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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

845 managers (848 13F filers) reported a position in SCHV shares at 2025-03-31, 334,113,235 shares in all. 70 filers opened a position and 40 filers sold out during the quarter.

Managers
845
13F filers
848
New
70
Added
324
Reduced
288
Sold out
40
Shares held by filers
334,113,235

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GPS Wealth Strategies Group, LLC351$9.33K<0.01%013F-HRTimeline
Global Financial Private Client, LLC333$8.85K<0.01%013F-HRTimeline
ORG Partners LLC325$8.65K<0.01%-59113F-HRTimeline
Crewe Advisors LLC324$8.6K<0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC289$8K<0.01%new13F-HRTimelineGroup
Aberdeen Wealth Management LLC300$7.97K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC299$7.95K<0.01%+18513F-HRTimeline
Rise Advisors, LLC291$7.74K<0.01%+113F-HRTimeline
Park Place Capital Corp282$7.5K<0.01%013F-HRTimeline
LRI Investments, LLC261$6.94K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC230$6.11K0.1%+3613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC225$5.98K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC222$5.9K<0.01%013F-HRTimeline
Arax Advisory Partners195$5.18K<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.186$4.94K<0.01%new13F-HRTimeline
Keystone Global Partners, LLC174$4.62K<0.01%13F-HRTimeline
Brooklyn Investment Group168$4.47K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC153$4.07K<0.01%013F-HRTimeline
Headlands Technologies LLC136$3.62K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC135$3.59K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC116$3.08K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC113$3K<0.01%+3513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…111$2.95K<0.01%013F-HRTimelineGroup
Investors Research Corp111$2.95K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…100$2.66K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC99$2.63K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…93$2.47K<0.01%013F-HRTimelineGroup
Abound Wealth Management87$2.31K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC60$1.59K<0.01%new13F-HRTimeline
New Millennium Group LLC60$1.59K<0.01%-15013F-HRTimeline
BOK Financial Private Wealth, Inc.45$1.2K<0.01%-14113F-HRTimeline
Cypress Capital Management LLC (WY)45$1.2K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.43$1.14K<0.01%-3513F-HRTimeline
Coston, McIsaac & Partners60$1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT37$983<0.01%+3113F-HRTimeline
Sound Income Strategies, LLC36$957<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC30$798<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.25$658<0.01%013F-HRTimeline
Integrity Financial Corp /WA18$478<0.01%013F-HRTimeline
NewSquare Capital LLC15$403<0.01%013F-HRTimeline
GODSEY & GIBB, INC15$399<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.5$124<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC3$80<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC3$79<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,40213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.