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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

983 managers (995 13F filers) reported a position in SCHV shares at 2026-06-30, 333,555,147 shares in all. 82 filers opened a position and 50 filers sold out during the quarter.

Managers
983
13F filers
995
New
82
Added
372
Reduced
334
Sold out
50
Shares held by filers
333,555,147

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Planned Solutions, Inc.6,696$233K0.07%new13F-HRTimeline
Prospera Financial Services Inc6,690$233K<0.01%new13F-HRTimeline
Legacy Financial Group LLC6,642$231K0.03%+3013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,612$230K0.01%-29113F-HRTimelineGroup
FSA Advisors, Inc.6,638$229K0.1%-12913F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,554$228K0.02%new13F-HRTimeline
SAXON INTERESTS, INC.6,552$228K0.06%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,546$228K0.06%new13F-HRTimeline
PFG Advisors6,503$226K0.01%-7213F-HRTimeline
B & T Capital Management DBA Alpha Capi…6,472$225K0.03%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,399$223K0.01%013F-HRTimeline
Resurgent Financial Advisors LLC6,382$222K0.06%-3,44213F-HRTimeline
VestGen Advisors, LLC6,362$221K0.01%-713F-HRTimeline
Legacy Bridge, LLC6,341$221K0.07%013F-HRTimeline
BLUELINE ADVISORS LLC6,338$221K0.15%013F-HRTimeline
PCM Encore, LLC6,310$220K0.04%new13F-HRTimeline
First National Bank of Mount Dora, Trus…6,300$219K0.04%new13F-HRTimeline
WEST PACES ADVISORS INC.6,300$219K0.04%013F-HRTimeline
Evolution Advisers, Inc.6,306$219K0.08%new13F-HRTimeline
Range Advisory, LLC6,278$219K0.03%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,276$218K0.13%new13F-HRTimeline
Marotta Asset Management6,302$217K0.04%-2,91813F-HRTimeline
Fortis Capital Advisors, LLC6,227$217K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,219$216K0.01%+4,12313F-HRTimelineGroup
Western Reserve Capital Management, LLC6,201$216K0.16%new13F-HRTimeline
Northwest Bancshares, Inc.6,195$216K0.04%new13F-HRTimeline
Clear Creek Financial Management, LLC6,183$215K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,160$214K0.02%+213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,152$214K0.12%new13F-HRTimeline
Silver Oak Advisory Group, Inc.6,138$213K0.08%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC6,102$212K0.05%new13F-HRTimeline
Wealthfront Advisers LLC6,072$211K<0.01%new13F-HRTimeline
CAPITAL ADVISORS INC/OK6,000$209K<0.01%new13F-HRTimeline
Baldwin Investment Management, LLC5,997$209K0.02%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,977$208K0.02%new13F-HRTimeline
BAXTER BROS INC5,975$208K0.02%new13F-HRTimeline
JSF Financial, LLC5,952$207K0.03%new13F-HRTimeline
Fisher Asset Management, LLC5,939$207K<0.01%-5,22413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,917$206K<0.01%-4,50013F-HRTimelineGroup
Balanced Rock Investment Advisors LLC5,887$205K0.13%new13F-HRTimeline
Osprey Private Wealth LLC5,853$204K0.05%new13F-HRTimeline
TFB Advisors LLC5,799$202K0.09%new13F-HRTimeline
Envision Financial LLC5,762$201K0.09%new13F-HRTimeline
Strata Wealth Advisors, LLC5,748$200K0.05%new13F-HRTimeline
CoreCap Advisors, LLC5,674$197K0.01%-1,99713F-HRTimeline
Sage Mountain Advisors LLC5,370$187K0.01%-13,38413F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,326$185K0.04%-17813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,289$184K0.08%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,154$179K<0.01%+2,60513F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,097$177K0.01%-22313F-HRTimeline
Medallion Wealth Advisors, LLC4,985$174K0.05%-55513F-HRTimeline
MeadowBrook Investment Advisors LLC4,905$171K0.14%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,900$171K0.05%-2,29213F-HRTimeline
Lodestone Wealth Management LLC4,747$165K0.06%+613F-HRTimeline
Costello Asset Management, INC4,613$161K0.05%-15513F-HRTimeline
Ashton Thomas Private Wealth, LLC4,571$159K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,519$157K0.01%-11113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,508$157K<0.01%-57213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MCF Advisors LLC4,498$157K0.01%new13F-HRTimeline
TD Capital Management LLC4,493$156K0.01%+2013F-HRTimeline
LANARK FINANCIAL, INC.4,430$154K0.01%new13F-HRTimeline
Kennebec Savings Bank4,314$150K0.12%-21713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,262$148K0.02%013F-HRTimeline
Founders Financial Alliance, LLC4,241$148K0.02%+1,36513F-HRTimeline
Gleason Group, Inc.4,195$146K0.01%+1913F-HRTimeline
N.E.W. Advisory Services LLC4,183$146K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,982$139K0.04%013F-HRTimeline
IFG Advisory, LLC3,921$136K<0.01%+1,64513F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,921$136K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA3,585$125K0.06%+2,39713F-HRTimeline
HOWE & RUSLING INC3,536$123K0.01%+1613F-HRTimeline
NWK Group, Inc.3,524$123K0.04%013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC990$120K0.05%13F-HRTimeline
KERR FINANCIAL PLANNING Corp3,391$118K0.13%+1613F-HRTimeline
Godfrey Financial Associates, Inc.3,136$113K0.09%+45013F-HRTimeline
Crews Bank & Trust3,186$111K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,144$109K0.02%new13F-HRTimeline
Rosenberg Matthew Hamilton3,000$104K0.02%013F-HRTimeline
Citizens National Bank Trust Department2,965$103K0.02%013F-HRTimeline
Peachtree Investment Partners, LLC2,901$101K0.03%+113F-HRTimeline
Kozak & Associates, Inc.2,918$100K0.02%+1313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,589$90.1K<0.01%new13F-HRTimelineGroup
Evensky & Katz LLC2,579$90K<0.01%-50213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,553$88.9K<0.01%+1113F-HRTimelineGroup
SRH ADVISORS, LLC2,484$86.5K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.2,355$82K0.01%new13F-HRTimeline
Operose Advisors LLC2,330$81.1K0.02%-1,37413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,244$78.1K0.03%013F-HRTimeline
Caldwell Trust Co2,235$77.8K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,227$77.5K0.03%013F-HRTimeline
Hanson & Doremus Investment Management2,175$76K0.01%013F-HRTimeline
TSFG, LLC2,088$73K0.01%013F-HRTimeline
JNBA Financial Advisors2,067$72K0.01%013F-HRTimeline
Burk Holdings LLC2,007$69.9K0.03%013F-HRTimeline
Planning Strategies Inc.1,968$68.5K0.04%13F-HRTimeline
Robbins Farley1,903$66.2K0.03%-1,93513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,899$66.1K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC1,751$60.9K0.02%+113F-HRTimeline
Blume Capital Management, Inc.1,650$57.4K0.01%+15013F-HRTimeline
Key Financial Inc1,621$56.4K0.01%013F-HRTimeline
MTM Investment Management, LLC1,619$56.4K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.1,495$52K0.01%-12913F-HRTimeline
Avion Wealth1,499$52K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC1,412$49K0.01%013F-HRTimeline
Downshift Financial, LLC1,363$47.5K0.02%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,314$45.8K-325Timeline
Family Capital Trust Co1,281$44.6K0.01%013F-HR/ATimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,275$44.4K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,263$44K<0.01%013F-HR/ATimeline
Tidemark, LLC1,200$41.8K0.01%013F-HRTimeline
CVA Family Office, LLC1,117$38.9K<0.01%+313F-HRTimeline
Versant Capital Management, Inc1,095$38.1K<0.01%+513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,092$38K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,070$37.3K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT996$34.7K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.972$33.8K0.02%+1313F-HRTimeline
DT Investment Partners, LLC894$31.1K<0.01%013F-HRTimeline
JPL Wealth Management, LLC885$30.8K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.876$30.5K<0.01%013F-HRTimeline
Abound Wealth Management864$30.1K0.01%013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC838$29.2K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …831$28.9K<0.01%13F-HRTimelineGroup
True Wealth Design, LLC702$24.4K0.01%013F-HRTimeline
Caitlin John, LLC700$24.4K0.01%new13F-HRTimeline
VIMA LLC682$23.7K0.02%13F-HRTimeline
Strategic Wealth Advisors LLC780$23K0.02%-74613F-HRTimeline
Tradewinds Capital Management, LLC660$23K<0.01%013F-HRTimeline
Brooklyn FI, LLC664$22.7K<0.01%new13F-HRTimeline
REAP Financial Group, LLC642$22.4K<0.01%+213F-HRTimeline
Ares Financial Consulting, LLC622$21.7K0.02%+213F-HRTimeline
Cherry Tree Wealth Management, LLC612$21.3K<0.01%+45913F-HRTimeline
Carolina Wealth Advisors, LLC604$21K0.01%+2313F-HRTimeline
Acumen Wealth Advisors, LLC530$18.4K<0.01%-1,05913F-HRTimeline
JDM Financial Group LLC525$18.3K0.01%+4213F-HRTimeline
First PREMIER Bank510$18K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$17.4K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.456$15.9K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.448$15.6K0.01%+213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC435$15.1K0.01%013F-HRTimeline
Align Financial, LLC375$13.1K0.01%013F-HRTimeline
Main Street Group, LTD362$12.6K<0.01%-13713F-HRTimeline
Morton Brown Family Wealth, LLC354$12.3K<0.01%013F-HRTimeline
HM PAYSON & CO346$12K<0.01%013F-HRTimeline
Crewe Advisors LLC332$11.6K<0.01%+213F-HRTimeline
EPG Wealth Management LLC324$11.3K<0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC300$10.4K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC299$10.4K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC298$10.4K<0.01%013F-HRTimeline
TRUST CO OF VERMONT291$10.1K<0.01%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp290$10.1K<0.01%013F-HRTimelineGroup
Park Place Capital Corp282$9.82K<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC279$9.72K0.01%-58213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC279$9.71K<0.01%-78813F-HRTimeline
MidFirst Bank253$8.81K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC253$8.81K<0.01%013F-HRTimeline
Highland Investment Advisors LLC251$8.75K<0.01%13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.247$8.6K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/247$8.6K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC225$7.83K<0.01%013F-HRTimeline
Strive Financial Group ,LLC195$6.8K<0.01%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc189$6.58K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC153$5.33K<0.01%013F-HRTimeline
NorthAvenue LLC122$4.25K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC114$3.97K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC99$3.45K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC89$3.1K<0.01%-12013F-HRTimeline
Anchor Bay Capital, Inc.66$2.3K<0.01%13F-HRTimeline
Buck Wealth Strategies, LLC66$2.3K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners60$2K<0.01%new13F-HRTimeline
Imprint Wealth LLC57$1.98K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC47$1.64K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.30$1.04K<0.01%013F-HRTimeline
Kilter Group LLC30$1.04K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC29$1.01K<0.01%013F-HRTimeline
Activest Wealth Management29$1.01K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)24$835<0.01%-613F-HRTimeline
WOLFF WIESE MAGANA LLC15$523<0.01%013F-HRTimeline
SJS Investment Consulting Inc.15$523<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC13$4470.01%new13F-HRTimeline
Integrity Financial Corp /WA9$313<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP6$209<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.5$167<0.01%013F-HRTimeline
Capital Advisor Network LLC4$139<0.01%013F-HRTimeline