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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

927 managers (933 13F filers) reported a position in SCHV shares at 2025-12-31, 358,694,744 shares in all. 61 filers opened a position and 42 filers sold out during the quarter.

Managers
927
13F filers
933
New
61
Added
350
Reduced
288
Sold out
42
Shares held by filers
358,694,744

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Westmount Partners, LLC13,277$393K0.1%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,258$393K0.02%013F-HRTimeline
Meredith Wealth Planning13,224$392K0.12%013F-HRTimeline
Traveka Wealth, LLC13,210$391K0.16%new13F-HRTimeline
Stone Summit Wealth LLC13,206$391K0.11%-81213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,183$390K<0.01%-86813F-HRTimelineGroup
FF Advisors,LLC13,151$389K0.17%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,074$387K0.12%013F-HRTimeline
MAYPORT, LLC13,026$386K0.08%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,816$379K0.09%013F-HRTimeline
Mengis Capital Management, Inc.12,693$376K0.07%+713F-HRTimeline
Phil A. Younker & Associates, Ltd.12,660$375K0.26%013F-HRTimeline
Sigma Planning Corp12,659$375K0.01%+61413F-HRTimeline
Verdence Capital Advisors LLC12,630$374K0.02%+5413F-HRTimeline
Allied Investment Advisors, LLC12,451$369K0.06%013F-HRTimeline
TWO SIGMA SECURITIES, LLC12,390$367K0.05%new13F-HRTimeline
Cambridge Advisors Inc.12,387$367K0.07%+18413F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,365$366K0.02%-40013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC12,309$364K0.17%13F-HRTimeline
Hurley Capital, LLC12,230$362K0.2%+2113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12,156$360K0.25%013F-HRTimeline
Chesley Taft & Associates LLC12,130$359K0.01%013F-HRTimeline
QUARRY HILL ADVISORS, LLC12,111$359K0.17%+14113F-HRTimeline
Kingsview Wealth Management, LLC11,708$347K<0.01%-2,36813F-HRTimeline
CHAPIN DAVIS, INC.11,640$345K0.08%013F-HRTimeline
Signature Equity Partners, LLC11,584$343K0.19%13F-HRTimeline
DecisionMap Wealth Management, LLC11,571$343K0.21%+41113F-HRTimeline
LWM ADVISORS INC11,509$341K0.3%+813F-HRTimeline
Prestige Wealth Management Group LLC11,457$339K0.06%013F-HRTimeline
Austin Asset Management Co Inc11,439$339K0.06%-31513F-HRTimeline
Atria Investments, Inc11,427$338K<0.01%-20413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC11,419$338K0.23%-34313F-HRTimeline
AIMZ Investment Advisors, LLC11,400$338K0.1%013F-HRTimeline
MB Generational Wealth, LLC11,382$337K0.18%-9813F-HRTimeline
First Western Trust Bank11,304$335K0.02%013F-HRTimeline
Fortis Capital Management LLC11,268$334K0.04%013F-HRTimeline
Aurora Private Wealth, Inc.11,234$333K0.22%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…11,213$332K<0.01%+1,16713F-HRTimelineGroup
SeaBridge Investment Advisors LLC11,040$327K0.05%013F-HRTimeline
Evanson Asset Management, LLC11,030$327K0.02%-28613F-HRTimeline
Marotta Asset Management10,950$324K0.06%-1,19213F-HRTimeline
CENTAURUS FINANCIAL, INC.10,953$324K0.01%-60513F-HRTimeline
GTS SECURITIES LLC10,899$323K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,887$322K0.02%new13F-HRTimeline
Mirador Capital Partners LP10,785$319K0.04%-1,64313F-HRTimeline
Sterling Wealth Advisors Inc10,780$319K0.19%-1,88013F-HRTimeline
Financial Synergies Wealth Advisors, In…10,777$319K0.03%+4213F-HRTimeline
Klingman & Associates, LLC10,756$318K0.02%-34313F-HRTimeline
Disciplined Investors, L.L.C.10,703$317K0.21%+7913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC10,590$314K0.03%+35313F-HRTimeline
Milestone Asset Management Group, LLC10,584$313K0.18%+4413F-HRTimeline
CWC Advisors, LLC.10,543$312K0.15%+86613F-HRTimeline
Capital Investment Advisors, LLC10,431$309K<0.01%+39313F-HRTimeline
JFS WEALTH ADVISORS, LLC10,399$308K0.02%+5213F-HRTimeline
PFG Advisors10,365$307K0.01%-1,47213F-HRTimeline
Truepoint, Inc.10,346$306K0.01%-1913F-HRTimeline
Waterfront Wealth Inc.9,846$304K0.06%013F-HRTimeline
Hardin Capital Partners, LLC10,276$304K0.14%+13513F-HRTimeline
TrustWell Financial Advisors, LLC10,199$302K0.29%13F-HRTimeline
Code Waechter LLC10,166$301K0.19%013F-HRTimeline
Independent Advisor Alliance10,098$299K0.01%-2,31313F-HRTimeline
TFB Advisors LLC10,060$298K0.08%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC10,031$297K0.11%-5,07013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC9,995$296K<0.01%-24,01213F-HRTimeline
Shearwater Capital LLC9,992$296K0.17%013F-HRTimeline
Front Row Advisors LLC9,987$296K0.1%013F-HRTimeline
Aptus Capital Advisors, LLC9,967$295K<0.01%-1,75413F-HRTimeline
Resurgent Financial Advisors LLC9,847$292K0.15%-45413F-HRTimeline
RBA Wealth Management, LLC9,831$291K0.1%+31613F-HRTimeline
Guardian Asset Advisors, LLC9,801$290K0.15%+90213F-HRTimeline
Bensler, LLC9,788$290K0.03%+1113F-HRTimeline
Forza Wealth Management, LLC9,768$289K0.1%013F-HRTimeline
Acropolis Investment Management, LLC9,684$287K0.01%013F-HRTimeline
Marble Wealth, LLC9,632$285K0.04%13F-HRTimeline
Accelerate Investment Advisors LLC9,596$284K0.19%+513F-HRTimeline
Bellwether Advisors, LLC9,473$280K0.04%013F-HRTimeline
Spectrum Investment Advisors, Inc.9,460$280K0.14%013F-HRTimeline
Millennium Capital Advisors, LLC9,452$280K0.17%-90013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,403$278K0.09%+35513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,380$278K<0.01%13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,363$277K0.1%-4613F-HRTimeline
Curi Capital, LLC9,355$277K<0.01%013F-HRTimeline
Joel Isaacson & Co., LLC9,344$277K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,339$277K0.01%new13F-HRTimeline
BECK MACK & OLIVER LLC9,134$270K<0.01%013F-HRTimeline
Carnegie Investment Counsel9,040$268K<0.01%new13F-HRTimeline
HILL ISLAND FINANCIAL LLC9,001$267K0.06%013F-HRTimeline
IAG Wealth Partners, LLC9,000$266K0.03%013F-HRTimeline
Pathfinder Wealth Consulting, Inc.8,999$266K0.17%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC8,910$266K<0.01%+1,71013F-HRTimeline
Rialto Wealth Management, LLC8,950$265K0.06%+92013F-HRTimeline
Aspen Investment Management Inc8,946$265K0.08%-29113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC8,919$264K0.11%013F-HRTimeline
Clark Wealth Partners8,894$263K0.16%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,865$262K0.04%+1,09213F-HRTimeline
Stonebrook Private Inc.8,862$262K0.05%013F-HRTimeline
Acorn Wealth Advisors, LLC8,762$259K0.08%-31013F-HRTimeline
DIVERSIFIED TRUST CO8,699$258K<0.01%+1813F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,691$257K0.13%-9013F-HRTimeline
Leo Wealth, LLC8,689$257K0.02%new13F-HRTimeline
GC Wealth Management RIA, LLC8,675$257K0.01%+84413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC8,647$256K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,603$255K<0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC8,549$253K0.01%-6313F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC8,530$253K0.18%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,508$252K0.1%-14413F-HRTimelineGroup
Matisse Capital8,503$252K0.11%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,485$251K<0.01%+9913F-HRTimelineGroup
TRUST POINT INC.8,447$250K0.02%new13F-HRTimeline
OpenArc Corporate Advisory, LLC8,440$250K<0.01%13F-HRTimeline
Parsonex Advisory Services, Inc.8,397$249K0.16%+3013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC8,350$247K<0.01%+78613F-HRTimelineGroup
Focused Wealth Management, Inc8,342$247K0.03%+4613F-HRTimeline
MONECO ADVISORS, LLC8,340$247K0.02%-5,03213F-HRTimeline
Valmark Advisers, Inc.8,314$246K<0.01%+1,15013F-HRTimeline
CoreCap Advisors, LLC8,280$245K0.01%+1,32313F-HRTimeline
Lutz Financial Services LLC8,275$245K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.8,263$245K0.21%+4713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,261$245K0.03%new13F-HRTimelineGroup
GS Investments, Inc.8,209$243K0.13%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,187$242K0.07%+4613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,163$242K0.06%013F-HRTimeline
ADVOCATE GROUP LLC8,100$240K0.04%013F-HRTimeline
AlphaCore Capital LLC8,097$240K0.01%+2913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,091$240K0.1%-1,20013F-HRTimeline
Anchor Investment Management, LLC8,068$239K0.02%-6313F-HRTimeline
Brooklyn Investment Group7,949$237K0.01%new13F-HRTimeline
LEGACY SOLUTIONS, LLC7,953$235K0.21%-413F-HRTimeline
William Howard & Co Financial Advisors …7,949$235K0.2%-45613F-HRTimeline
CWA Asset Management Group, LLC7,941$235K0.01%+1413F-HRTimeline
Advyzon Investment Management, LLC7,941$235K0.03%new13F-HRTimeline
Kennebec Savings Bank7,919$234K0.2%+3,28613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,913$234K0.05%new13F-HRTimeline
G&S Capital LLC7,875$233K0.08%+1913F-HRTimeline
Clark Asset Management, LLC7,863$233K0.02%013F-HRTimeline
Parkside Financial Bank & Trust7,836$232K0.02%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,826$232K<0.01%+23313F-HRTimelineGroup
Mesirow Financial Investment Management…7,758$230K<0.01%013F-HRTimeline
Praetorian Wealth Management, Inc.7,743$229K0.05%+3413F-HRTimeline
Granite Bay Wealth Management, LLC7,721$229K0.06%+4313F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,707$228K<0.01%new13F-HRTimeline
Caprock Group, LLC7,680$227K<0.01%+24013F-HRTimeline
Perissos Private Wealth Management, LLC7,653$227K0.2%+2713F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,626$226K0.03%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,602$225K0.01%013F-HRTimeline
LANDAAS & CO /WI /ADV7,600$225K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC7,586$225K0.01%+713F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC7,593$225K0.17%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,496$222K<0.01%-73213F-HRTimelineGroup
Essex LLC7,491$222K0.04%-22013F-HRTimeline
TCI Wealth Advisors, Inc.7,446$220K0.01%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,443$220K0.02%-1713F-HR/ATimeline
Northwest Capital Management Inc7,418$220K0.95%-2,83213F-HRTimeline
Synergy Financial Group, LTD7,398$219K0.15%-1813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,389$219K0.25%013F-HRTimeline
Firestone Capital Management7,354$218K0.05%+4113F-HRTimeline
Madden Advisory Services, Inc.7,245$215K0.09%new13F-HRTimeline
GAMMA Investing LLC7,223$214K0.01%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,201$213K0.07%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.7,192$213K0.08%013F-HRTimeline
Teamwork Financial Advisors, LLC7,184$213K0.02%new13F-HRTimeline
Collaborative Wealth Managment Inc.7,091$210K0.07%new13F-HRTimeline
CORE WEALTH ADVISORS, LLC7,090$210K0.17%13F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK7,071$209K<0.01%-72113F-HRTimelineGroup
Leading Edge Financial Planning LLC7,061$209K0.05%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,050$209K0.13%-17913F-HRTimeline
Sunrise Financial Services, LLC7,027$208K0.16%13F-HRTimeline
APPLETON PARTNERS INC/MA7,031$208K0.01%013F-HRTimeline
Legacy Financial Group LLC6,582$208K0.03%new13F-HRTimeline
One Charles Private Wealth Services, LLC7,020$208K0.05%-83413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,016$208K<0.01%new13F-HRTimelineGroup
Roundview Capital LLC7,014$208K0.01%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,903$204K0.01%013F-HRTimelineGroup
Serenus Wealth Advisors, LLC6,891$204K0.04%013F-HRTimeline
Hamilton Capital, LLC6,885$204K0.01%13F-HRTimeline
Pinion Investment Advisors, LLC6,873$204K0.05%-16,16513F-HRTimeline
GoalVest Advisory LLC6,873$204K0.04%013F-HRTimeline
FRG Family Wealth Advisors LLC6,861$203K0.03%new13F-HRTimeline
CVFG LLC6,858$203K0.14%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp6,700$202K0.27%+3,35913F-HR/ATimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,836$202K0.06%-67313F-HRTimeline
KW WEALTH MANAGEMENT LLC6,819$202K0.31%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,798$201K0.02%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC6,765$200K0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…6,711$199K0.11%-4213F-HRTimeline
Bell Investment Advisors, Inc6,489$192K0.03%013F-HRTimeline
BLUELINE ADVISORS LLC6,430$190K0.16%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,399$189K0.01%013F-HRTimeline
Legacy Bridge, LLC6,341$188K0.08%013F-HRTimeline
WEST PACES ADVISORS INC.6,300$187K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,231$184K0.03%+14913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,693$169K<0.01%-44,75313F-HRTimelineGroup
Medallion Wealth Advisors, LLC5,527$164K0.05%-31513F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,499$163K0.04%+713F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,347$158K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,320$158K0.01%+5,09813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,289$157K0.07%013F-HRTimeline
MeadowBrook Investment Advisors LLC5,005$148K0.13%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,853$144K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RMG Wealth Management LLC4,603$143K0.02%+4,05813F-HRTimeline