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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

865 managers (870 13F filers) reported a position in SCHV shares at 2025-09-30, 351,652,561 shares in all. 52 filers opened a position and 54 filers sold out during the quarter.

Managers
865
13F filers
870
New
52
Added
338
Reduced
297
Sold out
54
Shares held by filers
351,652,561

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.51,888,949$1.51B2.88%-705,48213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO44,357,295$1.29B1.39%+1,295,10213F-HRTimelineGroup
MATHER GROUP, LLC.34,105,438$993M10.02%+1,113,32113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,832,655$519M+538,897Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,059,269$350M0.49%+78,33813F-HRTimelineGroup
Avantax Planning Partners, Inc.10,079,785$293M8.41%+133,58513F-HRTimeline
Mariner, LLCin group Mariner, LLC8,773,478$255M0.33%+86,06413F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC8,450,003$246M2.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,581,229$192M0.29%-227,08213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,734,490$138M1.1%+189,55713F-HRTimeline
Gemmer Asset Management LLC4,331,628$126M10.16%-107,74013F-HRTimeline
Betterment LLC4,251,449$124M0.24%-110,82913F-HRTimeline
LPL Financial LLC3,781,097$110M0.03%+211,92013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,347,967$97.5M0.59%+131,64413F-HR/ATimelineGroup
Cetera Investment Advisers2,999,067$87.3M0.1%+1,771,63713F-HRTimeline
Mokosak Advisory Group, LLC2,948,293$85.8M22.45%+36,86313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,946,692$85.8M14.33%+3,93913F-HRTimeline
HighTower Advisors, LLC2,615,654$76.1M0.09%-13,13313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,613,888$76.1M<0.01%+39,74113F-HR/ATimelineGroup
Financial Advisors, LLC2,611,407$76M13.47%-42,27913F-HRTimeline
Krilogy Financial LLC2,572,062$74.2M2.79%+285,50013F-HRTimeline
UBS Group AGin group UBS Group AG2,504,304$72.9M0.01%+135,43513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,361,457$68.7M0.01%new13F-HRTimelineGroup
Compound Planning, Inc.2,090,688$60.9M1.97%+209,25113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,050,767$59.7M-349,730Timeline
Cooper Financial Group1,960,789$57.1M6.32%+85,75613F-HRTimeline
CX Institutional1,888,742$55M1.67%-216,84513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,827,049$53.2M0.51%+740,28813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,823,109$53.1M<0.01%-4,04013F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,690,182$49.2M0.35%-43,14413F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,666,269$48.5M11.92%+19,34313F-HRTimeline
GenWealth Group, Inc.1,545,294$45M8.38%+7,84313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,510,168$43.9M0.01%+60,20513F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC1,350,229$39.3M7.14%-46,11613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,290,322$37.6M18.32%+14,29913F-HRTimeline
Black Diamond Financial, LLC1,275,770$37.1M4.16%+246,17613F-HRTimeline
DRAVO BAY LLC1,230,352$35.8M15.82%+66,69313F-HRTimeline
XML Financial, LLC1,220,524$35.5M2.89%+15,85313F-HRTimeline
MIdWestOne Financial Group, Inc.1,149,962$33.5M4.07%+21,85413F-HRTimeline
Beacon Pointe Advisors, LLC1,149,700$33.5M0.28%+87,27813F-HRTimeline
BALLAST ADVISORS LLC1,149,580$33.5M9.22%+13,29513F-HRTimeline
Northern Capital Management, Inc.1,140,364$33.2M18.01%-8,52313F-HRTimeline
Veery Capital, LLC1,133,690$33M10.42%+30,34813F-HRTimeline
FAS Wealth Partners, Inc.1,118,478$32.6M2.21%-20,46413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,113,413$32.4M<0.01%+13,88413F-HR/ATimelineGroup
Summit Asset Management, LLC1,112,371$32.4M4.98%+44,93013F-HRTimeline
Dodds Wealth, LLC1,097,614$32M7.91%-12,84713F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,081,761$31.5M8.66%+31,04313F-HRTimeline
OneDigital Investment Advisors LLC1,081,280$31.5M0.32%-74,69413F-HRTimeline
GHP Investment Advisors, Inc.1,001,064$29.1M1.22%+15,53413F-HRTimeline
MAI Capital Management993,670$28.9M0.18%+17,32713F-HRTimeline
Financial Advisors Network, Inc.983,803$28.6M4.06%+68,24913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC956,278$27.8M0.05%-39,49313F-HRTimelineGroup
Tradition Wealth Management, LLC942,448$27.4M2.03%-1,20913F-HRTimeline
Ally Invest Advisors Inc.928,769$27M1.94%+86,68313F-HRTimeline
Midwest Trust Co922,118$26.8M0.35%-23,33713F-HRTimeline
MML INVESTORS SERVICES, LLC859,713$25M0.07%+27,44013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN833,256$24.3M<0.01%-316,67713F-HRTimelineGroup
Persium Advisors, LLC821,664$23.9M17.96%+35,77013F-HRTimeline
Merit Financial Group, LLC814,992$23.7M0.22%-36,16613F-HR/ATimeline
Creative Planningin group Creative Planning793,517$23.1M0.02%+21,40413F-HRTimelineGroup
SAGE FINANCIAL GROUP INC778,972$22.7M1.54%+3,70813F-HRTimeline
Prime Capital Investment Advisors, LLC777,108$22.6M0.28%-25,23313F-HRTimeline
Focus Financial Network, Inc.740,484$21.6M0.77%-87,48813F-HRTimeline
Meriwether Wealth & Planning, LLC735,542$21.4M12.41%+40,24913F-HRTimeline
Noble Family Wealth, LLC733,323$21.3M4.71%+9,99413F-HRTimeline
FINANCIAL COUNSELORS INC730,386$21.3M28.29%-19,59513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC719,858$21M0.33%-42,03513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…684,100$19.9M0.01%-20,44513F-HRTimelineGroup
Ethos Financial Group, LLC675,889$19.7M1.54%+6,67213F-HRTimeline
Cambridge Investment Research Advisors,…671,158$19.5M0.05%-22,46013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS655,947$19.1M0.04%-76613F-HRTimeline
LCNB CORP653,058$19M6.65%+104,32313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…649,609$18.9M6.93%+31,52913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA644,726$18.8M<0.01%+153,30013F-HRTimelineGroup
USAdvisors Wealth Management, LLC636,553$18.5M6.39%+45,57813F-HRTimeline
Seneca Financial Advisors LLC634,730$18.5M6.03%-17,75913F-HRTimeline
Denver PWM, LLC661,822$18.3M5.71%+11013F-HRTimeline
Garde Capital, Inc.610,462$17.8M0.89%-2,93413F-HRTimeline
Mutual Advisors, LLC606,334$17.7M0.39%+5,10613F-HRTimeline
Perigon Wealth Management, LLC601,972$17.5M0.36%+21,89513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…600,263$17.5M0.03%+40,22913F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.598,110$17.4M4.21%+12,75013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding596,918$17.4M-103,996Timeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…590,599$17.2M4.28%+315,10413F-HRTimelineGroup
Waverly Advisors, LLC590,019$17.2M0.17%+8,43113F-HRTimeline
JBGlobal.com LLC588,401$17.1M17.45%-42,77413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC554,908$16.2M0.02%-21,22813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC551,424$16.1M0.01%-20,86613F-HRTimelineGroup
Global Strategic Investment Solutions, …535,150$15.6M1.55%+1,34613F-HRTimeline
Seek First Inc.532,904$15.5M11.16%+14,77313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.516,823$15M3.28%+28,75413F-HRTimeline
Payne Capital Management, LLC507,757$14.8M4.76%+42,20213F-HRTimeline
Martel Wealth Advisors LLC503,260$14.6M2.57%-18,79913F-HRTimeline
rebel Financial LLC0$13.5M5.9%-477,45913F-HRTimelineAmount filed as zero, left out of ratios.
YANKCOM Partnership449,786$13.1M5.89%+18,58613F-HRTimeline
Goepper Burkhardt LLC432,473$12.6M4.29%-32,50013F-HRTimeline
Bogart Wealth, LLC426,441$12.4M0.5%-31,94113F-HRTimeline
Allworth Financial LP416,648$12.1M0.05%-20,04913F-HRTimeline
Ackerman Capital Advisors, LLC414,827$12.1M2.53%-73613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)410,880$12M4.21%+17,23413F-HRTimeline
Farther Finance Advisors, LLC398,900$11.6M0.18%-7,64613F-HRTimeline
RWA WEALTH PARTNERS, LLC397,513$11.6M0.13%-19,86313F-HRTimeline
GILL CAPITAL PARTNERS, LLC391,749$11.4M3.48%-12,70113F-HRTimeline
Diversified Portfolios, Inc.387,611$11.3M1%+9,13313F-HRTimeline
Empirical Financial Services, LLC d.b.a…386,984$11.3M0.23%-3,52413F-HRTimeline
James J. Burns & Company, LLC383,415$11.2M1.66%+3,32713F-HRTimeline
Integrated Advisors Network LLC376,540$11M0.46%-10,47713F-HRTimeline
EWG Elevate Inc.352,010$10.2M3.2%+94613F-HRTimeline
WealthShield Partners, LLC348,606$10.1M1.15%+10413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV346,533$10.1M0.02%-22,61213F-HRTimeline
Opes Wealth Management LLC345,214$10M1.77%+1,27913F-HRTimeline
Bishop & Co Investment Management, LLC343,274$9.99M3.34%013F-HRTimeline
Fiduciary Alliance LLC335,189$9.76M0.65%+39813F-HRTimeline
Harbor Group, Inc.332,611$9.68M1.54%-74913F-HRTimeline
White Pine Investment CO326,358$9.5M2.25%-1,95713F-HRTimeline
Independent Solutions Wealth Management…316,977$9.23M1.64%+4,91413F-HRTimeline
Total Wealth Planning, LLC309,704$9.02M1.04%-2,85213F-HRTimeline
Councilor Wealth, LLC306,538$8.92M4.14%-44,33813F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.306,126$8.91M4.36%+41,91013F-HRTimeline
Weinberger Asset Management, Inc294,938$8.59M3.11%-5,54913F-HRTimeline
Schneider Downs Wealth Management Advis…293,421$8.54M1.01%-2,55013F-HRTimeline
Capital Squared Financial LLC290,241$8.45M7.33%+26,35613F-HRTimeline
HBK Sorce Advisory LLC290,141$8.45M0.21%-23,59913F-HR/ATimeline
Game Plan Financial Advisors, LLC261,865$8.36M3.46%-7,91813F-HRTimeline
Thrive Wealth Management, LLC284,537$8.28M1.25%-28013F-HRTimeline
Christensen, King & Associates Investme…280,898$8.18M3.51%-1,63513F-HRTimeline
RETIREMENT GUYS FORMULA LLC277,456$8.08M2.84%-4,04413F-HRTimeline
Friday Financial276,317$8.04M3.37%+47,36113F-HRTimeline
Courage Miller Partners, LLC275,194$8M2.4%+1,19313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC274,813$8M0.26%+5,73213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management263,858$7.68M0.09%+38,20913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\258,193$7.52M0.01%-27,62413F-HRTimelineGroup
Integrated Wealth Concepts LLC256,162$7.46M0.07%-3,71713F-HRTimeline
Per Stirling Capital Management, LLC.254,044$7.4M0.88%+8,68113F-HRTimeline
Gladstone Institutional Advisory LLC253,217$7.37M0.28%-31013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA239,076$6.96M0.3%+4,86213F-HRTimeline
Visionary Wealth Advisors235,473$6.85M0.32%+8,63713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC231,608$6.74M<0.01%+174,13313F-HRTimelineGroup
Columbus Macro, LLC231,584$6.74M0.77%-5,64013F-HRTimeline
LOWERY THOMAS, LLC223,696$6.51M3.76%+6,84713F-HRTimeline
ProVise Management Group, LLC223,346$6.5M0.48%-2,63413F-HRTimeline
Cresset Asset Management, LLC217,233$6.32M0.03%+30913F-HR/ATimeline
Ifrah Financial Services, Inc.216,707$6.31M1.64%+10913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC216,362$6.3M2.62%-91013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC216,024$6.29M3.54%+10,09413F-HRTimeline
Brand Asset Management Group, Inc.215,995$6.29M1.77%+17,73113F-HRTimeline
Sunbelt Securities, Inc.215,086$6.26M0.43%+36,88113F-HRTimeline
FMR LLCin group FMR LLC214,383$6.24M<0.01%+7,85613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC210,090$6.12M0.02%-113,63513F-HRTimelineGroup
Savvy Advisors, Inc.208,777$6.08M0.28%-29,26913F-HRTimeline
Orion Porfolio Solutions, LLC208,420$6.07M0.05%-17,08413F-HRTimeline
Cadence Wealth Management LLC208,213$6.06M3.17%+17,85313F-HRTimeline
PETRA FINANCIAL ADVISORS INC208,121$6.06M3.53%+2,37113F-HRTimeline
Valpey Financial Services, LLC207,445$6.04M3.95%+51613F-HRTimeline
Glassman Wealth Services205,333$5.98M0.84%-3,01513F-HRTimeline
Avant Capital LLC203,568$5.93M4.17%+3,81613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC202,609$5.9M4.45%+9,76813F-HRTimeline
Curtis Advisory Group, LLC202,299$5.89M1.33%-7,21713F-HRTimeline
Werba Rubin Papier Wealth Management199,953$5.82M0.94%-10,66913F-HRTimeline
Gunma Bank,Ltd.199,694$5.81M1.82%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding198,486$5.78M+39,555Timeline
Quantum Portfolio Management LLC198,042$5.77M1.71%+92,46913F-HRTimeline
Summit Financial, LLC197,454$5.75M0.09%+8,84813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC197,270$5.74M1.8%-1,22313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC191,380$5.57M1.72%-15,05113F-HRTimeline
SpringVest Wealth Management LLC190,751$5.55M4.08%-4,57513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC189,779$5.52M4.53%-9,51713F-HRTimelineGroup
Main Street Financial Solutions, LLC187,902$5.47M0.35%+16,15313F-HRTimeline
One Capital Management, LLC186,082$5.42M0.17%-12,31113F-HRTimeline
Lighthouse Wealth Management Inc.185,111$5.39M4.37%+26,25313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC185,104$5.39M0.61%+1,03213F-HRTimeline
Grey Fox Wealth Advisors, LLC181,667$5.29M1.08%-1,16313F-HRTimeline
Leeward Financial Partners, LLC179,050$5.21M1.48%+6,50913F-HRTimeline
Capital Advisors Wealth Management, LLC178,040$5.18M0.74%+4,32013F-HRTimeline
Rinkey Investments175,707$5.11M1.36%013F-HRTimeline
Westbourne Investment Advisors, Inc.173,699$5.06M1.41%+25,31613F-HRTimeline
Embree Financial Group165,749$4.82M0.65%-84413F-HRTimeline
VSM Wealth Advisory, LLC198,888$4.78M1.49%+176,06613F-HRTimeline
Meridian Wealth Management, LLC163,808$4.77M0.18%-17213F-HRTimeline
SeaCrest Wealth Management, LLC163,119$4.76M0.5%-7,38013F-HRTimeline
Everhart Financial Group, Inc.162,660$4.74M0.47%-3,87513F-HRTimeline
Mill Creek Capital Advisors, LLC160,927$4.68M0.1%+913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.160,363$4.67M0.01%-14,12413F-HRTimelineGroup
Dakota Wealth Management157,913$4.6M0.09%+84913F-HR/ATimeline
Newman Dignan & Sheerar, Inc.157,737$4.59M0.99%-1,81813F-HRTimeline
Sequoia Financial Advisors, LLC156,255$4.55M0.03%+2,61013F-HRTimeline
Golden Bell Financial Planning LLC155,570$4.53M3.94%-5,38813F-HRTimeline
Coastwise Capital Group, LLC155,360$4.52M3.18%+5,43113F-HRTimeline
Apex Wealth Management, LLC155,055$4.51M3.23%+7,65013F-HRTimeline
J.W. COLE ADVISORS, INC.153,696$4.47M0.09%+46,60313F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC153,127$4.46M1.25%+1,56013F-HRTimeline
NewEdge Advisors, LLC150,618$4.38M0.02%+52,20913F-HRTimeline
Waterford Advisors, LLC149,374$4.35M1.5%-186,82713F-HRTimeline
Affinity Capital Advisors, LLC148,651$4.33M0.67%-1,19613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC148,800$4.33M0.01%+41,70013F-HRTimeline
Retirement Investment Advisors, Inc.144,540$4.21M0.35%-20913F-HRTimeline
Nadler Financial Group, Inc.143,279$4.17M0.4%-29,27013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC142,074$4.14M0.63%-88313F-HRTimeline
WARNER FINANCIAL, INC141,973$4.13M1.54%+1,82813F-HRTimeline