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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 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
Strategic Advisors LLC 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
Asset Management Group Investment Corp 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
Financial Asset Management Corp 12,154 $668k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 12,154 $668k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 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
Financial & Investment Management Group Ltd 3,956 $209k Dec 31, 2018 Jan 30, 2019
Investment Management Corporation 3,956 $209k Dec 31, 2018 Jan 30, 2019
Private Management Group Inc 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 Group Management LLC 559 $31k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 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

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