SCHWAB STRATEGIC TR
(808524888)
Relatórios de fundos SCHWAB STRATEGIC TR de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory Inc | 24,657,682 | $804,827k | Jun 30, 2019 | Aug 12, 2019 | |
| Merriman Wealth Management LLC | 171,456 | $56,238k | Jun 30, 2019 | Jul 31, 2019 | |
| The Relaxing Retirement Coach Inc | 410,103 | $13,391k | Jun 30, 2019 | Aug 5, 2019 | |
| Mcadam LLC | 320,423 | $10,459k | Jun 30, 2019 | Jul 30, 2019 | |
| Mokosak Advisory Group LLC | 261,850 | $8,545k | Jun 30, 2019 | Jul 17, 2019 | |
| GHP Investment Advisors Inc | 245,636 | $8,018k | Jun 30, 2019 | Aug 2, 2019 | |
| The Financial Consulate Inc | 223,498 | $7,295k | Jun 30, 2019 | Jul 24, 2019 | |
| Futureadvisor Inc | 243,642 | $6,954k | Sep 30, 2015 | Nov 17, 2015 | |
| Columbus Macro LLC | 201,989 | $6,596k | Jun 30, 2019 | Jul 16, 2019 | |
| Peak Financial Management Inc | 199,880 | $6,524k | Jun 30, 2019 | Aug 1, 2019 | |
| The Retirement Planning Group Inc | 179,783 | $5,868k | Jun 30, 2019 | Jul 25, 2019 | |
| Rainey & Randall Investment Management Inc | 120,564 | $3,935k | Jun 30, 2019 | Jul 18, 2019 | |
| Portfolio Solutions LLC | 118,807 | $3,878k | Jun 30, 2019 | Aug 5, 2019 | |
| Transamerica Financial Advisors Inc | 98,957 | $3,230k | Jun 30, 2019 | Aug 21, 2019 | |
| Wooster Corthell Wealth Management Inc | 79,930 | $2,609k | Jun 30, 2019 | Jul 31, 2019 | |
| Advisory Alpha LLC | 77,274 | $2,514k | Jun 30, 2019 | Aug 16, 2019 | |
| Evensky & KATZ LLC | 66,428 | $2,142k | Mar 31, 2019 | Aug 6, 2019 | |
| Managed Account Services Inc | 51,911 | $1,708k | Jun 30, 2019 | Jul 15, 2019 | |
| Shakespeare Wealth Management Inc | 50,807 | $1,658k | Jun 30, 2019 | Aug 12, 2019 | |
| Alesco Advisors LLC | 45,890 | $1,498k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Engines Advisors LLC | 42,335 | $1,381k | Jun 30, 2019 | Aug 9, 2019 | |
| Fifth Third Securities Inc | 37,230 | $1,221k | Jun 30, 2019 | Jul 30, 2019 | |
| Bluesky Wealth Advisors LLC | 35,262 | $1,151k | Jun 30, 2019 | Aug 5, 2019 | |
| Summit Financial Strategies Inc | 33,431 | $1,091k | Jun 30, 2019 | Aug 8, 2019 | |
| Financial Advisory Service Inc | 33,136 | $1,082k | Jun 30, 2019 | Jul 25, 2019 | |
| PURE Financial Advisors Inc | 17,740 | $579k | Jun 30, 2019 | Jul 11, 2019 | |
| Hengehold Capital Management LLC | 16,827 | $549k | Jun 30, 2019 | Jul 23, 2019 | |
| Altfest L J & Co Inc | 12,403 | $405k | Jun 30, 2019 | Jul 15, 2019 | |
| White Lighthouse Investment Management Inc | 11,673 | $381k | Jun 30, 2019 | Jul 31, 2019 | |
| Fairview Capital Investment Management LLC | 10,785 | $352k | Jun 30, 2019 | Aug 14, 2019 | |
| Stokes Capital Advisors LLC | 10,753 | $351k | Jun 30, 2019 | Jul 15, 2019 | |
| Estate Counselors LLC | 10,540 | $344k | Jun 30, 2019 | Aug 7, 2019 | |
| Ifrah Financial Services Inc | 10,493 | $342k | Jun 30, 2019 | Aug 6, 2019 | |
| Cahill Financial Advisors Inc | 9,818 | $321k | Jun 30, 2019 | Aug 14, 2019 | |
| Gradient Capital Advisors LLC | 9,522 | $311k | Jun 30, 2019 | Jul 16, 2019 | |
| Stearns Financial Services Group Inc | 9,403 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| Landmark Financial Advisors LLC | 7,279 | $237k | Jun 30, 2019 | Aug 2, 2019 | |
| Nicholas Hoffman & Company LLC | 6,616 | $216k | Jun 30, 2019 | Aug 12, 2019 | |
| Cedar Wealth Management LLC | 4 | $0k | Jun 30, 2019 | Jul 24, 2019 |