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SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

824 managers (827 13F filers) reported a position in SCHV shares at 2024-12-31, 328,163,750 shares in all. 45 filers opened a position and 55 filers sold out during the quarter.

Managers
824
13F filers
827
New
45
Added
693
Reduced
15
Sold out
55
Shares held by filers
328,163,750

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Richard W. Paul & Associates, LLC108$2.82K<0.01%+7213F-HRTimeline
Roxbury Financial LLC93$2.62K<0.01%13F-HRTimeline
Armor Investment Advisors, LLC99$2.58K<0.01%+6613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…93$2.42K<0.01%+6213F-HRTimelineGroup
Abound Wealth Management87$2.27K<0.01%+5813F-HRTimeline
Hopwood Financial Services, Inc.78$2.03K<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC78$2.03K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC54$1.41K<0.01%+3613F-HRTimeline
Cypress Capital Management LLC (WY)45$1.17K<0.01%+1813F-HRTimeline
Coston, McIsaac & Partners60$1K<0.01%+4013F-HRTimeline
Sound Income Strategies, LLC36$939<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC30$783<0.01%+2013F-HRTimeline
Runnymede Capital Advisors, Inc.25$642<0.01%13F-HRTimeline
Integrity Financial Corp /WA18$469<0.01%+1213F-HRTimeline
NewSquare Capital LLC15$395<0.01%+1013F-HRTimeline
GODSEY & GIBB, INC15$392<0.01%+1013F-HRTimeline
PRIVATE TRUST CO NA9$235<0.01%+613F-HRTimeline
TRUST CO OF VERMONT6$156<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.5$121<0.01%+313F-HR/ATimeline
Iron Horse Wealth Management, LLC3$78<0.01%+213F-HRTimeline
Spurstone Advisory Services, LLC3$78<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1$72<0.01%new13F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP0$3<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
Legacy Financial Group LLC13,695$357Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.