Schwab U S Broad Market ETF shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $1.8M | 32k | 57.05 |
| 2016-12-31 | $1.4M | 27k | 54.20 |
| 2016-09-30 | $1.1M | 21k | 52.31 |
| 2016-06-30 | $566k | 11k | 50.34 |
| 2016-03-31 | $84k | 1.7k | 49.27 |
| 2015-12-31 | $81k | 1.7k | 49.09 |
| 2015-09-30 | $72k | 1.5k | 46.63 |
| 2015-06-30 | $77k | 1.5k | 50.03 |
| 2015-03-31 | $77k | 1.5k | 50.26 |
More positions owned by Integrated Wealth Management
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