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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

927 managers (933 13F filers) reported a position in SCHV shares at 2025-12-31, 358,694,744 shares in all. 61 filers opened a position and 42 filers sold out during the quarter.

Managers
927
13F filers
933
New
61
Added
350
Reduced
288
Sold out
42
Shares held by filers
358,694,744

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Costello Asset Management, INC4,755$141K0.05%-48113F-HRTimeline
Lodestone Wealth Management LLC4,734$140K0.06%new13F-HRTimeline
Missouri Trust & Investment Co4,660$138K0.04%+19013F-HRTimeline
PRIVATE TRUST CO NA4,605$136K0.01%+1913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,507$133K0.01%new13F-HRTimeline
TD Capital Management LLC4,452$132K0.01%+2513F-HRTimeline
Pinnacle Bancorp, Inc.4,310$128K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.4,294$127K0.07%-1,48013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,262$126K0.02%013F-HRTimeline
SRH ADVISORS, LLC4,140$123K0.04%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,921$116K0.01%-27013F-HRTimeline
Robbins Farley3,841$114K0.05%-2,06113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,526$104K<0.01%+2013F-HRTimelineGroup
HOWE & RUSLING INC3,470$103K0.01%+1913F-HRTimeline
Root Financial Partners, LLC3,279$97.1K0.01%+13713F-HRTimeline
Crews Bank & Trust3,186$94.3K0.01%013F-HRTimeline
Evensky & Katz LLC3,073$91K0.01%+1413F-HRTimeline
Rosenberg Matthew Hamilton3,000$88.8K0.02%013F-HRTimeline
Kozak & Associates, Inc.2,891$88.5K0.02%+1613F-HRTimeline
Citizens National Bank Trust Department2,965$87.8K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.2,686$79.5K0.07%13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,667$79K0.02%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,603$77.1K<0.01%-2,20913F-HRTimelineGroup
REAP Financial Group, LLC2,300$68.1K0.01%+64613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,244$66.4K0.03%013F-HRTimeline
Caldwell Trust Co2,235$66.2K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,227$65.9K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,209$65.4K<0.01%+1,84613F-HRTimelineGroup
Hanson & Doremus Investment Management2,175$64K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,108$62.4K<0.01%+27913F-HRTimelineGroup
United Financial Planning Group LLC2,107$62.4K0.04%+1213F-HRTimeline
TSFG, LLC2,088$62K0.01%013F-HRTimeline
MTM Investment Management, LLC2,085$61.7K0.02%013F-HRTimeline
JNBA Financial Advisors2,067$61.2K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,040$60.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,022$59.9K0.02%+1113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,899$56.2K<0.01%-87013F-HRTimelineGroup
Arax Advisory Partners1,766$52.3K<0.01%new13F-HRTimeline
Pflug Koory, LLC1,750$51.8K0.02%-1013F-HRTimeline
Key Financial Inc1,621$48K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC1,589$47K0.01%13F-HRTimeline
Blume Capital Management, Inc.1,500$44.4K0.01%013F-HRTimeline
NWK Group, Inc.1,416$41.9K0.01%013F-HRTimeline
CVA Family Office, LLC1,414$41.9K<0.01%+513F-HRTimeline
Family Capital Trust Co1,299$38.5K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.1,299$38K0.04%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,275$37.8K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,263$37.4K<0.01%13F-HRTimeline
Tidemark, LLC1,200$35.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,197$35.4K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,188$35.2K0.03%013F-HRTimeline
N.E.W. Advisory Services LLC1,183$35K<0.01%+16613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,176$34.8K0.01%+20913F-HRTimeline
Jackson Hole Capital Partners, LLC1,170$34.6K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,128$33.4K0.01%+1913F-HRTimeline
Versant Capital Management, Inc1,090$32.3K<0.01%-1,19313F-HRTimeline
DAGCO, INC.1,041$30.8K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT996$29.5K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.918$27.2K0.01%-10,35313F-HRTimeline
Laurel Wealth Advisors LLC915$27.1K<0.01%new13F-HRTimeline
DT Investment Partners, LLC894$26.5K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.876$25.9K<0.01%013F-HRTimeline
Abound Wealth Management864$25.6K0.01%-38713F-HRTimeline
Horizons Wealth Management838$24.8K0.02%-48413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …831$24.6K<0.01%013F-HRTimelineGroup
Operose Advisors LLC789$23.4K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC780$23K0.02%13F-HRTimeline
Tradewinds Capital Management, LLC660$19.5K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC618$18.3K0.02%13F-HRTimeline
Winthrop Capital Management, LLC612$18K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…591$17.5K<0.01%013F-HRTimelineGroup
Carolina Wealth Advisors, LLC565$16.7K0.01%+5113F-HRTimeline
First PREMIER Bank510$15K<0.01%013F-HRTimeline
JDM Financial Group LLC483$14.3K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.456$13.5K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.444$13.1K0.01%+213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC435$12.9K0.01%13F-HRTimeline
Evolution Advisers, Inc.420$12K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC398$11.8K<0.01%+213F-HRTimeline
Stephens Consulting, LLC391$11.6K<0.01%013F-HRTimeline
Align Financial, LLC11,104$11.1K0.01%13F-HRTimeline
Rossby Financial, LCC360$10.7K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC354$10.5K<0.01%013F-HRTimeline
Crewe Advisors LLC329$9.74K<0.01%+213F-HRTimeline
ORG Partners LLC325$9.64K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC308$9.12K<0.01%+15013F-HRTimeline
Aberdeen Wealth Management LLC300$8.88K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC299$8.85K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp290$8.59K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…288$8.53K0.01%013F-HRTimeline
Planning Project LLC285$8.45K<0.01%13F-HRTimeline
Park Place Capital Corp282$8.35K<0.01%013F-HRTimeline
ATWOOD & PALMER INC270$8K<0.01%013F-HRTimeline
LRI Investments, LLC261$7.73K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.247$7.68K0.01%13F-HRTimeline
Wilkerson Advisory Group LLC253$7.49K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…234$6.93K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC225$6.66K<0.01%013F-HRTimeline
Strive Financial Group ,LLC195$5.79K<0.01%13F-HR/ATimeline
Glass Jacobson Investment Advisors llc189$5.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC153$4.53K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC153$4.53K<0.01%013F-HRTimeline
Quent Capital, LLC153$4.53K<0.01%013F-HRTimeline
Garner Asset Management Corp145$4.29K<0.01%new13F-HRTimeline
NorthAvenue LLC122$3.61K<0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…100$2.96K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC99$2.93K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC96$2.84K<0.01%013F-HRTimeline
Modus Advisors, LLC93$2.75K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC87$2.58K<0.01%new13F-HRTimeline
New Millennium Group LLC60$1.78K<0.01%013F-HRTimeline
Imprint Wealth LLC57$1.69K0.01%-5713F-HRTimeline
Measured Wealth Private Client Group, L…55$1.63K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC36$1.11K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT37$1.1K<0.01%013F-HRTimeline
Clayton Financial Group LLC35$1.03K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners60$1K<0.01%013F-HRTimeline
Kilter Group LLC31$909<0.01%-513F-HRTimeline
BOK Financial Private Wealth, Inc.30$889<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)30$888<0.01%-1513F-HRTimeline
Quaker Wealth Management, LLC29$859<0.01%new13F-HRTimeline
Activest Wealth Management29$859<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC20$593<0.01%013F-HRTimeline
GODSEY & GIBB, INC15$445<0.01%013F-HRTimeline
Integrity Financial Corp /WA9$266<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.5$141<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC3$89<0.01%013F-HRTimeline