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SCHWAB STRATEGIC TR
(808524888)

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 24,657,682 $804,827k Jun 30, 2019 Aug 12, 2019
Merriman Wealth Management LLC 171,456 $56,238k Jun 30, 2019 Jul 31, 2019
The Relaxing Retirement Coach Inc 410,103 $13,391k Jun 30, 2019 Aug 5, 2019
Mcadam LLC 320,423 $10,459k Jun 30, 2019 Jul 30, 2019
Mokosak Advisory Group LLC 261,850 $8,545k Jun 30, 2019 Jul 17, 2019
GHP Investment Advisors Inc 245,636 $8,018k Jun 30, 2019 Aug 2, 2019
The Financial Consulate Inc 223,498 $7,295k Jun 30, 2019 Jul 24, 2019
Futureadvisor Inc 243,642 $6,954k Sep 30, 2015 Nov 17, 2015
Columbus Macro LLC 201,989 $6,596k Jun 30, 2019 Jul 16, 2019
Peak Financial Management Inc 199,880 $6,524k Jun 30, 2019 Aug 1, 2019
The Retirement Planning Group Inc 179,783 $5,868k Jun 30, 2019 Jul 25, 2019
Rainey & Randall Investment Management Inc 120,564 $3,935k Jun 30, 2019 Jul 18, 2019
Portfolio Solutions LLC 118,807 $3,878k Jun 30, 2019 Aug 5, 2019
Transamerica Financial Advisors Inc 98,957 $3,230k Jun 30, 2019 Aug 21, 2019
Wooster Corthell Wealth Management Inc 79,930 $2,609k Jun 30, 2019 Jul 31, 2019
Advisory Alpha LLC 77,274 $2,514k Jun 30, 2019 Aug 16, 2019
Evensky & KATZ LLC 66,428 $2,142k Mar 31, 2019 Aug 6, 2019
Managed Account Services Inc 51,911 $1,708k Jun 30, 2019 Jul 15, 2019
Shakespeare Wealth Management Inc 50,807 $1,658k Jun 30, 2019 Aug 12, 2019
Alesco Advisors LLC 45,890 $1,498k Jun 30, 2019 Aug 14, 2019
Financial Engines Advisors LLC 42,335 $1,381k Jun 30, 2019 Aug 9, 2019
Fifth Third Securities Inc 37,230 $1,221k Jun 30, 2019 Jul 30, 2019
Bluesky Wealth Advisors LLC 35,262 $1,151k Jun 30, 2019 Aug 5, 2019
Summit Financial Strategies Inc 33,431 $1,091k Jun 30, 2019 Aug 8, 2019
Financial Advisory Service Inc 33,136 $1,082k Jun 30, 2019 Jul 25, 2019
PURE Financial Advisors Inc 17,740 $579k Jun 30, 2019 Jul 11, 2019
Hengehold Capital Management LLC 16,827 $549k Jun 30, 2019 Jul 23, 2019
Altfest L J & Co Inc 12,403 $405k Jun 30, 2019 Jul 15, 2019
White Lighthouse Investment Management Inc 11,673 $381k Jun 30, 2019 Jul 31, 2019
Fairview Capital Investment Management LLC 10,785 $352k Jun 30, 2019 Aug 14, 2019
Stokes Capital Advisors LLC 10,753 $351k Jun 30, 2019 Jul 15, 2019
Estate Counselors LLC 10,540 $344k Jun 30, 2019 Aug 7, 2019
Ifrah Financial Services Inc 10,493 $342k Jun 30, 2019 Aug 6, 2019
Cahill Financial Advisors Inc 9,818 $321k Jun 30, 2019 Aug 14, 2019
Gradient Capital Advisors LLC 9,522 $311k Jun 30, 2019 Jul 16, 2019
Stearns Financial Services Group Inc 9,403 $307k Jun 30, 2019 Aug 14, 2019
Landmark Financial Advisors LLC 7,279 $237k Jun 30, 2019 Aug 2, 2019
Nicholas Hoffman & Company LLC 6,616 $216k Jun 30, 2019 Aug 12, 2019
Cedar Wealth Management LLC 4 $0k Jun 30, 2019 Jul 24, 2019

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