Integrated Wealth Management »

Schwab Strategic Tr us lrg cap etf shares owned by Integrated Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Integrated Wealth Management from 13F filings

Historical chart of Integrated Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $712k 13k 56.27
2016-12-31 $592k 11k 53.29
2016-09-30 $350k 6.8k 51.57
2016-06-30 $468k 9.4k 49.79
2016-03-31 $412k 8.4k 48.86
2015-12-31 $302k 6.2k 48.56
2015-09-30 $233k 5.1k 45.73
2015-06-30 $229k 4.6k 49.27
2015-03-31 $146k 2.9k 49.51