Schwab Strategic Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 113k | 27.94 |
| 2025-06-30 | $3.6M | 131k | 27.35 |
| 2025-03-31 | $3.3M | 128k | 25.38 |
| 2024-12-31 | $2.7M | 119k | 23.12 |
| 2024-09-30 | $2.5M | 97k | 26.17 |
| 2024-06-30 | $2.3M | 98k | 23.57 |
| 2024-03-31 | $3.7M | 153k | 24.26 |
| 2023-09-30 | $5.1M | 222k | 23.00 |
| 2023-06-30 | $4.8M | 200k | 23.94 |
| 2023-03-31 | $4.4M | 187k | 23.63 |
| 2022-12-31 | $2.8M | 127k | 22.42 |
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