Schwab U S Small Cap ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 325k | 27.90 |
| 2025-06-30 | $8.7M | 344k | 25.30 |
| 2025-03-31 | $8.3M | 356k | 23.43 |
| 2024-12-31 | $9.8M | 378k | 25.86 |
| 2024-09-30 | $9.7M | 189k | 51.50 |
| 2024-06-30 | $8.9M | 187k | 47.45 |
| 2024-03-31 | $20M | 404k | 49.24 |
| 2023-09-30 | $11M | 267k | 41.42 |
| 2023-06-30 | $15M | 331k | 43.80 |
| 2023-03-31 | $14M | 341k | 41.93 |
| 2022-12-31 | $11M | 268k | 40.51 |
| 2022-09-30 | $3.8M | 99k | 37.80 |
| 2022-06-30 | $2.4M | 61k | 38.99 |
| 2022-03-31 | $7.0M | 148k | 47.36 |
| 2021-12-31 | $7.7M | 75k | 102.39 |
| 2021-09-30 | $6.7M | 67k | 100.10 |
| 2021-06-30 | $6.5M | 62k | 104.17 |
| 2021-03-31 | $5.3M | 54k | 99.67 |
| 2020-12-31 | $3.3M | 37k | 89.01 |
| 2020-09-30 | $2.4M | 34k | 68.32 |
More positions owned by Integrated Wealth Concepts
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