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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

881 managers (884 13F filers) reported a position in SCHV shares at 2025-06-30, 340,817,460 shares in all. 76 filers opened a position and 49 filers sold out during the quarter.

Managers
881
13F filers
884
New
76
Added
338
Reduced
274
Sold out
49
Shares held by filers
340,817,460

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Austin Asset Management Co Inc12,429$344K0.07%-33013F-HRTimeline
Bell Investment Advisors, Inc12,366$342K0.06%013F-HRTimeline
Accelerate Investment Advisors LLC12,281$340K0.25%+8113F-HRTimeline
Hurley Capital, LLC12,191$337K0.24%-17713F-HRTimeline
Allied Investment Advisors, LLC12,182$337K0.06%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC12,163$337K0.06%+2,18413F-HRTimeline
Chesley Taft & Associates LLC12,130$336K0.01%-1,20013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.12,114$335K0.22%013F-HRTimeline
Elm Partners Management LLC12,099$335K0.02%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC12,092$335K<0.01%+1,16113F-HRTimelineGroup
LWM ADVISORS INC12,017$333K0.32%+713F-HRTimeline
QUARRY HILL ADVISORS, LLC11,864$328K0.19%+54813F-HRTimeline
Millennium Capital Advisors, LLC11,857$328K0.22%013F-HRTimeline
Cambridge Advisors Inc.11,825$327K0.07%+813F-HRTimeline
Atria Investments, Inc11,746$325K<0.01%-1,79413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY11,674$323K0.28%+1,23913F-HRTimeline
CENTAURUS FINANCIAL, INC.11,543$319K0.02%+1,01613F-HRTimeline
FSA Advisors, Inc.11,481$318K0.26%-47013F-HRTimeline
Prestige Wealth Management Group LLC11,457$317K0.06%013F-HR/ATimeline
Klingman & Associates, LLC11,442$317K0.02%013F-HRTimeline
AIMZ Investment Advisors, LLC11,400$315K0.11%013F-HRTimeline
Evanson Asset Management, LLC11,307$313K0.02%+913F-HRTimeline
First Western Trust Bank11,304$313K0.01%013F-HRTimeline
Fort Point Capital Partners LLC11,103$307K0.03%new13F-HRTimeline
SeaBridge Investment Advisors LLC11,040$305K0.06%013F-HRTimeline
Truepoint, Inc.10,997$304K0.01%-5413F-HRTimeline
Financial Synergies Wealth Advisors, In…10,698$296K0.03%+3913F-HRTimeline
Disciplined Investors, L.L.C.10,608$294K0.23%+2713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,592$293K0.02%-10,32913F-HRTimeline
Facet Wealth, Inc.10,517$293K0.01%-2213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,517$291K0.02%013F-HR/ATimeline
SGL Investment Advisors, Inc.10,403$291K0.14%+1,42613F-HRTimeline
Milestone Asset Management Group, LLC10,498$290K0.22%+4513F-HRTimeline
Guardian Asset Advisors, LLC10,432$289K0.17%-29913F-HRTimeline
Front Row Advisors LLC10,392$288K0.1%-81113F-HRTimeline
Hardin Capital Partners, LLC10,141$283K0.17%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC10,189$282K0.03%-4,31813F-HRTimeline
Code Waechter LLC10,166$281K0.2%013F-HRTimeline
Abacus Planning Group, Inc.10,054$278K0.04%-10013F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,050$278K0.01%013F-HRTimelineGroup
Accel Wealth Management10,031$278K0.09%+1,40113F-HRTimeline
Capital Investment Advisors, LLC10,023$277K<0.01%+1,83013F-HR/ATimeline
Waterfront Wealth Inc.10,017$277K0.06%-16513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,009$277K<0.01%-16,72413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,008$277K0.01%+41713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,996$277K0.13%013F-HRTimeline
Shearwater Capital LLC9,992$276K0.17%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,969$276K0.02%+3413F-HRTimeline
Parkside Financial Bank & Trust9,917$274K0.03%-8713F-HRTimeline
Gibbs Wealth Management9,871$273K0.05%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9,865$273K0.1%-25713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,821$272K0.01%+14413F-HRTimelineGroup
Forza Wealth Management, LLC9,768$270K0.11%013F-HRTimeline
Bensler, LLC9,767$270K0.03%+1013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,733$269K0.03%+1,23113F-HRTimeline
Acropolis Investment Management, LLC9,684$268K0.01%-2,25013F-HRTimeline
New Century Financial Group, LLC9,618$266K0.31%-61913F-HRTimeline
Bellwether Advisors, LLC9,473$262K0.04%013F-HRTimeline
Aspen Investment Management Inc9,380$260K0.11%-44213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,391$260K0.1%-23013F-HRTimeline
Turning Point Benefit Group, Inc.9,369$260K0.2%new13F-HRTimeline
Curi Capital, LLC9,355$259K<0.01%013F-HRTimeline
Joel Isaacson & Co., LLC9,344$259K0.01%+1,68613F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,338$258K0.11%013F-HRTimeline
My Legacy Advisors, LLC9,106$257K0.09%-4,62813F-HRTimeline
RBA Wealth Management, LLC9,271$257K0.1%+3413F-HRTimeline
One Charles Private Wealth Services, LLC9,246$256K0.07%013F-HRTimeline
Aprio Wealth Management, LLC9,246$256K0.03%+78713F-HRTimeline
BECK MACK & OLIVER LLC9,134$253K<0.01%013F-HRTimeline
Apella Capital, LLC9,024$252K0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC9,030$250K0.09%-1,76113F-HRTimeline
HILL ISLAND FINANCIAL LLC9,001$249K0.07%-80013F-HRTimeline
IAG Wealth Partners, LLC9,000$249K0.03%013F-HRTimeline
GC Wealth Management RIA, LLC8,900$246K0.02%-2,35713F-HRTimeline
Stonebrook Private Inc.8,862$245K0.06%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,850$245K0.13%013F-HRTimeline
FinDec Wealth Services, Inc.8,843$245K0.26%-2,32813F-HRTimeline
IFG Advisory, LLC8,827$244K0.01%new13F-HRTimeline
Clark Wealth Partners8,818$244K0.16%+3713F-HRTimeline
Leo Wealth, LLC8,692$241K0.02%new13F-HRTimeline
Sigma Planning Corp8,679$240K0.01%new13F-HRTimeline
KFA Private Wealth Group, LLC8,661$240K0.07%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,652$239K0.11%013F-HRTimelineGroup
DIVERSIFIED TRUST CO8,643$239K0.01%+4013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC8,633$239K<0.01%new13F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC8,602$238K0.01%new13F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC8,530$236K0.22%13F-HRTimeline
Matisse Capital8,503$235K0.11%013F-HRTimeline
Parsonex Advisory Services, Inc.8,392$232K0.19%13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,386$232K<0.01%013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.8,379$232K<0.01%new13F-HRTimeline
William Howard & Co Financial Advisors …8,362$231K0.2%+4313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC8,347$231K0.01%-113F-HRTimeline
Lutz Financial Services LLC8,275$229K0.02%013F-HRTimeline
Focused Wealth Management, Inc8,254$228K0.03%+4313F-HRTimeline
Wealth Group, Ltd.8,250$228K0.23%-40,69713F-HRTimeline
CWC Advisors, LLC.8,199$227K0.12%013F-HRTimeline
Harbor Asset Planning, Inc.8,175$226K0.22%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,144$225K0.08%new13F-HRTimeline
Anchor Investment Management, LLC8,126$225K0.02%+613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,118$225K0.01%-5013F-HR/ATimeline
ADVOCATE GROUP LLC8,100$224K0.04%013F-HRTimeline
AlphaCore Capital LLC8,041$223K0.01%+34513F-HRTimeline
Rialto Wealth Management, LLC8,031$222K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,025$222K0.03%new13F-HRTimeline
Good Life Advisors, LLC7,988$221K0.01%-5,30313F-HRTimeline
LEGACY SOLUTIONS, LLC7,917$219K0.21%+4213F-HRTimeline
Foster Group, Inc.7,890$218K0.01%new13F-HRTimeline
Clark Asset Management, LLC7,863$218K0.03%-213F-HRTimeline
G&S Capital LLC7,839$217K0.09%+1713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,813$216K0.06%new13F-HRTimeline
Keudell/Morrison Wealth Management7,802$216K0.05%+213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,792$216K<0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC7,779$215K0.01%-7513F-HRTimeline
City Center Advisors, LLC7,748$214K0.23%-2,86413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,742$214K0.04%new13F-HRTimeline
Essex LLC7,711$213K0.04%013F-HRTimeline
CFS Investment Advisory Services, LLC7,677$212K0.02%013F-HRTimeline
Granite Bay Wealth Management, LLC7,639$211K0.07%+4013F-HRTimeline
Perissos Private Wealth Management, LLC7,602$210K0.17%+2513F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC7,593$210K0.18%013F-HRTimeline
LANDAAS & CO /WI /ADV7,600$210K0.05%new13F-HRTimeline
Bradyco, Inc.7,539$209K0.16%new13F-HR/ATimeline
Alpha Omega Wealth Management LLC7,536$209K0.04%new13F-HRTimeline
Valmark Advisers, Inc.7,533$208K<0.01%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,519$208K0.07%-62513F-HRTimeline
GS Investments, Inc.7,504$208K0.09%-1,21413F-HRTimeline
TCI Wealth Advisors, Inc.7,446$206K0.01%new13F-HRTimeline
Synergy Financial Group, LTD7,416$205K0.15%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,389$204K0.24%new13F-HRTimeline
Advisory Alpha, LLC7,387$204K0.01%new13F-HRTimeline
Pinion Investment Advisors, LLC7,316$202K0.07%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,282$201K<0.01%new13F-HRTimelineGroup
Firestone Capital Management7,276$201K0.05%new13F-HRTimeline
WEDBUSH SECURITIES INC7,256$201K0.01%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,229$200K0.14%new13F-HRTimeline
GAMMA Investing LLC7,223$200K0.01%-1,49713F-HRTimeline
GoalVest Advisory LLC6,873$190K0.05%013F-HRTimeline
Fort Vancouver Investment Management, L…6,753$187K0.13%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,399$177K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.6,300$174K0.04%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,954$165K0.05%-47113F-HRTimeline
Robbins Farley5,929$164K0.08%+1,71113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,703$158K<0.01%+47813F-HRTimelineGroup
Costello Asset Management, INC5,364$148K0.06%+12113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,289$146K0.08%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,233$144K0.02%+1,36913F-HRTimeline
Medallion Wealth Advisors, LLC5,004$140K0.05%-1,74613F-HRTimeline
MeadowBrook Investment Advisors LLC5,005$138K0.12%-6513F-HRTimeline
CoreCap Advisors, LLC4,622$128K0.01%-38713F-HRTimeline
PRIVATE TRUST CO NA4,608$128K0.01%+1,82013F-HRTimeline
Kennebec Savings Bank4,601$127K0.12%+50013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,569$126K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAFFA WEALTH MANAGEMENT, LLC4,501$125K0.02%013F-HRTimeline
Missouri Trust & Investment Co4,470$124K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,413$122K<0.01%-1,53813F-HRTimelineGroup
TD Capital Management LLC4,405$122K0.01%+2313F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,191$116K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.4,167$115K0.04%+3013F-HRTimeline
SRH ADVISORS, LLC4,140$115K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,688$102K<0.01%+1913F-HRTimelineGroup
Traub Capital Management LLC3,545$98.1K0.09%13F-HRTimeline
HOWE & RUSLING INC3,434$95K0.01%+1813F-HRTimeline
Evensky & Katz LLC3,199$89K0.01%+1413F-HRTimeline
Crews Bank & Trust3,186$88.2K0.01%013F-HRTimeline
Choate Investment Advisors3,041$84.1K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton3,000$83K0.02%013F-HRTimeline
SIERRA OCEAN, LLC3,000$83K0.06%013F-HRTimeline
Citizens National Bank Trust Department2,965$82K0.02%013F-HRTimeline
Kozak & Associates, Inc.2,860$80.1K0.02%+1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,769$76.6K<0.01%013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,667$73.8K0.02%013F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.2,419$66.4K0.03%+78013F-HRTimeline
Versant Capital Management, Inc2,348$65K0.01%+1,08913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,244$62.1K0.03%013F-HRTimeline
Caldwell Trust Co2,235$61.8K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,227$61.6K0.04%-2,16913F-HRTimeline
Hanson & Doremus Investment Management2,175$60K0.01%013F-HRTimeline
Briaud Financial Planning Inc2,112$58K0.02%013F-HRTimeline
TSFG, LLC2,088$58K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,085$57.7K0.03%-813F-HRTimeline
MTM Investment Management, LLC2,085$57.7K0.02%013F-HRTimeline
JNBA Financial Advisors2,067$57.2K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,040$56.4K<0.01%013F-HRTimeline
Promus Capital, LLC1,989$55K0.04%013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC1,950$54K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,830$50.6K<0.01%-15,36613F-HRTimelineGroup
Horizons Wealth Management1,776$49.1K0.04%-58013F-HRTimeline
Pflug Koory, LLC1,759$48.7K0.02%+113F-HRTimeline
Beacon Capital Management, LLC1,706$47.2K0.01%-9613F-HRTimeline
Key Financial Inc1,621$44.9K0.01%+5213F-HRTimeline
Blume Capital Management, Inc.1,500$41.5K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,485$41.1K0.01%new13F-HRTimeline
NWK Group, Inc.1,416$39.2K0.01%013F-HRTimeline
CVA Family Office, LLC1,404$38.9K0.01%+513F-HRTimeline
Family Capital Trust Co1,299$35.9K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,275$35.3K0.02%013F-HRTimeline
Olistico Wealth, LLC1,236$34.2K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,233$34.1K<0.01%013F-HRTimeline
Keener Financial Planning LLC1,233$34K0.02%new13F-HRTimeline