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SCHWAB STRATEGIC TR
(808524755)

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 89,193,362 $2,484,927k Jun 30, 2019 Aug 12, 2019
Wealth Enhancement Advisory Services LLC 1,227,986 $33,929k Jun 30, 2019 Aug 2, 2019
Futureadvisor Inc 1,222,041 $29,011k Sep 30, 2015 Nov 17, 2015
The Relaxing Retirement Coach Inc 455,301 $12,686k Jun 30, 2019 Aug 5, 2019
Merriman Wealth Management LLC 36,337 $10,171k Jun 30, 2019 Jul 31, 2019
Arlington Financial Advisors LLC 365,055 $10,170k Jun 30, 2019 Aug 5, 2019
Hengehold Capital Management LLC 302,389 $8,425k Jun 30, 2019 Jul 23, 2019
Cahill Financial Advisors Inc 186,647 $5,200k Jun 30, 2019 Aug 14, 2019
Barry Investment Advisors LLC 82,239 $2,291k Jun 30, 2019 Jul 26, 2019
Bluesky Wealth Advisors LLC 79,203 $2,207k Jun 30, 2019 Aug 5, 2019
Mokosak Advisory Group LLC 78,459 $2,185k Jun 30, 2019 Jul 17, 2019
LVW Advisors LLC 73,726 $2,054k Jun 30, 2019 Aug 14, 2019
Vista Private Wealth Partners LLC 68,490 $1,787k Jun 30, 2019 Aug 27, 2019
TMD & Associates Inc 55,880 $1,557k Jun 30, 2019 Aug 9, 2019
Leonard Rickey Investment Advisors PLLC 51,062 $1,423k Jun 30, 2019 Jul 10, 2019
Biltmore Family Office LLC 50,547 $1,420k Jun 30, 2019 Jul 31, 2019
Altfest L J & Co Inc 31,770 $885k Jun 30, 2019 Jul 15, 2019
Capital Wealth Management LLC 28,167 $785k Jun 30, 2019 Aug 12, 2019
Kelman Lazarov Inc 26,808 $747k Jun 30, 2019 Jul 22, 2019
Advisory Alpha LLC 26,811 $740k Jun 30, 2019 Aug 16, 2019
Fifth Third Securities Inc 24,957 $700k Jun 30, 2019 Jul 30, 2019
Summit Financial Strategies Inc 19,300 $538k Jun 30, 2019 Aug 8, 2019
The Retirement Planning Group Inc 19,125 $533k Jun 30, 2019 Jul 25, 2019
Huber Financial Advisors LLC 18,016 $502k Jun 30, 2019 Aug 5, 2019
LBMC Investment Advisors LLC 15,558 $433k Jun 30, 2019 Jul 18, 2019
Stony Point Wealth Management Inc 14,531 $402k Jun 30, 2019 Jul 23, 2019
Managed Account Services Inc 12,327 $345k Jun 30, 2019 Jul 15, 2019
Kiley Juergens Wealth Management LLC 12,406 $345k Jun 30, 2019 Jul 11, 2019
Burleson & Company LLC 11,908 $321k Jun 30, 2019 Aug 5, 2019
Golub Group LLC 9,027 $251k Jun 30, 2019 Aug 13, 2019
Gratus Capital LLC 8,158 $227k Jun 30, 2019 Aug 7, 2019
Cedar Wealth Management LLC 7,242 $202k Jun 30, 2019 Jul 24, 2019

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