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 Corporation | 96,219 | $4,868k | Jun 30, 2019 | Jul 12, 2019 | |
| Lincoln Capital LLC | 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 Advisors LLC | 24,520 | $1,240k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment 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 Management Group Inc | 4,695 | $238k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 4,695 | $238k | Jun 30, 2019 | Aug 2, 2019 | |
| Morningstar Investment Services LLC | 4,551 | $230k | Jun 30, 2019 | Aug 13, 2019 | |
| Gratus Capital LLC | 4,545 | $230k | Jun 30, 2019 | Aug 7, 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 |