Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) Institutional Ownership
CUSIP: 808524409
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
964
Shares (Excl. Options)
363,771,932
Price
$30.50
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- Security type / class
- Equity / US LCAP VA ETF
- Symbol
- SCHV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 363,771,932
- Total 13F value
- $11,104,265,447
- Portfolio coverage rank
- 0.08%
- Share change
- +6,010,254
- Value change
- +$184,225,744
- Number of holders
- 964
- SEC-reported price per share
- $34.22
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHV - SCHWAB STRATEGIC TR - US LCAP VA ETF is tracked under CUSIP 808524409.
- 964 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 964 to 507 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $11,104,265,447 to $3,167,973,942.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 964 institutions filings for Q1 2026.
Security key
808524409
Latest holder period
Q1 2026
13F holders
964
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524409:
As of 31 Mar 2026, 964 institutional investors reported holding 363,771,932 shares of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 91,124,135 | $3,167,973,942 | -$832,963,065 | $34.81 | 507 |
| 2026 Q1 | 363,771,932 | $11,104,265,447 | +$184,225,744 | $30.50 | 964 |
| 2025 Q4 | 358,396,515 | $10,625,020,944 | +$218,181,950 | $29.61 | 927 |
| 2025 Q3 | 351,146,472 | $10,219,331,244 | +$411,280,773 | $29.11 | 860 |
| 2025 Q2 | 339,842,288 | $9,405,467,245 | +$176,289,687 | $27.67 | 865 |
| 2025 Q1 | 333,061,425 | $8,850,811,193 | +$140,294,368 | $26.58 | 832 |
| 2024 Q4 | 327,081,444 | $8,530,965,316 | +$5,434,180,911 | $26.07 | 809 |
| 2024 Q3 | 103,362,819 | $8,260,889,310 | +$201,721,177 | $80.37 | 757 |
| 2024 Q2 | 102,699,710 | $7,637,017,639 | +$135,275,299 | $74.08 | 756 |
| 2024 Q1 | 100,962,996 | $7,604,929,282 | -$425,258,897 | $75.98 | 748 |
| 2023 Q4 | 107,685,985 | $7,547,029,303 | +$116,241,247 | $70.10 | 724 |
| 2023 Q3 | 103,874,130 | $6,696,392,252 | +$207,762,348 | $64.46 | 643 |
| 2023 Q2 | 100,649,762 | $6,752,913,419 | -$110,435,923 | $67.09 | 680 |
| 2023 Q1 | 102,055,227 | $6,693,268,409 | -$133,408,496 | $65.58 | 686 |
| 2022 Q4 | 104,376,421 | $6,897,429,671 | +$274,422,841 | $66.02 | 689 |
| 2022 Q3 | 99,900,112 | $5,861,771,812 | +$34,445,577 | $58.51 | 624 |
| 2022 Q2 | 99,301,179 | $6,202,731,185 | -$49,072,332 | $62.42 | 632 |
| 2022 Q1 | 100,387,810 | $7,166,985,069 | +$184,375,512 | $71.39 | 632 |
| 2021 Q4 | 97,410,636 | $7,121,664,861 | +$520,593,948 | $73.22 | 630 |
| 2021 Q3 | 89,414,633 | $6,046,891,156 | -$120,992,186 | $67.48 | 553 |
| 2021 Q2 | 91,730,278 | $6,272,688,221 | -$111,248,503 | $68.37 | 552 |
| 2021 Q1 | 93,335,464 | $6,088,292,251 | +$40,537,027 | $65.28 | 522 |
| 2020 Q4 | 93,190,474 | $5,553,627,767 | +$272,194,668 | $59.53 | 503 |
| 2020 Q3 | 85,874,565 | $4,489,389,742 | +$120,629,344 | $52.19 | 441 |
| 2020 Q2 | 83,574,533 | $4,193,617,455 | +$308,347,380 | $50.11 | 449 |