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Disclosery

SCHV SCHWAB STRATEGIC TR

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US LCAP VA ETF (fund)

Filings received so far for Q3 2026: 55 13F filers report a position in SCHV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Cooper Financial Group2,360,396$78.6M6.27%+83,92113F-HRTimeline
Veery Capital, LLC1,215,553$40.5M10.79%+19,44713F-HRTimeline
Farther Finance Advisors, LLC890,366$29.7M0.21%+247,21113F-HRTimeline
CX Institutional869,829$29M0.78%+77,01313F-HRTimeline
Persium Advisors, LLC765,306$25.5M13.35%-36,51713F-HRTimeline
Friday Financial627,761$21M4.14%+239,51313F-HRTimeline
JBGlobal.com LLC546,341$18.2M16.11%-8,99213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.379,462$12.6M2.06%-196,93113F-HRTimeline
Councilor Wealth, LLC255,733$8.52M3.51%-9,32913F-HRTimeline
Baring Financial LLC241,830$8.06M4.35%+6,44113F-HRTimeline
Avior Wealth Management, LLC225,516$7.51M0.2%-18,97213F-HRTimeline
Capital Advisors Wealth Management, LLC192,080$6.4M0.72%+113F-HRTimeline
Barden Capital Management, Inc.126,433$4.21M3.83%-1,76913F-HRTimeline
Everhart Financial Group, Inc.118,084$3.93M0.24%-5,88513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC105,203$3.5M0.95%-2,65513F-HRTimeline
ZynergyRetirementPlanningLLC96,985$3.23M1.73%-60413F-HRTimeline
RIVERSEDGE ADVISORS, LLC80,473$2.68M0.33%+36513F-HRTimeline
Apella Capital, LLC73,505$2.47M0.03%-10,85513F-HRTimeline
Cambridge Financial Group, LLC70,065$2.44M0.77%013F-HRTimeline
Ridgewood Investments LLC67,331$2.24M0.83%-4,23813F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.59,931$2M0.13%013F-HRTimeline
Wedmont Private Capital46,322$1.57M0.04%+8,50013F-HRTimeline
Avidian Wealth Enterprises, LLC46,740$1.56M0.04%+54013F-HRTimeline
Valeo Financial Advisors, LLC45,617$1.52M0.03%-13913F-HRTimeline
Tactive Advisors, LLC34,337$1.14M0.27%-5,12613F-HRTimeline
MassMutual Private Wealth & Trust, FSB30,463$1.01M0.03%+1,25213F-HRTimeline
Adelphi Trust Co29,639$987K0.65%+2,47013F-HRTimeline
Marquette Asset Management, LLC22,246$741K0.1%013F-HRTimeline
Bullock Wealth Management Group21,653$723K0.3%+113F-HRTimeline
LWM ADVISORS INC19,454$648K0.49%+7,92513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,393$646K0.09%-6,21713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC16,651$555K0.17%-1,71713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,283$442K0.09%+14613F-HRTimeline
Elm3 Financial Group, LLC12,274$409K0.27%+20513F-HRTimeline
CHAPIN DAVIS, INC.12,110$403K0.08%013F-HRTimeline
Global Wealth Strategies & Associates11,829$394K0.07%-13213F-HRTimeline
Mirador Capital Partners LP11,180$372K0.04%-1213F-HRTimeline
Hardin Capital Partners, LLC10,214$340K0.17%-6213F-HRTimeline
Acropolis Investment Management, LLC9,684$323K0.01%013F-HRTimeline
LEGACY SOLUTIONS, LLC8,004$267K0.2%-413F-HRTimeline
GAMMA Investing LLC7,223$241K0.01%013F-HRTimeline
Hamilton Capital, LLC6,885$229K0.01%013F-HRTimeline
GoalVest Advisory LLC6,873$229K0.04%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,316$210K0.05%-23013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,276$209K0.13%013F-HRTimeline
Marotta Asset Management6,245$208K0.04%-5713F-HRTimeline
CoreCap Advisors, LLC5,303$177K0.01%-37113F-HRTimeline
EASTERN BANK5,105$170K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA4,335$144K0.05%+75013F-HRTimeline
Rosenberg Matthew Hamilton3,000$99.9K0.02%013F-HRTimeline
Planning Strategies Inc.1,968$65.6K0.04%013F-HRTimeline
Trust Co1,436$47.8K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,263$42.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,100$36.6K<0.01%+513F-HRTimeline
Horizons Wealth Management844$28.1K0.02%13F-HRTimeline