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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

959 managers (971 13F filers) reported a position in SCHV shares at 2026-03-31, 363,974,241 shares in all. 80 filers opened a position and 44 filers sold out during the quarter.

Managers
959
13F filers
971
New
80
Added
339
Reduced
344
Sold out
44
Shares held by filers
363,974,241

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Diversified Investment Strategies, LLC14,284$436K0.28%013F-HRTimeline
Schwallier Wealth Management LLC14,236$434K0.32%+5813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,200$433K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,139$431K0.01%new13F-HRTimeline
Rockbridge Investment Management, LCC14,109$430K0.04%013F-HRTimeline
Schrum Private Wealth Management LLC14,031$428K0.33%+513F-HRTimeline
SACHEM HILL LLC13,958$426K0.08%-6613F-HRTimeline
Tanglewood Legacy Advisors, LLC13,953$426K0.15%013F-HRTimeline
Sigma Planning Corp13,922$425K0.01%+1,26313F-HRTimeline
FLC Capital Advisors13,833$422K0.08%+29613F-HRTimeline
SageView Advisory Group, LLC13,775$420K0.02%-92813F-HRTimeline
Columbia River Financial Group, LLC13,631$415K0.24%+1713F-HRTimeline
Global Wealth Strategies & Associates13,571$414K0.1%-7,73913F-HRTimeline
Traveka Wealth, LLC13,496$412K0.16%+28613F-HRTimeline
Strategic Wealth Partners, Ltd.13,490$411K0.03%-37413F-HRTimeline
Kingsview Wealth Management, LLC13,462$411K0.01%+1,75413F-HRTimeline
True Vision MN LLC13,456$410K0.21%-39813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp13,446$410K0.01%013F-HRTimelineGroup
Westmount Partners, LLC13,277$405K0.1%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,258$404K0.03%013F-HRTimeline
SCS Capital Management LLC13,234$404K<0.01%-24,23813F-HRTimeline
Meredith Wealth Planning13,224$403K0.11%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,074$399K0.12%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC13,073$399K0.19%-1,59413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,816$391K0.1%013F-HRTimeline
QUARRY HILL ADVISORS, LLC12,120$389K0.16%+913F-HRTimeline
Verdence Capital Advisors LLC12,687$387K0.02%+5713F-HRTimeline
Phil A. Younker & Associates, Ltd.12,660$386K0.26%013F-HRTimeline
Stone Summit Wealth LLC12,590$384K0.11%-61613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC12,567$383K0.24%-89013F-HRTimeline
LifeSteps Financial, Inc.12,564$383K0.24%-87913F-HRTimeline
Mengis Capital Management, Inc.12,532$382K0.07%-16113F-HRTimeline
Joseph P. Lucia & Associates, LLC12,500$381K0.14%-2,33113F-HRTimeline
Allied Investment Advisors, LLC12,451$380K0.05%013F-HRTimeline
Cambridge Advisors Inc.12,394$378K0.07%+713F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,365$377K0.02%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC12,355$377K0.04%-2,12313F-HRTimeline
Aptus Capital Advisors, LLC12,350$377K<0.01%+2,38313F-HRTimeline
Signature Equity Partners, LLC12,265$374K0.2%+68113F-HRTimeline
Hurley Capital, LLC12,247$374K0.2%+1713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12,156$371K0.27%013F-HRTimeline
Chesley Taft & Associates LLC12,130$370K0.02%013F-HRTimeline
Kelman-Lazarov, Inc.12,035$367K0.05%-1,94113F-HRTimeline
Atria Investments, Inc11,920$364K<0.01%+49313F-HRTimeline
Tenret Co LLC11,717$357K0.17%-1,62413F-HRTimeline
CHAPIN DAVIS, INC.11,640$355K0.08%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,561$353K<0.01%-1,62213F-HRTimelineGroup
LWM ADVISORS INC11,515$351K0.3%+613F-HRTimeline
American Trust11,507$351K0.03%-4,36113F-HRTimeline
Prestige Wealth Management Group LLC11,457$349K0.07%013F-HRTimeline
Austin Asset Management Co Inc11,439$349K0.06%013F-HRTimeline
AIMZ Investment Advisors, LLC11,400$348K0.11%013F-HRTimeline
MB Generational Wealth, LLC11,382$347K0.19%013F-HRTimeline
Sterling Wealth Advisors Inc10,780$346K0.2%013F-HRTimeline
First Western Trust Bank11,304$345K0.02%013F-HRTimeline
Fortis Capital Management LLC11,269$344K0.05%+113F-HRTimeline
Tandem Financial, LLC11,213$342K0.12%new13F-HRTimeline
Fisher Asset Management, LLC11,163$340K<0.01%-6,53813F-HRTimeline
Mirador Capital Partners LP11,083$338K0.05%+29813F-HRTimeline
SeaBridge Investment Advisors LLC11,040$337K0.06%013F-HRTimeline
Advisory Alpha, LLC10,974$335K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,957$334K0.02%+413F-HRTimeline
Aurora Private Wealth, Inc.11,234$333K0.24%013F-HRTimeline
DecisionMap Wealth Management, LLC10,873$332K0.21%-69813F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC10,859$331K0.15%-1,45013F-HRTimeline
Financial Synergies Wealth Advisors, In…10,812$330K0.03%+3513F-HRTimeline
Milestone Asset Management Group, LLC10,619$324K0.19%+3513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,608$324K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,500$320K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC10,452$319K<0.01%+2113F-HR/ATimeline
JFS WEALTH ADVISORS, LLC10,450$319K0.02%+5113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,417$318K<0.01%-79613F-HRTimelineGroup
Disciplined Investors, L.L.C.10,405$317K0.19%-29813F-HRTimeline
PUREfi Wealth, LLC10,353$316K0.21%new13F-HRTimeline
Truepoint, Inc.10,329$315K0.01%-1713F-HRTimeline
Hardin Capital Partners, LLC10,276$313K0.15%013F-HRTimeline
TRUST POINT INC.10,249$313K0.03%+1,80213F-HRTimeline
Bragg Financial Advisors, Inc10,245$312K0.01%new13F-HRTimeline
TrustWell Financial Advisors, LLC10,199$311K0.29%013F-HRTimeline
Code Waechter LLC10,166$310K0.18%013F-HRTimeline
Front Row Advisors LLC10,052$307K0.1%+6513F-HRTimeline
WEALTHSPAN PARTNERS, LLC10,031$306K0.11%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC9,995$305K<0.01%013F-HRTimeline
Shearwater Capital LLC9,992$305K0.16%013F-HRTimeline
Waterfront Wealth Inc.9,846$300K0.06%013F-HRTimeline
Resurgent Financial Advisors LLC9,824$300K0.11%-2313F-HRTimeline
Valmark Advisers, Inc.9,806$299K<0.01%+1,49213F-HRTimeline
Bensler, LLC9,797$299K0.03%+913F-HRTimeline
Klingman & Associates, LLC9,787$299K0.01%-96913F-HRTimeline
Evanson Asset Management, LLC9,770$298K0.02%-1,26013F-HRTimeline
Forza Wealth Management, LLC9,768$298K0.1%013F-HRTimeline
RBA Wealth Management, LLC9,765$298K0.11%-6613F-HRTimeline
Acropolis Investment Management, LLC9,684$295K0.01%013F-HRTimeline
IF Advisors, LLC9,680$295K0.21%new13F-HRTimeline
Marble Wealth, LLC9,636$294K0.05%+413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC9,598$293K0.08%+67913F-HRTimeline
Accelerate Investment Advisors LLC9,519$290K0.19%-7713F-HRTimeline
Bellwether Advisors, LLC9,473$289K0.05%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,380$286K<0.01%013F-HRTimelineGroup
Curi Capital, LLC9,355$285K0.01%013F-HRTimeline
Revolve Wealth Partners, LLC9,337$285K0.04%-10,27313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC9,297$284K0.18%-2,12213F-HRTimeline
Marotta Asset Management9,220$282K0.05%-1,73013F-HRTimeline
Legacy Edge Advisors, LLC9,246$282K0.03%new13F-HRTimeline
Frisch Financial Group, Inc.9,187$280K0.06%new13F-HRTimeline
PFG Investments, LLC9,185$280K0.01%new13F-HRTimeline
BECK MACK & OLIVER LLC9,134$279K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,092$277K<0.01%+1,26613F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,070$277K0.09%-29313F-HRTimeline
DHJJ Financial Advisors, Ltd.9,062$276K0.09%-34113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,039$276K0.01%-30013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC9,014$275K0.01%+36713F-HRTimeline
IAG Wealth Partners, LLC9,000$274K0.03%013F-HRTimeline
Pathfinder Wealth Consulting, Inc.8,999$274K0.18%013F-HRTimeline
Rialto Wealth Management, LLC8,960$273K0.06%+1013F-HRTimeline
Aspen Investment Management Inc8,953$273K0.08%+713F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,928$272K0.01%+1,32613F-HRTimeline
Clark Wealth Partners8,928$272K0.18%+3413F-HRTimeline
MANNING & NAPIER ADVISORS LLC8,910$272K<0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,899$271K0.04%+3413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC8,887$271K<0.01%13F-HRTimelineGroup
Stonebrook Private Inc.8,862$270K0.06%013F-HRTimeline
Millennium Capital Advisors, LLC8,852$270K0.17%-60013F-HRTimeline
Acorn Wealth Advisors, LLC8,799$268K0.08%+3713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,754$267K0.06%+84113F-HRTimeline
DIVERSIFIED TRUST CO8,714$266K<0.01%+1513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,691$265K0.13%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,612$263K0.02%-1,97813F-HRTimeline
Bell Investment Advisors, Inc8,610$263K0.04%+2,12113F-HRTimeline
Matisse Capital8,503$259K0.11%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,485$259K<0.01%013F-HRTimelineGroup
MONECO ADVISORS, LLC8,419$257K0.02%+7913F-HRTimeline
Madden Advisory Services, Inc.8,399$256K0.1%+1,15413F-HRTimeline
Focused Wealth Management, Inc8,381$256K0.03%+3913F-HRTimeline
Harbor Asset Planning, Inc.8,301$253K0.21%+3813F-HRTimeline
Lutz Financial Services LLC8,275$252K0.02%013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC8,218$251K0.17%-31213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,215$251K0.07%+2813F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,188$250K0.1%+9713F-HRTimeline
Essex LLC8,176$249K0.04%+68513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,163$249K0.06%013F-HRTimeline
Carnegie Investment Counsel8,134$248K<0.01%-90613F-HRTimeline
Strategic Financial Concepts, LLC8,132$248K0.06%new13F-HRTimeline
Aprio Wealth Management, LLC8,104$247K0.01%-44513F-HRTimeline
ADVOCATE GROUP LLC8,100$247K0.04%013F-HRTimeline
HILL ISLAND FINANCIAL LLC8,096$247K0.06%-90513F-HRTimeline
MOTCO8,094$247K0.02%new13F-HRTimeline
GS Investments, Inc.8,062$246K0.14%-14713F-HRTimeline
Comprehensive Financial Planning, Inc./…8,008$244K0.17%+7,72013F-HRTimeline
Advyzon Investment Management, LLC7,943$242K0.02%+213F-HRTimeline
CWA Asset Management Group, LLC7,941$242K0.01%013F-HRTimeline
G&S Capital LLC7,890$241K0.08%+1513F-HRTimeline
Anchor Investment Management, LLC7,878$240K0.02%-19013F-HRTimeline
Clark Asset Management, LLC7,863$240K0.02%013F-HRTimeline
Leo Wealth, LLC7,846$239K0.02%-84313F-HRTimeline
Parkside Financial Bank & Trust7,836$239K0.02%013F-HRTimeline
LEGACY SOLUTIONS, LLC7,798$238K0.22%-15513F-HRTimeline
Guardian Asset Advisors, LLC7,776$237K0.14%-2,02513F-HRTimeline
Mesirow Financial Investment Management…7,758$237K<0.01%013F-HRTimeline
Granite Bay Wealth Management, LLC7,757$237K0.05%+3613F-HRTimeline
AlphaCore Capital LLC7,701$235K0.01%-39613F-HRTimeline
Perissos Private Wealth Management, LLC7,676$234K0.2%+2313F-HRTimeline
CoreCap Advisors, LLC7,671$234K0.01%-60913F-HRTimeline
Sunrise Financial Services, LLC7,639$233K0.17%+61213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,626$233K0.03%013F-HRTimeline
LANDAAS & CO /WI /ADV7,600$232K0.05%013F-HRTimeline
William Howard & Co Financial Advisors …7,595$232K0.2%-35413F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC7,593$232K0.17%013F-HRTimeline
WEDBUSH SECURITIES INC7,586$231K0.01%013F-HRTimeline
Claro Advisors Inc.7,528$230K0.03%new13F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC7,518$229K0.08%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC7,470$228K0.02%new13F-HRTimeline
TCI Wealth Advisors, Inc.7,446$227K0.01%013F-HRTimeline
Synergy Financial Group, LTD7,398$226K0.17%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,389$225K0.26%013F-HRTimeline
Joel Isaacson & Co., LLC7,367$225K0.01%-1,97713F-HRTimeline
PENNINGTON PARTNERS & CO., LLC7,338$224K0.08%new13F-HRTimeline
Keudell/Morrison Wealth Management7,300$223K0.05%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,273$222K0.02%+2,76613F-HRTimeline
GAMMA Investing LLC7,223$220K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,192$219K0.08%013F-HRTimeline
Praetorian Wealth Management, Inc.6,901$218K0.04%-84213F-HRTimeline
GC Wealth Management RIA, LLC7,125$217K0.01%-1,55013F-HRTimeline
Eddie Patel Inc7,121$217K0.17%new13F-HRTimeline
CORE WEALTH ADVISORS, LLC7,090$216K0.17%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,071$216K<0.01%013F-HRTimelineGroup
Leading Edge Financial Planning LLC7,061$215K0.05%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,038$215K<0.01%new13F-HRTimelineGroup
TIAAgroup of 3 filers holding7,021$214K-475Timeline
APPLETON PARTNERS INC/MA7,031$214K0.01%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,006$214K0.13%-4413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,903$211K0.01%013F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC6,902$211K0.01%-54113F-HRTimeline
Serenus Wealth Advisors, LLC6,891$210K0.04%013F-HRTimeline
Hamilton Capital, LLC6,885$210K0.01%013F-HRTimeline
GoalVest Advisory LLC6,873$210K0.04%013F-HRTimeline
FRG Family Wealth Advisors LLC6,861$209K0.03%013F-HRTimeline
CVFG LLC6,858$209K0.03%013F-HRTimeline
VestGen Advisors, LLC6,369$209K0.01%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,798$207K0.02%013F-HRTimelineGroup