investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

SCHWAB STRATEGIC T
(808524862)

Funds Reporting Holdings of SCHWAB STRATEGIC T according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Financial Engines Advisors LLC 16,879,774 $853,948k Jun 30, 2019 Aug 9, 2019
Alesco Advisors LLC 861,532 $43,585k Jun 30, 2019 Aug 14, 2019
Stearns Financial Services Group Inc 730,006 $36,931k Jun 30, 2019 Aug 14, 2019
Columbus Macro LLC 464,920 $23,520k Jun 30, 2019 Jul 16, 2019
DB Root & Company LLC 302,331 $15,294k Jun 30, 2019 Jul 19, 2019
The Relaxing Retirement Coach Inc 293,509 $14,842k Jun 30, 2019 Aug 5, 2019
Morningstar Investment Management LLC 249,986 $12,647k Jun 30, 2019 Aug 5, 2019
Cahill Financial Advisors Inc 208,162 $10,531k Jun 30, 2019 Aug 14, 2019
Altfest L J & Co Inc 170,863 $8,644k Jun 30, 2019 Jul 15, 2019
Mountain Capital Investment Advisors Inc 148,018 $7,487k Jun 30, 2019 Aug 14, 2019
Vista Private Wealth Partners LLC 129,509 $6,573k Jun 30, 2019 Aug 27, 2019
Minichmacgregor Wealth Management LLC 115,932 $5,849k Jun 30, 2019 Aug 5, 2019
Foothills Asset Management Ltd 115,122 $5,824k Jun 30, 2019 Jul 17, 2019
West Coast Financial LLC 115,102 $5,823k Jun 30, 2019 Jul 16, 2019
Peak Asset Management LLC 108,527 $5,490k Jun 30, 2019 Aug 15, 2019
The Retirement Planning Group Inc 97,228 $4,919k Jun 30, 2019 Jul 25, 2019
Lincoln Capital LLC 96,219 $4,868k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 96,219 $4,868k Jun 30, 2019 Jul 12, 2019
3Edge Asset Management LP 88,598 $4,482k Jun 30, 2019 Aug 7, 2019
Successful Portfolios LLC 84,168 $4,258k Jun 30, 2019 Jul 11, 2019
Gradient Capital Advisors LLC 68,325 $3,457k Jun 30, 2019 Jul 16, 2019
Kingfisher Capital LLC 67,155 $3,397k Jun 30, 2019 Aug 14, 2019
WE Donoghue & Co LLC 64,624 $3,269k Jun 30, 2019 Jul 23, 2019
Kelman Lazarov Inc 63,136 $3,194k Jun 30, 2019 Jul 22, 2019
Mengis Capital Management Inc 59,660 $3,018k Jun 30, 2019 Jul 18, 2019
Alphastar Capital Management LLC 53,584 $2,711k Jun 30, 2019 Aug 14, 2019
Landmark Financial Advisors LLC 48,426 $2,449k Jun 30, 2019 Aug 2, 2019
BHK Investment Advisors LLC 43,598 $2,206k Jun 30, 2019 Aug 2, 2019
Bouchey Financial Group Ltd 40,746 $2,061k Jun 30, 2019 Jul 11, 2019
Twele Capital Management Inc 40,049 $2,026k Jun 30, 2019 Jul 18, 2019
Staley Capital Advisers Inc 39,695 $2,008k Jun 30, 2019 Aug 9, 2019
Somerset Group LLC 28,696 $1,452k Jun 30, 2019 Aug 12, 2019
Pinnacle Family Advisors LLC 28,531 $1,443k Jun 30, 2019 Aug 14, 2019
Bigelow Investment Advisors LLC 27,448 $1,389k Jun 30, 2019 Jul 17, 2019
The Financial Consulate Inc 24,637 $1,246k Jun 30, 2019 Jul 24, 2019
Strategic Investment Advisors LLC 24,520 $1,240k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 24,520 $1,240k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 24,520 $1,240k Jun 30, 2019 Jul 22, 2019
Rainey & Randall Investment Management Inc 20,581 $1,041k Jun 30, 2019 Jul 18, 2019
Signet Financial Management LLC 18,309 $924k Jun 30, 2019 Aug 13, 2019
Sigfig Wealth Management LLC 18,211 $921k Jun 30, 2019 Aug 5, 2019
Summit Asset Management LLC 17,535 $887k Jun 30, 2019 Aug 7, 2019
Carlson Capital Management LLC 16,889 $854k Jun 30, 2019 Jul 15, 2019
Hengehold Capital Management LLC 16,674 $844k Jun 30, 2019 Jul 23, 2019
Ifrah Financial Services Inc 16,323 $826k Jun 30, 2019 Aug 6, 2019
Confluence Wealth Management LLC 15,665 $793k Jun 30, 2019 Aug 9, 2019
Cambridge Advisors Inc 15,497 $784k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 15,497 $784k Jun 30, 2019 Jul 26, 2019
Harborview Advisors LLC 14,135 $715k Jun 30, 2019 Aug 7, 2019
Alliance Wealth Management Group LLC 13,945 $706k Jun 30, 2019 Aug 12, 2019
Managed Account Services Inc 13,966 $704k Jun 30, 2019 Jul 15, 2019
Moneywise Inc 13,476 $682k Jun 30, 2019 Jul 17, 2019
GHP Investment Advisors Inc 12,870 $651k Jun 30, 2019 Aug 2, 2019
Providence Wealth Advisors LLC 11,749 $593k Jun 30, 2019 Jul 22, 2019
Transamerica Financial Advisors Inc 11,619 $588k Jun 30, 2019 Aug 21, 2019
United Asset Strategies Inc 11,478 $581k Jun 30, 2019 Jul 31, 2019
Dividend Assets Capital LLC 11,150 $564k Jun 30, 2019 Jul 12, 2019
Evensky & KATZ LLC 9,950 $499k Mar 31, 2019 Aug 6, 2019
REDW Stanley Financial Advisors LLC 9,333 $472k Jun 30, 2019 Aug 9, 2019
Exchange Capital Management Inc 9,016 $456k Jun 30, 2019 Jul 22, 2019
Green Square Capital LLC 8,459 $428k Jun 30, 2019 Aug 14, 2019
The Jentner Corporation 8,285 $419k Jun 30, 2019 Jul 16, 2019
PURE Financial Advisors Inc 8,183 $414k Jun 30, 2019 Jul 11, 2019
Callahan Advisors LLC 7,635 $386k Jun 30, 2019 Jul 17, 2019
Summit Financial Wealth Advisors LLC 6,490 $328k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 6,490 $328k Jun 30, 2019 Jul 16, 2019
Financial Advisory Service Inc 6,214 $314k Jun 30, 2019 Jul 25, 2019
Advisory Alpha LLC 5,946 $301k Jun 30, 2019 Aug 16, 2019
White Lighthouse Investment Management Inc 5,865 $297k Jun 30, 2019 Jul 31, 2019
Blackhawk Capital Partners LLC 5,807 $294k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 5,585 $283k Jun 30, 2019 Jul 23, 2019
Ausdal Financial Partners Inc 5,041 $254k Jun 30, 2019 Aug 5, 2019
Spectrum Group Management LLC 4,695 $238k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 4,695 $238k Jun 30, 2019 Aug 2, 2019
Gratus Capital LLC 4,545 $230k Jun 30, 2019 Aug 7, 2019
Morningstar Investment Services LLC 4,551 $230k Jun 30, 2019 Aug 13, 2019
Simplifi Inc 4,326 $219k Jun 30, 2019 Jul 23, 2019
Secrest Blakey & Associates LLC 2,268 $115k Jun 30, 2019 Aug 13, 2019
Cedar Wealth Management LLC 1,003 $51k Jun 30, 2019 Jul 24, 2019
West Oak Capital LLC 500 $25k Jun 30, 2019 Jul 12, 2019
Horan Securities Inc 451 $23k Jun 30, 2019 Jul 24, 2019
First Manhattan Co 341 $17k Jun 30, 2019 Aug 16, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.