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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

927 managers (933 13F filers) reported a position in SCHV shares at 2025-12-31, 358,694,744 shares in all. 61 filers opened a position and 42 filers sold out during the quarter.

Managers
927
13F filers
933
New
61
Added
350
Reduced
288
Sold out
42
Shares held by filers
358,694,744

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.50,764,107$1.5B2.85%-1,124,84213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,783,122$1.36B1.34%+1,425,82713F-HRTimelineGroup
MATHER GROUP, LLC.35,128,777$1.04B10.71%+1,023,33913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,798,547$527M-34,108Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,602,782$344M0.5%-456,48713F-HRTimelineGroup
Avantax Planning Partners, Inc.10,187,907$302M8.44%+108,12213F-HRTimeline
Mariner, LLCin group Mariner, LLC9,103,028$270M0.32%+329,55013F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC8,516,803$252M2.03%+66,80013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,372,410$194M0.26%-208,81913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,721,385$140M1.06%-13,10513F-HRTimeline
Betterment LLC4,117,665$122M0.23%-133,78413F-HRTimeline
Gemmer Asset Management LLC3,683,118$109M8.42%-648,51013F-HRTimeline
Cetera Investment Advisers3,614,316$107M0.12%+615,24913F-HRTimeline
LPL Financial LLC3,251,539$96.3M0.03%-529,55813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,190,242$94.5M0.54%-157,72513F-HRTimelineGroup
Mokosak Advisory Group, LLC3,048,461$90.3M22.65%+100,16813F-HRTimeline
Creative Planningin group Creative Planning3,029,364$89.7M0.06%+2,235,84713F-HRTimelineGroup
Krilogy Financial LLC2,858,209$88.3M3%+286,14713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,977,872$88.2M14.39%+31,18013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,790,900$82.5M0.02%+1,280,73213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,766,550$81.9M<0.01%+152,66213F-HR/ATimelineGroup
HighTower Advisors, LLC2,657,036$78.7M0.09%+41,38213F-HRTimeline
UBS Group AGgroup of 2 filers holding2,510,686$74.3M+6,382Timeline
Focus Partners Wealthgroup of 2 filers holding2,297,781$68M+247,014Timeline
Compound Planning, Inc.2,093,243$62M1.83%+2,55513F-HRTimeline
Cooper Financial Group2,061,521$61M6.49%+100,73213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,035,286$60.3M0.5%+208,23713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,896,836$56.2M<0.01%+73,72713F-HRTimelineGroup
CX Institutional1,848,372$54.7M1.63%-40,37013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,707,367$50.6M11.9%+41,09813F-HRTimeline
GenWealth Group, Inc.1,647,900$50.2M8.56%+102,60613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,663,283$49.2M0.3%-26,89913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,379,908$41M0.07%+779,64513F-HRTimelineGroup
Black Diamond Financial, LLC1,366,132$40.5M4.26%+90,36213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,287,146$38.1M18.25%-3,17613F-HRTimeline
DRAVO BAY LLC1,284,821$38M15.81%+54,46913F-HRTimeline
Brady Martz Wealth Solutions, LLC1,228,737$36.4M6.41%-121,49213F-HRTimeline
MIdWestOne Financial Group, Inc.1,189,268$35.2M3.91%+39,30613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,185,247$35.1M<0.01%+71,83413F-HRTimelineGroup
Summit Asset Management, LLC1,175,473$34.8M4.92%+63,10213F-HRTimeline
XML Financial, LLC1,160,962$34.4M2.8%-59,56213F-HRTimeline
Beacon Pointe Advisors, LLC1,158,529$34.3M0.24%+8,82913F-HRTimeline
BALLAST ADVISORS LLC1,135,506$33.6M9.27%-14,07413F-HRTimeline
Veery Capital, LLC1,135,273$33.6M10.32%+1,58313F-HRTimeline
Northern Capital Management, Inc.1,110,791$32.9M17.38%-29,57313F-HRTimeline
FAS Wealth Partners, Inc.1,100,145$32.6M2.11%-18,33313F-HRTimeline
Midwest Trust Co1,096,794$32.5M0.41%+174,67613F-HRTimeline
MML INVESTORS SERVICES, LLC1,065,707$31.6M0.08%+205,99413F-HRTimeline
Dodds Wealth, LLC1,063,270$31.5M7.72%-34,34413F-HRTimeline
OneDigital Investment Advisors LLC1,041,603$30.8M0.3%-39,67713F-HRTimeline
Financial Advisors Network, Inc.1,038,992$30.8M4.22%+55,18913F-HRTimeline
GHP Investment Advisors, Inc.1,006,308$29.8M1.23%+5,24413F-HRTimeline
MAI Capital Management1,006,075$29.8M0.17%+12,40513F-HRTimeline
World Investment Advisors980,974$29M0.48%+846,22413F-HR/ATimeline
Ally Invest Advisors Inc.952,375$28.2M1.95%+23,60613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC944,145$28M0.04%-12,13313F-HRTimelineGroup
Tradition Wealth Management, LLC934,474$27.7M1.99%-7,97413F-HRTimeline
Serenity Investment Advisors886,107$26.9M15.72%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN878,859$26M0.01%+45,60313F-HRTimelineGroup
Global Retirement Partners, LLC875,261$25.9M0.46%+789,63613F-HRTimeline
Persium Advisors, LLC845,184$25M18.27%+23,52013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC842,188$24.9M0.01%+290,76413F-HRTimelineGroup
KRM WEALTH MANAGEMENT L.L.C.803,337$23.8M13.04%13F-HRTimeline
Merit Financial Group, LLC802,671$23.8M0.19%-12,32113F-HRTimeline
SAGE FINANCIAL GROUP INC781,637$23.1M1.53%+2,66513F-HRTimeline
Cambridge Investment Research Advisors,…772,039$22.9M0.06%+100,88113F-HRTimeline
Meriwether Wealth & Planning, LLC763,768$22.6M12.75%+28,22613F-HRTimeline
Noble Family Wealth, LLC729,490$21.6M4.55%-3,83313F-HRTimeline
Focus Financial Network, Inc.714,681$21.2M0.74%-25,80313F-HRTimeline
Prime Capital Investment Advisors, LLC708,702$21M0.26%-68,40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA702,454$20.8M<0.01%+57,72813F-HRTimelineGroup
USAdvisors Wealth Management, LLC700,116$20.7M6.83%+63,56313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC697,653$20.7M0.31%-22,20513F-HRTimeline
Ethos Financial Group, LLC682,207$20.2M1.49%+6,31813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…680,325$20.1M6.98%+30,71613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…672,855$19.9M0.01%-11,24513F-HR/ATimelineGroup
Seneca Financial Advisors LLC652,944$19.3M5.88%+18,21413F-HRTimeline
LCNB CORP652,830$19.3M6.48%-22813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS650,150$19.3M0.04%-5,79713F-HRTimeline
Cornerstone Wealth Advisors, Inc.628,884$18.6M4.33%+30,77413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding619,090$18.3M+22,172Timeline
Denver PWM, LLC661,822$18.3M6.12%013F-HRTimeline
Perigon Wealth Management, LLC613,657$18.2M0.33%+11,68513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…606,420$18M4.51%+15,82113F-HRTimelineGroup
Garde Capital, Inc.603,074$17.9M1.06%-7,38813F-HRTimeline
Mutual Advisors, LLC599,323$17.7M0.38%-7,01113F-HRTimeline
Cape Investment Advisory, Inc.597,832$17.7M5.44%+587,69913F-HRTimeline
Waverly Advisors, LLC585,383$17.3M0.14%-4,63613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.553,330$16.4M3.42%+36,50713F-HRTimeline
Seek First Inc.540,874$16M11.04%+7,97013F-HRTimeline
Payne Capital Management, LLC529,661$15.7M4.95%+21,90413F-HRTimeline
Global Strategic Investment Solutions, …527,995$15.6M1.53%-7,15513F-HRTimeline
Farther Finance Advisors, LLC507,880$15M0.16%+108,98013F-HRTimeline
Martel Wealth Advisors LLC498,411$14.8M2.52%-4,84913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC485,323$14.4M0.02%-69,58513F-HRTimeline
YANKCOM Partnership470,368$13.9M5.92%+20,58213F-HRTimeline
rebel Financial LLC468,644$13.9M5.93%+468,64413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV435,362$12.9M0.02%+88,82913F-HRTimeline
Peak Wealth Management LLC427,656$12.7M10.59%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…426,852$12.6M2.71%new13F-HRTimeline
Bogart Wealth, LLC426,712$12.6M0.51%+27113F-HRTimeline
Goepper Burkhardt LLC425,609$12.6M4.11%-6,86413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)408,908$12.1M4.04%-1,97213F-HRTimeline
Sunbelt Securities, Inc.408,347$12.1M0.81%+193,26113F-HRTimeline
Allworth Financial LP407,361$12.1M0.05%-9,28713F-HRTimeline
RWA WEALTH PARTNERS, LLC389,535$11.5M0.13%-7,97813F-HRTimeline
CWM, LLCin group CWM, LLC387,372$11.5M0.03%+249,13013F-HRTimelineGroup
James J. Burns & Company, LLC386,593$11.4M1.58%+3,17813F-HRTimeline
GILL CAPITAL PARTNERS, LLC385,600$11.4M3.46%-6,14913F-HRTimeline
Empirical Financial Services, LLC d.b.a…383,747$11.4M0.2%-3,23713F-HRTimeline
Integrated Advisors Network LLC362,965$10.7M0.48%-13,57513F-HRTimeline
Diversified Portfolios, Inc.355,790$10.5M0.88%-31,82113F-HRTimeline
Opes Wealth Management LLC347,283$10.3M1.75%+2,06913F-HRTimeline
Bishop & Co Investment Management, LLC343,273$10.2M3.37%-113F-HRTimeline
WealthShield Partners, LLC341,425$10.1M1.11%-7,18113F-HRTimeline
Fiduciary Alliance LLC334,913$9.92M0.65%-27613F-HRTimeline
Harbor Group, Inc.332,195$9.84M1.47%-41613F-HRTimeline
White Pine Investment CO328,528$9.73M2.29%+2,17013F-HRTimeline
CDKV HOLDINGS LLC323,931$9.59M8.02%13F-HRTimeline
Independent Solutions Wealth Management…313,096$9.27M1.7%-3,88113F-HRTimeline
HBK Sorce Advisory LLC288,335$9.25M0.21%-1,80613F-HRTimeline
Friday Financial310,266$9.19M3.24%+33,94913F-HRTimeline
Capital Squared Financial LLC305,884$9.06M7.06%+15,64313F-HRTimeline
Schneider Downs Wealth Management Advis…292,319$8.66M0.98%-1,10213F-HRTimeline
Thrive Wealth Management, LLC291,573$8.63M1.27%+7,03613F-HRTimeline
Councilor Wealth, LLC283,449$8.39M3.97%-23,08913F-HRTimeline
Christensen, King & Associates Investme…282,804$8.37M3.57%+1,90613F-HRTimeline
Game Plan Financial Advisors, LLC255,622$8.34M3.35%-6,24313F-HRTimeline
Visionary Wealth Advisors279,711$8.28M0.37%+44,23813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC277,220$8.21M0.26%+2,40713F-HRTimeline
Weinberger Asset Management, Inc276,119$8.18M2.95%-18,81913F-HRTimeline
SteelPeak Wealth, LLC275,642$8.16M0.27%new13F-HRTimeline
Courage Miller Partners, LLC271,995$8.05M2.43%-3,19913F-HRTimeline
Ackerman Capital Advisors, LLC263,728$7.81M1.57%-151,09913F-HRTimeline
Per Stirling Capital Management, LLC.262,094$7.76M0.87%+8,05013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA256,676$7.6M0.33%+17,60013F-HRTimeline
Plus Group Wealth Advisors LLC255,245$7.56M8.38%13F-HRTimeline
Gladstone Institutional Advisory LLC253,720$7.51M0.28%+50313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding251,375$7.44M+52,889Timeline
Brookstone Capital Managementin group Brookstone Capital Management250,995$7.43M0.09%-12,86313F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC245,780$7.28M5.05%+43,17113F-HRTimeline
Savvy Advisors, Inc.244,641$7.24M0.23%+35,86413F-HRTimeline
Baring Financial LLC231,950$6.87M4.18%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\229,945$6.81M0.01%-28,24813F-HRTimelineGroup
FMR LLCin group FMR LLC226,204$6.7M<0.01%+11,82113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC225,832$6.69M0.03%+15,74213F-HRTimelineGroup
Cresset Asset Management, LLC221,950$6.57M0.03%+4,71713F-HRTimeline
LOWERY THOMAS, LLC221,889$6.57M3.71%-1,80713F-HRTimeline
ProVise Management Group, LLC221,070$6.55M0.47%-2,27613F-HRTimeline
Cadence Wealth Management LLC221,059$6.55M3.16%+12,84613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC220,061$6.52M3.54%+4,03713F-HRTimeline
Sun Financial Inc219,992$6.51M3.63%13F-HRTimeline
Curtis Advisory Group, LLC217,320$6.43M1.35%+15,02113F-HRTimeline
Ifrah Financial Services, Inc.216,543$6.41M1.65%-16413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC213,781$6.33M2.57%-2,58113F-HRTimeline
Valpey Financial Services, LLC211,120$6.25M3.99%+3,67513F-HR/ATimeline
Orion Porfolio Solutions, LLC209,227$6.2M0.05%+80713F-HRTimeline
Avant Capital LLC208,309$6.17M4.23%+4,74113F-HRTimeline
Arnold Financial Planning LLC207,609$6.15M6.34%13F-HRTimeline
Glassman Wealth Services205,333$6.08M0.82%013F-HRTimeline
Vestmark Advisory Solutions, Inc.203,138$6.01M0.08%new13F-HRTimeline
Columbus Macro, LLC201,872$5.98M0.65%-29,71213F-HRTimeline
Summit Financial, LLC201,351$5.96M0.09%+3,89713F-HRTimeline
PETRA FINANCIAL ADVISORS INC200,546$5.94M3.48%-7,57513F-HRTimeline
Lighthouse Wealth Management Inc.200,153$5.93M4.05%+15,04213F-HRTimeline
Brand Asset Management Group, Inc.199,582$5.91M1.65%-16,41313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC198,395$5.87M1.77%+1,12513F-HRTimeline
Integrated Wealth Concepts LLC196,333$5.81M0.07%-59,82913F-HRTimeline
SpringVest Wealth Management LLC191,684$5.68M3.96%+93313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC190,559$5.64M1.53%-82113F-HRTimeline
Werba Rubin Papier Wealth Management189,715$5.62M1.52%-10,23813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC189,046$5.6M0.61%+3,94213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp188,450$5.58M<0.01%+138,81813F-HRTimelineGroup
EP Wealth Advisors, LLC186,219$5.51M0.03%13F-HRTimeline
Capital Advisors Wealth Management, LLC182,749$5.41M0.74%+4,70913F-HRTimeline
Sanctuary Advisors, LLC182,695$5.41M0.03%+141,06213F-HRTimeline
Westbourne Investment Advisors, Inc.182,615$5.41M1.49%+8,91613F-HRTimeline
Main Street Financial Solutions, LLC182,431$5.4M0.4%-5,47113F-HRTimeline
Leeward Financial Partners, LLC177,656$5.26M1.48%-1,39413F-HRTimeline
Rinkey Investments175,707$5.2M1.32%013F-HRTimeline
Apex Wealth Management, LLC166,898$5.17M5.25%+11,84313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC173,917$5.15M4.25%-15,86213F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC172,431$5.11M1.05%-9,23613F-HRTimeline
Meridian Wealth Management, LLC171,739$5.09M0.18%+7,93113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.164,492$4.87M0.01%+4,12913F-HRTimelineGroup
New Hampshire Trust163,773$4.85M0.94%+82,25413F-HRTimeline
SeaCrest Wealth Management, LLC160,813$4.85M0.49%-2,30613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC161,510$4.78M1.26%+8,38313F-HRTimeline
Embree Financial Group160,514$4.75M0.58%-5,23513F-HRTimeline
Dakota Wealth Management160,365$4.75M0.08%+2,45213F-HR/ATimeline
Coastwise Capital Group, LLC158,016$4.68M2.34%+2,65613F-HRTimeline
Sequoia Financial Advisors, LLC157,532$4.66M0.03%+1,27713F-HRTimeline
Newman Dignan & Sheerar, Inc.156,883$4.65M0.97%-85413F-HRTimeline
One Capital Management, LLC156,831$4.64M0.14%-29,25113F-HRTimeline
Retirement Investment Advisors, Inc.155,871$4.62M0.37%+11,33113F-HRTimeline
Golden Bell Financial Planning LLC152,569$4.52M3.76%-3,00113F-HRTimeline
NewEdge Advisors, LLC150,343$4.45M0.02%-27513F-HRTimeline
WARNER FINANCIAL, INC149,899$4.44M1.54%+7,92613F-HRTimeline
KPP Advisory Services LLC145,899$4.32M0.63%+14,47713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC145,228$4.3M0.63%+3,15413F-HRTimeline