Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
60,422,767
-
Share change
-
+1,309,680
-
Total reported value
-
$1,796,886,979
-
Price per share
-
$29.61
-
Number of holders
-
161
-
Value change
-
+$39,090,444
-
Number of buys
-
72
-
Number of sells
-
60
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
161 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
60,422,767 shares.
The largest 10 holders included
MATHER GROUP, LLC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cooper Financial Group, EXCHANGE TRADED CONCEPTS, LLC, GenWealth Group, Inc., Brady Martz Wealth Solutions, LLC, Meriwether Wealth & Planning, LLC, Noble Family Wealth, LLC, Focus Financial Network, Inc., and Ethos Financial Group, LLC.
This page lists
161
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.