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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

881 managers (884 13F filers) reported a position in SCHV shares at 2025-06-30, 340,817,460 shares in all. 76 filers opened a position and 49 filers sold out during the quarter.

Managers
881
13F filers
884
New
76
Added
338
Reduced
274
Sold out
49
Shares held by filers
340,817,460

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Financial Engines Advisors L.L.C.52,594,431$1.46B2.9%-658,25713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO43,062,193$1.19B1.38%+2,420,33713F-HRTimelineGroup
MATHER GROUP, LLC.32,992,117$913M9.75%+7,33313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,293,758$479M-234,520Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,980,931$332M0.59%+426,27413F-HR/ATimelineGroup
Avantax Planning Partners, Inc.9,946,200$275M8.73%-81,08013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,687,414$240M0.35%+439,87013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,808,311$192M0.32%-161,60613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,544,933$126M1.5%+707,46213F-HRTimeline
Gemmer Asset Management LLC4,439,368$123M10.92%+131,04813F-HRTimeline
Betterment LLC4,362,278$121M0.26%-101,98913F-HRTimeline
LPL Financial LLC3,569,177$98.8M0.03%+45,46213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,216,323$89M0.64%-52,95913F-HR/ATimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.2,942,753$81.4M14.91%+28,76613F-HRTimeline
Mokosak Advisory Group, LLC2,911,430$80.6M22.78%+45,85813F-HRTimeline
Financial Advisors, LLC2,653,686$73.4M13.68%-46,94013F-HRTimeline
HighTower Advisors, LLC2,628,787$72.7M0.09%+400,46613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,574,147$71.2M<0.01%-3,01513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,400,497$66.4M+89,692Timeline
UBS Group AGin group UBS Group AG2,368,869$65.5M0.01%+445,26213F-HRTimelineGroup
Krilogy Financial LLC2,286,562$63.3M3.63%+42,41513F-HRTimeline
CX Institutional2,105,587$58.3M2.03%+196,30813F-HR/ATimeline
Compound Planning, Inc.1,881,437$52.1M1.97%+387,35913F-HRTimeline
Cooper Financial Group1,875,033$51.9M6.1%+305,73213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,827,149$50.6M<0.01%+97,22213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,815,693$50.2M0.28%+56,89213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,733,326$48M0.39%-151,32213F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,646,926$45.6M12.23%+8,63013F-HRTimeline
GenWealth Group, Inc.1,537,451$42.5M8.58%+104,52613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,449,963$40.1M0.01%-195,51513F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC1,396,345$38.6M7.47%-192,35413F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,276,023$35.3M18.82%+76,18113F-HRTimeline
Cetera Investment Advisers1,227,430$34M0.06%+46,45713F-HRTimeline
XML Financial, LLC1,204,671$33.3M2.89%+35,07813F-HRTimeline
DRAVO BAY LLC1,163,659$32.8M15.87%+4,78313F-HRTimeline
OneDigital Investment Advisors LLC1,155,974$32M0.36%-85,33513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,149,933$31.8M0.01%+124,08413F-HRTimelineGroup
Northern Capital Management, Inc.1,148,887$31.8M18.7%-27,06513F-HRTimeline
FAS Wealth Partners, Inc.1,138,942$31.5M2.33%+5,05313F-HRTimeline
BALLAST ADVISORS LLC1,136,285$31.4M9.26%+28713F-HRTimeline
MIdWestOne Financial Group, Inc.1,128,108$31.2M4.05%-19,70213F-HRTimeline
Dodds Wealth, LLC1,110,461$30.7M8.24%+4,48313F-HRTimeline
Veery Capital, LLC1,103,342$30.5M10.5%+62,01213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,099,529$30.4M<0.01%+315,24213F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,086,761$30.1M0.38%new13F-HRTimeline
Summit Asset Management, LLC1,067,441$29.5M4.81%+21,05013F-HRTimeline
Beacon Pointe Advisors, LLC1,062,422$29.4M0.31%+85,67913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,050,718$29.1M8.7%-32713F-HRTimeline
Black Diamond Financial, LLC1,029,594$28.5M4.42%-193,52513F-HRTimeline
Teamwork Financial Advisors, LLC999,701$27.7M3.39%+319,43013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC995,771$27.6M0.05%+280,25713F-HRTimelineGroup
GHP Investment Advisors, Inc.985,530$27.3M1.21%+12,15813F-HRTimeline
MAI Capital Management976,343$27M0.19%-22813F-HRTimeline
Midwest Trust Co945,455$26.2M0.36%13F-HRTimeline
Tradition Wealth Management, LLC943,657$26.1M2.09%+9,10413F-HRTimeline
Financial Advisors Network, Inc.915,554$25.3M3.83%+46,39913F-HRTimeline
Merit Financial Group, LLC851,158$23.6M0.26%+479,67313F-HRTimeline
Ally Invest Advisors Inc.842,086$23.3M1.82%+32,30013F-HRTimeline
MML INVESTORS SERVICES, LLC832,273$23M0.07%+35,79313F-HRTimeline
Focus Financial Network, Inc.827,972$22.9M0.9%-191,92613F-HRTimeline
Prime Capital Investment Advisors, LLC802,341$22.2M0.29%-760,66713F-HRTimeline
Persium Advisors, LLC785,894$21.7M18%+36,03513F-HRTimeline
SAGE FINANCIAL GROUP INC775,264$21.5M1.58%-8,83013F-HRTimeline
Creative Planningin group Creative Planning772,113$21.4M0.02%+11,44413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC761,893$21.1M0.35%-12,35613F-HRTimeline
FINANCIAL COUNSELORS INC749,981$20.8M29.36%-869,12813F-HRTimeline
Noble Family Wealth, LLC723,329$20M4.89%+52,00913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…704,545$19.5M0.01%+44,74213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC700,914$19.4M0.09%+169,77513F-HRTimelineGroup
Meriwether Wealth & Planning, LLC695,293$19.2M12.06%+27,29113F-HRTimeline
Cambridge Investment Research Advisors,…693,618$19.2M0.06%+107,08813F-HRTimeline
Ethos Financial Group, LLC669,217$18.5M1.59%+82,90713F-HRTimeline
Denver PWM, LLC661,712$18.3M5.71%+22,60713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS656,713$18.2M0.04%+6,44113F-HRTimeline
Seneca Financial Advisors LLC652,489$18.1M6.96%-34,63213F-HRTimeline
JBGlobal.com LLC631,175$17.5M18.15%-11,21813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…618,080$17.1M6.84%+18,83713F-HRTimeline
Mutual Advisors, LLC601,228$17.1M0.43%+6,90413F-HRTimeline
Garde Capital, Inc.613,396$17M0.91%-15,66113F-HRTimeline
Cape Investment Advisory, Inc.602,557$16.7M6.09%+1,35813F-HRTimeline
USAdvisors Wealth Management, LLC590,975$16.4M6.08%+68,54713F-HRTimeline
Cornerstone Wealth Advisors, Inc.585,360$16.2M4.19%+8,22613F-HRTimeline
Waverly Advisors, LLC581,588$16.1M0.18%+50,10813F-HRTimeline
Perigon Wealth Management, LLC580,077$16.1M0.37%-4,29513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC576,136$15.9M0.02%-443,40413F-HRTimeline
Geneos Wealth Management Inc.573,156$15.9M0.39%-682,64713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC572,290$15.8M0.01%+12,42913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…560,034$15.5M0.03%-133,12313F-HR/ATimelineGroup
LCNB CORP548,735$15.2M5.34%+71,56213F-HRTimeline
Global Strategic Investment Solutions, …533,804$14.8M1.58%+8,53113F-HRTimeline
Martel Wealth Advisors LLC522,059$14.4M2.68%-9,98813F-HRTimeline
Seek First Inc.518,131$14.3M11.61%+34,19313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA491,426$13.6M<0.01%-49,64813F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.488,069$13.5M3.4%+111,53613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM504,000$13.4M1.83%013F-HRTimelineGroup
rebel Financial LLC477,459$13.2M6.02%13F-HRTimeline
Payne Capital Management, LLC465,555$12.9M4.96%+2,78313F-HRTimeline
Goepper Burkhardt LLC464,973$12.9M4.74%+1,74213F-HRTimeline
Bogart Wealth, LLC458,382$12.7M0.54%+6,84813F-HRTimeline
Allworth Financial LP436,697$12.1M0.06%+21,76513F-HRTimeline
YANKCOM Partnership431,200$11.9M5.84%+27,07213F-HRTimeline
RWA WEALTH PARTNERS, LLC417,376$11.5M0.14%+135,95913F-HRTimeline
Ackerman Capital Advisors, LLC415,563$11.5M2.67%+9,16913F-HRTimeline
Farther Finance Advisors, LLC406,546$11.2M0.23%+27,45713F-HRTimeline
GILL CAPITAL PARTNERS, LLC404,450$11.2M3.6%-6,69613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)393,646$10.9M4.73%-200,79413F-HRTimeline
Empirical Financial Services, LLC d.b.a…390,508$10.8M0.24%-4,59013F-HRTimeline
Integrated Advisors Network LLC387,017$10.7M0.48%-94,32513F-HRTimeline
James J. Burns & Company, LLC380,088$10.5M1.72%+4,06813F-HRTimeline
Diversified Portfolios, Inc.378,478$10.5M1%+56,41413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV369,145$10.2M0.02%-218,69213F-HRTimeline
CW Advisors, LLC352,275$9.75M0.09%-61,80313F-HRTimeline
EWG Elevate Inc.351,064$9.71M2.99%+13,33813F-HRTimeline
Councilor Wealth, LLC350,876$9.71M4.53%-51313F-HRTimeline
WealthShield Partners, LLC348,502$9.64M1.17%-5,22413F-HRTimeline
Opes Wealth Management LLC343,935$9.52M1.69%+15,08413F-HRTimeline
Bishop & Co Investment Management, LLC343,274$9.5M3.41%+19,41813F-HRTimeline
Fiduciary Alliance LLC334,791$9.26M0.69%new13F-HRTimeline
Harbor Group, Inc.333,360$9.22M1.64%-2,32313F-HRTimeline
White Pine Investment CO328,315$9.08M2.27%-6,35313F-HRTimeline
HBK Sorce Advisory LLC313,740$8.68M0.24%+19,65913F-HRTimeline
Total Wealth Planning, LLC312,556$8.65M1.09%+27,31813F-HRTimeline
Independent Solutions Wealth Management…312,063$8.63M1.69%+6,02813F-HRTimeline
Weinberger Asset Management, Inc300,487$8.31M3.21%-11,83713F-HRTimeline
Schneider Downs Wealth Management Advis…295,971$8.19M1.22%+104,74713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\285,817$7.91M0.01%-27,10613F-HRTimelineGroup
Thrive Wealth Management, LLC284,817$7.88M1.27%+44,50213F-HRTimeline
Game Plan Financial Advisors, LLC269,783$7.88M3.44%+68,56413F-HRTimeline
Christensen, King & Associates Investme…282,533$7.82M3.58%-3,37513F-HRTimeline
RETIREMENT GUYS FORMULA LLC281,500$7.79M2.96%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…275,495$7.62M2.42%+68,30313F-HRTimelineGroup
Courage Miller Partners, LLC274,001$7.58M2.4%+5,72713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC269,081$7.45M0.26%+18,92913F-HRTimeline
Capital Squared Financial LLC263,885$7.3M8.51%13F-HRTimeline
Integrated Wealth Concepts LLC259,879$7.19M0.07%+3,87613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC323,725$7.04M0.03%-42,47913F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.264,216$7.02M3.93%013F-HRTimeline
CONNING INC.in group CONNING INC.253,673$7.02M0.24%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC253,527$7.02M0.29%+7,89713F-HRTimeline
EP Wealth Advisors, LLC248,503$6.88M0.05%+106,60313F-HRTimeline
Per Stirling Capital Management, LLC.245,363$6.79M0.89%+10,48513F-HRTimeline
Savvy Advisors, Inc.238,046$6.59M0.44%new13F-HRTimeline
Columbus Macro, LLC237,224$6.56M0.8%-12,74813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA234,214$6.48M0.29%+4,25713F-HRTimeline
Friday Financial228,956$6.34M3.22%-2,79213F-HRTimeline
Visionary Wealth Advisors226,836$6.28M0.32%+21,50613F-HRTimeline
ProVise Management Group, LLC225,980$6.25M0.49%-3,66113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management225,649$6.24M0.08%+2,61913F-HRTimelineGroup
Orion Porfolio Solutions, LLC225,504$6.24M0.05%-3,47713F-HR/ATimeline
PrairieView Partners, LLC223,537$6.18M0.6%-3,43613F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC217,272$6.01M2.76%+40613F-HRTimeline
Cresset Asset Management, LLC216,924$6M0.03%-31,29713F-HR/ATimeline
LOWERY THOMAS, LLC216,849$6M3.84%-2,41513F-HRTimeline
Ifrah Financial Services, Inc.216,598$5.99M1.64%-6613F-HRTimeline
Werba Rubin Papier Wealth Management210,622$5.83M1.1%-11,19413F-HRTimeline
Curtis Advisory Group, LLC209,516$5.8M1.46%+5,80213F-HRTimeline
Glassman Wealth Services208,348$5.76M0.88%-2,49613F-HRTimeline
Valpey Financial Services, LLC206,929$5.73M3.96%13F-HRTimeline
FMR LLCin group FMR LLC206,527$5.71M<0.01%-9,09613F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC206,431$5.71M1.89%-8,10813F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC205,930$5.7M3.5%+10,31113F-HRTimeline
PETRA FINANCIAL ADVISORS INC205,750$5.69M3.61%+24813F-HRTimeline
Avant Capital LLC199,752$5.53M4.29%+86113F-HRTimeline
Gunma Bank,Ltd.199,694$5.53M1.8%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC199,296$5.51M4.79%-2,95313F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC198,493$5.49M1.86%+23,79113F-HRTimeline
One Capital Management, LLC198,393$5.49M0.19%-4,31613F-HRTimeline
Brand Asset Management Group, Inc.198,264$5.49M2.05%-8,92313F-HRTimeline
SpringVest Wealth Management LLC195,326$5.4M4.38%+9,96213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC192,841$5.34M4.41%+11,19813F-HRTimeline
Cadence Wealth Management LLC190,360$5.27M3.48%+29,54813F-HRTimeline
Summit Financial, LLC188,606$5.22M0.12%+146,51713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC184,072$5.09M0.63%+12,95613F-HRTimeline
Grey Fox Wealth Advisors, LLC182,830$5.06M1.21%+41,55013F-HRTimeline
SteelPeak Wealth, LLC182,496$5.05M0.2%new13F-HRTimeline
Rinkey Investments175,707$4.86M1.46%+115,74813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.174,487$4.83M0.01%+50,68213F-HRTimelineGroup
Capital Advisors Wealth Management, LLC173,720$4.81M0.76%+24,00613F-HRTimeline
Nadler Financial Group, Inc.172,549$4.77M0.49%-15,09613F-HRTimeline
Leeward Financial Partners, LLC172,541$4.77M1.51%+2,32813F-HRTimeline
Main Street Financial Solutions, LLC171,749$4.75M0.34%+8,95313F-HRTimeline
SeaCrest Wealth Management, LLC170,499$4.72M0.51%-13013F-HRTimeline
Sunbelt Securities, Inc.178,205$4.65M0.41%+1,19513F-HRTimeline
Embree Financial Group166,593$4.61M0.69%-80913F-HRTimeline
Everhart Financial Group, Inc.166,535$4.61M0.53%+12,74013F-HRTimeline
Meridian Wealth Management, LLC163,980$4.54M0.19%-4,86413F-HRTimeline
Golden Bell Financial Planning LLC160,958$4.45M4.19%-8,68713F-HRTimeline
Mill Creek Capital Advisors, LLC160,918$4.45M0.1%+120,58213F-HRTimeline
Newman Dignan & Sheerar, Inc.159,555$4.41M1.01%-4,83813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding158,931$4.4M-44,891Timeline
Lighthouse Wealth Management Inc.158,858$4.4M3.8%-33413F-HRTimeline
Dakota Wealth Management157,064$4.35M0.09%-22,33813F-HRTimeline
Von Berge Wealth Management Group, LLC153,341$4.32M2.42%+6813F-HRTimeline
Sequoia Financial Advisors, LLC153,645$4.25M0.03%-76,61913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC151,567$4.19M1.3%+58,03013F-HRTimeline
Coastwise Capital Group, LLC149,929$4.15M3.3%+26,18613F-HRTimeline
Affinity Capital Advisors, LLC149,847$4.15M0.71%-1,83513F-HRTimeline
Waterford Advisors, LLC336,201$4.13M1.66%+190,32713F-HRTimeline
Westbourne Investment Advisors, Inc.148,383$4.11M1.25%+2,91613F-HRTimeline
RKL Wealth Management LLC147,609$4.08M0.36%-22,20413F-HRTimeline