Schwab Strategic Tr us dividend eq shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 259k | 84.53 |
| 2024-06-30 | $27M | 344k | 77.76 |
| 2024-03-31 | $28M | 341k | 80.64 |
| 2023-09-30 | $26M | 361k | 70.76 |
| 2023-06-30 | $34M | 471k | 72.62 |
| 2023-03-31 | $30M | 403k | 73.16 |
| 2022-12-31 | $21M | 276k | 75.54 |
| 2022-09-30 | $14M | 214k | 66.43 |
| 2022-06-30 | $9.2M | 128k | 71.63 |
| 2022-03-31 | $2.4M | 30k | 78.89 |
| 2021-12-31 | $1.1M | 14k | 80.86 |
| 2021-09-30 | $505k | 6.8k | 74.23 |
| 2021-06-30 | $307k | 4.1k | 75.58 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq