Schwab Strategic Tr intrm trm shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $814k | 32k | 25.13 |
| 2025-06-30 | $781k | 31k | 25.03 |
| 2025-03-31 | $786k | 32k | 24.86 |
| 2024-12-31 | $924k | 38k | 24.29 |
| 2024-09-30 | $1.1M | 21k | 50.60 |
| 2024-06-30 | $966k | 20k | 48.77 |
| 2024-03-31 | $997k | 20k | 49.05 |
| 2023-09-30 | $1.2M | 26k | 47.94 |
| 2023-06-30 | $1.4M | 29k | 49.28 |
| 2023-03-31 | $3.0M | 60k | 50.43 |
| 2022-12-31 | $5.7M | 116k | 49.23 |
| 2022-09-30 | $5.6M | 114k | 49.14 |
| 2022-06-30 | $2.0M | 38k | 51.59 |
| 2022-03-31 | $791k | 15k | 53.22 |
| 2021-12-31 | $823k | 15k | 56.12 |
| 2021-09-30 | $801k | 14k | 56.70 |
| 2021-06-30 | $790k | 14k | 56.90 |
| 2021-03-31 | $762k | 14k | 56.44 |
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