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 |