SCHWAB STRATEGIC TR SCHWAB
(808524763)
Funds Reporting Holdings of SCHWAB STRATEGIC TR SCHWAB according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory Inc | 61,760,273 | $2,327,745k | Jun 30, 2019 | Aug 12, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 247,067 | $9,312k | Jun 30, 2019 | Aug 12, 2019 | |
| Arlington Financial Advisors LLC | 238,435 | $8,987k | Jun 30, 2019 | Aug 5, 2019 | |
| Mcadam LLC | 232,066 | $8,747k | Jun 30, 2019 | Jul 30, 2019 | |
| The Relaxing Retirement Coach Inc | 166,563 | $6,273k | Jun 30, 2019 | Aug 5, 2019 | |
| Wealth Enhancement Advisory Services LLC | 142,077 | $5,427k | Jun 30, 2019 | Aug 2, 2019 | |
| Strategic Advisors LLC | 105,377 | $3,971k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 105,377 | $3,971k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 105,377 | $3,971k | Jun 30, 2019 | Jul 22, 2019 | |
| KMS Financial Services Inc | 119,887 | $3,315k | Sep 30, 2014 | Nov 17, 2014 | |
| Mokosak Advisory Group LLC | 75,012 | $2,826k | Jun 30, 2019 | Jul 17, 2019 | |
| Huber Financial Advisors LLC | 36,242 | $1,366k | Jun 30, 2019 | Aug 5, 2019 | |
| LVW Advisors LLC | 28,974 | $1,092k | Jun 30, 2019 | Aug 14, 2019 | |
| Kelman Lazarov Inc | 28,440 | $1,072k | Jun 30, 2019 | Jul 22, 2019 | |
| Cambridge Advisors Inc | 27,648 | $1,042k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 27,648 | $1,042k | Jun 30, 2019 | Jul 26, 2019 | |
| Total Investment Management Inc | 24,088 | $879k | Jun 30, 2019 | Aug 7, 2019 | |
| Total Management Group Inc | 24,088 | $879k | Jun 30, 2019 | Aug 7, 2019 | |
| West Coast Financial LLC | 19,727 | $744k | Jun 30, 2019 | Jul 16, 2019 | |
| Gratus Capital LLC | 13,881 | $523k | Jun 30, 2019 | Aug 7, 2019 | |
| Cahill Financial Advisors Inc | 12,512 | $472k | Jun 30, 2019 | Aug 14, 2019 | |
| LBMC Investment Advisors LLC | 9,717 | $366k | Jun 30, 2019 | Jul 18, 2019 | |
| Cedar Wealth Management LLC | 8,839 | $333k | Jun 30, 2019 | Jul 24, 2019 | |
| Access Financial Services Inc | 7,962 | $300k | Jun 30, 2019 | Jul 24, 2019 | |
| Burleson & Company LLC | 6,911 | $260k | Jun 30, 2019 | Aug 5, 2019 | |
| Summit Financial Wealth Advisors LLC | 5,685 | $214k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 5,685 | $214k | Jun 30, 2019 | Jul 16, 2019 | |
| Asset Planning Services Inc | 2,835 | $107k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 2,835 | $107k | Jun 30, 2019 | Jul 17, 2019 |