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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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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
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