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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 Investment Advisors Inc 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 Advisors LLC 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 Ltd 2,835 $107k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 2,835 $107k Jun 30, 2019 Jul 17, 2019

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