Schwab Strategic Tr 1 5yr corp bd shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr 1 5yr corp bd
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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 173k | 24.95 |
| 2025-06-30 | $3.9M | 158k | 24.81 |
| 2025-03-31 | $3.9M | 158k | 24.64 |
| 2024-12-31 | $4.0M | 164k | 24.38 |
| 2024-09-30 | $3.3M | 67k | 49.61 |
| 2024-06-30 | $2.9M | 61k | 48.28 |
| 2024-03-31 | $1.9M | 38k | 48.33 |
| 2023-09-30 | $2.1M | 45k | 46.97 |
| 2023-06-30 | $2.9M | 62k | 47.27 |
| 2023-03-31 | $6.1M | 129k | 47.57 |
| 2022-12-31 | $6.0M | 127k | 46.89 |
| 2022-09-30 | $4.3M | 92k | 46.30 |
| 2022-06-30 | $4.6M | 96k | 47.48 |
| 2021-12-31 | $345k | 6.8k | 50.53 |
| 2021-09-30 | $395k | 7.7k | 51.01 |
| 2021-06-30 | $659k | 13k | 51.16 |
| 2021-03-31 | $471k | 9.2k | 50.97 |
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