Schwab U S Large Cap Growth ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40M | 382k | 104.18 |
| 2024-06-30 | $11M | 110k | 100.84 |
| 2024-03-31 | $19M | 209k | 92.73 |
| 2023-09-30 | $16M | 219k | 72.72 |
| 2023-06-30 | $25M | 331k | 74.95 |
| 2023-03-31 | $21M | 319k | 65.17 |
| 2022-12-31 | $18M | 331k | 55.56 |
| 2022-09-30 | $5.6M | 100k | 55.81 |
| 2022-06-30 | $5.7M | 98k | 57.99 |
| 2022-03-31 | $5.2M | 70k | 74.82 |
| 2021-12-31 | $5.2M | 32k | 163.74 |
| 2021-09-30 | $4.5M | 31k | 148.09 |
| 2021-06-30 | $4.4M | 30k | 145.97 |
| 2021-03-31 | $3.9M | 30k | 129.78 |
| 2020-12-31 | $3.7M | 29k | 128.41 |
| 2020-09-30 | $3.3M | 29k | 115.16 |
| 2020-06-30 | $2.5M | 25k | 101.52 |
| 2020-03-31 | $1.9M | 24k | 79.65 |
| 2019-12-31 | $1.6M | 17k | 92.93 |
| 2019-09-30 | $1.3M | 16k | 84.01 |
| 2019-03-31 | $390k | 4.9k | 79.35 |
| 2018-12-31 | $338k | 4.9k | 68.84 |
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