Integrated Wealth Concepts »

Schwab Intl Small Cap Equity ETF shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.3M 196k 32.25
2023-06-30 $6.1M 182k 33.77
2023-03-31 $5.8M 172k 33.71
2022-12-31 $5.1M 162k 31.47

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

Top funds holding Schwab Intl Small Cap Equity ETF

Charles Schwab Investment Advisory
Pnc Financial Services
Savant Capital Management
HPM Partners
Jane Street
SageView Advisory Group
Tiaa Trust, National Association
Creative Planning
McAdam
Advisory Alpha
CI Private Wealth
Capital Advisors
Mather Group
Charles Schwab Investment Management
Rsm Us Wealth Management

View all funds holding Schwab Intl Small Cap Equity ETF