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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

959 managers (971 13F filers) reported a position in SCHV shares at 2026-03-31, 363,974,241 shares in all. 80 filers opened a position and 44 filers sold out during the quarter.

Managers
959
13F filers
971
New
80
Added
339
Reduced
344
Sold out
44
Shares held by filers
363,974,241

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.48,427,803$1.48B3%-2,336,30413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO44,768,506$1.37B1.26%-1,014,61613F-HRTimelineGroup
MATHER GROUP, LLC.35,341,359$1.08B10.75%+212,58213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding19,451,781$593M+1,653,234Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,280,212$343M0.5%-322,57013F-HRTimelineGroup
Avantax Planning Partners, Inc.10,217,486$312M8.56%+29,57913F-HRTimeline
Mariner, LLCin group Mariner, LLC9,175,772$280M0.33%+72,74413F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC8,055,052$246M2.08%-461,75113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,065,538$154M1.16%+344,15313F-HRTimeline
Betterment LLC4,000,948$122M0.23%-116,71713F-HRTimeline
Beacon Pointe Advisors, LLC3,873,113$118M0.63%+2,714,58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,812,136$117M0.26%-2,560,27413F-HRTimeline
Cetera Investment Advisers3,544,184$108M0.11%-70,13213F-HRTimeline
Gemmer Asset Management LLC3,432,547$105M8.3%-250,57113F-HRTimeline
LPL Financial LLC3,312,316$101M0.03%+60,77713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,109,373$94.8M0.46%-80,86913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,035,400$92.6M0.01%+268,85013F-HRTimelineGroup
Mokosak Advisory Group, LLC3,008,501$91.8M22.97%-39,96013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,996,245$91.4M14.84%+18,37313F-HRTimeline
Krilogy Financial LLC2,872,287$91.3M2.94%+14,07813F-HRTimeline
UBS Group AGgroup of 2 filers holding2,844,558$86.8M+333,872Timeline
HighTower Advisors, LLC2,657,597$81.1M0.09%+56113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,611,756$79.7M0.02%-179,14413F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,230,127$68M-67,654Timeline
Cooper Financial Group2,135,974$65.1M6.58%+74,45313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,098,265$64M0.49%+62,97913F-HRTimeline
World Investment Advisors1,977,398$60.3M0.97%+996,42413F-HRTimeline
Compound Planning, Inc.1,974,442$60.2M1.86%-118,80113F-HRTimeline
Creative Planningin group Creative Planning1,918,994$58.5M0.04%-1,110,37013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,891,652$57.7M<0.01%-5,18413F-HRTimelineGroup
Financial Management Professionals, Inc.1,726,176$52.6M5.91%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,724,184$52.6M12.55%+16,81713F-HRTimeline
GenWealth Group, Inc.1,703,484$52M8.89%+55,58413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,625,488$49.6M0.31%-37,79513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,553,428$46.4M<0.01%+368,18113F-HR/ATimelineGroup
Black Diamond Financial, LLC1,411,012$43M4.7%+44,88013F-HRTimeline
Northern Capital Management, Inc.1,367,247$41.7M20.91%+256,45613F-HRTimeline
DRAVO BAY LLC1,329,056$40.5M16.47%+44,23513F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,308,559$39.9M18.86%+21,41313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,268,173$38.7M0.07%-111,73513F-HRTimelineGroup
XML Financial, LLC1,244,250$37.9M3.06%+83,28813F-HRTimeline
Summit Asset Management, LLC1,232,457$37.6M5.23%+56,98413F-HRTimeline
BALLAST ADVISORS LLC1,194,193$36.4M10.6%+58,68713F-HR/ATimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,193,258$36.4M1.34%new13F-HRTimelineGroup
Veery Capital, LLC1,168,407$35.6M10.93%+33,13413F-HRTimeline
Midwest Trust Co1,138,230$34.7M0.43%+41,43613F-HRTimeline
Brady Martz Wealth Solutions, LLC1,135,107$34.6M5.9%-93,63013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,103,286$33.9M0.05%+159,14113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,100,624$33.6M0.06%+450,47413F-HRTimeline
FAS Wealth Partners, Inc.1,068,633$32.6M2.03%-31,51213F-HRTimeline
Financial Advisors Network, Inc.1,059,847$32.3M4.46%+20,85513F-HRTimeline
CX Institutional1,055,086$32.2M0.98%-793,28613F-HRTimeline
Serenity Investment Advisors961,436$32M14.99%+75,32913F-HRTimeline
Dodds Wealth, LLC1,041,126$31.8M7.79%-22,14413F-HRTimeline
GHP Investment Advisors, Inc.1,024,923$31.3M1.29%+18,61513F-HRTimeline
MAI Capital Management1,015,979$31M0.18%+9,90413F-HRTimeline
TSG Advice Partners, LLC1,012,162$30.9M4.63%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,001,625$30.5M11.72%13F-HRTimeline
Ally Invest Advisors Inc.964,431$29.4M1.98%+12,05613F-HRTimeline
Tradition Wealth Management, LLC944,929$28.8M2.05%+10,45513F-HRTimeline
MML INVESTORS SERVICES, LLC920,773$28.1M0.08%-144,93413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC851,664$26M0.01%+9,47613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding847,809$25.9M+228,719Timeline
KRM WEALTH MANAGEMENT L.L.C.831,467$25.4M13.21%+28,13013F-HRTimeline
Persium Advisors, LLC828,626$25.3M19.9%-16,55813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN819,710$25M<0.01%-59,14913F-HR/ATimelineGroup
Merit Financial Group, LLC804,791$24.5M0.18%+2,12013F-HRTimeline
SAGE FINANCIAL GROUP INC772,170$23.6M1.53%-9,46713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA753,271$23M<0.01%+50,81713F-HRTimelineGroup
Noble Family Wealth, LLC724,813$22.1M4.56%-4,67713F-HR/ATimeline
Waverly Advisors, LLC718,686$21.9M0.16%+133,30313F-HRTimeline
USAdvisors Wealth Management, LLC730,681$21.8M7.26%+30,56513F-HRTimeline
OneDigital Investment Advisors LLC695,917$21.2M0.21%-345,68613F-HRTimeline
Ethos Financial Group, LLC693,268$21.1M1.54%+11,06113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…687,339$21M7.11%+7,01413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC681,403$20.8M0.3%-16,25013F-HRTimeline
Prime Capital Investment Advisors, LLC659,706$20.1M0.23%-48,99613F-HRTimeline
Meriwether Wealth & Planning, LLC656,026$20M10.96%-107,74213F-HRTimeline
CHOREO, LLC653,802$19.9M0.24%+550,34513F-HRTimeline
LCNB CORP653,158$19.9M6.7%+32813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…647,244$19.7M0.01%-25,61113F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.643,115$19.6M4.52%+14,23113F-HRTimeline
Seneca Financial Advisors LLC638,696$19.5M5.71%-14,24813F-HRTimeline
Focus Financial Network, Inc.636,842$19.4M0.7%-77,83913F-HRTimeline
Perigon Wealth Management, LLC628,987$19.2M0.35%+15,33013F-HRTimeline
Cape Investment Advisory, Inc.601,671$18.4M6.1%+3,83913F-HRTimeline
Garde Capital, Inc.590,652$18M1.08%-12,42213F-HRTimeline
Seek First Inc.580,171$17.7M12.47%+39,29713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.577,350$17.6M3.51%+24,02013F-HRTimeline
Farther Finance Advisors, LLC568,613$17.4M0.16%+60,73313F-HRTimeline
JBGlobal.com LLC563,413$17.2M16.92%new13F-HRTimeline
Denver PWM, LLC521,831$17M5.86%-139,99113F-HRTimeline
Mutual Advisors, LLC556,876$17M0.36%-42,44713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…549,657$16.8M4.46%-56,76313F-HRTimelineGroup
Payne Capital Management, LLC543,690$16.6M5.02%+14,02913F-HRTimeline
YANKCOM Partnership536,086$16.4M6.72%+65,71813F-HRTimeline
Cambridge Investment Research Advisors,…511,304$15.6M0.04%-260,73513F-HRTimeline
Sunbelt Securities, Inc.510,572$15.6M0.98%+102,22513F-HRTimeline
Martel Wealth Advisors LLC482,439$14.7M2.5%-15,97213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC478,886$14.6M0.02%-6,43713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)475,103$14.5M4.6%+66,19513F-HRTimeline
Steelhead Wealth Management LLC468,687$14.3M7.25%13F-HRTimeline
rebel Financial LLC447,195$13.6M5.91%-21,44913F-HRTimeline
Goepper Burkhardt LLC421,949$12.9M4.3%-3,66013F-HRTimeline
Global Strategic Investment Solutions, …420,781$12.8M1.26%-107,21413F-HRTimeline
Bogart Wealth, LLC408,780$12.5M0.48%-17,93213F-HRTimeline
FSA WEALTH PARTNERS, INC.404,692$12.3M5.87%new13F-HRTimeline
Allworth Financial LP395,231$12.1M0.05%-12,13013F-HRTimeline
RWA WEALTH PARTNERS, LLC395,049$12M0.13%+5,51413F-HRTimeline
Peak Wealth Management LLC390,665$11.9M9.78%-36,99113F-HRTimeline
CWM, LLCin group CWM, LLC390,639$11.9M0.03%+3,26713F-HRTimelineGroup
Avior Wealth Management, LLC386,852$11.8M0.33%+372,35613F-HRTimeline
Diversified Portfolios, Inc.386,127$11.8M0.97%+30,33713F-HRTimeline
GILL CAPITAL PARTNERS, LLC385,446$11.8M3.38%-15413F-HRTimeline
James J. Burns & Company, LLC375,735$11.5M1.55%-10,85813F-HRTimeline
Empirical Financial Services, LLC d.b.a…373,616$11.4M0.2%-10,13113F-HRTimeline
HBK Sorce Advisory LLC336,596$11M0.22%+48,26113F-HRTimeline
Opes Wealth Management LLC345,416$10.5M1.8%-1,86713F-HRTimeline
Fiduciary Alliance LLC329,048$10.4M0.63%-5,86513F-HRTimeline
CDKV HOLDINGS LLC334,842$10.2M8.97%+10,91113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.327,265$9.98M4.63%new13F-HRTimeline
Harbor Group, Inc.326,994$9.97M1.44%-5,20113F-HRTimeline
White Pine Investment CO325,967$9.94M2.31%-2,56113F-HRTimeline
Capital Squared Financial LLC322,600$9.84M7.51%+16,71613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV321,188$9.8M0.01%-114,17413F-HRTimeline
Friday Financial314,360$9.59M3.3%+4,09413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC312,957$9.54M6.41%+67,17713F-HRTimeline
Vestmark Advisory Solutions, Inc.310,926$9.48M0.11%+107,78813F-HRTimeline
TUDOR INVESTMENT CORP ET AL307,225$9.37M0.05%new13F-HRTimeline
Independent Solutions Wealth Management…304,695$9.29M1.37%-8,40113F-HRTimeline
Sightline Wealth Advisors, LLC295,797$9.02M3.82%+154,33313F-HRTimeline
Schneider Downs Wealth Management Advis…290,865$8.87M0.98%-1,45413F-HRTimeline
Thrive Wealth Management, LLC288,507$8.8M1.31%-3,06613F-HRTimeline
WealthShield Partners, LLC287,278$8.76M0.98%-54,14713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC284,473$8.68M0.16%+160,89713F-HRTimeline
Christensen, King & Associates Investme…282,816$8.63M3.7%+1213F-HRTimeline
Bishop & Co Investment Management, LLC279,444$8.52M2.92%-63,82913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA278,431$8.49M0.36%+21,75513F-HRTimeline
Visionary Wealth Advisors277,290$8.46M0.37%-2,42113F-HRTimeline
Councilor Wealth, LLC274,605$8.38M4.07%-8,84413F-HRTimeline
Integrated Advisors Network LLC272,081$8.3M0.44%-90,88413F-HRTimeline
Brand Asset Management Group, Inc.271,819$8.29M2.16%+72,23713F-HRTimeline
Courage Miller Partners, LLC271,349$8.28M2.34%-64613F-HRTimeline
Per Stirling Capital Management, LLC.268,412$8.19M0.9%+6,31813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC267,752$8.17M0.25%-9,46813F-HRTimeline
Ackerman Capital Advisors, LLC266,519$8.13M1.67%+2,79113F-HRTimeline
FMR LLCin group FMR LLC263,670$8.04M<0.01%+37,46613F-HRTimelineGroup
Plus Group Wealth Advisors LLC261,732$7.98M8.78%+6,48713F-HRTimeline
Integrated Wealth Concepts LLC256,953$7.84M0.06%+60,62013F-HRTimeline
Gladstone Institutional Advisory LLC256,598$7.83M0.29%+2,87813F-HRTimeline
Weinberger Asset Management, Inc250,274$7.63M2.86%-25,84513F-HRTimeline
Lighthouse Wealth Management Inc.250,135$7.63M5.18%+49,98213F-HRTimeline
Cresset Asset Management, LLC249,745$7.62M0.03%+27,79513F-HRTimeline
Sun Financial Inc227,998$7.52M3.77%+8,00613F-HRTimeline
Arnold Financial Planning LLC239,403$7.3M6.82%+31,79413F-HRTimeline
Baring Financial LLC235,416$7.18M4.39%+3,46613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC234,448$7.15M0.03%+8,61613F-HRTimelineGroup
LOWERY THOMAS, LLC228,772$6.98M3.99%+6,88313F-HRTimeline
Savvy Advisors, Inc.228,056$6.96M0.19%-16,58513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\226,519$6.91M0.01%-3,42613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding226,023$6.89M-25,352Timeline
Cadence Wealth Management LLC225,363$6.87M2.87%+4,30413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC224,419$6.84M3.7%+4,35813F-HR/ATimeline
CERTUITY, LLC221,640$6.76M0.44%+101,53613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management220,626$6.73M0.08%-30,36913F-HRTimelineGroup
ProVise Management Group, LLC218,961$6.68M0.48%-2,10913F-HRTimeline
Quantinno Capital Management LP216,463$6.6M0.01%+88,00613F-HRTimeline
Curtis Advisory Group, LLC215,099$6.56M1.41%-2,22113F-HRTimeline
Ifrah Financial Services, Inc.214,415$6.54M1.73%-2,12813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding211,184$6.44M+185,058Timeline
PACES FERRY WEALTH ADVISORS, LLC210,776$6.43M2.68%-3,00513F-HRTimeline
Glassman Wealth Services207,829$6.34M0.86%+2,49613F-HRTimeline
Avant Capital LLC206,905$6.31M4.44%-1,40413F-HRTimeline
BlueSky Wealth Advisors, LLC206,324$6.29M0.81%new13F-HRTimeline
EP Wealth Advisors, LLC204,566$6.24M0.03%+18,34713F-HRTimeline
Valpey Financial Services, LLC202,804$6.19M4.02%-8,31613F-HRTimeline
Game Plan Financial Advisors, LLC200,471$6.11M2.75%-55,15113F-HRTimeline
Summit Financial, LLC199,332$6.08M0.08%-2,01913F-HRTimeline
New Hampshire Trust197,233$6.02M1.21%+33,46013F-HRTimeline
Columbus Macro, LLC196,858$6M0.64%-5,01413F-HRTimeline
Werba Rubin Papier Wealth Management195,790$5.97M0.83%+6,07513F-HRTimeline
Main Street Financial Solutions, LLC192,671$5.88M0.43%+10,24013F-HRTimeline
PETRA FINANCIAL ADVISORS INC192,535$5.87M3.63%-8,01113F-HRTimeline
Capital Advisors Wealth Management, LLC191,893$5.85M0.79%+9,14413F-HRTimeline
SpringVest Wealth Management LLC191,402$5.84M3.99%-28213F-HRTimeline
Westbourne Investment Advisors, Inc.189,297$5.77M1.68%+6,68213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC188,619$5.75M<0.01%+147,07113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC183,236$5.59M0.6%-5,81013F-HRTimeline
Leeward Financial Partners, LLC177,645$5.42M1.61%-1113F-HRTimeline
Rinkey Investments175,707$5.36M1.37%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC174,554$5.32M1.27%-16,00513F-HRTimeline
Meridian Wealth Management, LLC173,244$5.28M0.19%+1,50513F-HRTimeline
Grey Fox Wealth Advisors, LLC172,099$5.25M1.01%-33213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC169,830$5.18M4.35%-4,08713F-HRTimelineGroup
Apex Wealth Management, LLC163,896$5M3.43%-3,00213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …163,711$4.99M0.27%+19,53113F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC162,248$4.95M1.27%+73813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP161,617$4.93M<0.01%+32,30113F-HRTimelineGroup
Dakota Wealth Management161,128$4.91M0.11%+76313F-HR/ATimeline
Coastwise Capital Group, LLC160,573$4.9M2.72%+2,55713F-HRTimeline