Schwab U S Small Cap ETF shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $885k | 14k | 62.97 |
| 2016-12-31 | $753k | 12k | 61.50 |
| 2016-09-30 | $514k | 8.9k | 57.59 |
| 2016-06-30 | $354k | 6.6k | 54.00 |
| 2016-03-31 | $110k | 2.1k | 52.18 |
| 2015-12-31 | $36k | 699 | 51.50 |
| 2015-09-30 | $35k | 691 | 50.65 |
| 2015-06-30 | $45k | 783 | 57.47 |
| 2015-03-31 | $27k | 475 | 56.84 |
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