HRTimeline
Joel Isaacson & Co., LLC7,658$204K0.01%new13F-HRTimeline
WINCAP FINANCIAL LLC7,621$203K0.19%new13F-HRTimeline
Granite Bay Wealth Management, LLC7,599$202K0.07%new13F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC7,593$202K0.2%new13F-HRTimeline
Perissos Private Wealth Management, LLC7,577$201K0.18%new13F-HRTimeline
GoalVest Advisory LLC6,873$183K0.05%013F-HRTimeline
Fort Vancouver Investment Management, L…6,753$179K0.14%+4213F-HRTimeline
Medallion Wealth Advisors, LLC6,750$179K0.08%+65413F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,425$171K0.05%-74413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,399$170K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.6,300$167K0.04%013F-HRTimeline
Wayfinding Financial, LLC6,162$163K0.07%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,000$159K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,951$158K<0.01%+1,70313F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC5,289$141K0.08%013F-HRTimeline
Costello Asset Management, INC5,243$139K0.06%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,225$139K<0.01%-12113F-HRTimelineGroup
MeadowBrook Investment Advisors LLC5,070$135K0.13%013F-HRTimeline
CoreCap Advisors, LLC5,009$133K0.01%+1,66413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,569$121K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAFFA WEALTH MANAGEMENT, LLC4,501$120K0.03%013F-HRTimeline
Missouri Trust & Investment Co4,470$119K0.04%-60013F-HRTimeline
Signature Resources Capital Management,…4,396$117K0.1%+113F-HRTimeline
TD Capital Management LLC4,382$116K0.01%+2413F-HRTimeline
VSM Wealth Advisory, LLC4,254$113K0.04%+1,90413F-HRTimeline
Robbins Farley4,218$112K0.06%+17313F-HRTimeline
SRH ADVISORS, LLC4,140$110K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.4,137$110K0.04%-34513F-HRTimeline
Kennebec Savings Bank4,101$109K0.12%+8313F-HRTimeline
Peachtree Investment Partners, LLC3,891$103K0.04%+89113F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,864$102K0.02%+1,77413F-HRTimeline
NorthRock Partners, LLC3,724$99K<0.01%+2013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,669$97.5K<0.01%+1913F-HRTimelineGroup
HOWE & RUSLING INC3,416$90.8K0.01%-20913F-HRTimeline
Evensky & Katz LLC3,185$85K0.01%-38713F-HRTimeline
Crews Bank & Trust3,186$84.7K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton3,000$79.7K0.02%013F-HRTimeline
SIERRA OCEAN, LLC3,000$79.7K0.06%013F-HRTimeline
Citizens National Bank Trust Department2,965$78.8K0.02%-63513F-HRTimeline
PRIVATE TRUST CO NA2,788$74.1K0.01%+2,77913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,769$73.6K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,712$72.1K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.2,845$71.5K0.02%+1513F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,667$70.9K0.02%013F-HR/ATimelineGroup
Horizons Wealth Management2,356$62.6K0.05%new13F-HRTimeline
Continuum Advisory, LLC2,301$61.2K0.01%-4,37713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,244$59.6K0.03%013F-HR/ATimeline
Caldwell Trust Co2,235$59.4K0.01%013F-HRTimeline
Hanson & Doremus Investment Management2,175$58K0.01%+40813F-HRTimeline
Briaud Financial Planning Inc2,112$56K0.02%+55513F-HRTimeline
Vermillion Wealth Management, Inc.2,093$55.6K0.02%-71313F-HRTimeline
MTM Investment Management, LLC2,085$55.4K0.02%new13F-HRTimeline
TSFG, LLC2,088$55K0.01%new13F-HRTimeline
JNBA Financial Advisors2,067$54.9K0.01%-41113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,040$54.2K<0.01%013F-HRTimeline
Promus Capital, LLC1,989$52.9K0.04%013F-HR/ATimeline
Beacon Capital Management, LLC1,802$47.9K0.01%+913F-HRTimeline
Pflug Koory, LLC1,758$46.7K0.03%-66013F-HRTimeline
Fortitude Family Office, LLC1,654$44K0.02%+813F-HRTimeline
AMERIFLEX GROUP, INC.1,639$43.6K0.02%+72113F-HRTimeline
Key Financial Inc1,569$41.7K0.01%013F-HRTimeline
Blume Capital Management, Inc.1,500$39.9K0.01%013F-HRTimeline
NWK Group, Inc.1,416$37.6K0.02%013F-HRTimeline
CVA Family Office, LLC1,399$37.2K0.01%+513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,392$37K0.02%new13F-HRTimeline
WASHINGTON TRUST Co1,353$36K<0.01%013F-HRTimeline
Family Capital Trust Co1,299$34.5K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,275$33.9K0.02%013F-HRTimeline
Versant Capital Management, Inc1,259$33.5K0.01%-1913F-HRTimeline
Olistico Wealth, LLC1,236$32.9K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,233$32.8K<0.01%013F-HRTimeline
Tidemark, LLC1,200$31.9K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,200$31.9K0.02%013F-HRTimeline
McIlrath & Eck, LLC1,197$31.8K<0.01%013F-HRTimeline
Blue Trust, Inc.1,188$31.6K<0.01%-2,11613F-HRTimeline
Jackson Hole Capital Partners, LLC1,170$31.1K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,098$29.2K0.01%-6313F-HRTimeline
Kessler Investment Group, LLC1,086$28.9K0.01%new13F-HRTimeline
Bullock Wealth Management Group1,055$28K0.02%-33713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,044$27.8K<0.01%013F-HRTimeline
DAGCO, INC.1,041$27.7K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC1,017$27K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT996$26.5K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…981$26.1K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC915$24.3K<0.01%013F-HRTimeline
Main Street Group, LTD895$23.8K0.01%013F-HRTimeline
DT Investment Partners, LLC894$23.8K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC879$23.4K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.876$23.3K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …831$22.1K<0.01%13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.798$21.2K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA735$19.5K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…688$18.3K0.02%+11213F-HRTimeline
Tradewinds Capital Management, LLC660$17.5K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC612$16K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…591$15.7K<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC534$14.2K<0.01%013F-HRTimeline
First PREMIER Bank510$14K<0.01%-52513F-HRTimeline
JDM Financial Group LLC483$12.8K0.01%013F-HRTimeline
Sandy Spring Bank468$12.4K<0.01%-6313F-HRTimeline
Carolina Wealth Advisors, LLC464$12.3K0.01%+3013F-HRTimeline
First Horizon Advisors, Inc.460$12.2K<0.01%-9413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC450$12K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd446$11.9K<0.01%-10,95613F-HRTimeline
PINNEY & SCOFIELD, INC.437$11.6K0.01%+213F-HRTimeline
SWAN Capital LLC429$11.4K0.01%new13F-HRTimeline
Archer Investment Corp408$10.8K<0.01%013F-HRTimeline
Luminist Capital LLC392$10.4K0.01%new13F-HRTimeline
Rossby Financial, LCC377$9.63K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC354$9.41K<0.01%013F-HRTimeline