Schwab Strategic Tr

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Schwab Strategic Tr

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NewIncreasedMaintainedDecreasedLiquidated
4268205
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Etf15New!0.000.000.000.000.00Form 13
Boltwood Capital Management03-31-2021Emrg Mkteq Etf145,718Increased5.362.064,631,000.009.2531.78Form 13
Curbstone Financial Management Corp03-31-2021Etf143,900Increased25.900.914,573,000.0030.5531.78Form 13
Fc Advisory Llc03-31-2021Emrg Mkteq Etf10,452Increased8.300.16332,000.0012.1631.76Form 13
Modus Advisors, Llc03-31-2021Etf36,496Decreased-1.790.541,160,000.001.8431.78Form 13
Smithbridge Asset Management Inc/de03-31-2021Etf48,679Increased3.440.661,547,000.007.2831.78Form 13
Carroll Financial Associates, Inc.03-31-2021Etf18Maintained0.000.000.000.000.00Form 13
Uma Financial Services, Inc.03-31-2021Emrg Mkteq Etf12,461Decreased-14.920.00401,000.00-19.8032.18Form 13
Thompson Investment Management, Inc.03-31-2021Com43,632Increased0.210.211,387,000.003.9731.79Form 13
Baldwin Brothers Inc/ma03-31-2021Emrg Mkteq Etf5,300Increased6.210.02168,000.009.8031.70Form 13
Ironwood Wealth Management, Llc.03-31-2021Etf55,457Decreased-20.071.131,762,000.00-17.1231.77Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021Emrg Mkteq Etf33,056Increased87.370.611,051,000.0094.2731.79Form 13
Larson Financial Group Llc03-31-2021Emrg Mkteq Etf4,370Maintained0.000.05134,000.000.0030.66Form 13
Old Port Advisors03-31-2021Emrg Mkteq Etf10,161Decreased-14.030.13323,000.00-11.2631.79Form 13
John W. Brooker & Co., Cpas03-31-2021Emrg Mkteq Etf0Liquidated!-100.000.000.000.000.00Form 13
Pacifica Partners Inc.03-31-2021Emrg Mkteq Etf136Maintained0.000.004,000.000.0029.41Form 13
Act Wealth Management, Llc03-31-2021Emrg Mkteq Etf7,881Decreased-6.180.16250,000.00-2.7231.72Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021Emrg Mkteq Etf0Liquidated!-100.000.000.000.000.00Form 13
Acropolis Investment Management, Llc03-31-2021Emrg Mkteq Etf3,405Decreased-2.180.01108,000.000.9331.72Form 13
Gateway Advisory, Llc03-31-2021Emrg Mkteq Etf9,699New!0.000.08308,000.000.0031.76Form 13
Carlson Capital Management03-31-2021Emrg Mkteq Etf11,204Decreased-1.320.06356,000.00-2.4731.77Form 13
Valeo Financial Advisors, Llc03-31-2021Etf12,493Increased0.280.02397,000.003.9331.78Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund895Maintained0.000.0128,000.003.7031.28Form 13
Hbw Advisory Services Llc03-31-2021Emrg Mkteq Etf9,179Decreased-3.970.08292,000.00-0.3431.81Form 13
Walkner Condon Financial Advisors Llc03-31-2021Emrg Mkteq Etf21,403Increased15.190.26680,000.0019.5131.77Form 13
Everhart Financial Group, Inc.03-31-2021Emrg Mkteq Etf43,538Decreased-0.961.211,383,000.002.6031.77Form 13
Gofen & Glossberg Llc /il/03-31-2021Com10,957Decreased-1.720.01348,000.001.7531.76Form 13
Country Club Trust Company, N.a.03-31-2021Emrg Mkteq Etf11,338Maintained0.000.03359,000.003.1631.66Form 13
Advisornet Financial, Inc03-31-2021Etf52,985Decreased-5.490.121,684,000.00-1.9831.78Form 13
Resource Planning Group03-31-2021Emrg Mkteq Etf78,756Decreased-2.681.642,503,000.000.9331.78Form 13
Westside Investment Management, Inc.03-31-2021Com393Increased63.750.0312,000.0071.4330.53Form 13
Vista Private Wealth Partners. Llc03-31-2021Emrg Mkteq Etf112,003Decreased-3.491.752,997,000.00-16.1026.76Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common26,333Increased1.810.13837,000.005.5531.79Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Emrg Mkteq Etf20,821Increased209.970.35659,000.00209.3931.65Form 13
Simplifi, Inc.03-31-2021Emrg Mkteq Etf9,553Decreased-3.510.14304,000.000.3331.82Form 13
Global Trust Asset Management, Llc03-31-2021Emrg Mkteq Etf10,533Increased83.600.18335,000.0090.3467.91Form 13
Sound Income Strategies, Llc03-31-2021Emrg Mkteq Etf425Increased507.140.0013,507,000.00675,250.0031,781.18Form 13
Global Retirement Partners, Llc03-31-2021Emrg Mkteq Etf35,688Increased0.370.131,134,000.004.0431.78Form 13
Reitz Capital Advisors Llc03-31-2021Emrg Mkteq Etf68,812Increased145.621.622,187,000.00154.6031.78Form 13
Baldrige Asset Management Llc03-31-2021Emrg Mkteq Etf47,540Decreased-2.560.831,511,000.001.0731.78Form 13
Charles Schwab Trust Co03-31-2021Emrg Mkteq Etf272,880Increased25.181.818,743,000.0030.8632.04Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open20Maintained0.000.001,000.000.0050.00Form 13
Cva Family Office, Llc03-31-2021Emrg Mkteq Etf132,593Increased62.261.604,214,000.0068.2231.78Form 13
Wade Financial Advisory, Inc03-31-2021Emrg Mkteq Etf20,866Decreased-4.700.42663,000.00-1.1931.77Form 13
Praetorian Wealth Management, Inc.03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Gleason Group, Inc.03-31-2021Com338Maintained0.000.0011,000.0010.0032.54Form 13
Soundmark Wealth Management, Llc03-31-2021Emrg Mkteq Etf10,401Decreased-0.060.18332,000.004.0831.92Form 13
Blossom Wealth Management03-31-2021Emrg Mkteq Etf9,747Increased10.503.60310,000.0014.8131.80Form 13
Collective Family Office Llc03-31-2021Emrg Mkteq Etf41,640Increased103.710.651,323,000.00111.0031.77Form 13
Planning Alternatives Ltd /adv03-31-2021Emrg Mkteq Etf47,935Decreased-7.260.251,523,000.00-3.8531.77Form 13
Mcdonald Partners Llc03-31-2021Emrg Mkteq Etf9,480New!0.000.06301,000.000.0031.75Form 13
Cohen Klingenstein Llc03-31-2021Com39,540Maintained0.000.061,257,000.003.7131.79Form 13
Rainey & Randall Investment Management Inc.03-31-2021Emrg Mkteq Etf597,617Increased5.379.9918,992,000.009.2631.78Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open8New!0.000.000.000.000.00Form 13
Elwood & Goetz Wealth Advisory Group, Llc03-31-2021Emrg Mkteq Etf19,499Decreased-4.190.26620,000.00-0.6431.80Form 13
Asset Advisors Investment Management, Llc03-31-2021Emrg Mkteq Etf167,122Increased198.580.625,319,000.00209.9731.83Form 13
Jacobsen Capital Management03-31-2021Etf427,626Increased56.377.5013,590,000.0062.1531.78Form 13
Arkansas Financial Group, Inc.03-31-2021Emrg Mkteq Etf109,895Increased4.250.843,492,000.008.0831.78Form 13
Leavell Investment Management, Inc.03-31-2021Emrg Mkteq Etf172,276Increased1.720.455,475,000.005.4731.78Form 13
Next Financial Group, Inc03-31-2021Emrg Mkteq Etf1,346Increased2.670.0043,000.007.5031.95Form 13
Fort Pitt Capital Group, Llc03-31-2021Emrg Mkteq Etf0Liquidated!-100.000.000.000.000.00Form 13
Fort Pitt Capital Group, Llc03-31-2021Emrg Mkteq Etf0Liquidated!-100.000.000.000.000.00Form 13
Bogart Wealth, Llc03-31-2021Etf68,212Decreased-4.610.302,168,000.00-1.0531.78Form 13