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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

865 managers (870 13F filers) reported a position in SCHV shares at 2025-09-30, 351,652,561 shares in all. 52 filers opened a position and 54 filers sold out during the quarter.

Managers
865
13F filers
870
New
52
Added
338
Reduced
297
Sold out
54
Shares held by filers
351,652,561

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DAGCO, INC.1,041$30.3K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,017$29.6K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT996$29K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC967$28.1K0.01%013F-HRTimeline
DT Investment Partners, LLC894$26K<0.01%013F-HRTimeline
JPL Wealth Management, LLC885$25.8K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.876$25.2K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …831$24.2K<0.01%13F-HRTimelineGroup
Operose Advisors LLC789$23K0.01%new13F-HRTimeline
Main Street Group, LTD689$20.1K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.678$19.7K<0.01%-12013F-HRTimelineGroup
Tradewinds Capital Management, LLC660$19.2K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC653$19K0.01%+313F-HRTimeline
Winthrop Capital Management, LLC612$18K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…591$17.2K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC545$15.9K<0.01%013F-HRTimeline
First PREMIER Bank510$15K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC514$15K0.01%+2213F-HRTimeline
JDM Financial Group LLC483$14.1K0.01%013F-HRTimeline
Cloud Capital Management, LLC510$14K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.456$13.3K0.01%013F-HR/ATimeline
PINNEY & SCOFIELD, INC.442$12.9K0.01%+313F-HRTimeline
Archer Investment Corp408$11.9K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC396$11.5K<0.01%+213F-HRTimeline
Stephens Consulting, LLC391$11.4K<0.01%-14313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…363$10.6K<0.01%-30913F-HRTimelineGroup
Rossby Financial, LCC360$10.5K<0.01%-1713F-HRTimeline
Morton Brown Family Wealth, LLC354$10.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC351$10.2K<0.01%013F-HRTimeline
Crewe Advisors LLC327$9.52K<0.01%+213F-HRTimeline
ORG Partners LLC325$9.47K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC317$9.23K0.17%+3413F-HRTimeline
Aberdeen Wealth Management LLC300$8.73K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC299$8.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp290$8.44K<0.01%-17813F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…288$8.38K0.01%-40213F-HRTimeline
Park Place Capital Corp282$8.21K<0.01%013F-HRTimeline
ATWOOD & PALMER INC270$7.86K<0.01%new13F-HRTimeline
LRI Investments, LLC261$7.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC225$6.55K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC222$6.46K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc189$5.5K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC158$4.6K<0.01%+4513F-HRTimeline
Quent Capital, LLC153$4.45K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC153$4.45K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC135$3.93K<0.01%013F-HRTimeline
Imprint Wealth LLC114$3.32K0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…100$2.91K<0.01%-2713F-HRTimeline
Armor Investment Advisors, LLC99$2.88K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC96$2.79K<0.01%+4813F-HRTimeline
Rise Advisors, LLC95$2.77K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC60$1.75K<0.01%013F-HRTimeline
New Millennium Group LLC60$1.75K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)45$1.31K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.43$1.25K<0.01%013F-HRTimeline
TRUST CO OF VERMONT37$1.08K<0.01%013F-HRTimeline
Kilter Group LLC36$1.04K<0.01%-113F-HRTimeline
Coston, McIsaac & Partners60$1K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.30$874<0.01%-1513F-HRTimeline
Activest Wealth Management29$844<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC20$583<0.01%-1013F-HRTimeline
GODSEY & GIBB, INC15$437<0.01%013F-HRTimeline
Integrity Financial Corp /WA9$262<0.01%-913F-HRTimeline
SOA Wealth Advisors, LLC.5$138<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC3$87<0.01%013F-HRTimeline