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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

824 managers (827 13F filers) reported a position in SCHV shares at 2024-12-31, 328,163,750 shares in all. 45 filers opened a position and 55 filers sold out during the quarter.

Managers
824
13F filers
827
New
45
Added
693
Reduced
15
Sold out
55
Shares held by filers
328,163,750

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Engines Advisors L.L.C.55,360,772$1.44B3.04%+35,884,43113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO38,914,600$1.01B1.3%+26,780,13713F-HRTimelineGroup
MATHER GROUP, LLC.31,961,534$833M10.81%+21,215,73913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,926,192$441M+11,788,732Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,205,727$292M0.65%+6,968,51013F-HR/ATimelineGroup
Avantax Planning Partners, Inc.9,927,842$259M9.33%+6,621,24213F-HRTimeline
Mariner, LLCin group Mariner, LLC7,950,753$207M0.35%+5,291,70613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,608,951$198M0.38%+5,059,34013F-HR/ATimeline
Betterment LLC4,652,799$121M0.29%+3,047,09813F-HRTimeline
Gemmer Asset Management LLC4,188,511$109M10.75%+2,823,77313F-HRTimeline
LPL Financial LLC3,495,163$91.1M0.04%+2,393,80213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,456,606$90.1M0.71%+2,253,59713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,427,107$89.3M1.25%+115,95613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,877,420$75M14.87%+1,956,26213F-HRTimeline
Mokosak Advisory Group, LLC2,796,842$72.9M21.86%+1,869,19713F-HRTimeline
Financial Advisors, LLC2,724,819$71M13.63%+1,809,77013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,386,548$62.2M<0.01%+1,679,99913F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,250,733$58.7M+2,045,155Timeline
HighTower Advisors, LLC2,217,242$57.8M0.08%+1,480,21613F-HRTimeline
Krilogy Financial LLC2,205,034$57.5M3.83%+1,325,48513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,899,117$49.5M0.42%+1,256,61713F-HRTimelineGroup
CX Institutional1,843,143$48.1M1.91%+1,408,70613F-HRTimeline
UBS Group AGin group UBS Group AG1,819,279$47.4M0.01%+1,185,78813F-HRTimelineGroup
FINANCIAL COUNSELORS INC1,806,206$47.1M0.69%+1,222,39113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,786,273$46.6M<0.01%+1,242,68113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,645,580$42.9M0.27%+1,279,58813F-HRTimeline
Brady Martz Wealth Solutions, LLC1,630,893$42.7M10.3%13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,613,829$42.1M13.02%+1,073,71513F-HRTimeline
OneDigital Investment Advisors LLC1,518,690$39.6M0.46%+970,83613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,491,069$38.9M0.01%+1,041,29313F-HRTimelineGroup
Cooper Financial Group1,430,875$37.3M4.49%+983,55113F-HRTimeline
GenWealth Group, Inc.1,404,756$36.6M8.34%+950,04213F-HRTimeline
Compound Planning, Inc.1,357,798$35.4M1.79%+927,28413F-HRTimeline
Dodds Wealth, LLC1,278,176$34.6M11.12%-32,75613F-HRTimeline
DRAVO BAY LLC1,254,574$32.7M15.86%+848,40313F-HRTimeline
XML Financial, LLC1,197,455$31.2M2.86%+813,16213F-HRTimeline
Northern Capital Management, Inc.1,196,755$31.2M19.13%+798,69913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,187,620$31M18.38%+797,75513F-HRTimeline
FAS Wealth Partners, Inc.1,173,281$30.6M2.57%+768,17013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,127,768$30.4M0.06%+721,82213F-HRTimelineGroup
BALLAST ADVISORS LLC1,163,809$30.3M9.35%+779,59713F-HRTimeline
Cetera Investment Advisers1,159,773$30.2M0.06%+753,77013F-HRTimeline
Black Diamond Financial, LLC1,150,931$30M4.5%+805,27613F-HRTimeline
MIdWestOne Financial Group, Inc.1,127,228$29.4M4.13%+753,29313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,058,286$27.6M0.04%+727,86713F-HRTimeline
Veery Capital, LLC1,038,132$27.1M10.36%+752,03613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,031,691$26.9M0.01%+686,52413F-HRTimelineGroup
Focus Financial Network, Inc.1,031,057$26.9M1.07%+655,10813F-HRTimeline
Summit Asset Management, LLC1,024,087$26.7M4.69%+748,38613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,002,696$26.1M7.99%+668,98913F-HRTimeline
Beacon Pointe Advisors, LLC966,941$25.2M0.28%+637,37613F-HRTimeline
MAI Capital Management965,484$25.2M0.19%+643,38213F-HRTimeline
GHP Investment Advisors, Inc.961,795$25.1M1.17%+648,72813F-HRTimeline
Tradition Wealth Management, LLC923,003$24.1M2.12%+616,36813F-HRTimeline
Prime Capital Investment Advisors, LLC910,701$23.7M0.34%+600,56013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC893,666$23.3M0.45%+589,38913F-HRTimeline
Financial Advisors Network, Inc.839,516$21.9M3.64%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC807,405$21M<0.01%+803,45913F-HRTimelineGroup
SAGE FINANCIAL GROUP INC794,055$20.7M1.67%+523,51013F-HRTimeline
Creative Planningin group Creative Planning753,220$19.6M0.02%+498,46313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC744,077$19.4M0.11%+466,59913F-HRTimelineGroup
Ally Invest Advisors Inc.741,043$19.3M1.67%+516,53413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…735,459$19.2M0.02%+463,50113F-HRTimelineGroup
Persium Advisors, LLC730,712$19M18.77%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO725,097$18.9M<0.01%+516,97013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC716,327$18.7M0.04%+447,05113F-HRTimelineGroup
Noble Family Wealth, LLC690,921$17.9M4.94%+460,83613F-HRTimeline
JBGlobal.com LLC680,734$17.7M18.75%13F-HRTimeline
MML INVESTORS SERVICES, LLC675,339$17.6M0.06%+463,86913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS674,546$17.6M0.05%+429,38213F-HRTimeline
Seneca Financial Advisors LLC650,612$17M8.42%+436,20613F-HRTimeline
Garde Capital, Inc.628,571$16.4M1.08%+422,26613F-HRTimeline
Stark Wealth Management LLC624,825$16.3M12%13F-HRTimeline
Cape Investment Advisory, Inc.608,109$15.9M6.2%+403,59913F-HRTimeline
Mutual Advisors, LLC589,523$15.7M0.46%+13,62913F-HRTimeline
Denver PWM, LLC591,016$15.4M5.96%+360,34913F-HRTimeline
Ethos Financial Group, LLC586,310$15.3M1.99%+406,51713F-HRTimeline
Perigon Wealth Management, LLC570,803$15.2M0.37%+394,44413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)582,529$15.2M6.82%+384,36713F-HRTimeline
Cornerstone Wealth Advisors, Inc.580,354$15.1M4.15%+391,14413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…555,954$14.5M6.79%+387,06113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC552,792$14.4M0.01%13F-HR/ATimelineGroup
Meriwether Wealth & Planning, LLC549,971$14.3M10.21%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV546,256$14.2M0.03%+232,21113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …541,438$14.1M0.39%+356,78113F-HRTimelineGroup
Global Strategic Investment Solutions, …530,221$13.8M1.62%+353,62913F-HRTimeline
Martel Wealth Advisors LLC524,112$13.7M2.67%+349,47213F-HRTimeline
USAdvisors Wealth Management, LLC520,725$13.6M4.41%+367,86013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM504,000$13.1M2.12%+336,00013F-HRTimelineGroup
Goepper Burkhardt LLC482,033$12.6M5.1%+314,06313F-HRTimeline
Cambridge Investment Research Advisors,…478,622$12.5M0.04%+341,01613F-HRTimeline
Integrated Advisors Network LLC477,005$12.4M0.6%+316,27413F-HRTimeline
LCNB CORP473,570$12.3M4.5%+313,70813F-HRTimeline
Bogart Wealth, LLC450,607$11.7M0.56%+300,79313F-HRTimeline
Payne Capital Management, LLC441,864$11.5M4.97%13F-HRTimeline
YANKCOM Partnership416,113$10.8M5.8%13F-HRTimeline
CW Advisors, LLC412,485$10.8M0.15%+277,53313F-HRTimeline
Empirical Financial Services, LLC d.b.a…401,608$10.5M0.28%+263,21913F-HRTimeline
Ackerman Capital Advisors, LLC399,628$10.4M2.73%+265,36313F-HRTimeline
GILL CAPITAL PARTNERS, LLC387,915$10.1M3.63%+261,20113F-HRTimeline
James J. Burns & Company, LLC372,410$9.71M1.69%+250,02813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.356,691$9.3M2.71%+262,56013F-HRTimeline
WealthShield Partners, LLC348,605$9.09M1.29%+236,43213F-HRTimeline
White Pine Investment CO343,050$8.94M2.42%+227,95113F-HRTimeline
Councilor Wealth, LLC338,411$8.82M4.2%+229,54113F-HRTimeline
Harbor Group, Inc.337,175$8.79M1.98%+224,45413F-HRTimeline
Capital Planning LLC331,742$8.65M2.27%+222,50913F-HRTimeline
EWG Elevate Inc.331,701$8.65M2.63%+227,51713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\329,874$8.6M0.01%+209,90313F-HRTimelineGroup
Weinberger Asset Management, Inc320,383$8.35M3.49%+211,36213F-HRTimeline
Opes Wealth Management LLC312,648$8.15M1.67%+210,07213F-HRTimeline
Diversified Portfolios, Inc.300,621$7.84M0.85%+208,62913F-HRTimeline
Game Plan Financial Advisors, LLC277,114$7.74M3.67%+211,21413F-HRTimeline
Independent Solutions Wealth Management…295,180$7.7M1.68%+186,65913F-HRTimeline
Bishop & Co Investment Management, LLC292,766$7.63M2.91%+198,70113F-HRTimeline
Total Wealth Planning, LLC292,678$7.63M1.19%+186,44013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA277,858$7.56M0.36%+197,00713F-HRTimeline
HBK Sorce Advisory LLC289,119$7.54M0.23%+192,16513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp284,717$7.42M<0.01%+265,91813F-HRTimelineGroup
IVC Wealth Advisors LLC284,010$7.4M4.14%+189,28213F-HRTimeline
Christensen, King & Associates Investme…281,130$7.4M3.47%+188,05013F-HRTimeline
Safeguard Financial, LLC282,350$7.36M1.6%+212,48113F-HRTimeline
RWA WEALTH PARTNERS, LLC279,388$7.28M0.09%+182,09113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA278,675$7.27M<0.01%+190,29913F-HRTimelineGroup
Orion Porfolio Solutions, LLC265,604$6.92M0.07%+166,29313F-HRTimeline
Orion Portfolio Solutions, LLC265,604$6.92M0.07%+166,29313F-HRTimeline
Thrive Wealth Management, LLC263,883$6.88M1.24%+178,76713F-HRTimeline
Courage Miller Partners, LLC261,064$6.81M2.33%+173,69213F-HRTimeline
Columbus Macro, LLC255,050$6.65M0.92%+234,67613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.254,217$6.63M3.74%+182,65613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC253,504$6.61M2.95%+162,91913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC246,219$6.42M0.24%+157,57913F-HRTimeline
Gladstone Institutional Advisory LLC245,912$6.41M0.3%+162,01013F-HRTimeline
Cresset Asset Management, LLC244,603$6.38M0.03%+163,88813F-HRTimeline
PrairieView Partners, LLC243,491$6.35M0.66%+154,75513F-HRTimeline
Integrated Wealth Concepts LLC242,096$6.31M0.07%+171,30113F-HRTimeline
Gunma Bank,Ltd.240,000$6.26M2.07%+168,00013F-HRTimeline
ProVise Management Group, LLC238,403$6.22M0.53%+157,26513F-HRTimeline
Brand Asset Management Group, Inc.232,530$6.06M2.46%+144,91113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding232,249$6.05M+167,277Timeline
Friday Financial227,133$5.92M4.08%13F-HRTimeline
Curtis Advisory Group, LLC227,107$5.92M1.57%+158,68213F-HRTimeline
Per Stirling Capital Management, LLC.226,853$5.91M0.84%+152,59613F-HRTimeline
BCWM, LLC223,137$5.82M2.07%13F-HRTimeline
One Capital Management, LLC221,627$5.78M0.19%+148,88113F-HRTimeline
Ifrah Financial Services, Inc.220,745$5.75M1.59%+146,81813F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC218,865$5.71M2.77%+145,91113F-HRTimeline
LOWERY THOMAS, LLC218,455$5.7M3.71%+145,80713F-HRTimeline
Sequoia Financial Advisors, LLC217,169$5.66M0.05%+142,86513F-HR/ATimeline
CONNING INC.in group CONNING INC.215,745$5.62M0.2%+143,83013F-HRTimelineGroup
Waverly Advisors, LLC213,204$5.56M0.09%+145,06913F-HRTimeline
Glassman Wealth Services212,822$5.55M0.93%+142,31913F-HRTimeline
Visionary Wealth Advisors209,123$5.45M0.32%+135,83913F-HRTimeline
SteelPeak Wealth, LLC206,775$5.39M0.22%new13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC201,681$5.26M4.4%+124,48813F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC198,053$5.16M3.51%+132,98113F-HRTimeline
Werba Rubin Papier Wealth Management197,655$5.15M1.22%+132,18513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC195,043$5.08M3.31%+130,26013F-HRTimeline
Avant Capital LLC194,760$5.08M4.21%13F-HRTimeline
Summit Financial, LLC192,900$5.03M0.18%+130,52513F-HRTimeline
Schneider Downs Wealth Management Advis…190,243$4.96M0.93%+135,33813F-HRTimeline
RKL Wealth Management LLC189,019$4.93M0.44%+113,98113F-HRTimeline
SpringVest Wealth Management LLC187,863$4.9M4.2%13F-HRTimeline
FMR LLCin group FMR LLC187,642$4.89M<0.01%+120,74413F-HRTimelineGroup
Nadler Financial Group, Inc.183,170$4.78M0.5%+132,14513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC182,668$4.77M0.02%+129,87813F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC181,195$4.72M4.34%13F-HRTimeline
Sunbelt Securities, Inc.180,302$4.68M0.41%+64,90113F-HRTimeline
Golden Bell Financial Planning LLC179,291$4.67M4.7%13F-HRTimeline
Newman Dignan & Sheerar, Inc.179,101$4.67M1.2%-3,49113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…178,639$4.66M1.78%+126,44113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC175,658$4.58M0.62%+116,28513F-HRTimeline
Edge Capital Group, LLC174,473$4.55M0.23%+115,26413F-HRTimeline
SeaCrest Wealth Management, LLC174,010$4.54M0.48%+113,77813F-HRTimeline
Leeward Financial Partners, LLC169,609$4.42M1.58%+114,15013F-HRTimeline
Allworth Financial LP161,925$4.38M0.02%+135,82613F-HRTimeline
Dakota Wealth Management167,412$4.36M0.1%+114,11813F-HRTimeline
Embree Financial Group165,616$4.32M0.74%+109,67713F-HRTimeline
Meridian Wealth Management, LLC163,447$4.26M0.2%+106,95513F-HRTimeline
Von Berge Wealth Management Group, LLC150,084$4.1M2.48%+2,65113F-HRTimeline
Lighthouse Wealth Management Inc.155,295$4.05M3.71%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC155,285$4.05M2.1%+103,46713F-HRTimeline
Atria Wealth Solutions, Inc.154,158$4.02M0.04%+129,16713F-HRTimeline
Affinity Capital Advisors, LLC153,119$4M0.75%+101,25913F-HRTimeline
Everhart Financial Group, Inc.152,339$3.97M0.82%+101,09413F-HRTimeline
ALTFEST L J & CO INC150,895$3.93M0.5%+139,17713F-HRTimeline
EP Wealth Advisors, LLC148,924$3.88M0.03%+96,86913F-HRTimeline
Waterford Advisors, LLC148,145$3.86M1.97%+98,76313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC145,024$3.78M1.4%+101,89713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC144,625$3.77M0.72%+95,59913F-HRTimeline
TOWNSQUARE CAPITAL LLC144,619$3.77M0.04%+93,69913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management142,031$3.7M0.05%+104,85613F-HRTimelineGroup
Retirement Investment Advisors, Inc.141,876$3.7M0.39%+95,00813F-HRTimeline
Capital Advisors Wealth Management, LLC141,581$3.69M0.66%+97,00513F-HRTimeline
Main Street Financial Solutions, LLC141,005$3.68M0.36%+94,80413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd140,952$3.67M0.07%new13F-HRTimelineGroup
ZynergyRetirementPlanningLLC44,711$3.59M2.53%013F-HRTimeline
Westbourne Investment Advisors, Inc.134,270$3.5M1.2%+95,37213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.133,790$3.49M0.17%+88,48913F-HRTimeline
Altus Wealth Group LLC131,395$3.43M1.52%+88,72313F-HRTimeline