SCHWAB STRATEGIC TR SCHWAB
(808524771)
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 | 95,968,419 | $3,753,324k | Jun 30, 2019 | Aug 12, 2019 | |
| Mcadam LLC | 984,067 | $38,487k | Jun 30, 2019 | Jul 30, 2019 | |
| Arlington Financial Advisors LLC | 523,559 | $20,476k | Jun 30, 2019 | Aug 5, 2019 | |
| Paragon Wealth Strategies LLC | 292,017 | $11,421k | Jun 30, 2019 | Jul 17, 2019 | |
| Kelman Lazarov Inc | 217,015 | $8,487k | Jun 30, 2019 | Jul 22, 2019 | |
| Gratus Capital LLC | 183,570 | $7,179k | Jun 30, 2019 | Aug 7, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 81,701 | $3,195k | Jun 30, 2019 | Jul 10, 2019 | |
| Shakespeare Wealth Management Inc | 68,411 | $2,676k | Jun 30, 2019 | Aug 12, 2019 | |
| Interocean Capital LLC | 36,307 | $1,420k | Jun 30, 2019 | Aug 13, 2019 | |
| Cahill Financial Advisors Inc | 32,874 | $1,286k | Jun 30, 2019 | Aug 14, 2019 | |
| West Coast Financial LLC | 29,605 | $1,158k | Jun 30, 2019 | Jul 16, 2019 | |
| Cambridge Advisors Inc | 24,089 | $942k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 24,089 | $942k | Jun 30, 2019 | Jul 26, 2019 | |
| Huber Financial Advisors LLC | 20,833 | $815k | Jun 30, 2019 | Aug 5, 2019 | |
| LBMC Investment Advisors LLC | 17,859 | $698k | Jun 30, 2019 | Jul 18, 2019 | |
| The Financial Consulate Inc | 16,564 | $648k | Jun 30, 2019 | Jul 24, 2019 | |
| Wealth Enhancement Advisory Services LLC | 13,205 | $528k | Jun 30, 2019 | Aug 2, 2019 | |
| Breiter Capital Management Inc | 11,156 | $436k | Jun 30, 2019 | Aug 23, 2019 | |
| Cedar Wealth Management LLC | 10,312 | $403k | Jun 30, 2019 | Jul 24, 2019 | |
| Burleson & Company LLC | 9,613 | $376k | Jun 30, 2019 | Aug 5, 2019 | |
| KMS Financial Services Inc | 12,676 | $368k | Sep 30, 2014 | Nov 17, 2014 | |
| Berkshire Money Management Inc | 9,200 | $360k | Jun 30, 2019 | Jul 29, 2019 | |
| Transamerica Financial Advisors Inc | 1,130 | $45k | Jun 30, 2019 | Aug 21, 2019 |