SCHWAB STRATEGIC TR
(808524102)
Fonds déclarant des avoirs de SCHWAB STRATEGIC TR selon 13F dépôts
Nom de l\'entreprise | Actions détenues / capital | Valeur marchande | Option | Période de rapport | Date d\'entrée en vigueur |
---|---|---|---|---|---|
GS Investments Inc | 7,054 | $497,521k | Jun 30, 2019 | Aug 9, 2019 | |
Evensky & KATZ LLC | 2,757,229 | $187,629k | Mar 31, 2019 | Aug 6, 2019 | |
HT Partners LLC | 1,366,175 | $96,356k | Jun 30, 2019 | Jul 9, 2019 | |
The Retirement Planning Group Inc | 1,301,811 | $91,817k | Jun 30, 2019 | Jul 25, 2019 | |
Strid Group LLC | 1,124,625 | $79,663k | Jun 30, 2019 | Aug 2, 2019 | |
Bouchey Financial Group Ltd | 897,677 | $63,313k | Jun 30, 2019 | Jul 11, 2019 | |
Total Investment Management Inc | 798,927 | $55,206k | Jun 30, 2019 | Aug 7, 2019 | |
Total Management Group Inc | 798,927 | $55,206k | Jun 30, 2019 | Aug 7, 2019 | |
Hengehold Capital Management LLC | 550,018 | $38,793k | Jun 30, 2019 | Jul 23, 2019 | |
Adviceperiod LLC | 467,284 | $32,967k | Jun 30, 2019 | Jul 22, 2019 | |
Accredited Investors Inc | 465,174 | $32,809k | Jun 30, 2019 | Aug 13, 2019 | |
Summit Financial Strategies Inc | 462,239 | $32,602k | Jun 30, 2019 | Aug 8, 2019 | |
FORT PITT Capital Group LLC | 426,067 | $30,050k | Jun 30, 2019 | Aug 9, 2019 | |
SYM Financial Corporation | 400,827 | $28,270k | Jun 30, 2019 | Jul 29, 2019 | |
Pinkerton Retirement Specialists LLC | 400,529 | $28,249k | Jun 30, 2019 | Aug 6, 2019 | |
Asset Advisors Investment Management LLC | 314,577 | $22,187k | Jun 30, 2019 | Jul 25, 2019 | |
Tanglewood Wealth Management Inc | 312,924 | $22,071k | Jun 30, 2019 | Jul 26, 2019 | |
Legacy Financial Strategies LLC | 278,823 | $20,031k | Jun 30, 2019 | Jul 15, 2019 | |
Strategic Advisors LLC | 275,415 | $19,425k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 275,415 | $19,425k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 275,415 | $19,425k | Jun 30, 2019 | Jul 22, 2019 | |
Wealth Enhancement Advisory Services LLC | 263,651 | $19,094k | Jun 30, 2019 | Aug 2, 2019 | |
Merriman Wealth Management LLC | 26,232 | $18,638k | Jun 30, 2019 | Jul 31, 2019 | |
Futureadvisor Inc | 195,129 | $9,050k | Sep 30, 2015 | Nov 17, 2015 | |
Financial Services Advisory Inc | 125,223 | $8,832k | Jun 30, 2019 | Jul 23, 2019 | |
Alliance Wealth Management Group LLC | 113,481 | $8,004k | Jun 30, 2019 | Aug 12, 2019 | |
Stearns Financial Services Group Inc | 110,184 | $7,771k | Jun 30, 2019 | Aug 14, 2019 | |
Madden Advisory Services Inc | 110,127 | $7,767k | Jun 30, 2019 | Jul 22, 2019 | |
The Family FIRM Inc | 108,575 | $7,694k | Jun 30, 2019 | Aug 6, 2019 | |
Apriem Advisors | 106,703 | $7,526k | Jun 30, 2019 | Aug 14, 2019 | |
Sigfig Wealth Management LLC | 105,099 | $7,413k | Jun 30, 2019 | Aug 5, 2019 | |
Portfolio Solutions LLC | 101,538 | $7,161k | Jun 30, 2019 | Aug 5, 2019 | |
Successful Portfolios LLC | 91,361 | $6,444k | Jun 30, 2019 | Jul 11, 2019 | |
JMG Financial Group Ltd | 89,250 | $6,295k | Jun 30, 2019 | Aug 2, 2019 | |
Youngs Advisory Group Inc | 86,474 | $6,099k | Jun 30, 2019 | Jul 16, 2019 | |
Fagan Associates Inc | 84,340 | $5,948k | Jun 30, 2019 | Jul 12, 2019 | |
Strategic Capital Advisers Inc | 83,017 | $5,855k | Jun 30, 2019 | Jul 30, 2019 | |
Signature Financial Management Inc | 91,949 | $5,509k | Dec 31, 2018 | Feb 13, 2019 | |
Ironwood Wealth Management LLC | 70,732 | $4,989k | Jun 30, 2019 | Aug 14, 2019 | |
Curbstone Financial Management Corporation | 70,510 | $4,973k | Jun 30, 2019 | Jul 9, 2019 | |
Peak Financial Management Inc | 60,988 | $4,302k | Jun 30, 2019 | Aug 1, 2019 | |
Liberty Capital Management Inc | 50,307 | $3,548k | Jun 30, 2019 | Jul 15, 2019 | |
Minichmacgregor Wealth Management LLC | 47,160 | $3,350k | Jun 30, 2019 | Aug 5, 2019 | |
Cfo4Life Group LLC | 45,779 | $3,229k | Jun 30, 2019 | Jul 29, 2019 | |
RKL Wealth Management LLC | 43,789 | $3,091k | Jun 30, 2019 | Aug 2, 2019 | |
Sawgrass Asset Management LLC | 43,095 | $3,039k | Jun 30, 2019 | Jul 23, 2019 | |
NYL Investors LLC | 42,900 | $3,026k | Jun 30, 2019 | Aug 7, 2019 | |
Altfest L J & Co Inc | 39,549 | $2,789k | Jun 30, 2019 | Jul 15, 2019 | |
The Financial Consulate Inc | 38,024 | $2,682k | Jun 30, 2019 | Jul 24, 2019 | |
Private Vista LLC | 36,854 | $2,602k | Jun 30, 2019 | Jul 19, 2019 | |
Diversified Portfolios Inc | 36,781 | $2,594k | Jun 30, 2019 | Aug 13, 2019 | |
Pagnatokarp Partners LLC | 31,035 | $2,198k | Jun 30, 2019 | Aug 8, 2019 | |
BHK Investment Advisors LLC | 28,871 | $2,036k | Jun 30, 2019 | Aug 2, 2019 | |
REDW Stanley Financial Advisors LLC | 27,515 | $1,941k | Jun 30, 2019 | Aug 9, 2019 | |
Lejeune Puetz Investment Counsel | 26,637 | $1,879k | Jun 30, 2019 | Jul 29, 2019 | |
Lincoln Capital Corporation | 22,970 | $1,620k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 22,970 | $1,620k | Jun 30, 2019 | Jul 12, 2019 | |
Cambridge Advisors Inc | 22,784 | $1,607k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 22,784 | $1,607k | Jun 30, 2019 | Jul 26, 2019 | |
Huber Financial Advisors LLC | 22,029 | $1,554k | Jun 30, 2019 | Aug 5, 2019 | |
Blankinship & Foster LLC | 21,301 | $1,502k | Jun 30, 2019 | Jul 30, 2019 | |
Staley Capital Advisers Inc | 20,927 | $1,476k | Jun 30, 2019 | Aug 9, 2019 | |
Woodmont Investment Counsel LLC | 20,483 | $1,445k | Jun 30, 2019 | Aug 14, 2019 | |
Exchange Capital Management Inc | 20,444 | $1,442k | Jun 30, 2019 | Jul 22, 2019 | |
PURE Financial Advisors Inc | 19,494 | $1,375k | Jun 30, 2019 | Jul 11, 2019 | |
Bigelow Investment Advisors LLC | 18,535 | $1,307k | Jun 30, 2019 | Jul 17, 2019 | |
Gradient Capital Advisors LLC | 17,291 | $1,220k | Jun 30, 2019 | Jul 16, 2019 | |
Private Asset Management Inc | 17,239 | $1,216k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 17,239 | $1,216k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 17,239 | $1,216k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 17,239 | $1,216k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 17,239 | $1,216k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 17,239 | $1,216k | Jun 30, 2019 | Aug 14, 2019 | |
Vista Private Wealth Partners LLC | 17,404 | $1,214k | Jun 30, 2019 | Aug 27, 2019 | |
BSW Wealth Partners LLC | 17,034 | $1,201k | Jun 30, 2019 | Aug 13, 2019 | |
Sigma Investment Counselors Inc | 15,791 | $1,114k | Jun 30, 2019 | Jul 23, 2019 | |
Secrest Blakey & Associates LLC | 15,727 | $1,114k | Jun 30, 2019 | Aug 13, 2019 | |
SVA Plumb Wealth Management LLC | 15,571 | $1,098k | Jun 30, 2019 | Aug 13, 2019 | |
Carret Asset Management LLC | 14,912 | $1,052k | Jun 30, 2019 | Aug 12, 2019 | |
Acorn Wealth Advisors LLC | 14,950 | $1,051k | Jun 30, 2019 | Aug 14, 2019 | |
Nicholas Hoffman & Company LLC | 14,374 | $1,014k | Jun 30, 2019 | Aug 12, 2019 | |
Financial Advisory Service Inc | 14,177 | $1,000k | Jun 30, 2019 | Jul 25, 2019 | |
Evermay Wealth Management LLC | 12,231 | $863k | Jun 30, 2019 | Jul 23, 2019 | |
Green Square Capital LLC | 11,277 | $795k | Jun 30, 2019 | Aug 14, 2019 | |
WEIK Capital Management Inc | 10,794 | $761k | Jun 30, 2019 | Aug 9, 2019 | |
IRON Financial LLC | 11,136 | $758k | Jun 30, 2019 | Aug 2, 2019 | |
Interocean Capital LLC | 10,276 | $725k | Jun 30, 2019 | Aug 13, 2019 | |
Twele Capital Management Inc | 9,835 | $694k | Jun 30, 2019 | Jul 18, 2019 | |
Harborview Advisors LLC | 9,611 | $678k | Jun 30, 2019 | Aug 7, 2019 | |
Hendershot Investments Inc | 9,149 | $645k | Jun 30, 2019 | Jul 31, 2019 | |
Callahan Advisors LLC | 8,889 | $627k | Jun 30, 2019 | Jul 17, 2019 | |
MRAZ Amerine & Associates Inc | 8,548 | $603k | Jun 30, 2019 | Aug 2, 2019 | |
LLBH Private Wealth Management LLC | 7,342 | $518k | Jun 30, 2019 | Aug 13, 2019 | |
Crestwood Advisors Group LLC | 7,321 | $516k | Jun 30, 2019 | Aug 14, 2019 | |
Ifrah Financial Services Inc | 7,070 | $499k | Jun 30, 2019 | Aug 6, 2019 | |
Legacy Wealth Management Inc | 6,905 | $487k | Jun 30, 2019 | Jul 17, 2019 | |
Legacy Wealth Management LLC | 6,905 | $487k | Jun 30, 2019 | Jul 17, 2019 | |
ZWJ Investment Counsel Inc | 6,400 | $451k | Jun 30, 2019 | Jul 24, 2019 | |
Stony Point Wealth Management Inc | 6,069 | $434k | Jun 30, 2019 | Jul 23, 2019 | |
Fairview Capital Investment Management LLC | 5,885 | $415k | Jun 30, 2019 | Aug 14, 2019 | |
Cahill Financial Advisors Inc | 5,338 | $377k | Jun 30, 2019 | Aug 14, 2019 | |
Bluesky Wealth Advisors LLC | 5,283 | $373k | Jun 30, 2019 | Aug 5, 2019 | |
Armbruster Capital Management Inc | 5,232 | $369k | Jun 30, 2019 | Jul 18, 2019 | |
Summit Asset Management LLC | 5,149 | $363k | Jun 30, 2019 | Aug 7, 2019 | |
Somerset Group LLC | 4,565 | $322k | Jun 30, 2019 | Aug 12, 2019 | |
Managed Account Services Inc | 4,422 | $317k | Jun 30, 2019 | Jul 15, 2019 | |
Cabana LLC | 4,467 | $309k | Jun 30, 2019 | Aug 9, 2019 | |
Pinnacle Family Advisors LLC | 4,355 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
Ancora Family Wealth Advisors LLC | 5,781 | $302k | Sep 30, 2016 | Nov 4, 2016 | |
The RICE Partnership LLC | 4,254 | $300k | Jun 30, 2019 | Jul 25, 2019 | |
Cadinha & Co LLC | 3,970 | $280k | Jun 30, 2019 | Aug 9, 2019 | |
Canal Capital Management LLC | 3,960 | $279k | Jun 30, 2019 | Jul 31, 2019 | |
Strategic International Limited | 3,914 | $276k | Jun 30, 2019 | Jul 29, 2019 | |
AULL & Monroe Investment Management Corp | 3,906 | $275k | Jun 30, 2019 | Jul 29, 2019 | |
KMS Financial Services Inc | 5,662 | $269k | Sep 30, 2014 | Nov 17, 2014 | |
Mastrapasqua Asset Management Inc | 3,801 | $268k | Jun 30, 2019 | Aug 12, 2019 | |
Leonetti & Associates LLC | 4,322 | $259k | Dec 31, 2018 | Feb 19, 2019 | |
Carlson Capital Management LLC | 3,534 | $249k | Jun 30, 2019 | Jul 15, 2019 | |
Bowie Capital Management LLC | 3,500 | $247k | Jun 30, 2019 | Aug 9, 2019 | |
Paulson Wealth Management Inc | 3,131 | $226k | Jun 30, 2019 | Jul 30, 2019 | |
Mengis Capital Management Inc | 3,194 | $225k | Jun 30, 2019 | Jul 18, 2019 | |
Hartline Investment Corp | 3,031 | $214k | Jun 30, 2019 | Aug 8, 2019 | |
Asset Planning Services Inc | 2,949 | $208k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 2,949 | $208k | Jun 30, 2019 | Jul 17, 2019 | |
Shepherd Financial Partners LLC | 2,901 | $205k | Jun 30, 2019 | Aug 5, 2019 | |
Premier Asset Management LLC | 2,885 | $203k | Jun 30, 2019 | Aug 7, 2019 | |
Acropolis Investment Management LLC | 1,627 | $115k | Jun 30, 2019 | Jul 11, 2019 | |
Biltmore Family Office LLC | 1,500 | $106k | Jun 30, 2019 | Jul 31, 2019 | |
Newsquare Capital LLC | 825 | $58k | Jun 30, 2019 | Aug 20, 2019 | |
Armor Investment Advisors LLC | 765 | $54k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 765 | $54k | Jun 30, 2019 | Aug 13, 2019 | |
Tower VIEW Investment Management & Research LLC | 424 | $30k | Jun 30, 2019 | Jul 17, 2019 | |
Transamerica Financial Advisors Inc | 267 | $19k | Jun 30, 2019 | Aug 21, 2019 | |
Horan Securities Inc | 244 | $17k | Jun 30, 2019 | Jul 24, 2019 | |
Benson Investment Management Company Inc | 58 | $4k | Jun 30, 2019 | Jul 11, 2019 |