Schwab Strategic Tr 0 shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 1.6M | 26.95 |
| 2025-06-30 | $38M | 1.4M | 26.68 |
| 2025-03-31 | $3.8M | 141k | 26.89 |
| 2024-12-31 | $2.6M | 99k | 25.83 |
| 2024-09-30 | $2.7M | 51k | 53.63 |
| 2024-06-30 | $2.9M | 56k | 52.01 |
| 2024-03-31 | $1.0M | 19k | 52.17 |
| 2023-09-30 | $8.7M | 173k | 50.49 |
| 2023-06-30 | $13M | 253k | 52.43 |
| 2023-03-31 | $3.5M | 64k | 53.62 |
| 2022-12-31 | $534k | 10k | 51.79 |
| 2022-09-30 | $476k | 9.2k | 51.81 |
| 2022-06-30 | $566k | 10k | 55.82 |
| 2022-03-31 | $456k | 7.5k | 60.67 |
| 2021-12-31 | $544k | 8.6k | 62.92 |
| 2021-09-30 | $211k | 3.4k | 62.61 |
| 2020-12-31 | $1.4M | 23k | 62.10 |
| 2020-09-30 | $1.1M | 18k | 61.61 |
| 2020-06-30 | $1.0M | 18k | 59.99 |
| 2018-09-30 | $503k | 9.4k | 53.80 |
| 2018-06-30 | $511k | 9.3k | 54.82 |
| 2018-03-31 | $505k | 9.2k | 54.77 |
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