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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

845 managers (848 13F filers) reported a position in SCHV shares at 2025-03-31, 334,113,235 shares in all. 70 filers opened a position and 40 filers sold out during the quarter.

Managers
845
13F filers
848
New
70
Added
324
Reduced
288
Sold out
40
Shares held by filers
334,113,235

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Engines Advisors L.L.C.53,252,688$1.42B3.04%-2,108,08413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO40,641,856$1.08B1.39%+1,727,25613F-HR/ATimelineGroup
MATHER GROUP, LLC.32,984,784$877M10.13%+1,023,25013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,528,278$466M+602,086Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,554,657$307M0.68%+348,93013F-HRTimelineGroup
Avantax Planning Partners, Inc.10,027,280$267M9.44%+99,43813F-HRTimeline
Mariner, LLCin group Mariner, LLC8,247,544$219M0.36%+296,79113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,969,917$185M0.35%-639,03413F-HRTimeline
Betterment LLC4,464,267$119M0.28%-188,53213F-HRTimeline
Gemmer Asset Management LLC4,308,320$115M11.45%+119,80913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,837,471$102M1.41%+410,36413F-HRTimeline
LPL Financial LLC3,523,715$93.7M0.04%+28,55213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,269,282$86.9M0.74%-187,32413F-HR/ATimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.2,913,987$77.5M15.16%+36,56713F-HRTimeline
Mokosak Advisory Group, LLC2,865,572$76.2M23.52%+68,73013F-HRTimeline
Financial Advisors, LLC2,700,626$71.8M14.16%-24,19313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,577,162$68.5M<0.01%+190,61413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,310,805$61.4M+60,072Timeline
Krilogy Financial LLC2,244,147$59.6M3.87%+39,11313F-HRTimeline
HighTower Advisors, LLC2,228,321$59.2M0.08%+11,07913F-HRTimeline
UBS Group AGin group UBS Group AG1,923,607$51.1M0.01%+104,32813F-HRTimelineGroup
CX Institutional1,909,279$50.7M1.92%+66,13613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,884,648$50.1M0.43%-14,46913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,758,801$46.7M0.28%+113,22113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,729,927$46M<0.01%-56,34613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,645,478$43.7M0.01%+154,40913F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,638,296$43.5M13.34%+24,46713F-HRTimeline
FINANCIAL COUNSELORS INC1,619,109$43M0.65%-187,09713F-HRTimeline
Brady Martz Wealth Solutions, LLC1,588,699$42.2M9.56%-42,19413F-HRTimeline
Cooper Financial Group1,569,301$41.7M5.49%+138,42613F-HRTimeline
Prime Capital Investment Advisors, LLC1,563,008$41.5M0.48%+652,30713F-HRTimeline
Compound Planning, Inc.1,494,078$39.7M1.81%+136,28013F-HRTimeline
GenWealth Group, Inc.1,432,925$38.1M8.4%+28,16913F-HRTimeline
Geneos Wealth Management Inc.1,255,803$33.4M0.49%+1,127,65613F-HRTimeline
OneDigital Investment Advisors LLC1,241,309$33M0.39%-277,38113F-HRTimeline
Black Diamond Financial, LLC1,223,119$32.5M4.88%+72,18813F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,199,842$31.9M19.79%+12,22213F-HRTimeline
Cetera Investment Advisers1,180,973$31.4M0.06%+21,20013F-HRTimeline
Northern Capital Management, Inc.1,175,952$31.3M20.38%-20,80313F-HRTimeline
XML Financial, LLC1,169,593$31.1M2.9%-27,86213F-HRTimeline
DRAVO BAY LLC1,158,876$30.8M16.33%-95,69813F-HRTimeline
MIdWestOne Financial Group, Inc.1,147,810$30.5M4.33%+20,58213F-HRTimeline
BALLAST ADVISORS LLC1,135,998$30.2M9.62%-27,81113F-HRTimeline
FAS Wealth Partners, Inc.1,133,889$30.1M2.46%-39,39213F-HRTimeline
Dodds Wealth, LLC1,105,978$29.4M9.58%-172,19813F-HRTimeline
World Investment Advisors1,102,992$29.3M0.76%+1,049,01413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,051,045$27.9M8.79%+48,34913F-HRTimeline
Summit Asset Management, LLC1,046,391$27.8M4.81%+22,30413F-HRTimeline
Veery Capital, LLC1,041,330$27.7M10.77%+3,19813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,025,849$27.3M0.01%-5,84213F-HRTimelineGroup
Focus Financial Network, Inc.1,019,898$27.1M1.11%-11,15913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,019,540$27.1M0.04%-38,74613F-HRTimeline
Beacon Pointe Advisors, LLC976,743$26M0.29%+9,80213F-HRTimeline
MAI Capital Management976,571$26M0.2%+11,08713F-HRTimeline
GHP Investment Advisors, Inc.973,372$25.9M1.24%+11,57713F-HRTimeline
Tradition Wealth Management, LLC934,553$24.8M2.19%+11,55013F-HRTimeline
Financial Advisors Network, Inc.869,155$23.1M3.83%+29,63913F-HRTimeline
Ally Invest Advisors Inc.809,786$21.5M1.84%+68,74313F-HRTimeline
MML INVESTORS SERVICES, LLC796,480$21.2M0.07%+121,14113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO784,287$20.8M<0.01%+59,19013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC784,094$20.8M1.68%-9,96113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC774,249$20.6M0.38%-119,41713F-HRTimeline
Creative Planningin group Creative Planning760,669$20.2M0.02%+7,44913F-HRTimelineGroup
Persium Advisors, LLC749,859$19.9M18.9%+19,14713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…693,157$19.1M0.04%-434,61113F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC715,514$19M0.04%-81313F-HRTimelineGroup
Seneca Financial Advisors LLC687,121$18.3M8.85%+36,50913F-HRTimeline
Teamwork Financial Advisors, LLC680,271$18.1M2.49%new13F-HRTimeline
Noble Family Wealth, LLC671,320$17.8M4.91%-19,60113F-HRTimeline
Meriwether Wealth & Planning, LLC668,002$17.8M11.59%+118,03113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…659,803$17.5M0.01%-75,65613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS650,575$17.3M0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS650,272$17.3M0.04%-24,27413F-HRTimeline
JBGlobal.com LLC642,393$17.1M17.75%-38,34113F-HRTimeline
Denver PWM, LLC639,105$17M6.11%+48,08913F-HRTimeline
Garde Capital, Inc.629,057$16.7M0.96%+48613F-HRTimeline
Cape Investment Advisory, Inc.601,199$16M6.37%-6,91013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)594,440$15.8M7.02%+11,91113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…599,243$15.8M7.11%+43,28913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV587,837$15.6M0.04%+41,58113F-HRTimeline
Cambridge Investment Research Advisors,…586,530$15.6M0.05%+107,90813F-HRTimeline
Perigon Wealth Management, LLC584,372$15.5M0.4%+13,56913F-HRTimeline
Cornerstone Wealth Advisors, Inc.577,134$15.3M4.26%-3,22013F-HRTimeline
Ethos Financial Group, LLC586,310$15.3M1.46%013F-HRTimeline
Mutual Advisors, LLC594,324$15.2M0.43%+4,80113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC559,861$14.9M0.01%+7,06913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA541,074$14.4M<0.01%+262,39913F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …535,683$14.2M0.38%-5,75513F-HRTimelineGroup
Martel Wealth Advisors LLC532,047$14.1M2.82%+7,93513F-HRTimeline
Waverly Advisors, LLC531,480$14.1M0.17%+318,27613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC531,139$14.1M0.07%-212,93813F-HRTimelineGroup
Global Strategic Investment Solutions, …525,273$14M1.62%-4,94813F-HRTimeline
USAdvisors Wealth Management, LLC522,428$13.9M4.84%+1,70313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM504,000$13.4M1.94%013F-HRTimelineGroup
Seek First Inc.483,938$12.9M11.42%13F-HRTimeline
Integrated Advisors Network LLC481,342$12.8M0.65%+4,33713F-HRTimeline
LCNB CORP477,173$12.7M4.67%+3,60313F-HRTimeline
Goepper Burkhardt LLC463,231$12.3M4.92%-18,80213F-HRTimeline
Payne Capital Management, LLC462,772$12.3M5.24%+20,90813F-HRTimeline
Bogart Wealth, LLC451,534$12M0.57%+92713F-HRTimeline
CW Advisors, LLC414,078$11M0.13%+1,59313F-HRTimeline
GILL CAPITAL PARTNERS, LLC411,146$10.9M3.79%+23,23113F-HRTimeline
Ackerman Capital Advisors, LLC406,394$10.8M2.85%+6,76613F-HRTimeline
YANKCOM Partnership404,128$10.7M5.91%-11,98513F-HRTimeline
Allworth Financial LP414,932$10.6M0.06%+253,00713F-HRTimeline
Empirical Financial Services, LLC d.b.a…395,098$10.5M0.27%-6,51013F-HRTimeline
Farther Finance Advisors, LLC379,089$10.1M0.26%+340,47413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.376,533$10M2.81%+19,84213F-HRTimeline
James J. Burns & Company, LLC376,020$9.99M1.79%+3,61013F-HRTimeline
Merit Financial Group, LLC371,485$9.87M0.15%+358,86613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC366,204$9.73M0.04%+183,53613F-HRTimelineGroup
WealthShield Partners, LLC353,726$9.4M1.21%+5,12113F-HRTimeline
Councilor Wealth, LLC351,389$9.34M4.66%+12,97813F-HRTimeline
Capital Planning LLC338,256$8.99M2.51%+6,51413F-HRTimeline
EWG Elevate Inc.337,726$8.98M3.4%+6,02513F-HRTimeline
Harbor Group, Inc.335,683$8.92M1.78%-1,49213F-HRTimeline
White Pine Investment CO334,668$8.89M2.39%-8,38213F-HRTimeline
Opes Wealth Management LLC328,851$8.74M1.76%+16,20313F-HRTimeline
Bishop & Co Investment Management, LLC323,856$8.61M3.33%+31,09013F-HRTimeline
Diversified Portfolios, Inc.322,064$8.56M0.9%+21,44313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\312,923$8.32M0.01%-16,95113F-HRTimelineGroup
Weinberger Asset Management, Inc312,324$8.3M3.56%-8,05913F-HRTimeline
Independent Solutions Wealth Management…306,035$8.13M1.82%+10,85513F-HRTimeline
Safeguard Financial, LLC304,620$8.1M1.77%+22,27013F-HRTimeline
HBK Sorce Advisory LLC294,081$7.82M0.23%+4,96213F-HRTimeline
Christensen, King & Associates Investme…285,908$7.67M3.64%+4,77813F-HRTimeline
Total Wealth Planning, LLC285,238$7.58M1.16%-7,44013F-HRTimeline
RWA WEALTH PARTNERS, LLC281,417$7.48M0.09%+2,02913F-HRTimeline
Courage Miller Partners, LLC268,274$7.13M2.42%+7,21013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.264,216$7.02M3.93%+9,99913F-HRTimeline
IVC Wealth Advisors LLC258,683$6.88M3.7%-25,32713F-HRTimeline
Integrated Wealth Concepts LLC256,003$6.8M0.08%+13,90713F-HRTimeline
CONNING INC.in group CONNING INC.253,673$6.74M0.24%+37,92813F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC250,152$6.65M0.25%+3,93313F-HRTimeline
Columbus Macro, LLC249,972$6.64M0.88%-5,07813F-HRTimeline
Cresset Asset Management, LLC248,221$6.6M0.03%+3,61813F-HRTimeline
Gladstone Institutional Advisory LLC245,630$6.53M0.3%-28213F-HRTimeline
Thrive Wealth Management, LLC240,315$6.39M1.22%-23,56813F-HRTimeline
Per Stirling Capital Management, LLC.234,878$6.24M0.9%+8,02513F-HRTimeline
Friday Financial231,748$6.2M3.71%+4,61513F-HRTimeline
Sequoia Financial Advisors, LLC230,264$6.12M0.05%+13,09513F-HRTimeline
ProVise Management Group, LLC229,641$6.1M0.52%-8,76213F-HRTimeline
Orion Porfolio Solutions, LLC228,981$6.09M0.06%-36,62313F-HRTimeline
Orion Portfolio Solutions, LLC228,981$6.09M0.06%-36,62313F-HR/ATimeline
PrairieView Partners, LLC226,973$6.03M0.63%-16,51813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA229,957$6.02M0.29%-47,90113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management223,030$5.93M0.08%+80,99913F-HRTimelineGroup
Werba Rubin Papier Wealth Management221,816$5.9M1.28%+24,16113F-HRTimeline
LOWERY THOMAS, LLC219,264$5.83M3.99%+80913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC216,866$5.76M2.87%-1,99913F-HRTimeline
Ifrah Financial Services, Inc.216,664$5.76M1.65%-4,08113F-HRTimeline
FMR LLCin group FMR LLC215,623$5.73M<0.01%+27,98113F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC214,539$5.7M2.25%-38,96513F-HRTimeline
Glassman Wealth Services210,844$5.6M0.94%-1,97813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…207,192$5.51M2.05%+28,55313F-HRTimelineGroup
Brand Asset Management Group, Inc.207,187$5.51M2.3%-25,34313F-HRTimeline
PETRA FINANCIAL ADVISORS INC205,502$5.46M4.48%+7,44913F-HRTimeline
Visionary Wealth Advisors205,330$5.46M0.33%-3,79313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding203,822$5.42M-28,427Timeline
Curtis Advisory Group, LLC203,714$5.41M1.59%-23,39313F-HRTimeline
One Capital Management, LLC202,709$5.39M0.18%-18,91813F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC202,249$5.38M4.6%+56813F-HRTimelineGroup
Game Plan Financial Advisors, LLC201,219$5.35M2.6%-75,89513F-HRTimeline
Gunma Bank,Ltd.199,694$5.31M1.71%-40,30613F-HRTimeline
Avant Capital LLC198,891$5.29M4.4%+4,13113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC195,619$5.2M3.51%+57613F-HRTimeline
Schneider Downs Wealth Management Advis…191,224$5.08M0.92%+98113F-HRTimeline
Nadler Financial Group, Inc.187,645$4.99M0.55%+4,47513F-HRTimeline
SpringVest Wealth Management LLC185,364$4.93M4.09%-2,49913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC181,643$4.83M4.27%+44813F-HRTimeline
Dakota Wealth Management179,402$4.77M0.11%+11,99013F-HRTimeline
Sunbelt Securities, Inc.177,010$4.7M0.42%-3,29213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC174,702$4.64M1.71%+29,67813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC171,116$4.55M0.62%-4,54213F-HRTimeline
SeaCrest Wealth Management, LLC170,629$4.54M0.51%-3,38113F-HRTimeline
Leeward Financial Partners, LLC170,213$4.52M1.69%+60413F-HRTimeline
RKL Wealth Management LLC169,813$4.51M0.43%-19,20613F-HRTimeline
Golden Bell Financial Planning LLC169,645$4.51M4.38%-9,64613F-HRTimeline
Meridian Wealth Management, LLC168,844$4.49M0.22%+5,39713F-HRTimeline
Embree Financial Group167,402$4.45M0.75%+1,78613F-HRTimeline
Newman Dignan & Sheerar, Inc.164,393$4.37M1.19%-14,70813F-HR/ATimeline
Main Street Financial Solutions, LLC162,796$4.33M0.38%+21,79113F-HRTimeline
Dynamic Advisor Solutions LLC161,217$4.29M0.14%new13F-HRTimeline
Cadence Wealth Management LLC160,812$4.27M3.16%+35,47113F-HRTimeline
Lighthouse Wealth Management Inc.159,192$4.23M3.88%+3,89713F-HRTimeline
Everhart Financial Group, Inc.153,795$4.09M0.56%+1,45613F-HRTimeline
Capital Advisors Wealth Management, LLC149,714$3.98M0.7%+8,13313F-HRTimeline
Von Berge Wealth Management Group, LLC153,273$3.93M2.53%+3,18913F-HRTimeline
TOWNSQUARE CAPITAL LLC146,727$3.9M0.04%+2,10813F-HRTimeline
Waterford Advisors, LLC145,874$3.88M1.61%-2,27113F-HRTimeline
Westbourne Investment Advisors, Inc.145,467$3.87M1.37%+11,19713F-HRTimeline
Pinnacle Family Advisors, LLC145,323$3.86M2.1%+69,70713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC144,386$3.84M0.73%-23913F-HRTimeline
Retirement Investment Advisors, Inc.144,219$3.83M0.39%+2,34313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC143,707$3.82M2.05%-11,57813F-HRTimeline
EP Wealth Advisors, LLC141,900$3.77M0.03%-7,02413F-HRTimeline
Affinity Capital Advisors, LLC151,682$3.77M0.75%-1,43713F-HRTimeline
Grey Fox Wealth Advisors, LLC141,280$3.76M1%+20,79713F-HRTimeline
WARNER FINANCIAL, INC137,043$3.64M1.61%+8,33013F-HRTimeline
Altus Wealth Group LLC135,572$3.6M1.69%+4,17713F-HRTimeline