SCHWAB STRATEGIC TR
(808524706)
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 | 33,792,125 | $886,706k | Jun 30, 2019 | Aug 12, 2019 | |
| GS Investments Inc | 29,178 | $765,642k | Jun 30, 2019 | Aug 9, 2019 | |
| Financial Engines Advisors LLC | 17,033,575 | $446,960k | Jun 30, 2019 | Aug 9, 2019 | |
| Wealth Enhancement Advisory Services LLC | 2,623,318 | $68,914k | Jun 30, 2019 | Aug 2, 2019 | |
| Merriman Wealth Management LLC | 250,567 | $66,651k | Jun 30, 2019 | Jul 31, 2019 | |
| Signature Financial Management Inc | 1,293,148 | $30,429k | Dec 31, 2018 | Feb 13, 2019 | |
| Emery & Howard Portfolio Management | 1,140,750 | $29,933k | Jun 30, 2019 | Aug 9, 2019 | |
| Bronfman EL Rothschild LP | 930,276 | $24,410k | Jun 30, 2019 | Aug 12, 2019 | |
| Cooper/Haims Advisors LLC | 767,263 | $20,133k | Jun 30, 2019 | Jul 26, 2019 | |
| LVW Advisors LLC | 726,268 | $19,057k | Jun 30, 2019 | Aug 14, 2019 | |
| Futureadvisor Inc | 879,722 | $17,788k | Sep 30, 2015 | Nov 17, 2015 | |
| JMG Financial Group Ltd | 557,907 | $14,639k | Jun 30, 2019 | Aug 2, 2019 | |
| RKL Wealth Management LLC | 454,870 | $11,949k | Jun 30, 2019 | Aug 2, 2019 | |
| Rainey & Randall Investment Management Inc | 446,030 | $11,704k | Jun 30, 2019 | Jul 18, 2019 | |
| Bouchey Financial Group Ltd | 427,919 | $11,229k | Jun 30, 2019 | Jul 11, 2019 | |
| Ironwood Wealth Management LLC | 390,240 | $10,240k | Jun 30, 2019 | Aug 14, 2019 | |
| Bluesky Wealth Advisors LLC | 376,272 | $9,873k | Jun 30, 2019 | Aug 5, 2019 | |
| The Relaxing Retirement Coach Inc | 327,722 | $8,603k | Jun 30, 2019 | Aug 5, 2019 | |
| The Retirement Planning Group Inc | 318,029 | $8,345k | Jun 30, 2019 | Jul 25, 2019 | |
| Harborview Advisors LLC | 288,915 | $7,581k | Jun 30, 2019 | Aug 7, 2019 | |
| Wakefield Asset Management LLLP | 280,215 | $7,353k | Jun 30, 2019 | Aug 13, 2019 | |
| Alliance Wealth Management Group LLC | 270,914 | $7,109k | Jun 30, 2019 | Aug 12, 2019 | |
| Advisory Alpha LLC | 265,234 | $6,989k | Jun 30, 2019 | Aug 16, 2019 | |
| Financial Advisory Service Inc | 225,214 | $5,910k | Jun 30, 2019 | Jul 25, 2019 | |
| Stearns Financial Services Group Inc | 220,830 | $5,795k | Jun 30, 2019 | Aug 14, 2019 | |
| Wooster Corthell Wealth Management Inc | 212,827 | $5,585k | Jun 30, 2019 | Jul 31, 2019 | |
| Mountain Capital Investment Advisors Inc | 219,401 | $5,417k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcmahon Financial Advisors LLC | 199,564 | $5,237k | Jun 30, 2019 | Aug 6, 2019 | |
| Adviceperiod LLC | 189,894 | $4,987k | Jun 30, 2019 | Jul 22, 2019 | |
| Evensky & KATZ LLC | 180,942 | $4,706k | Mar 31, 2019 | Aug 6, 2019 | |
| Stony Point Wealth Management Inc | 174,961 | $4,622k | Jun 30, 2019 | Jul 23, 2019 | |
| Ifrah Financial Services Inc | 170,733 | $4,480k | Jun 30, 2019 | Aug 6, 2019 | |
| GHP Investment Advisors Inc | 160,346 | $4,207k | Jun 30, 2019 | Aug 2, 2019 | |
| Sigfig Wealth Management LLC | 160,039 | $4,199k | Jun 30, 2019 | Aug 5, 2019 | |
| Armbruster Capital Management Inc | 158,898 | $4,169k | Jun 30, 2019 | Jul 18, 2019 | |
| Klingenstein Fields & Co LLC | 143,156 | $3,756k | Jun 30, 2019 | Aug 12, 2019 | |
| Confluence Wealth Management LLC | 135,185 | $3,547k | Jun 30, 2019 | Aug 9, 2019 | |
| Portfolio Solutions LLC | 127,990 | $3,358k | Jun 30, 2019 | Aug 5, 2019 | |
| Curbstone Financial Management Corporation | 123,950 | $3,252k | Jun 30, 2019 | Jul 9, 2019 | |
| Lejeune Puetz Investment Counsel | 121,464 | $3,187k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic Advisors LLC | 114,654 | $3,008k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 114,654 | $3,008k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 114,654 | $3,008k | Jun 30, 2019 | Jul 22, 2019 | |
| Vista Private Wealth Partners LLC | 106,611 | $2,624k | Jun 30, 2019 | Aug 27, 2019 | |
| The Financial Consulate Inc | 93,603 | $2,456k | Jun 30, 2019 | Jul 24, 2019 | |
| FORT Point Capital Partners LLC | 91,823 | $2,409k | Jun 30, 2019 | Aug 9, 2019 | |
| Landmark Financial Advisors LLC | 89,467 | $2,347k | Jun 30, 2019 | Aug 2, 2019 | |
| Fagan Associates Inc | 87,495 | $2,296k | Jun 30, 2019 | Jul 12, 2019 | |
| Apriem Advisors | 84,356 | $2,213k | Jun 30, 2019 | Aug 14, 2019 | |
| Managed Account Services Inc | 69,296 | $1,829k | Jun 30, 2019 | Jul 15, 2019 | |
| Alesco Advisors LLC | 66,072 | $1,734k | Jun 30, 2019 | Aug 14, 2019 | |
| Sunesis Advisors LLC | 65,690 | $1,724k | Jun 30, 2019 | Aug 5, 2019 | |
| Northwest Investment Counselors LLC | 63,132 | $1,657k | Jun 30, 2019 | Jul 25, 2019 | |
| Resource Planning Group Ltd | 61,708 | $1,619k | Jun 30, 2019 | Jul 18, 2019 | |
| Burleson & Company LLC | 62,054 | $1,567k | Jun 30, 2019 | Aug 5, 2019 | |
| DB Root & Company LLC | 58,579 | $1,537k | Jun 30, 2019 | Jul 19, 2019 | |
| Madden Advisory Services Inc | 53,789 | $1,411k | Jun 30, 2019 | Jul 22, 2019 | |
| BSW Wealth Partners LLC | 52,918 | $1,389k | Jun 30, 2019 | Aug 13, 2019 | |
| Alphastar Capital Management LLC | 52,293 | $1,372k | Jun 30, 2019 | Aug 14, 2019 | |
| Bishop & Company Investment Management LLC | 52,175 | $1,369k | Jun 30, 2019 | Aug 9, 2019 | |
| Thompson Investment Management Inc | 49,329 | $1,294k | Jun 30, 2019 | Aug 7, 2019 | |
| Columbus Macro LLC | 48,396 | $1,270k | Jun 30, 2019 | Jul 16, 2019 | |
| Ancora Family Wealth Advisors LLC | 50,476 | $1,164k | Sep 30, 2016 | Nov 4, 2016 | |
| American Investment Services Inc | 43,844 | $1,150k | Jun 30, 2019 | Aug 6, 2019 | |
| REDW Stanley Financial Advisors LLC | 40,687 | $1,068k | Jun 30, 2019 | Aug 9, 2019 | |
| Cohen Klingenstein LLC | 39,540 | $1,038k | Jun 30, 2019 | Jul 15, 2019 | |
| Mcadam LLC | 39,489 | $1,036k | Jun 30, 2019 | Jul 30, 2019 | |
| Berkeley Capital Partners LLC | 38,914 | $1,021k | Jun 30, 2019 | Aug 8, 2019 | |
| Strategic Financial Services Inc | 37,402 | $981k | Jun 30, 2019 | Aug 13, 2019 | |
| Altfest L J & Co Inc | 36,404 | $955k | Jun 30, 2019 | Jul 15, 2019 | |
| Successful Portfolios LLC | 35,670 | $936k | Jun 30, 2019 | Jul 11, 2019 | |
| Bigelow Investment Advisors LLC | 35,180 | $923k | Jun 30, 2019 | Jul 17, 2019 | |
| Gainplan LLC | 33,963 | $891k | Jun 30, 2019 | Aug 7, 2019 | |
| Fairview Capital Investment Management LLC | 32,175 | $844k | Jun 30, 2019 | Aug 14, 2019 | |
| Goldstein Munger + Associates | 31,987 | $839k | Jun 30, 2019 | Aug 2, 2019 | |
| Destination Wealth Management | 29,942 | $786k | Jun 30, 2019 | Jul 19, 2019 | |
| Interocean Capital LLC | 28,513 | $748k | Jun 30, 2019 | Aug 13, 2019 | |
| BHK Investment Advisors LLC | 27,018 | $709k | Jun 30, 2019 | Aug 2, 2019 | |
| Cahill Financial Advisors Inc | 26,299 | $691k | Jun 30, 2019 | Aug 14, 2019 | |
| Blackhawk Capital Partners LLC | 26,112 | $685k | Jun 30, 2019 | Aug 13, 2019 | |
| BFSG LLC | 25,996 | $682k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Asset Management Inc | 25,797 | $677k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 25,797 | $677k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 25,797 | $677k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 25,797 | $677k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 25,797 | $677k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 25,797 | $677k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Life Advisors LLC | 25,456 | $668k | Jun 30, 2019 | Jul 29, 2019 | |
| PURE Financial Advisors Inc | 24,904 | $653k | Jun 30, 2019 | Jul 11, 2019 | |
| Asset Advisors Investment Management LLC | 24,150 | $634k | Jun 30, 2019 | Jul 25, 2019 | |
| Huber Financial Advisors LLC | 23,469 | $616k | Jun 30, 2019 | Aug 5, 2019 | |
| Strategic International Limited | 22,856 | $600k | Jun 30, 2019 | Jul 29, 2019 | |
| Stokes Capital Advisors LLC | 22,558 | $592k | Jun 30, 2019 | Jul 15, 2019 | |
| Peak Financial Management Inc | 22,100 | $580k | Jun 30, 2019 | Aug 1, 2019 | |
| Chatham Capital Group Inc | 21,860 | $574k | Jun 30, 2019 | Jul 24, 2019 | |
| The Jentner Corporation | 21,677 | $569k | Jun 30, 2019 | Jul 16, 2019 | |
| Wealthplan Partners Inc | 22,611 | $558k | Jun 30, 2019 | Aug 19, 2019 | |
| First Manhattan Co | 21,110 | $553k | Jun 30, 2019 | Aug 16, 2019 | |
| Oarsman Capital Inc | 21,058 | $553k | Jun 30, 2019 | Aug 13, 2019 | |
| Peak Asset Management LLC | 19,309 | $507k | Jun 30, 2019 | Aug 15, 2019 | |
| Hengehold Capital Management LLC | 18,887 | $496k | Jun 30, 2019 | Jul 23, 2019 | |
| WEIK Capital Management Inc | 18,860 | $495k | Jun 30, 2019 | Aug 9, 2019 | |
| Fifth Third Securities Inc | 18,077 | $477k | Jun 30, 2019 | Jul 30, 2019 | |
| Glacier Peak Capital LLC | 17,999 | $472k | Jun 30, 2019 | Aug 12, 2019 | |
| Breiter Capital Management Inc | 17,454 | $458k | Jun 30, 2019 | Aug 23, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 16,596 | $435k | Jun 30, 2019 | Jul 15, 2019 | |
| Blankinship & Foster LLC | 16,335 | $429k | Jun 30, 2019 | Jul 30, 2019 | |
| Secrest Blakey & Associates LLC | 16,159 | $427k | Jun 30, 2019 | Aug 13, 2019 | |
| Twele Capital Management Inc | 15,751 | $413k | Jun 30, 2019 | Jul 18, 2019 | |
| Kelman Lazarov Inc | 14,925 | $392k | Jun 30, 2019 | Jul 22, 2019 | |
| David R RAHN & Associates Inc | 14,546 | $382k | Jun 30, 2019 | Jul 12, 2019 | |
| Total Investment Management Inc | 15,330 | $375k | Jun 30, 2019 | Aug 7, 2019 | |
| Total Management Group Inc | 15,330 | $375k | Jun 30, 2019 | Aug 7, 2019 | |
| 3D Asset Management Inc | 14,167 | $372k | Jun 30, 2019 | Aug 5, 2019 | |
| Stordahl Capital Management Inc | 12,896 | $341k | Jun 30, 2019 | Jul 22, 2019 | |
| Summit Asset Management LLC | 12,772 | $335k | Jun 30, 2019 | Aug 7, 2019 | |
| Sigma Investment Counselors Inc | 12,477 | $327k | Jun 30, 2019 | Jul 23, 2019 | |
| Gradient Capital Advisors LLC | 11,926 | $313k | Jun 30, 2019 | Jul 16, 2019 | |
| Hoylecohen LLC | 11,521 | $302k | Jun 30, 2019 | Aug 9, 2019 | |
| Moneywise Inc | 11,378 | $299k | Jun 30, 2019 | Jul 17, 2019 | |
| Staley Capital Advisers Inc | 11,329 | $297k | Jun 30, 2019 | Aug 9, 2019 | |
| SWS Partners LLC | 10,886 | $289k | Jun 30, 2019 | Aug 13, 2019 | |
| Ironwood Investment Management LLC | 10,882 | $286k | Jun 30, 2019 | Aug 14, 2019 | |
| Simplifi Inc | 10,835 | $284k | Jun 30, 2019 | Jul 23, 2019 | |
| STA Wealth Management LLC | 9,608 | $252k | Jun 30, 2019 | Aug 14, 2019 | |
| Carlson Capital Management LLC | 9,449 | $248k | Jun 30, 2019 | Jul 15, 2019 | |
| Summit Financial Strategies Inc | 8,436 | $221k | Jun 30, 2019 | Aug 8, 2019 | |
| Crestwood Advisors Group LLC | 8,430 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
| Condor Capital Management | 7,814 | $205k | Jun 30, 2019 | Aug 5, 2019 | |
| Private Vista LLC | 7,758 | $203k | Jun 30, 2019 | Jul 19, 2019 | |
| West Oak Capital LLC | 7,619 | $200k | Jun 30, 2019 | Jul 12, 2019 | |
| Armor Investment Advisors LLC | 7,427 | $195k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 7,427 | $195k | Jun 30, 2019 | Aug 13, 2019 | |
| Asset Planning Services Inc | 6,758 | $177k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 6,758 | $177k | Jun 30, 2019 | Jul 17, 2019 | |
| Arlington Partners LLC | 6,548 | $172k | Jun 30, 2019 | Jul 10, 2019 | |
| Signature Estate & Investment Advisors LLC | 5,867 | $154k | Jun 30, 2019 | Aug 1, 2019 | |
| The RICE Partnership LLC | 4,224 | $111k | Jun 30, 2019 | Jul 25, 2019 | |
| Acropolis Investment Management LLC | 3,944 | $103k | Jun 30, 2019 | Jul 11, 2019 | |
| Permanens Capital LP | 3,164 | $83k | Jun 30, 2019 | Aug 9, 2019 | |
| Bedel Financial Consulting Inc | 2,696 | $71k | Jun 30, 2019 | Aug 1, 2019 |