Schwab Strategic Tr cmn shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 71k | 80.37 |
| 2024-06-30 | $5.6M | 76k | 74.08 |
| 2024-03-31 | $8.6M | 113k | 75.98 |
| 2023-09-30 | $7.3M | 114k | 64.46 |
| 2023-06-30 | $6.4M | 95k | 67.09 |
| 2023-03-31 | $5.8M | 88k | 65.58 |
| 2022-12-31 | $5.0M | 76k | 66.02 |
| 2022-09-30 | $2.0M | 35k | 58.52 |
| 2022-06-30 | $2.0M | 32k | 62.41 |
| 2022-03-31 | $408k | 5.7k | 71.35 |
| 2021-12-31 | $305k | 4.2k | 73.12 |
| 2021-09-30 | $262k | 3.9k | 67.37 |
| 2021-06-30 | $234k | 3.4k | 68.30 |
| 2021-03-31 | $211k | 3.2k | 65.18 |
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