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SCHWAB STRATEGIC TR
(808524805)

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 59,204,078 $1,899,860k Jun 30, 2019 Aug 12, 2019
Financial Engines Advisors LLC 52,921,271 $177,243k Jun 30, 2019 Aug 9, 2019
Wealth Enhancement Advisory Services LLC 4,376,712 $139,966k Jun 30, 2019 Aug 2, 2019
Bronfman EL Rothschild LP 1,415,555 $45,425k Jun 30, 2019 Aug 12, 2019
The Retirement Planning Group Inc 1,291,160 $41,433k Jun 30, 2019 Jul 25, 2019
Emery & Howard Portfolio Management 1,258,744 $40,393k Jun 30, 2019 Aug 9, 2019
Highland Private Wealth Management 1,117,159 $35,850k Jun 30, 2019 Aug 13, 2019
Riverpoint Wealth Management Holdings LLC 1,064,170 $34,149k Jun 30, 2019 Aug 12, 2019
Adviceperiod LLC 922,362 $29,599k Jun 30, 2019 Jul 22, 2019
Wooster Corthell Wealth Management Inc 911,566 $29,252k Jun 30, 2019 Jul 31, 2019
Merriman Wealth Management LLC 76,723 $24,743k Jun 30, 2019 Jul 31, 2019
Cooper/Haims Advisors LLC 757,714 $24,315k Jun 30, 2019 Jul 26, 2019
Pinkerton Retirement Specialists LLC 708,442 $22,734k Jun 30, 2019 Aug 6, 2019
Mcadam LLC 702,385 $22,540k Jun 30, 2019 Jul 30, 2019
Northwest Investment Counselors LLC 651,248 $20,899k Jun 30, 2019 Jul 25, 2019
The Financial Consulate Inc 629,941 $20,215k Jun 30, 2019 Jul 24, 2019
RKL Wealth Management LLC 613,408 $19,685k Jun 30, 2019 Aug 2, 2019
Signature Financial Management Inc 599,439 $16,991k Dec 31, 2018 Feb 13, 2019
Ironwood Wealth Management LLC 513,465 $16,477k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 458,611 $14,717k Jun 30, 2019 Aug 7, 2019
Alliance Wealth Management Group LLC 439,135 $14,092k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 437,080 $14,026k Jun 30, 2019 Aug 7, 2019
Harborview Advisors LLC 424,767 $13,631k Jun 30, 2019 Aug 7, 2019
Mountain Capital Investment Advisors Inc 442,523 $13,603k Jun 30, 2019 Aug 14, 2019
Summit Financial Strategies Inc 404,741 $12,988k Jun 30, 2019 Aug 8, 2019
The Relaxing Retirement Coach Inc 393,550 $12,626k Jun 30, 2019 Aug 5, 2019
Peak Financial Management Inc 385,828 $12,381k Jun 30, 2019 Aug 1, 2019
CWH Capital Management Inc 356,463 $11,439k Jun 30, 2019 Aug 14, 2019
Armbruster Capital Management Inc 349,507 $11,216k Jun 30, 2019 Jul 18, 2019
Youngs Advisory Group Inc 336,639 $10,803k Jun 30, 2019 Jul 16, 2019
Vista Private Wealth Partners LLC 349,653 $10,659k Jun 30, 2019 Aug 27, 2019
Elgethun Capital Management 321,960 $10,332k Jun 30, 2019 Aug 8, 2019
Advisory Alpha LLC 314,428 $10,059k Jun 30, 2019 Aug 16, 2019
Gradient Capital Advisors LLC 312,219 $10,019k Jun 30, 2019 Jul 16, 2019
Moneywise Inc 311,737 $10,004k Jun 30, 2019 Jul 17, 2019
The Appleton Group LLC 311,196 $9,986k Jun 30, 2019 Aug 7, 2019
Evensky & KATZ LLC 317,463 $9,939k Mar 31, 2019 Aug 6, 2019
Quadrant Capital Management LLC 301,928 $9,689k Jun 30, 2019 Aug 8, 2019
Alesco Advisors LLC 296,242 $9,506k Jun 30, 2019 Aug 14, 2019
Futureadvisor Inc 335,387 $9,180k Sep 30, 2015 Nov 17, 2015
American Money Management LLC 283,482 $9,097k Jun 30, 2019 Aug 12, 2019
SWS Partners LLC 282,293 $9,047k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 280,696 $9,008k Jun 30, 2019 Aug 2, 2019
Mokosak Advisory Group LLC 277,489 $8,901k Jun 30, 2019 Jul 17, 2019
Bluesky Wealth Advisors LLC 259,177 $8,317k Jun 30, 2019 Aug 5, 2019
JMG Financial Group Ltd 240,994 $7,733k Jun 30, 2019 Aug 2, 2019
Hengehold Capital Management LLC 239,366 $7,681k Jun 30, 2019 Jul 23, 2019
Burleson & Company LLC 204,181 $6,389k Jun 30, 2019 Aug 5, 2019
Broadleaf Partners LLC 191,206 $6,136k Jun 30, 2019 Jul 19, 2019
Condor Capital Management 185,306 $5,946k Jun 30, 2019 Aug 5, 2019
Access Financial Services Inc 185,077 $5,939k Jun 30, 2019 Jul 24, 2019
Columbus Macro LLC 160,288 $5,165k Jun 30, 2019 Jul 16, 2019
LVW Advisors LLC 145,701 $4,676k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 142,629 $4,577k Jun 30, 2019 Jul 25, 2019
Ancora Family Wealth Advisors LLC 152,361 $4,386k Sep 30, 2016 Nov 4, 2016
Sigfig Wealth Management LLC 135,393 $4,345k Jun 30, 2019 Aug 5, 2019
Financial Advisory Service Inc 133,770 $4,293k Jun 30, 2019 Jul 25, 2019
Fairview Capital Investment Management LLC 131,000 $4,203k Jun 30, 2019 Aug 14, 2019
Madden Advisory Services Inc 125,715 $4,034k Jun 30, 2019 Jul 22, 2019
Hoylecohen LLC 111,010 $3,562k Jun 30, 2019 Aug 9, 2019
Strategic Investment Advisors Inc 108,142 $3,470k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 108,142 $3,470k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 108,142 $3,470k Jun 30, 2019 Jul 22, 2019
Landmark Financial Advisors LLC 105,021 $3,370k Jun 30, 2019 Aug 2, 2019
Lejeune Puetz Investment Counsel 101,476 $3,256k Jun 30, 2019 Jul 29, 2019
Woodmont Investment Counsel LLC 100,832 $3,236k Jun 30, 2019 Aug 14, 2019
BSW Wealth Partners LLC 100,387 $3,221k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 95,065 $3,051k Jun 30, 2019 Jul 15, 2019
Cahill Financial Advisors Inc 93,794 $3,010k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 87,214 $2,799k Jun 30, 2019 Jul 11, 2019
Port Capital LLC 79,800 $2,561k Jun 30, 2019 Aug 14, 2019
Managed Account Services Inc 76,310 $2,464k Jun 30, 2019 Jul 15, 2019
REDW Stanley Financial Advisors LLC 76,567 $2,457k Jun 30, 2019 Aug 9, 2019
FORT PITT Capital Group LLC 76,002 $2,439k Jun 30, 2019 Aug 9, 2019
Stearns Financial Services Group Inc 74,803 $2,400k Jun 30, 2019 Aug 14, 2019
Strategic Financial Services Inc 72,273 $2,319k Jun 30, 2019 Aug 13, 2019
Successful Portfolios LLC 69,615 $2,234k Jun 30, 2019 Jul 11, 2019
Rainey & Randall Investment Management Inc 68,371 $2,194k Jun 30, 2019 Jul 18, 2019
FORT Point Capital Partners LLC 67,039 $2,151k Jun 30, 2019 Aug 9, 2019
Apriem Advisors 63,974 $2,053k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 61,978 $1,988k Jun 30, 2019 Jul 19, 2019
Wakefield Asset Management LLLP 60,434 $1,939k Jun 30, 2019 Aug 13, 2019
Kelman Lazarov Inc 59,889 $1,922k Jun 30, 2019 Jul 22, 2019
PURE Financial Advisors Inc 53,992 $1,733k Jun 30, 2019 Jul 11, 2019
Valicenti Advisory Services Inc 52,769 $1,693k Jun 30, 2019 Jul 17, 2019
Liberty Capital Management Inc 48,285 $1,549k Jun 30, 2019 Jul 15, 2019
Huber Financial Advisors LLC 43,566 $1,398k Jun 30, 2019 Aug 5, 2019
American Investment Services Inc 41,173 $1,321k Jun 30, 2019 Aug 6, 2019
The Jentner Corporation 40,955 $1,314k Jun 30, 2019 Jul 16, 2019
BHK Investment Advisors LLC 40,578 $1,302k Jun 30, 2019 Aug 2, 2019
Cambridge Advisors LLC 40,518 $1,300k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 40,518 $1,300k Jun 30, 2019 Jul 26, 2019
Summit Wealth Advisors Inc 38,924 $1,249k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 38,924 $1,249k Jun 30, 2019 Jul 16, 2019
Glacier Peak Capital LLC 38,542 $1,237k Jun 30, 2019 Aug 12, 2019
Thompson Investment Management Inc 38,034 $1,221k Jun 30, 2019 Aug 7, 2019
Crestwood Advisors Group LLC 33,332 $1,070k Jun 30, 2019 Aug 14, 2019
Altfest L J & Co Inc 29,872 $959k Jun 30, 2019 Jul 15, 2019
Interocean Capital LLC 29,608 $950k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 28,345 $910k Jun 30, 2019 Jul 23, 2019
Gainplan LLC 28,100 $902k Jun 30, 2019 Aug 7, 2019
Bishop & Company Investment Management LLC 26,332 $845k Jun 30, 2019 Aug 9, 2019
Oarsman Capital Inc 26,028 $835k Jun 30, 2019 Aug 13, 2019
Acorn Wealth Advisors LLC 25,966 $799k Jun 30, 2019 Aug 14, 2019
Bigelow Investment Advisors LLC 24,142 $775k Jun 30, 2019 Jul 17, 2019
Twele Capital Management Inc 21,911 $703k Jun 30, 2019 Jul 18, 2019
New England Private Wealth Advisors LLC 20,617 $661k Jun 30, 2019 Aug 8, 2019
BFSG LLC 19,459 $624k Jun 30, 2019 Jul 30, 2019
Fagan Associates Inc 19,211 $616k Jun 30, 2019 Jul 12, 2019
Resource Planning Group Ltd 18,468 $593k Jun 30, 2019 Jul 18, 2019
Ifrah Financial Services Inc 17,782 $571k Jun 30, 2019 Aug 6, 2019
WEIK Capital Management Inc 17,545 $563k Jun 30, 2019 Aug 9, 2019
Goodman Financial Corporation 16,755 $538k Jun 30, 2019 Aug 9, 2019
Secrest Blakey & Associates LLC 16,198 $524k Jun 30, 2019 Aug 13, 2019
Private Vista LLC 15,935 $511k Jun 30, 2019 Jul 19, 2019
Badgley Phelps and Bell Inc 15,936 $511k Jun 30, 2019 Jul 30, 2019
COE Capital Management LLC 15,735 $505k Jun 30, 2019 Aug 14, 2019
Sawgrass Asset Management LLC 15,373 $493k Jun 30, 2019 Jul 23, 2019
United Asset Strategies Inc 14,519 $466k Jun 30, 2019 Jul 31, 2019
Eubel Brady & Suttman Asset Management Inc 14,470 $464k Jun 30, 2019 Aug 12, 2019
Carlson Capital Management LLC 14,178 $455k Jun 30, 2019 Jul 15, 2019
Blankinship & Foster LLC 14,155 $454k Jun 30, 2019 Jul 30, 2019
Portfolio Solutions LLC 13,817 $443k Jun 30, 2019 Aug 5, 2019
Peak Asset Management LLC 12,396 $398k Jun 30, 2019 Aug 15, 2019
Stokes Capital Advisors LLC 11,746 $377k Jun 30, 2019 Jul 15, 2019
Mengis Capital Management Inc 11,052 $354k Jun 30, 2019 Jul 18, 2019
Davidson Investment Advisors Inc 11,010 $353k Jun 30, 2019 Aug 13, 2019
Strategic Capital Advisers Inc 10,946 $351k Jun 30, 2019 Jul 30, 2019
Vision Capital Management Inc 10,501 $337k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 10,501 $337k Jun 30, 2019 Jul 29, 2019
Arlington Partners LLC 10,063 $323k Jun 30, 2019 Jul 10, 2019
3D Asset Management Inc 9,867 $317k Jun 30, 2019 Aug 5, 2019
Stordahl Capital Management Inc 9,822 $314k Jun 30, 2019 Jul 22, 2019
Blackhawk Capital Partners LLC 9,687 $311k Jun 30, 2019 Aug 13, 2019
LBMC Investment Advisors LLC 9,627 $309k Jun 30, 2019 Jul 18, 2019
Murphy Middleton Hinkle & Parker Inc 9,489 $305k Jun 30, 2019 Jul 15, 2019
Bingham Osborn & Scarborough LLC 9,489 $304k Jun 30, 2019 Aug 2, 2019
Willow Creek Wealth Management Inc 9,439 $303k Jun 30, 2019 Jul 22, 2019
Stony Point Wealth Management Inc 9,378 $300k Jun 30, 2019 Jul 23, 2019
West Oak Capital LLC 9,326 $299k Jun 30, 2019 Jul 12, 2019
Hendershot Investments Inc 9,147 $294k Jun 30, 2019 Jul 31, 2019
IRON Financial LLC 8,741 $274k Jun 30, 2019 Aug 2, 2019
The Family FIRM Inc 8,453 $271k Jun 30, 2019 Aug 6, 2019
Premier Asset Management LLC 8,060 $258k Jun 30, 2019 Aug 7, 2019
KMS Financial Services Inc 7,886 $245k Sep 30, 2014 Nov 17, 2014
Staley Capital Advisers Inc 7,113 $228k Jun 30, 2019 Aug 9, 2019
Signature Estate & Investment Advisors LLC 7,011 $225k Jun 30, 2019 Aug 1, 2019
Gillespie Robinson & Grimm Inc 6,900 $221k Jun 30, 2019 Jul 22, 2019
RAUB Brock Capital Management LP 6,770 $217k Jun 30, 2019 Jul 23, 2019
White Lighthouse Investment Management Inc 6,644 $213k Jun 30, 2019 Jul 31, 2019
Cedar Wealth Management LLC 6,500 $209k Jun 30, 2019 Jul 24, 2019
The RICE Partnership LLC 5,289 $170k Jun 30, 2019 Jul 25, 2019
Armor Advisors LLC 3,128 $100k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 3,128 $100k Jun 30, 2019 Aug 13, 2019
Macroview Investment Management LLC 297 $10k Jun 30, 2019 Jul 23, 2019
Transamerica Financial Advisors Inc 162 $6k Jun 30, 2019 Aug 21, 2019
ST Johns Investment Management Company LLC 150 $5k Jun 30, 2019 Jul 24, 2019
Beacon Capital Management Inc 19 $1k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management LLC 19 $1k Jun 30, 2019 Jul 18, 2019

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