Schwab Strategic Tr

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Schwab Strategic Tr

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NewIncreasedMaintainedDecreasedLiquidated
43111187
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Elm Advisors, Llc03-31-2021Etf3,350Decreased-23.860.14219,000.00-16.4165.37Form 13
Uma Financial Services, Inc.03-31-2021Us Lcap Va Etf5,598Increased0.720.00371,000.006.9266.27Form 13
Thompson Investment Management, Inc.03-31-2021Com6,166Increased1.820.06403,000.0011.6365.36Form 13
Sowa Financial Group, Inc.03-31-2021Us Lcap Va Etf0Liquidated!-100.000.000.000.000.00Form 13
Financial Advisory Corp /ut/ /adv03-31-2021Us Lcap Va Etf52,145New!0.002.983,404,000.000.0065.28Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021Us Lcap Va Etf36,726Increased27.571.402,397,000.0039.8565.27Form 13
Larson Financial Group Llc03-31-2021Us Lcap Va Etf1,635Maintained0.000.0397,000.000.0059.33Form 13
Newman & Schimel, Llc03-31-2021Us Lcap Va Etf9,158Increased0.390.40598,000.0010.1365.30Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021Us Lcap Va Etf0Liquidated!-100.000.000.000.000.00Form 13
Carnegie Capital Asset Management, Llc03-31-2021Us Lcap Va Etf6,338Increased12.800.02414,000.0023.9565.32Form 13
Carlson Capital Management03-31-2021Us Lcap Va Etf24,293Increased0.290.271,586,000.007.3165.29Form 13
Teamwork Financial Advisors, Llc03-31-2021Us Lcap Va Etf16,283Decreased-19.340.251,063,000.00-11.5665.28Form 13
Domani Wealth, Llc03-31-2021Us Lcap Va Etf6,201Decreased-0.390.08405,000.009.1665.31Form 13
First Premier Bank03-31-2021Us Lcap Va Etf345Maintained0.000.0123,000.009.5266.67Form 13
Valeo Financial Advisors, Llc03-31-2021Etf14,982Increased11.200.05978,000.0021.9565.28Form 13
Vanguard Capital Wealth Advisors03-31-2021Us Lcap Va Etf4,106Decreased-12.869.99271,934,000.0097,717.9966,228.45Form 13
Huntington National Bank03-31-2021Exchange Traded0Liquidated!-100.000.000.000.000.00Form 13
Bft Financial Group, Llc03-31-2021Us Lcap Va Etf24,021Decreased-0.610.441,568,000.008.9665.28Form 13
Everhart Financial Group, Inc.03-31-2021Us Lcap Va Etf42,732Decreased-1.982.452,789,000.007.4865.27Form 13
Gofen & Glossberg Llc /il/03-31-2021Com5,090Increased0.020.01332,000.009.5765.23Form 13
Advisornet Financial, Inc03-31-2021Etf10,836Decreased-5.330.05707,000.003.8265.25Form 13
Nadler Financial Group, Inc.03-31-2021Us Lcap Va Etf314,031Increased5.623.6620,500,000.0015.8265.28Form 13
Vista Private Wealth Partners. Llc03-31-2021Us Lcap Va Etf140,284Decreased-3.754.277,321,000.00-14.4452.19Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common28,147Decreased-5.880.281,837,000.003.2065.26Form 13
Mokosak Advisory Group, Llc03-31-2021Us Lcap Va Etf513,994Increased6.569.9933,554,000.0016.8365.28Form 13
Global Retirement Partners, Llc03-31-2021Us Lcap Va Etf11,674Increased4.960.09762,000.0015.1165.27Form 13
Nachman Norwood & Parrott, Inc03-31-2021Us Lcap Va Etf3,213Maintained0.000.02210,000.000.0065.36Form 13
Baldrige Asset Management Llc03-31-2021Us Lcap Va Etf13,189Increased9.340.47861,000.0019.9265.28Form 13
Rba Wealth Management, Llc03-31-2021Us Lcap Va Etf0Liquidated!-100.000.000.000.000.00Form 13
Private Capital Management Llc03-31-2021Us Lcap Va Etf23,668Decreased-4.680.821,545,000.005.3265.28Form 13
Cva Family Office, Llc03-31-2021Us Lcap Va Etf499Increased0.400.0133,000.0010.0066.13Form 13
Centennial Wealth Advisory Llc03-31-2021Us Lcap Va Etf3,113New!0.000.13203,000.000.0065.21Form 13
Optimum Investment Advisors03-31-2021Us Lcap Va Etf3,602Decreased-16.060.07235,000.00-7.8465.24Form 13
Juncture Wealth Strategies, Llc03-31-2021Us Lcap Va Etf0Liquidated!-100.000.000.000.000.00Form 13
Prism Advisors, Inc.03-31-2021Us Lcap Va Etf244,168Increased4.005.7615,939,000.0014.0565.28Form 13
Rainey & Randall Investment Management Inc.03-31-2021Us Lcap Va Etf287,497Increased5.469.9918,768,000.0015.6565.28Form 13
Cx Institutional03-31-2021Etp219,242Increased1448.101.2814,312,000.001,597.7565.28Form 13
Traverso Chambers Private Wealth Management, Llc03-31-2021Us Lcap Va Etf155,631Decreased-2.653.4310,160,000.006.7665.28Form 13
Jacobsen Capital Management03-31-2021Etf5,506Decreased-28.840.20359,000.00-21.9665.20Form 13
Atticus Wealth Management, Llc03-31-2021Us Lcap Va Etf1,186Maintained0.000.0477,000.008.4564.92Form 13
Wolff Wiese Magana Llc03-31-2021Us Lcap Va Etf10Maintained0.000.001,000.000.00100.00Form 13
Gill Capital Partners, Llc03-31-2021Etf103,219Increased4.043.436,738,000.0053.4265.28Form 13
Leavell Investment Management, Inc.03-31-2021Us Lcap Va Etf89,189Increased9.380.475,822,000.0019.9465.28Form 13
Gillespie Robinson & Grimm Inc03-31-2021Com8,130Maintained0.000.05531,000.009.7165.31Form 13
Harbor Investment Advisory, Llc03-31-2021Etf118Maintained0.000.008,000.0014.2967.80Form 13
Next Financial Group, Inc03-31-2021Us Lcap Va Etf20,862Increased17.610.121,362,000.0028.98130.56Form 13
Fort Pitt Capital Group, Llc03-31-2021Us Lcap Va Etf0Liquidated!-100.000.000.000.000.00Form 13
Bogart Wealth, Llc03-31-2021Etf29,255Increased17.790.271,910,000.0029.2365.29Form 13
Cra Financial Services, Llc03-31-2021Us Lcap Va Etf3,602Increased5.910.09235,000.0016.3465.24Form 13
Financial Advisors, Llc03-31-2021Us Lcap Va Etf43,936Increased63.981.142,868,000.0079.8165.28Form 13
Lederer & Associates Investment Counsel/ca03-31-2021Com14,707Decreased-9.229.99960,045,000.0099,489.7365,278.10Form 13
Barnett & Company, Inc.03-31-2021Us Lcap Va Etf36Maintained0.000.002,000.000.0055.56Form 13
Bartlett & Co. Llc03-31-2021Etf7,063Increased0.030.01461,000.009.7665.27Form 13
Slatestone Wealth, Llc03-31-2021Etf8,500Increased0.010.14555,000.009.6865.29Form 13
Lantz Financial Llc03-31-2021Us Lcap Va Etf8,965Maintained0.000.33585,000.009.5565.25Form 13
Mayfair Advisory Group, Llc03-31-2021Us Lcap Va Etf6,678Decreased-14.330.78439,000.00-5.3965.74Form 13
Aurora Private Wealth, Inc.03-31-2021Us Lcap Va Etf19,014Decreased-17.380.511,241,000.00-9.4265.27Form 13
Affinity Capital Advisors, Llc03-31-2021Us Lcap Va Etf118,423Decreased-21.202.837,731,000.00-13.5865.28Form 13
International Assets Investment Management, Llc03-31-2021Us Lcap Va Etf25,840Increased96.760.202,222,000.00101.27172.04Form 13
Sym Financial Corp03-31-2021Us Lcap Va Etf0Liquidated!-100.000.000.000.000.00Form 13
Creative Financial Designs Inc /adv03-31-2021Etf9,738Increased60.850.12636,000.00101.2765.31Form 13
Northwest Investment Counselors, Llc03-31-2021Us Lcap Va Etf828Maintained0.000.0254,000.000.0065.22Form 13
Schwab Charitable Fund03-31-2021Us Lcap Va Etf3,160New!0.000.02206,000.000.0065.19Form 13
Gemmer Asset Management Llc03-31-2021Etf539,939Increased10.195.5135,247,000.0020.8365.28Form 13
V Wealth Advisors Llc03-31-2021Us Lcap Va Etf3,277Decreased-59.730.04214,000.00-55.79130.50Form 13
Capital Insight Partners, Llc03-31-2021Us Lcap Va Etf13,837Increased0.870.22903,000.0010.5365.26Form 13
Market Street Wealth Management Advisors Llc03-31-2021Us Lcap Va Etf27,437Maintained0.001.061,791,000.009.6865.28Form 13
Lifesteps Financial, Inc.03-31-2021Us Lcap Va Etf6,098Increased0.180.33398,000.009.9465.27Form 13
Wny Asset Management, Llc03-31-2021Us Lcap Va Etf25,516Increased261.980.661,664,000.00296.1965.21Form 13
Capital Advisors Wealth Management, Llc03-31-2021Us Lcap Va Etf5,361New!0.000.15350,000.000.0065.29Form 13
Ivc Wealth Advisors Llc03-31-2021Us Lcap Va Etf163,398Increased63.648.4010,667,000.0079.4665.28Form 13