Schwab Strategic Tr intrm trm shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr intrm trm
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All positions including Schwab Strategic Tr intrm trm held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $997k | 20k | 49.05 |
2023-09-30 | $1.2M | 26k | 47.94 |
2023-06-30 | $1.4M | 29k | 49.28 |
2023-03-31 | $3.0M | 60k | 50.43 |
2022-12-31 | $5.7M | 116k | 49.23 |
2022-09-30 | $5.6M | 114k | 49.14 |
2022-06-30 | $2.0M | 38k | 51.59 |
2022-03-31 | $791k | 15k | 53.22 |
2021-12-31 | $823k | 15k | 56.12 |
2021-09-30 | $801k | 14k | 56.70 |
2021-06-30 | $790k | 14k | 56.90 |
2021-03-31 | $762k | 14k | 56.44 |
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