SCHWAB STRATEGIC TR US SML CAP ETF
(808524607)
Funds Reporting Holdings of SCHWAB STRATEGIC TR US SML CAP ETF according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Charles Schwab Investment Advisory Inc | 20,518,131 | $1,466,636k | Jun 30, 2019 | Aug 12, 2019 | |
Wealth Enhancement Advisory Services LLC | 977,591 | $70,885k | Jun 30, 2019 | Aug 2, 2019 | |
Financial Engines Advisors LLC | 499,963 | $35,737k | Jun 30, 2019 | Aug 9, 2019 | |
Bronfman EL Rothschild LP | 309,517 | $22,124k | Jun 30, 2019 | Aug 12, 2019 | |
CWH Capital Management Inc | 280,547 | $20,053k | Jun 30, 2019 | Aug 14, 2019 | |
RKL Wealth Management LLC | 255,009 | $18,240k | Jun 30, 2019 | Aug 2, 2019 | |
QS Investors LLC | 232,721 | $16,635k | Jun 30, 2019 | Aug 14, 2019 | |
Moneywise Inc | 188,435 | $13,469k | Jun 30, 2019 | Jul 17, 2019 | |
Emery & Howard Portfolio Management | 178,608 | $12,767k | Jun 30, 2019 | Aug 9, 2019 | |
Rainey & Randall Investment Management Inc | 168,862 | $12,070k | Jun 30, 2019 | Jul 18, 2019 | |
Bluesky Wealth Advisors LLC | 167,044 | $11,940k | Jun 30, 2019 | Aug 5, 2019 | |
Mokosak Advisory Group LLC | 158,941 | $11,367k | Jun 30, 2019 | Jul 17, 2019 | |
Summit Financial Strategies Inc | 143,490 | $10,257k | Jun 30, 2019 | Aug 8, 2019 | |
GS Investments Inc | 142 | $10,150k | Jun 30, 2019 | Aug 9, 2019 | |
Bouchey Financial Group Ltd | 131,366 | $9,390k | Jun 30, 2019 | Jul 11, 2019 | |
Northwest Investment Counselors LLC | 119,292 | $8,527k | Jun 30, 2019 | Jul 25, 2019 | |
ST Johns Investment Management Company LLC | 116,808 | $8,349k | Jun 30, 2019 | Jul 24, 2019 | |
Advisory Alpha LLC | 104,051 | $7,430k | Jun 30, 2019 | Aug 16, 2019 | |
Columbus Macro LLC | 102,965 | $7,367k | Jun 30, 2019 | Jul 16, 2019 | |
Wooster Corthell Wealth Management Inc | 102,409 | $7,320k | Jun 30, 2019 | Jul 31, 2019 | |
Curbstone Financial Management Corporation | 91,540 | $6,543k | Jun 30, 2019 | Jul 9, 2019 | |
Stony Point Wealth Management Inc | 91,281 | $6,517k | Jun 30, 2019 | Jul 23, 2019 | |
Confluence Wealth Management LLC | 81,127 | $5,799k | Jun 30, 2019 | Aug 9, 2019 | |
Ironwood Wealth Management LLC | 80,468 | $5,752k | Jun 30, 2019 | Aug 14, 2019 | |
Alliance Wealth Management Group LLC | 80,457 | $5,751k | Jun 30, 2019 | Aug 12, 2019 | |
Exchange Capital Management Inc | 70,766 | $5,058k | Jun 30, 2019 | Jul 22, 2019 | |
Access Financial Services Inc | 65,326 | $4,669k | Jun 30, 2019 | Jul 24, 2019 | |
Madden Advisory Services Inc | 62,506 | $4,467k | Jun 30, 2019 | Jul 22, 2019 | |
Vista Private Wealth Partners LLC | 60,984 | $4,214k | Jun 30, 2019 | Aug 27, 2019 | |
Cooper/Haims Advisors LLC | 58,729 | $4,198k | Jun 30, 2019 | Jul 26, 2019 | |
The Relaxing Retirement Coach Inc | 55,804 | $3,988k | Jun 30, 2019 | Aug 5, 2019 | |
Evensky & KATZ LLC | 42,180 | $3,949k | Mar 31, 2019 | Aug 6, 2019 | |
Burleson & Company LLC | 45,980 | $3,279k | Jun 30, 2019 | Aug 5, 2019 | |
Nikulski Financial Inc | 41,970 | $2,997k | Jun 30, 2019 | Jul 22, 2019 | |
Private Asset Management Inc | 40,934 | $2,926k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 40,934 | $2,926k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 40,934 | $2,926k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 40,934 | $2,926k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 40,934 | $2,926k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 40,934 | $2,926k | Jun 30, 2019 | Aug 14, 2019 | |
Portfolio Solutions LLC | 40,663 | $2,907k | Jun 30, 2019 | Aug 5, 2019 | |
Cahill Financial Advisors Inc | 39,628 | $2,833k | Jun 30, 2019 | Aug 14, 2019 | |
Fifth Third Securities Inc | 38,512 | $2,761k | Jun 30, 2019 | Jul 30, 2019 | |
Evermay Wealth Management LLC | 38,155 | $2,727k | Jun 30, 2019 | Jul 23, 2019 | |
Youngs Advisory Group Inc | 38,104 | $2,724k | Jun 30, 2019 | Jul 16, 2019 | |
Financial Advisory Service Inc | 37,602 | $2,688k | Jun 30, 2019 | Jul 25, 2019 | |
Newport Wealth Strategies Inc | 35,203 | $2,514k | Jun 30, 2019 | Jul 22, 2019 | |
Providence Wealth Advisors LLC | 32,190 | $2,305k | Jun 30, 2019 | Jul 22, 2019 | |
Lejeune Puetz Investment Counsel | 32,138 | $2,297k | Jun 30, 2019 | Jul 29, 2019 | |
Cohen Klingenstein LLC | 31,320 | $2,239k | Jun 30, 2019 | Jul 15, 2019 | |
Fagan Associates Inc | 30,727 | $2,196k | Jun 30, 2019 | Jul 12, 2019 | |
American Investment Services Inc | 28,480 | $2,036k | Jun 30, 2019 | Aug 6, 2019 | |
Alesco Advisors LLC | 27,517 | $1,967k | Jun 30, 2019 | Aug 14, 2019 | |
Legacy Wealth Management Inc | 25,636 | $1,832k | Jun 30, 2019 | Jul 17, 2019 | |
Legacy Wealth Management LLC | 25,636 | $1,832k | Jun 30, 2019 | Jul 17, 2019 | |
Gradient Capital Advisors LLC | 25,323 | $1,810k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Asset Management LLC | 24,679 | $1,764k | Jun 30, 2019 | Aug 7, 2019 | |
Strategic Capital Advisers Inc | 24,005 | $1,716k | Jun 30, 2019 | Jul 30, 2019 | |
BHK Investment Advisors LLC | 23,679 | $1,693k | Jun 30, 2019 | Aug 2, 2019 | |
Pinnacle Family Advisors LLC | 23,362 | $1,670k | Jun 30, 2019 | Aug 14, 2019 | |
Gainplan LLC | 21,849 | $1,562k | Jun 30, 2019 | Aug 7, 2019 | |
Lincoln Capital Corporation | 21,296 | $1,522k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 21,296 | $1,522k | Jun 30, 2019 | Jul 12, 2019 | |
Broadleaf Partners LLC | 20,359 | $1,455k | Jun 30, 2019 | Jul 19, 2019 | |
Futureadvisor Inc | 27,965 | $1,420k | Sep 30, 2015 | Nov 17, 2015 | |
Condor Capital Management | 19,702 | $1,408k | Jun 30, 2019 | Aug 5, 2019 | |
Strategic Financial Services Inc | 19,366 | $1,384k | Jun 30, 2019 | Aug 13, 2019 | |
Managed Account Services Inc | 18,937 | $1,369k | Jun 30, 2019 | Jul 15, 2019 | |
Mcadam LLC | 18,651 | $1,333k | Jun 30, 2019 | Jul 30, 2019 | |
Hartline Investment Corp | 18,168 | $1,299k | Jun 30, 2019 | Aug 8, 2019 | |
Stordahl Capital Management Inc | 17,926 | $1,288k | Jun 30, 2019 | Jul 22, 2019 | |
Valicenti Advisory Services Inc | 17,889 | $1,279k | Jun 30, 2019 | Jul 17, 2019 | |
Landmark Financial Advisors LLC | 17,665 | $1,262k | Jun 30, 2019 | Aug 2, 2019 | |
Abbrea Capital LLC | 17,586 | $1,261k | Jun 30, 2019 | Jul 31, 2019 | |
Bristlecone Advisors LLC | 17,064 | $1,220k | Jun 30, 2019 | Jul 19, 2019 | |
LVW Advisors LLC | 16,204 | $1,158k | Jun 30, 2019 | Aug 14, 2019 | |
Harborview Advisors LLC | 15,783 | $1,128k | Jun 30, 2019 | Aug 7, 2019 | |
Asset Advisors Investment Management LLC | 15,687 | $1,121k | Jun 30, 2019 | Jul 25, 2019 | |
Cambridge Advisors Inc | 15,105 | $1,080k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 15,105 | $1,080k | Jun 30, 2019 | Jul 26, 2019 | |
Mengis Capital Management Inc | 14,504 | $1,036k | Jun 30, 2019 | Jul 18, 2019 | |
Wakefield Asset Management LLLP | 13,489 | $964k | Jun 30, 2019 | Aug 13, 2019 | |
Brightworth LLC | 13,012 | $930k | Jun 30, 2019 | Jul 31, 2019 | |
Minichmacgregor Wealth Management LLC | 12,930 | $928k | Jun 30, 2019 | Aug 5, 2019 | |
Blackhawk Capital Partners LLC | 12,532 | $896k | Jun 30, 2019 | Aug 13, 2019 | |
Spectrum Management Group Inc | 12,202 | $872k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 12,202 | $872k | Jun 30, 2019 | Aug 2, 2019 | |
Bigelow Investment Advisors LLC | 12,083 | $864k | Jun 30, 2019 | Jul 17, 2019 | |
Southeast Asset Advisors Inc | 12,003 | $858k | Jun 30, 2019 | Aug 14, 2019 | |
Acorn Wealth Advisors LLC | 12,274 | $858k | Jun 30, 2019 | Aug 14, 2019 | |
Armor Investment Advisors LLC | 11,215 | $802k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 11,215 | $802k | Jun 30, 2019 | Aug 13, 2019 | |
Peak Asset Management LLC | 11,057 | $790k | Jun 30, 2019 | Aug 15, 2019 | |
Ifrah Financial Services Inc | 10,415 | $744k | Jun 30, 2019 | Aug 6, 2019 | |
Hoylecohen LLC | 10,357 | $740k | Jun 30, 2019 | Aug 9, 2019 | |
Liberty Capital Management Inc | 10,086 | $721k | Jun 30, 2019 | Jul 15, 2019 | |
Twele Capital Management Inc | 9,746 | $697k | Jun 30, 2019 | Jul 18, 2019 | |
Blue CHIP Wealth Management Inc | 9,551 | $683k | Jun 30, 2019 | Aug 13, 2019 | |
Sigma Investment Counselors Inc | 9,033 | $646k | Jun 30, 2019 | Jul 23, 2019 | |
Stearns Financial Services Group Inc | 8,260 | $590k | Jun 30, 2019 | Aug 14, 2019 | |
Hengehold Capital Management LLC | 8,069 | $577k | Jun 30, 2019 | Jul 23, 2019 | |
Oarsman Capital Inc | 8,070 | $577k | Jun 30, 2019 | Aug 13, 2019 | |
Somerset Group LLC | 7,763 | $555k | Jun 30, 2019 | Aug 12, 2019 | |
The Jentner Corporation | 7,586 | $542k | Jun 30, 2019 | Jul 16, 2019 | |
Mitchell Capital Management Co | 7,264 | $519k | Jun 30, 2019 | Jul 24, 2019 | |
Resource Planning Group Ltd | 6,869 | $491k | Jun 30, 2019 | Jul 18, 2019 | |
Gillespie Robinson & Grimm Inc | 6,745 | $482k | Jun 30, 2019 | Jul 22, 2019 | |
GHP Investment Advisors Inc | 6,345 | $454k | Jun 30, 2019 | Aug 2, 2019 | |
Triangle Securities Wealth Management | 6,285 | $451k | Jun 30, 2019 | Jul 10, 2019 | |
The Appleton Group LLC | 5,844 | $418k | Jun 30, 2019 | Aug 7, 2019 | |
Peak Financial Management Inc | 5,518 | $394k | Jun 30, 2019 | Aug 1, 2019 | |
Cedar Wealth Management LLC | 5,306 | $379k | Jun 30, 2019 | Jul 24, 2019 | |
Private Vista LLC | 4,882 | $349k | Jun 30, 2019 | Jul 19, 2019 | |
Adviceperiod LLC | 4,770 | $341k | Jun 30, 2019 | Jul 22, 2019 | |
Contravisory Investment Management Inc | 4,696 | $336k | Jun 30, 2019 | Jul 9, 2019 | |
Premier Asset Management LLC | 4,550 | $325k | Jun 30, 2019 | Aug 7, 2019 | |
Secrest Blakey & Associates LLC | 4,371 | $313k | Jun 30, 2019 | Aug 13, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 4,250 | $304k | Jun 30, 2019 | Jul 15, 2019 | |
SWS Partners LLC | 4,190 | $300k | Jun 30, 2019 | Aug 13, 2019 | |
Successful Portfolios LLC | 4,177 | $299k | Jun 30, 2019 | Jul 11, 2019 | |
Apriem Advisors | 4,040 | $289k | Jun 30, 2019 | Aug 14, 2019 | |
Altfest L J & Co Inc | 4,022 | $287k | Jun 30, 2019 | Jul 15, 2019 | |
Strategic International Limited | 3,868 | $276k | Jun 30, 2019 | Jul 29, 2019 | |
KMS Financial Services Inc | 5,350 | $275k | Sep 30, 2014 | Nov 17, 2014 | |
Carret Asset Management LLC | 3,837 | $274k | Jun 30, 2019 | Aug 12, 2019 | |
Willow Creek Wealth Management Inc | 3,584 | $256k | Jun 30, 2019 | Jul 22, 2019 | |
Sawgrass Asset Management LLC | 3,521 | $252k | Jun 30, 2019 | Jul 23, 2019 | |
Huber Financial Advisors LLC | 3,481 | $249k | Jun 30, 2019 | Aug 5, 2019 | |
LBMC Investment Advisors LLC | 3,286 | $235k | Jun 30, 2019 | Jul 18, 2019 | |
PURE Financial Advisors Inc | 3,258 | $233k | Jun 30, 2019 | Jul 11, 2019 | |
West Oak Capital LLC | 2,991 | $214k | Jun 30, 2019 | Jul 12, 2019 | |
Asset Planning Services Inc | 1,869 | $134k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 1,869 | $134k | Jun 30, 2019 | Jul 17, 2019 | |
SYM Financial Corporation | 1,408 | $101k | Jun 30, 2019 | Jul 29, 2019 | |
Permanens Capital LP | 832 | $59k | Jun 30, 2019 | Aug 9, 2019 | |
Horan Securities Inc | 169 | $12k | Jun 30, 2019 | Jul 24, 2019 | |
Transamerica Financial Advisors Inc | 58 | $5k | Jun 30, 2019 | Aug 21, 2019 | |
Beacon Capital Management Inc | 10 | $1k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 10 | $1k | Jun 30, 2019 | Jul 18, 2019 |