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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

959 managers (971 13F filers) reported a position in SCHV shares at 2026-03-31, 363,974,241 shares in all. 80 filers opened a position and 44 filers sold out during the quarter.

Managers
959
13F filers
971
New
80
Added
339
Reduced
344
Sold out
44
Shares held by filers
363,974,241

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FSA Advisors, Inc.6,767$206K0.14%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,765$206K0.01%013F-HR/ATimeline
Saxony Capital Management, LLC6,739$206K0.12%new13F-HRTimeline
Crestwood Advisors Group, LLC6,738$206K<0.01%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD6,727$205K0.03%new13F-HR/ATimeline
Fort Vancouver Investment Management, L…6,711$205K0.1%013F-HRTimeline
Qube Research & Technologies Ltd6,642$203K<0.01%-21,41113F-HRTimeline
Legacy Financial Group LLC6,612$202K0.03%+3013F-HRTimeline
Belpointe Asset Management LLC6,606$201K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS6,604$201K0.18%13F-HRTimeline
PFG Advisors6,575$201K0.01%-3,79013F-HRTimeline
Orographic Financial Advisors, LLC6,584$200K0.14%13F-HRTimeline
Missouri Trust & Investment Co6,467$197K0.06%+1,80713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,399$195K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC6,357$194K0.16%-9,56313F-HRTimeline
Legacy Bridge, LLC6,341$193K0.07%013F-HRTimeline
BLUELINE ADVISORS LLC6,338$193K0.15%-9213F-HRTimeline
WEST PACES ADVISORS INC.6,300$192K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,158$187K0.02%-7313F-HRTimeline
Medallion Wealth Advisors, LLC5,540$169K0.06%+1313F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,504$168K0.04%+513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,320$162K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,289$161K0.08%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,080$155K<0.01%+22713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MeadowBrook Investment Advisors LLC4,905$150K0.13%-10013F-HRTimeline
Costello Asset Management, INC4,768$145K0.05%+1313F-HRTimeline
Lodestone Wealth Management LLC4,741$145K0.06%+713F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,699$143K0.01%new13F-HRTimeline
Arax Advisory Partners4,695$143K<0.01%+2,92913F-HRTimeline
PRIVATE TRUST CO NA4,630$141K0.01%+2513F-HRTimeline
Ashton Thomas Private Wealth, LLC4,571$139K<0.01%new13F-HRTimeline
Kennebec Savings Bank4,531$138K0.12%-3,38813F-HRTimeline
TD Capital Management LLC4,473$136K0.01%+2113F-HRTimeline
AMERIFLEX GROUP, INC.4,306$131K0.07%+1213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,262$130K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC4,183$128K0.01%+3,00013F-HRTimeline
Gleason Group, Inc.4,176$127K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,982$121K0.04%-32813F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,921$120K0.01%013F-HRTimeline
Robbins Farley3,838$117K0.05%-313F-HRTimeline
Operose Advisors LLC3,704$113K0.03%+2,91513F-HRTimeline
Root Financial Partners, LLC3,668$112K0.01%+38913F-HRTimeline
KERR FINANCIAL PLANNING Corp3,375$108K0.08%-3,32513F-HR/ATimeline
NWK Group, Inc.3,524$107K0.04%+2,10813F-HRTimeline
HOWE & RUSLING INC3,520$107K0.01%+5013F-HRTimeline
Federation des caisses Desjardins du Qu…3,370$103K<0.01%new13F-HRTimeline
Crews Bank & Trust3,186$97.2K0.01%013F-HRTimeline
Evensky & Katz LLC3,081$94K0.01%+813F-HRTimeline
Kozak & Associates, Inc.2,905$92.1K0.02%+1413F-HRTimeline
Rosenberg Matthew Hamilton3,000$91.5K0.02%013F-HRTimeline
Citizens National Bank Trust Department2,965$90.4K0.02%013F-HRTimeline
Peachtree Investment Partners, LLC2,900$88.4K0.03%+2,50213F-HRTimeline
Founders Financial Alliance, LLC2,876$87.7K0.02%new13F-HRTimeline
Godfrey Financial Associates, Inc.2,686$81.9K0.07%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,667$81.3K0.02%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,549$78K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,542$77.5K<0.01%-6113F-HRTimelineGroup
SRH ADVISORS, LLC2,484$75.8K0.02%-1,65613F-HRTimeline
IFG Advisory, LLC2,276$69.4K0.2%new13F-HRTimeline
Networth Advisors, LLC2,253$68.7K0.05%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,244$68.4K0.03%013F-HRTimeline
Caldwell Trust Co2,235$68.2K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,227$67.9K0.03%013F-HRTimeline
Hanson & Doremus Investment Management2,175$66K0.01%013F-HRTimeline
TSFG, LLC2,088$64K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,096$63.9K<0.01%-1213F-HRTimelineGroup
JNBA Financial Advisors2,067$63K0.01%013F-HRTimeline
Burk Holdings LLC2,007$61.2K0.03%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,903$58K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,899$57.9K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC1,750$53.4K0.02%013F-HRTimeline
Intentional Wealth Strategies, LLC1,728$52.7K0.05%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,639$50K+1,048Timeline
Vermillion Wealth Management, Inc.1,624$49.5K0.02%-39813F-HRTimeline
Key Financial Inc1,621$49.4K0.01%013F-HRTimeline
MTM Investment Management, LLC1,619$49.4K0.02%-46613F-HRTimeline
Acumen Wealth Advisors, LLC1,589$48.5K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC1,526$46K0.04%+74613F-HRTimeline
Blume Capital Management, Inc.1,500$45.8K0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,412$43K0.01%+80013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,275$41.5K0.02%013F-HRTimeline
Family Capital Trust Co1,281$39.1K0.01%-1813F-HR/ATimeline
Wealth Enhancement Trust Services, Inc.1,263$38.5K<0.01%013F-HRTimeline
Tidemark, LLC1,200$36.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,197$36.5K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,188$36.2K0.03%013F-HRTimeline
CVA Family Office, LLC1,114$34K<0.01%-30013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,092$33.3K0.01%-3613F-HRTimeline
Versant Capital Management, Inc1,090$33.2K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,067$32.5K<0.01%-97313F-HRTimeline
DAGCO, INC.1,041$31.8K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT996$30.4K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.959$29.2K0.02%new13F-HRTimeline
Jackson Hole Capital Partners, LLC900$27.4K<0.01%-27013F-HRTimeline
DT Investment Partners, LLC894$27.3K<0.01%013F-HRTimeline
JPL Wealth Management, LLC885$27K0.01%new13F-HR/ATimeline
DiNuzzo Private Wealth, Inc.876$26.7K<0.01%013F-HRTimeline
Abound Wealth Management864$26.4K0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC861$26.3K0.02%13F-HRTimeline
Horizons Wealth Management838$25.6K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …831$25.3K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC735$22.4K<0.01%new13F-HRTimeline
True Wealth Design, LLC702$21.4K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC660$20.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC640$19.5K<0.01%-1,66013F-HRTimeline
Ares Financial Consulting, LLC620$19K0.01%+213F-HRTimeline
Carolina Wealth Advisors, LLC581$17.7K0.01%+1613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC576$17.6K<0.01%new13F-HRTimeline
First PREMIER Bank510$16K<0.01%013F-HRTimeline
Main Street Group, LTD499$15.2K<0.01%new13F-HRTimeline
JDM Financial Group LLC483$14.7K0.01%013F-HRTimeline
Wealth Science Advisors LLC477$14.1K0.01%new13F-HRTimeline
True Link Financial Advisors, LLC456$13.9K<0.01%new13F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.456$13.9K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.446$13.6K0.01%+213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC435$13.3K0.01%013F-HRTimeline
Align Financial, LLC375$11.4K0.01%-10,72913F-HRTimeline
Morton Brown Family Wealth, LLC354$10.8K<0.01%013F-HRTimeline
HM PAYSON & CO346$10.5K<0.01%new13F-HRTimeline
Crewe Advisors LLC330$10.1K<0.01%+113F-HRTimeline
Aberdeen Wealth Management LLC300$9.15K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC299$9.12K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC298$9.09K<0.01%-1013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp290$8.85K<0.01%013F-HRTimelineGroup
Park Place Capital Corp282$8.6K<0.01%013F-HRTimeline
LRI Investments, LLC261$7.96K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC253$7.72K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.247$7.53K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/247$7.53K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC225$6.86K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC209$6.38K<0.01%-96713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…206$6.28K<0.01%-2813F-HRTimelineGroup
Strive Financial Group ,LLC195$6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc189$5.76K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC153$4.67K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC153$4.67K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP123$3.75K<0.01%new13F-HRTimeline
NorthAvenue LLC122$3.72K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC120$3.66K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…100$3.05K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC99$3.02K<0.01%013F-HRTimeline
Sound Income Strategies, LLC76$2.34K<0.01%+4013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC65$1.98K<0.01%new13F-HRTimeline
Imprint Wealth LLC57$1.74K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…55$1.68K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC47$1.43K<0.01%-4913F-HRTimeline
Clayton Financial Group LLC36$1.09K<0.01%+113F-HRTimeline
TopTier Wealth Management, LLC34$1.03K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.30$915<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)30$915<0.01%013F-HRTimeline
Kilter Group LLC30$915<0.01%-113F-HRTimeline
Quaker Wealth Management, LLC29$885<0.01%013F-HRTimeline
Activest Wealth Management29$885<0.01%013F-HRTimeline
GODSEY & GIBB, INC15$458<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC15$458<0.01%-513F-HRTimeline
SJS Investment Consulting Inc.15$458<0.01%new13F-HRTimeline
Integrity Financial Corp /WA9$275<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.5$146<0.01%013F-HRTimeline
Capital Advisor Network LLC4$122<0.01%13F-HR/ATimeline