Schwab Strategic Tr us lrg cap etf shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $74M | 1.5M | 50.60 |
| 2023-06-30 | $67M | 1.3M | 52.37 |
| 2023-03-31 | $59M | 1.2M | 48.37 |
| 2022-12-31 | $54M | 1.2M | 45.15 |
| 2022-09-30 | $25M | 590k | 42.35 |
| 2022-06-30 | $25M | 549k | 44.66 |
| 2022-03-31 | $22M | 404k | 53.85 |
| 2021-12-31 | $32M | 283k | 113.82 |
| 2021-09-30 | $26M | 247k | 104.03 |
| 2021-06-30 | $23M | 225k | 103.97 |
| 2021-03-31 | $15M | 157k | 96.03 |
| 2020-12-31 | $13M | 145k | 90.95 |
| 2020-09-30 | $11M | 137k | 80.63 |
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