investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

SCHWAB STRATEGIC TR
(808524102)

Funds Reporting Holdings of SCHWAB STRATEGIC TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
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 Inc 275,415 $19,425k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 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 LLC 22,784 $1,607k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 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
Trust Asset Management LLC 17,239 $1,216k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 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
Secrest Blakey & Associates LLC 15,727 $1,114k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 15,791 $1,114k Jun 30, 2019 Jul 23, 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 Ltd 2,949 $208k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 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

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.