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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

881 managers (884 13F filers) reported a position in SCHV shares at 2025-06-30, 340,817,460 shares in all. 76 filers opened a position and 49 filers sold out during the quarter.

Managers
881
13F filers
884
New
76
Added
338
Reduced
274
Sold out
49
Shares held by filers
340,817,460

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tidemark, LLC1,200$33.2K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,197$33.1K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,188$32.9K0.03%new13F-HRTimeline
Jackson Hole Capital Partners, LLC1,170$32.4K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,098$30.4K0.01%013F-HRTimeline
Kessler Investment Group, LLC1,086$30.1K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,044$28.9K<0.01%013F-HRTimeline
DAGCO, INC.1,041$28.8K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,017$28.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT996$27.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC967$26.8K0.01%new13F-HRTimeline
Abound Wealth Management951$26.3K0.01%+86413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO900$24.9K<0.01%new13F-HRTimelineGroup
DT Investment Partners, LLC894$24.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.876$24.2K<0.01%013F-HRTimeline
Berkshire Money Management, Inc.867$24K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …831$23K<0.01%13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.798$22.1K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…690$19.1K0.02%+213F-HRTimeline
Main Street Group, LTD689$19.1K0.01%-20613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…672$18.6K<0.01%+57913F-HRTimelineGroup
Tradewinds Capital Management, LLC660$18.3K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC650$18K0.02%13F-HRTimeline
Winthrop Capital Management, LLC612$17K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…591$16.5K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC545$15.3K<0.01%13F-HRTimeline
Stephens Consulting, LLC534$14.8K<0.01%013F-HRTimeline
First PREMIER Bank510$14K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC492$13.6K0.01%+2813F-HRTimeline
JDM Financial Group LLC483$13.4K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp468$12.9K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.460$12.7K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.456$12.6K0.02%13F-HRTimeline
PINNEY & SCOFIELD, INC.439$12.2K0.01%+213F-HRTimeline
Archer Investment Corp408$11.3K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC394$10.9K<0.01%-3,49713F-HRTimeline
Rossby Financial, LCC377$10.4K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.357$9.88K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC354$9.79K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC351$9.71K<0.01%013F-HRTimeline
ORG Partners LLC325$9.1K<0.01%013F-HRTimeline
Crewe Advisors LLC325$9K<0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.312$8.63K<0.01%13F-HRTimeline
Aberdeen Wealth Management LLC300$8.3K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC299$8.27K<0.01%013F-HRTimeline
Park Place Capital Corp282$7.88K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC283$7.84K0.16%+5313F-HRTimeline
LRI Investments, LLC261$7.22K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC225$6.23K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC222$6.14K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.186$5.15K<0.01%013F-HRTimeline
Keystone Global Partners, LLC174$4.81K<0.01%013F-HRTimeline
Brooklyn Investment Group168$4.65K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC153$4.23K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC135$3.74K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…127$3.52K<0.01%+2713F-HRTimeline
Bullock Wealth Management Group116$3.24K<0.01%-93913F-HRTimeline
Fourth Dimension Wealth, LLC113$3.13K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…111$3.07K<0.01%013F-HRTimelineGroup
Armor Investment Advisors, LLC99$2.74K<0.01%013F-HRTimeline
Rise Advisors, LLC95$2.62K<0.01%-19613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC65$1.84K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC60$1.66K<0.01%013F-HRTimeline
New Millennium Group LLC60$1.66K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48$1.33K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.45$1.25K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)45$1.25K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.43$1.19K<0.01%013F-HRTimeline
TRUST CO OF VERMONT37$1.02K<0.01%013F-HRTimeline
Kilter Group LLC37$1.01K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners60$1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC36$996<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC30$831<0.01%013F-HRTimeline
Integrity Financial Corp /WA18$498<0.01%013F-HRTimeline
GODSEY & GIBB, INC15$416<0.01%013F-HRTimeline
NewSquare Capital LLC12$336<0.01%-313F-HRTimeline
SOA Wealth Advisors, LLC.5$130<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC3$83<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC3$83<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP0$3<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.