Schwab Strategic Tr schwb fdt int sc shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr schwb fdt int sc
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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 7.7k | 44.51 |
| 2025-06-30 | $435k | 10k | 42.05 |
| 2025-03-31 | $938k | 26k | 36.20 |
| 2024-12-31 | $2.7M | 79k | 34.14 |
| 2024-09-30 | $3.0M | 78k | 38.15 |
| 2024-06-30 | $2.6M | 76k | 34.76 |
| 2024-03-31 | $3.0M | 84k | 35.47 |
| 2023-09-30 | $2.6M | 80k | 32.14 |
| 2023-06-30 | $2.6M | 79k | 33.19 |
| 2023-03-31 | $3.2M | 96k | 33.13 |
| 2022-12-31 | $2.9M | 92k | 31.26 |
| 2022-09-30 | $2.4M | 89k | 27.19 |
| 2022-06-30 | $2.4M | 77k | 30.41 |
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