SCHWAB STRATEGIC TR
(808524854)
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 | 44,146,432 | $2,426,288k | Jun 30, 2019 | Aug 12, 2019 | |
| Wealth Enhancement Advisory Services LLC | 599,390 | $32,823k | Jun 30, 2019 | Aug 2, 2019 | |
| The Relaxing Retirement Coach Inc | 217,835 | $11,974k | Jun 30, 2019 | Aug 5, 2019 | |
| Cardan Capital Partners LLC | 188,518 | $10,361k | Jun 30, 2019 | Jul 16, 2019 | |
| Morningstar Investment Management LLC | 155,432 | $8,466k | Jun 30, 2019 | Aug 5, 2019 | |
| SWS Partners LLC | 136,321 | $7,485k | Jun 30, 2019 | Aug 13, 2019 | |
| RKL Wealth Management LLC | 97,856 | $5,376k | Jun 30, 2019 | Aug 2, 2019 | |
| LVW Advisors LLC | 70,707 | $3,886k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcadam LLC | 70,308 | $3,864k | Jun 30, 2019 | Jul 30, 2019 | |
| Financial Engines Advisors LLC | 66,167 | $3,637k | Jun 30, 2019 | Aug 9, 2019 | |
| West Coast Financial LLC | 65,044 | $3,575k | Jun 30, 2019 | Jul 16, 2019 | |
| DB Root & Company LLC | 55,516 | $3,051k | Jun 30, 2019 | Jul 19, 2019 | |
| Ifrah Financial Services Inc | 50,063 | $2,751k | Jun 30, 2019 | Aug 6, 2019 | |
| Lateef Investment Management LP | 34,255 | $1,883k | Jun 30, 2019 | Aug 12, 2019 | |
| Successful Portfolios LLC | 23,269 | $1,279k | Jun 30, 2019 | Jul 11, 2019 | |
| Financial Advisory Service Inc | 21,876 | $1,202k | Jun 30, 2019 | Jul 25, 2019 | |
| Strategic Advisors LLC | 18,643 | $1,024k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 18,643 | $1,024k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 18,643 | $1,024k | Jun 30, 2019 | Jul 22, 2019 | |
| Fagan Associates Inc | 18,052 | $992k | Jun 30, 2019 | Jul 12, 2019 | |
| Vision Capital Management Inc | 13,385 | $736k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 13,385 | $736k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Asset Management Inc | 12,154 | $668k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 12,154 | $668k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 12,154 | $668k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 12,154 | $668k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 12,154 | $668k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 12,154 | $668k | Jun 30, 2019 | Aug 14, 2019 | |
| JMG Financial Group Ltd | 11,658 | $641k | Jun 30, 2019 | Aug 2, 2019 | |
| Secrest Blakey & Associates LLC | 9,200 | $506k | Jun 30, 2019 | Aug 13, 2019 | |
| Twele Capital Management Inc | 8,279 | $455k | Jun 30, 2019 | Jul 18, 2019 | |
| SFMG LLC | 7,884 | $432k | Jun 30, 2019 | Aug 5, 2019 | |
| Adviceperiod LLC | 6,402 | $352k | Jun 30, 2019 | Jul 22, 2019 | |
| The Genwealth Group Inc | 5,829 | $320k | Jun 30, 2019 | Jul 10, 2019 | |
| Legacy Capital Partners Inc | 5,319 | $292k | Jun 30, 2019 | Jul 16, 2019 | |
| Columbus Macro LLC | 4,974 | $273k | Jun 30, 2019 | Jul 16, 2019 | |
| Vista Private Wealth Partners LLC | 4,768 | $267k | Jun 30, 2019 | Aug 27, 2019 | |
| Green Square Capital LLC | 4,836 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
| Pring/Turner Capital Group Inc | 4,076 | $216k | Dec 31, 2018 | Feb 14, 2019 | |
| Strategic International Limited | 3,859 | $212k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Management Group Inc | 3,956 | $209k | Dec 31, 2018 | Jan 30, 2019 | |
| Investment Management Corporation | 3,956 | $209k | Dec 31, 2018 | Jan 30, 2019 | |
| Financial & Investment Management Group Ltd | 3,956 | $209k | Dec 31, 2018 | Jan 30, 2019 | |
| Financial Management Inc | 3,956 | $209k | Dec 31, 2018 | Jan 30, 2019 | |
| Ausdal Financial Partners Inc | 3,757 | $206k | Jun 30, 2019 | Aug 5, 2019 | |
| Spectrum Management Group Inc | 559 | $31k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 559 | $31k | Jun 30, 2019 | Aug 2, 2019 | |
| Stearns Financial Services Group Inc | 311 | $17k | Jun 30, 2019 | Aug 14, 2019 | |
| Transamerica Financial Advisors Inc | 2 | $1k | Jun 30, 2019 | Aug 21, 2019 |