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SCHWAB STRATEGIC TR
(808524201)

Funds Reporting Holdings of SCHWAB STRATEGIC TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Charles Schwab Investment Advisory Inc 40,545,640 $2,845,899k Jun 30, 2019 Aug 12, 2019
GS Investments Inc 6,567 $460,921k Jun 30, 2019 Aug 9, 2019
QS Investors LLC 2,743,867 $192,593k Jun 30, 2019 Aug 14, 2019
Evermay Wealth Management LLC 1,029,088 $72,232k Jun 30, 2019 Jul 23, 2019
SVA Plumb Wealth Management LLC 967,669 $67,921k Jun 30, 2019 Aug 13, 2019
Wealth Enhancement Advisory Services LLC 843,450 $60,855k Jun 30, 2019 Aug 2, 2019
SFMG LLC 837,360 $60,516k Jun 30, 2019 Aug 5, 2019
RKL Wealth Management LLC 630,241 $44,231k Jun 30, 2019 Aug 2, 2019
Piershale Financial Group Inc 604,999 $42,465k Jun 30, 2019 Jul 26, 2019
Cooper/Haims Advisors LLC 565,946 $39,724k Jun 30, 2019 Jul 26, 2019
Mcadam LLC 565,493 $39,692k Jun 30, 2019 Jul 30, 2019
JMG Financial Group Ltd 513,053 $36,011k Jun 30, 2019 Aug 2, 2019
Pinkerton Retirement Specialists LLC 475,349 $33,365k Jun 30, 2019 Aug 6, 2019
Bronfman EL Rothschild LP 473,091 $33,206k Jun 30, 2019 Aug 12, 2019
Alliance Wealth Management Group LLC 424,775 $29,815k Jun 30, 2019 Aug 12, 2019
Advanced Asset Management Advisors Inc 401,700 $28,195k Jun 30, 2019 Aug 2, 2019
Access Financial Services Inc 371,924 $26,105k Jun 30, 2019 Jul 24, 2019
Wooster Corthell Wealth Management Inc 325,860 $22,872k Jun 30, 2019 Jul 31, 2019
Burleson & Company LLC 309,256 $21,833k Jun 30, 2019 Aug 5, 2019
Total Management Group Inc 307,772 $21,196k Jun 30, 2019 Aug 7, 2019
Total Investment Management Inc 307,772 $21,196k Jun 30, 2019 Aug 7, 2019
Bluesky Wealth Advisors LLC 300,571 $21,097k Jun 30, 2019 Aug 5, 2019
Moneywise Inc 287,594 $20,186k Jun 30, 2019 Jul 17, 2019
The Financial Consulate Inc 287,119 $20,153k Jun 30, 2019 Jul 24, 2019
The Relaxing Retirement Coach Inc 278,611 $19,549k Jun 30, 2019 Aug 5, 2019
Ironwood Wealth Management LLC 248,411 $17,436k Jun 30, 2019 Aug 14, 2019
Valicenti Advisory Services Inc 231,623 $16,258k Jun 30, 2019 Jul 17, 2019
Sensible Financial Planning and Management LLC 180,442 $12,665k Jun 30, 2019 Aug 7, 2019
CWH Capital Management Inc 180,334 $12,658k Jun 30, 2019 Aug 14, 2019
Columbus Macro LLC 177,877 $12,507k Jun 30, 2019 Jul 16, 2019
ST Johns Investment Management Company LLC 177,034 $12,426k Jun 30, 2019 Jul 24, 2019
Lenox Wealth Advisors LLC 161,172 $11,313k Jun 30, 2019 Jul 12, 2019
The Appleton Group LLC 157,244 $11,037k Jun 30, 2019 Aug 7, 2019
Vista Private Wealth Partners LLC 155,352 $10,814k Jun 30, 2019 Aug 27, 2019
Advisory Alpha LLC 140,860 $9,985k Jun 30, 2019 Aug 16, 2019
SWS Partners LLC 134,351 $9,613k Jun 30, 2019 Aug 13, 2019
Exchange Capital Management Inc 123,008 $8,634k Jun 30, 2019 Jul 22, 2019
Hengehold Capital Management LLC 107,019 $7,512k Jun 30, 2019 Jul 23, 2019
Newport Wealth Strategies Inc 96,820 $6,903k Jun 30, 2019 Jul 22, 2019
Strategic Financial Services Inc 97,202 $6,823k Jun 30, 2019 Aug 13, 2019
Northwest Investment Counselors LLC 95,904 $6,732k Jun 30, 2019 Jul 25, 2019
Minichmacgregor Wealth Management LLC 94,916 $6,711k Jun 30, 2019 Aug 5, 2019
Alesco Advisors LLC 89,864 $6,308k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 118,878 $6,136k Sep 30, 2016 Nov 4, 2016
Greenwood Gearhart Inc 80,974 $5,684k Jun 30, 2019 Aug 7, 2019
Condor Capital Management 77,394 $5,432k Jun 30, 2019 Aug 5, 2019
Gradient Capital Advisors LLC 69,136 $4,853k Jun 30, 2019 Jul 16, 2019
Financial Advisory Service Inc 60,047 $4,215k Jun 30, 2019 Jul 25, 2019
Wakefield Asset Management LLLP 59,735 $4,193k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 59,219 $4,175k Jun 30, 2019 Aug 8, 2019
Managed Account Services Inc 58,227 $4,158k Jun 30, 2019 Jul 15, 2019
Sawgrass Asset Management LLC 54,236 $3,807k Jun 30, 2019 Jul 23, 2019
Bigelow Investment Advisors LLC 51,177 $3,592k Jun 30, 2019 Jul 17, 2019
Apriem Advisors 49,944 $3,506k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 49,292 $3,460k Jun 30, 2019 Aug 13, 2019
Peak Financial Management Inc 46,177 $3,241k Jun 30, 2019 Aug 1, 2019
Mitchell Capital Management Co 44,901 $3,152k Jun 30, 2019 Jul 24, 2019
Landmark Financial Advisors LLC 43,669 $3,065k Jun 30, 2019 Aug 2, 2019
Carlson Capital Management LLC 41,216 $2,893k Jun 30, 2019 Jul 15, 2019
Legacy Wealth Management Inc 40,868 $2,869k Jun 30, 2019 Jul 17, 2019
Legacy Wealth Management LLC 40,868 $2,869k Jun 30, 2019 Jul 17, 2019
Cahill Financial Advisors Inc 39,964 $2,806k Jun 30, 2019 Aug 14, 2019
American Money Management LLC 39,929 $2,803k Jun 30, 2019 Aug 12, 2019
Madden Advisory Services Inc 39,559 $2,776k Jun 30, 2019 Jul 22, 2019
Stordahl Capital Management Inc 38,394 $2,754k Jun 30, 2019 Jul 22, 2019
Evensky & KATZ LLC 40,593 $2,744k Mar 31, 2019 Aug 6, 2019
Lejeune Puetz Investment Counsel 38,744 $2,719k Jun 30, 2019 Jul 29, 2019
Mengis Capital Management Inc 36,899 $2,589k Jun 30, 2019 Jul 18, 2019
Gainplan LLC 36,790 $2,582k Jun 30, 2019 Aug 7, 2019
Sigma Investment Counselors Inc 31,419 $2,205k Jun 30, 2019 Jul 23, 2019
Vishria BIRD Financial Group LLC 31,118 $2,184k Jun 30, 2019 Jul 15, 2019
Triangle Securities Wealth Management 28,543 $2,027k Jun 30, 2019 Jul 10, 2019
Lincoln Capital LLC 28,390 $1,993k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 28,390 $1,993k Jun 30, 2019 Jul 12, 2019
Blackhawk Capital Partners LLC 27,921 $1,960k Jun 30, 2019 Aug 13, 2019
Pinnacle Family Advisors LLC 27,230 $1,911k Jun 30, 2019 Aug 14, 2019
Adviceperiod LLC 24,696 $1,733k Jun 30, 2019 Jul 22, 2019
Elgethun Capital Management 23,601 $1,657k Jun 30, 2019 Aug 8, 2019
Santori & Peters Inc 23,180 $1,627k Jun 30, 2019 Jul 30, 2019
Glacier Peak Capital LLC 22,089 $1,550k Jun 30, 2019 Aug 12, 2019
Abbrea Capital LLC 21,395 $1,508k Jun 30, 2019 Jul 31, 2019
Peak Asset Management LLC 20,402 $1,432k Jun 30, 2019 Aug 15, 2019
Curbstone Financial Management Corporation 19,970 $1,402k Jun 30, 2019 Jul 9, 2019
Asset Management Corporation 19,250 $1,351k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 19,250 $1,351k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 19,250 $1,351k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 19,250 $1,351k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 19,250 $1,351k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 19,250 $1,351k Jun 30, 2019 Aug 14, 2019
West Oak Capital LLC 18,573 $1,304k Jun 30, 2019 Jul 12, 2019
United Asset Strategies Inc 17,630 $1,237k Jun 30, 2019 Jul 31, 2019
The Retirement Planning Group Inc 16,887 $1,185k Jun 30, 2019 Jul 25, 2019
Stony Point Wealth Management Inc 16,112 $1,149k Jun 30, 2019 Jul 23, 2019
Bouchey Financial Group Ltd 15,259 $1,071k Jun 30, 2019 Jul 11, 2019
American Investment Services Inc 15,138 $1,063k Jun 30, 2019 Aug 6, 2019
Phillips Financial Management LLC 14,962 $1,058k Jun 30, 2019 Aug 6, 2019
Alley Company LLC 14,916 $1,047k Jun 30, 2019 Jul 30, 2019
Tanglewood Wealth Management Inc 14,672 $1,030k Jun 30, 2019 Jul 26, 2019
Successful Portfolios LLC 14,145 $993k Jun 30, 2019 Jul 11, 2019
Ifrah Financial Services Inc 13,795 $968k Jun 30, 2019 Aug 6, 2019
Twele Capital Management Inc 13,313 $934k Jun 30, 2019 Jul 18, 2019
Mckinley Carter Wealth Services Inc 13,081 $918k Jun 30, 2019 Aug 2, 2019
LBMC Investment Advisors LLC 11,721 $823k Jun 30, 2019 Jul 18, 2019
Premier Asset Management LLC 11,155 $782k Jun 30, 2019 Aug 7, 2019
Sigfig Wealth Management LLC 10,787 $757k Jun 30, 2019 Aug 5, 2019
Summit Asset Management LLC 10,743 $754k Jun 30, 2019 Aug 7, 2019
Somerset Group LLC 10,386 $729k Jun 30, 2019 Aug 12, 2019
Strategic International Limited 10,326 $725k Jun 30, 2019 Jul 29, 2019
FORT PITT Capital Group LLC 9,986 $701k Jun 30, 2019 Aug 9, 2019
BFSG LLC 9,470 $665k Jun 30, 2019 Jul 30, 2019
Fifth Third Securities Inc 9,349 $659k Jun 30, 2019 Jul 30, 2019
Harborview Advisors LLC 8,933 $627k Jun 30, 2019 Aug 7, 2019
HT Partners LLC 8,439 $592k Jun 30, 2019 Jul 9, 2019
BTR Capital Management Inc 8,130 $571k Jun 30, 2019 Jul 18, 2019
Highland Private Wealth Management 8,075 $567k Jun 30, 2019 Aug 13, 2019
WEIK Capital Management Inc 8,005 $562k Jun 30, 2019 Aug 9, 2019
Summit Financial Strategies Inc 7,961 $559k Jun 30, 2019 Aug 8, 2019
Carret Asset Management LLC 7,729 $542k Jun 30, 2019 Aug 12, 2019
Mirador Capital Partners LP 7,376 $518k Jun 30, 2019 Aug 6, 2019
Berkshire Money Management Inc 6,873 $482k Jun 30, 2019 Jul 29, 2019
Secrest Blakey & Associates LLC 6,799 $479k Jun 30, 2019 Aug 13, 2019
Emery & Howard Portfolio Management 6,474 $454k Jun 30, 2019 Aug 9, 2019
Armbruster Capital Management Inc 6,175 $433k Jun 30, 2019 Jul 18, 2019
GHP Investment Advisors Inc 6,068 $426k Jun 30, 2019 Aug 2, 2019
Bishop & Company Investment Management LLC 5,859 $411k Jun 30, 2019 Aug 9, 2019
Hartline Investment Corp 5,708 $401k Jun 30, 2019 Aug 8, 2019
Oarsman Capital Inc 5,638 $396k Jun 30, 2019 Aug 13, 2019
AULL & Monroe Investment Management Corp 5,249 $368k Jun 30, 2019 Jul 29, 2019
Mcmahon Financial Advisors LLC 5,177 $363k Jun 30, 2019 Aug 6, 2019
BSW Wealth Partners LLC 4,622 $324k Jun 30, 2019 Aug 13, 2019
Stewart & Patten Co LLC 4,502 $316k Jun 30, 2019 Jul 17, 2019
Resource Planning Group Ltd 4,435 $311k Jun 30, 2019 Jul 18, 2019
Palouse Capital Management Inc 3,944 $277k Jun 30, 2019 Aug 6, 2019
Summit Financial Wealth Advisors LLC 3,879 $272k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 3,879 $272k Jun 30, 2019 Jul 16, 2019
Independence Financial Advisors LLC 3,785 $266k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 3,785 $266k Jun 30, 2019 Aug 12, 2019
Hoylecohen LLC 3,756 $264k Jun 30, 2019 Aug 9, 2019
Willow Creek Wealth Management Inc 3,708 $260k Jun 30, 2019 Jul 22, 2019
Armor Investment Advisors LLC 3,670 $258k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 3,670 $258k Jun 30, 2019 Aug 13, 2019
Southeast Asset Advisors Inc 3,631 $255k Jun 30, 2019 Aug 14, 2019
Quadrant Capital Management LLC 3,580 $251k Jun 30, 2019 Aug 8, 2019
Signature Estate & Investment Advisors LLC 3,243 $228k Jun 30, 2019 Aug 1, 2019
Fagan Associates Inc 3,188 $224k Jun 30, 2019 Jul 12, 2019
Shoker Investment Counsel Inc 3,070 $215k Jun 30, 2019 Aug 9, 2019
Vision Capital Management Corporation 3,039 $213k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 3,039 $213k Jun 30, 2019 Jul 29, 2019
HM Capital Management LLC 2,936 $206k Jun 30, 2019 Jul 24, 2019
LESA Sroufe & Company Inc 2,897 $203k Jun 30, 2019 Jul 29, 2019
Permanens Capital LP 1,720 $121k Jun 30, 2019 Aug 9, 2019
Stearns Financial Services Group Inc 971 $68k Jun 30, 2019 Aug 14, 2019
Macroview Investment Management LLC 175 $12k Jun 30, 2019 Jul 23, 2019
Independent Advisor Alliance LLC 11,786 $1k Jun 30, 2019 Aug 12, 2019

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