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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

865 managers (870 13F filers) reported a position in SCHV shares at 2025-09-30, 351,652,561 shares in all. 52 filers opened a position and 54 filers sold out during the quarter.

Managers
865
13F filers
870
New
52
Added
338
Reduced
297
Sold out
54
Shares held by filers
351,652,561

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
QUARRY HILL ADVISORS, LLC11,970$348K0.18%+10613F-HRTimeline
PFG Advisors11,837$345K0.01%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC11,762$342K0.24%-5,77713F-HRTimeline
Austin Asset Management Co Inc11,754$342K0.06%-67513F-HRTimeline
Aptus Capital Advisors, LLC11,721$341K<0.01%-81413F-HRTimeline
CHAPIN DAVIS, INC.11,640$339K0.08%-85513F-HRTimeline
Atria Investments, Inc11,631$339K<0.01%-11513F-HRTimeline
CENTAURUS FINANCIAL, INC.11,558$336K0.02%+1513F-HRTimeline
LWM ADVISORS INC11,501$335K0.3%-51613F-HRTimeline
MB Generational Wealth, LLC11,480$334K0.21%13F-HRTimeline
Prestige Wealth Management Group LLC11,457$334K0.06%013F-HR/ATimeline
AIMZ Investment Advisors, LLC11,400$332K0.1%013F-HRTimeline
Evanson Asset Management, LLC11,316$329K0.02%+913F-HRTimeline
First Western Trust Bank11,304$329K0.02%013F-HRTimeline
Turning Point Benefit Group, Inc.11,271$329K0.2%+1,90213F-HRTimeline
Fortis Capital Management LLC11,268$328K0.05%new13F-HRTimeline
Tandem Financial, LLC11,213$326K0.12%new13F-HRTimeline
DecisionMap Wealth Management, LLC11,160$325K0.21%-2,08413F-HRTimeline
Bright Futures Wealth Management, LLC.11,115$324K0.25%13F-HRTimeline
Klingman & Associates, LLC11,099$323K0.02%-34313F-HRTimeline
TBH Global Asset Management, LLC11,070$322K0.06%-32,08613F-HRTimeline
SeaBridge Investment Advisors LLC11,040$321K0.05%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC10,877$317K0.03%+1,14413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,808$315K0.02%+29113F-HRTimeline
Financial Synergies Wealth Advisors, In…10,735$313K0.03%+3713F-HRTimeline
Disciplined Investors, L.L.C.10,624$309K0.22%+1613F-HRTimeline
Milestone Asset Management Group, LLC10,540$307K0.19%+4213F-HRTimeline
Astoria Portfolio Advisors LLC.10,476$306K0.08%new13F-HRTimeline
Truepoint, Inc.10,365$302K0.01%-63213F-HRTimeline
Millennium Capital Advisors, LLC10,352$301K0.18%-1,50513F-HRTimeline
JFS WEALTH ADVISORS, LLC10,347$301K0.02%+37813F-HRTimeline
Resurgent Financial Advisors LLC10,301$300K0.15%-2,13213F-HRTimeline
Northwest Capital Management Inc10,250$298K0.31%-16,09713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC10,237$298K0.03%+4813F-HRTimeline
Hardin Capital Partners, LLC10,141$295K0.16%013F-HRTimeline
Cape Investment Advisory, Inc.10,133$295K0.29%-592,42413F-HRTimeline
Code Waechter LLC10,166$295K0.19%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,050$293K0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,046$292K<0.01%+5,63313F-HRTimelineGroup
Capital Investment Advisors, LLC10,038$292K<0.01%+1513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,035$292K0.01%+2713F-HRTimeline
Shearwater Capital LLC9,992$291K0.17%013F-HRTimeline
Front Row Advisors LLC9,987$291K0.1%-40513F-HRTimeline
Waterfront Wealth Inc.9,846$286K0.06%-17113F-HRTimeline
Bensler, LLC9,777$285K0.03%+1013F-HRTimeline
Forza Wealth Management, LLC9,768$284K0.11%013F-HRTimeline
CWC Advisors, LLC.9,677$282K0.14%+1,47813F-HRTimeline
Accelerate Investment Advisors LLC9,591$279K0.19%-2,69013F-HRTimeline
RBA Wealth Management, LLC9,515$277K0.1%+24413F-HRTimeline
Bellwether Advisors, LLC9,473$276K0.05%013F-HRTimeline
Spectrum Investment Advisors, Inc.9,460$275K0.15%new13F-HRTimeline
Facet Wealth, Inc.9,451$275K0.01%-1,06613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,409$274K0.1%+1813F-HRTimeline
Curi Capital, LLC9,355$272K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC9,344$272K0.01%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,291$270K0.12%-70513F-HRTimeline
Aspen Investment Management Inc9,237$269K0.1%-14313F-HRTimeline
Acropolis Investment Management, LLC9,684$268K0.01%013F-HRTimeline
BECK MACK & OLIVER LLC9,134$266K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC9,072$264K0.08%+4213F-HRTimeline
DHJJ Financial Advisors, Ltd.9,048$263K0.09%-81713F-HRTimeline
Clark Wealth Partners8,894$263K0.16%+7613F-HRTimeline
HILL ISLAND FINANCIAL LLC9,001$262K0.07%013F-HRTimeline
IAG Wealth Partners, LLC9,000$262K0.03%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC8,919$260K0.12%new13F-HRTimeline
Guardian Asset Advisors, LLC8,899$259K0.14%-1,53313F-HRTimeline
Stonebrook Private Inc.8,862$258K0.06%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,781$256K0.13%-6913F-HRTimeline
DIVERSIFIED TRUST CO8,681$253K0.01%+3813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,652$252K0.1%013F-HR/ATimelineGroup
ZWJ INVESTMENT COUNSEL INC8,647$252K0.01%+30013F-HRTimeline
Aprio Wealth Management, LLC8,612$251K0.02%-63413F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC8,530$248K0.19%013F-HRTimeline
Matisse Capital8,503$248K0.11%013F-HRTimeline
William Howard & Co Financial Advisors …8,405$245K0.21%+4313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,386$244K<0.01%013F-HRTimelineGroup
Parsonex Advisory Services, Inc.8,367$244K0.17%-2513F-HRTimeline
Focused Wealth Management, Inc8,296$242K0.03%+4213F-HRTimeline
Lutz Financial Services LLC8,275$241K0.02%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,228$240K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.8,216$239K0.21%+4113F-HRTimeline
GS Investments, Inc.8,209$239K0.12%+70513F-HRTimeline
Advisory Alpha, LLC8,165$238K0.01%+77813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,163$238K0.06%+35013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,141$237K0.08%-313F-HRTimeline
Anchor Investment Management, LLC8,131$237K0.02%+513F-HRTimeline
ADVOCATE GROUP LLC8,100$236K0.04%013F-HRTimeline
AlphaCore Capital LLC8,068$235K0.01%+2713F-HRTimeline
Rialto Wealth Management, LLC8,030$234K0.06%-113F-HRTimeline
LEGACY SOLUTIONS, LLC7,957$232K0.21%+4013F-HRTimeline
CWA Asset Management Group, LLC7,927$231K0.01%new13F-HRTimeline
Foster Group, Inc.7,907$230K0.01%+1713F-HRTimeline
Clark Asset Management, LLC7,863$229K0.03%013F-HRTimeline
HUB Investment Partners, LLC7,857$229K0.01%+7813F-HRTimeline
G&S Capital LLC7,856$229K0.08%+1713F-HRTimeline
One Charles Private Wealth Services, LLC7,854$229K0.06%-1,39213F-HRTimeline
Parkside Financial Bank & Trust7,836$228K0.02%-2,08113F-HRTimeline
GC Wealth Management RIA, LLC7,831$228K0.01%-1,06913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,792$227K<0.01%013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…7,773$226K0.03%+3113F-HRTimeline
Mesirow Financial Investment Management…7,758$226K<0.01%new13F-HRTimeline
Essex LLC7,711$224K0.04%013F-HRTimeline
Praetorian Wealth Management, Inc.7,709$224K0.05%new13F-HRTimeline
Granite Bay Wealth Management, LLC7,678$224K0.06%+3913F-HRTimeline
Perissos Private Wealth Management, LLC7,626$222K0.16%+2413F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC7,593$221K0.18%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,602$221K0.01%-1,00013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,593$221K<0.01%new13F-HRTimelineGroup
LANDAAS & CO /WI /ADV7,600$221K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC7,579$221K0.01%+32313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC7,564$220K<0.01%-1,06913F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC7,509$219K0.07%-1013F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,460$217K0.04%new13F-HRTimeline
TCI Wealth Advisors, Inc.7,446$217K0.01%013F-HRTimeline
Synergy Financial Group, LTD7,416$216K0.15%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,389$215K0.24%013F-HRTimeline
Caprock Group, LLC7,440$214K0.01%13F-HRTimeline
Firestone Capital Management7,313$213K0.05%+3713F-HRTimeline
HRT FINANCIAL LP7,304$212K<0.01%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,229$210K0.13%013F-HRTimeline
Belpointe Asset Management LLC7,224$210K0.01%new13F-HRTimeline
GAMMA Investing LLC7,223$210K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,200$210K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,192$209K0.09%new13F-HRTimeline
Pullen Investment Management, LLC7,167$209K0.11%new13F-HRTimeline
Valmark Advisers, Inc.7,164$209K<0.01%-36913F-HRTimeline
Ignite Planners, LLC7,090$206K0.03%new13F-HRTimeline
Leading Edge Financial Planning LLC7,061$206K0.05%new13F-HRTimeline
APPLETON PARTNERS INC/MA7,031$205K0.01%new13F-HRTimeline
CoreCap Advisors, LLC6,957$203K0.01%+2,33513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,903$201K0.01%new13F-HRTimelineGroup
Serenus Wealth Advisors, LLC6,891$201K0.03%new13F-HRTimeline
GoalVest Advisory LLC6,873$200K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,765$197K0.01%-1,35313F-HRTimeline
Fort Vancouver Investment Management, L…6,753$197K0.11%013F-HRTimeline
Bell Investment Advisors, Inc6,489$189K0.03%-5,87713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,399$186K0.01%013F-HRTimeline
Legacy Bridge, LLC6,341$185K0.08%new13F-HRTimeline
WEST PACES ADVISORS INC.6,300$183K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,082$177K0.03%+84913F-HRTimeline
Robbins Farley5,902$172K0.07%-2713F-HRTimeline
Medallion Wealth Advisors, LLC5,842$170K0.06%+83813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,822$169K0.01%-8,91813F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,774$168K0.06%+3,35513F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,492$160K0.04%-46213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,289$154K0.07%013F-HRTimeline
Costello Asset Management, INC5,236$152K0.05%-12813F-HRTimeline
MeadowBrook Investment Advisors LLC5,005$146K0.13%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,853$141K<0.01%+28413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SouthState Bank Corpin group SouthState Bank Corp4,812$140K0.01%-31,00913F-HRTimelineGroup
Kennebec Savings Bank4,633$135K0.12%+3213F-HRTimeline
PRIVATE TRUST CO NA4,586$133K0.01%-2213F-HRTimeline
Missouri Trust & Investment Co4,470$130K0.04%013F-HRTimeline
TD Capital Management LLC4,427$129K0.01%+2213F-HRTimeline
Pinnacle Bancorp, Inc.4,310$125K0.04%+14313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,262$124K0.02%-23913F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,191$122K0.01%013F-HRTimeline
SRH ADVISORS, LLC4,140$121K0.04%013F-HRTimeline
Qube Research & Technologies Ltd4,111$120K<0.01%-8,43113F-HRTimeline
MMA ASSET MANAGEMENT LLC3,737$109K0.04%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,506$102K<0.01%-18213F-HRTimelineGroup
HOWE & RUSLING INC3,451$100K0.01%+1713F-HRTimeline
KERR FINANCIAL PLANNING Corp3,341$96.8K0.14%13F-HR/ATimeline
Crews Bank & Trust3,186$92.7K0.01%013F-HRTimeline
Root Financial Partners, LLC3,142$91.5K0.01%new13F-HRTimeline
Evensky & Katz LLC3,059$89K0.01%-14013F-HRTimeline
Rosenberg Matthew Hamilton3,000$87.3K0.02%013F-HRTimeline
Citizens National Bank Trust Department2,965$86.3K0.02%013F-HRTimeline
Kozak & Associates, Inc.2,875$82.4K0.02%+1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,769$80.6K<0.01%013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,667$77.6K0.02%013F-HRTimelineGroup
Versant Capital Management, Inc2,283$66.5K0.01%-6513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,244$65.3K0.03%013F-HRTimeline
Caldwell Trust Co2,235$65.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,227$64.8K0.04%013F-HRTimeline
Hanson & Doremus Investment Management2,175$63K0.01%013F-HRTimeline
TSFG, LLC2,088$61K0.01%013F-HRTimeline
United Financial Planning Group LLC2,095$61K0.04%13F-HRTimeline
MTM Investment Management, LLC2,085$60.7K0.02%013F-HRTimeline
JNBA Financial Advisors2,067$60.2K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,040$59.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,011$58.5K0.02%-7413F-HRTimeline
Promus Capital, LLC1,989$57.9K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,829$53.3K<0.01%-113F-HRTimelineGroup
Pflug Koory, LLC1,760$51.2K0.02%+113F-HRTimeline
REAP Financial Group, LLC1,654$48.1K0.01%new13F-HRTimeline
Key Financial Inc1,621$47.3K0.01%013F-HRTimeline
Blume Capital Management, Inc.1,500$43.7K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,485$43.5K<0.01%+25213F-HRTimeline
NWK Group, Inc.1,416$41.2K0.01%013F-HRTimeline
CVA Family Office, LLC1,409$41K0.01%+513F-HRTimeline
Horizons Wealth Management1,322$38.5K0.03%-45413F-HRTimeline
Family Capital Trust Co1,299$37.8K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,275$37.1K0.02%013F-HRTimeline
Abound Wealth Management1,251$36.4K0.01%+30013F-HRTimeline
Tidemark, LLC1,200$34.9K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,197$34.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,188$34.6K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,170$34.1K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,109$32.3K0.01%+1113F-HRTimeline