SCHWAB STRATEGIC TR US MID-CAP ETF
(808524508)
Funds Reporting Holdings of SCHWAB STRATEGIC TR US MID-CAP ETF according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Financial Engines Advisors LLC | 2,527,940 | $144,320k | Jun 30, 2019 | Aug 9, 2019 | |
SVA Plumb Wealth Management LLC | 1,646,468 | $93,997k | Jun 30, 2019 | Aug 13, 2019 | |
Legacy Wealth Management Inc | 985,907 | $56,285k | Jun 30, 2019 | Jul 17, 2019 | |
Legacy Wealth Management LLC | 985,907 | $56,285k | Jun 30, 2019 | Jul 17, 2019 | |
Merriman Wealth Management LLC | 92,072 | $52,877k | Jun 30, 2019 | Jul 31, 2019 | |
Wealth Enhancement Advisory Services LLC | 644,108 | $37,448k | Jun 30, 2019 | Aug 2, 2019 | |
SFMG LLC | 605,915 | $35,404k | Jun 30, 2019 | Aug 5, 2019 | |
JMG Financial Group Ltd | 573,987 | $32,769k | Jun 30, 2019 | Aug 2, 2019 | |
The Financial Consulate Inc | 511,247 | $29,187k | Jun 30, 2019 | Jul 24, 2019 | |
Pinkerton Retirement Specialists LLC | 485,219 | $27,701k | Jun 30, 2019 | Aug 6, 2019 | |
RKL Wealth Management LLC | 467,344 | $26,681k | Jun 30, 2019 | Aug 2, 2019 | |
Emery & Howard Portfolio Management | 291,644 | $16,650k | Jun 30, 2019 | Aug 9, 2019 | |
Summit Asset Management LLC | 288,372 | $16,463k | Jun 30, 2019 | Aug 7, 2019 | |
CWH Capital Management Inc | 258,912 | $14,781k | Jun 30, 2019 | Aug 14, 2019 | |
Summit Financial Strategies Inc | 254,502 | $14,530k | Jun 30, 2019 | Aug 8, 2019 | |
Vista Private Wealth Partners LLC | 234,095 | $12,985k | Jun 30, 2019 | Aug 27, 2019 | |
Rainey & Randall Investment Management Inc | 225,885 | $12,896k | Jun 30, 2019 | Jul 18, 2019 | |
Moneywise Inc | 225,727 | $12,887k | Jun 30, 2019 | Jul 17, 2019 | |
Mokosak Advisory Group LLC | 204,404 | $11,667k | Jun 30, 2019 | Jul 17, 2019 | |
Triangle Securities Wealth Management | 179,784 | $10,323k | Jun 30, 2019 | Jul 10, 2019 | |
ST Johns Investment Management Company LLC | 174,219 | $9,946k | Jun 30, 2019 | Jul 24, 2019 | |
Ironwood Wealth Management LLC | 171,918 | $9,815k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Advisors Investment Management LLC | 158,866 | $9,070k | Jun 30, 2019 | Jul 25, 2019 | |
Curbstone Financial Management Corporation | 156,530 | $8,936k | Jun 30, 2019 | Jul 9, 2019 | |
Advisory Alpha LLC | 138,272 | $7,922k | Jun 30, 2019 | Aug 16, 2019 | |
Mountain Capital Investment Advisors Inc | 139,556 | $7,803k | Jun 30, 2019 | Aug 14, 2019 | |
Wescap Management Group Inc | 133,197 | $7,604k | Jun 30, 2019 | Aug 6, 2019 | |
Minichmacgregor Wealth Management LLC | 131,667 | $7,561k | Jun 30, 2019 | Aug 5, 2019 | |
The Relaxing Retirement Coach Inc | 131,588 | $7,509k | Jun 30, 2019 | Aug 5, 2019 | |
Private Asset Management Inc | 131,110 | $7,485k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 131,110 | $7,485k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 131,110 | $7,485k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 131,110 | $7,485k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 131,110 | $7,485k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 131,110 | $7,485k | Jun 30, 2019 | Aug 14, 2019 | |
Alliance Wealth Management Group LLC | 128,229 | $7,321k | Jun 30, 2019 | Aug 12, 2019 | |
Exchange Capital Management Inc | 124,425 | $7,103k | Jun 30, 2019 | Jul 22, 2019 | |
Peak Financial Management Inc | 120,783 | $6,895k | Jun 30, 2019 | Aug 1, 2019 | |
Acorn Wealth Advisors LLC | 78,221 | $4,387k | Jun 30, 2019 | Aug 14, 2019 | |
Madden Advisory Services Inc | 71,971 | $4,108k | Jun 30, 2019 | Jul 22, 2019 | |
Cahill Financial Advisors Inc | 68,161 | $3,892k | Jun 30, 2019 | Aug 14, 2019 | |
Newport Wealth Strategies Inc | 66,926 | $3,849k | Jun 30, 2019 | Jul 22, 2019 | |
GS Investments Inc | 67 | $3,822k | Jun 30, 2019 | Aug 9, 2019 | |
Vishria BIRD Financial Group LLC | 65,919 | $3,763k | Jun 30, 2019 | Jul 15, 2019 | |
Broadleaf Partners LLC | 63,326 | $3,615k | Jun 30, 2019 | Jul 19, 2019 | |
Gradient Capital Advisors LLC | 62,402 | $3,563k | Jun 30, 2019 | Jul 16, 2019 | |
Financial Advisory Service Inc | 61,424 | $3,507k | Jun 30, 2019 | Jul 25, 2019 | |
Secrest Blakey & Associates LLC | 60,570 | $3,470k | Jun 30, 2019 | Aug 13, 2019 | |
Fifth Third Securities Inc | 57,903 | $3,316k | Jun 30, 2019 | Jul 30, 2019 | |
Burleson & Company LLC | 55,178 | $3,137k | Jun 30, 2019 | Aug 5, 2019 | |
Providence Wealth Advisors LLC | 49,678 | $2,848k | Jun 30, 2019 | Jul 22, 2019 | |
Condor Capital Management | 46,792 | $2,671k | Jun 30, 2019 | Aug 5, 2019 | |
Fagan Associates Inc | 44,828 | $2,559k | Jun 30, 2019 | Jul 12, 2019 | |
Access Financial Services Inc | 43,956 | $2,509k | Jun 30, 2019 | Jul 24, 2019 | |
Alphastar Capital Management LLC | 41,537 | $2,371k | Jun 30, 2019 | Aug 14, 2019 | |
Alesco Advisors LLC | 39,238 | $2,240k | Jun 30, 2019 | Aug 14, 2019 | |
Armbruster Capital Management Inc | 38,822 | $2,216k | Jun 30, 2019 | Jul 18, 2019 | |
Mengis Capital Management Inc | 37,533 | $2,142k | Jun 30, 2019 | Jul 18, 2019 | |
Evermay Wealth Management LLC | 37,252 | $2,127k | Jun 30, 2019 | Jul 23, 2019 | |
Harfst and Associates Inc | 36,552 | $2,086k | Jun 30, 2019 | Aug 14, 2019 | |
Brightworth LLC | 35,504 | $2,027k | Jun 30, 2019 | Jul 31, 2019 | |
Lincoln Capital Corporation | 33,073 | $1,888k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 33,073 | $1,888k | Jun 30, 2019 | Jul 12, 2019 | |
TMD & Associates Inc | 31,360 | $1,790k | Jun 30, 2019 | Aug 9, 2019 | |
Bigelow Investment Advisors LLC | 28,801 | $1,644k | Jun 30, 2019 | Jul 17, 2019 | |
Ausdal Financial Partners Inc | 26,076 | $1,517k | Jun 30, 2019 | Aug 5, 2019 | |
Hoylecohen LLC | 26,380 | $1,506k | Jun 30, 2019 | Aug 9, 2019 | |
American Money Management LLC | 26,004 | $1,485k | Jun 30, 2019 | Aug 12, 2019 | |
Peak Asset Management LLC | 23,695 | $1,353k | Jun 30, 2019 | Aug 15, 2019 | |
Harborview Advisors LLC | 23,293 | $1,330k | Jun 30, 2019 | Aug 7, 2019 | |
Pinnacle Family Advisors LLC | 22,624 | $1,292k | Jun 30, 2019 | Aug 14, 2019 | |
ORCA Investment Management LLC | 21,149 | $1,207k | Jun 30, 2019 | Jul 17, 2019 | |
Altfest L J & Co Inc | 19,970 | $1,140k | Jun 30, 2019 | Jul 15, 2019 | |
Sawgrass Asset Management LLC | 19,073 | $1,089k | Jun 30, 2019 | Jul 23, 2019 | |
Foothills Asset Management Ltd | 18,606 | $1,062k | Jun 30, 2019 | Jul 17, 2019 | |
Gainplan LLC | 18,225 | $1,040k | Jun 30, 2019 | Aug 7, 2019 | |
Abbrea Capital LLC | 17,685 | $1,013k | Jun 30, 2019 | Jul 31, 2019 | |
Ifrah Financial Services Inc | 17,652 | $1,008k | Jun 30, 2019 | Aug 6, 2019 | |
Armor Investment Advisors LLC | 17,582 | $1,004k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 17,582 | $1,004k | Jun 30, 2019 | Aug 13, 2019 | |
Blue CHIP Wealth Management Inc | 17,304 | $988k | Jun 30, 2019 | Aug 13, 2019 | |
Strategic International Limited | 17,184 | $981k | Jun 30, 2019 | Jul 29, 2019 | |
Cambridge Advisors Inc | 16,289 | $930k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 16,289 | $930k | Jun 30, 2019 | Jul 26, 2019 | |
Columbus Macro LLC | 15,581 | $890k | Jun 30, 2019 | Jul 16, 2019 | |
Mitchell Capital Management Co | 14,580 | $832k | Jun 30, 2019 | Jul 24, 2019 | |
Strategic Capital Advisers Inc | 14,431 | $824k | Jun 30, 2019 | Jul 30, 2019 | |
Summit Financial Wealth Advisors LLC | 14,429 | $824k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 14,429 | $824k | Jun 30, 2019 | Jul 16, 2019 | |
Stordahl Capital Management Inc | 13,841 | $801k | Jun 30, 2019 | Jul 22, 2019 | |
Hartline Investment Corp | 13,434 | $767k | Jun 30, 2019 | Aug 8, 2019 | |
The Appleton Group LLC | 13,184 | $753k | Jun 30, 2019 | Aug 7, 2019 | |
Lejeune Puetz Investment Counsel | 12,586 | $719k | Jun 30, 2019 | Jul 29, 2019 | |
Sigma Investment Counselors Inc | 12,306 | $703k | Jun 30, 2019 | Jul 23, 2019 | |
Mcadam LLC | 12,241 | $699k | Jun 30, 2019 | Jul 30, 2019 | |
Cooper/Haims Advisors LLC | 12,176 | $695k | Jun 30, 2019 | Jul 26, 2019 | |
FORT PITT Capital Group LLC | 11,651 | $665k | Jun 30, 2019 | Aug 9, 2019 | |
Barry Investment Advisors LLC | 10,435 | $596k | Jun 30, 2019 | Jul 26, 2019 | |
Confluence Wealth Management LLC | 10,056 | $574k | Jun 30, 2019 | Aug 9, 2019 | |
Breiter Capital Management Inc | 7,751 | $442k | Jun 30, 2019 | Aug 23, 2019 | |
Arlington Financial Advisors LLC | 7,629 | $436k | Jun 30, 2019 | Aug 5, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 7,539 | $430k | Jun 30, 2019 | Jul 15, 2019 | |
Somerset Group LLC | 7,458 | $426k | Jun 30, 2019 | Aug 12, 2019 | |
Gillespie Robinson & Grimm Inc | 7,160 | $409k | Jun 30, 2019 | Jul 22, 2019 | |
Glacier Peak Capital LLC | 6,885 | $393k | Jun 30, 2019 | Aug 12, 2019 | |
Mckinley Carter Wealth Services Inc | 6,523 | $372k | Jun 30, 2019 | Aug 2, 2019 | |
BSW Wealth Partners LLC | 6,242 | $356k | Jun 30, 2019 | Aug 13, 2019 | |
Bouchey Financial Group Ltd | 6,008 | $343k | Jun 30, 2019 | Jul 11, 2019 | |
Twele Capital Management Inc | 5,969 | $341k | Jun 30, 2019 | Jul 18, 2019 | |
BFSG LLC | 5,978 | $341k | Jun 30, 2019 | Jul 30, 2019 | |
Evensky & KATZ LLC | 5,712 | $316k | Mar 31, 2019 | Aug 6, 2019 | |
KMS Financial Services Inc | 7,821 | $303k | Sep 30, 2014 | Nov 17, 2014 | |
Nikulski Financial Inc | 4,670 | $269k | Jun 30, 2019 | Jul 22, 2019 | |
Mcmahon Financial Advisors LLC | 4,663 | $266k | Jun 30, 2019 | Aug 6, 2019 | |
Lexaurum Advisors LLC | 4,346 | $248k | Jun 30, 2019 | Jul 19, 2019 | |
Plancorp LLC | 4,054 | $231k | Jun 30, 2019 | Aug 13, 2019 | |
Youngs Advisory Group Inc | 4,050 | $231k | Jun 30, 2019 | Jul 16, 2019 | |
REDW Stanley Financial Advisors LLC | 3,972 | $227k | Jun 30, 2019 | Aug 9, 2019 | |
Berkshire Money Management Inc | 3,950 | $226k | Jun 30, 2019 | Jul 29, 2019 | |
RAUB Brock Capital Management LP | 3,931 | $224k | Jun 30, 2019 | Jul 23, 2019 | |
SWS Partners LLC | 3,595 | $207k | Jun 30, 2019 | Aug 13, 2019 | |
Permanens Capital LP | 1,363 | $78k | Jun 30, 2019 | Aug 9, 2019 | |
Macroview Investment Management LLC | 160 | $9k | Jun 30, 2019 | Jul 23, 2019 | |
Transamerica Financial Advisors Inc | 105 | $6k | Jun 30, 2019 | Aug 21, 2019 | |
Spectrum Management Group Inc | 105 | $6k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 105 | $6k | Jun 30, 2019 | Aug 2, 2019 | |
Stearns Financial Services Group Inc | 51 | $3k | Jun 30, 2019 | Aug 14, 2019 |