Schwab Strategic Tr us aggregate b shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr us aggregate b
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 347k | 23.47 |
| 2025-06-30 | $7.6M | 327k | 23.24 |
| 2025-03-31 | $6.9M | 299k | 23.16 |
| 2024-12-31 | $6.9M | 305k | 22.70 |
| 2024-09-30 | $9.8M | 205k | 47.52 |
| 2024-06-30 | $9.8M | 215k | 45.58 |
| 2024-03-31 | $9.3M | 202k | 46.00 |
| 2023-09-30 | $5.1M | 114k | 44.23 |
| 2023-06-30 | $4.7M | 103k | 46.16 |
| 2023-03-31 | $3.4M | 72k | 46.91 |
| 2022-12-31 | $2.6M | 58k | 45.64 |
| 2022-09-30 | $3.1M | 69k | 45.32 |
| 2022-06-30 | $3.4M | 70k | 47.87 |
| 2022-03-31 | $1.0M | 20k | 50.55 |
| 2021-12-31 | $322k | 6.0k | 53.95 |
| 2021-09-30 | $316k | 5.8k | 54.18 |
| 2021-06-30 | $292k | 5.4k | 54.51 |
| 2021-03-31 | $312k | 5.8k | 53.97 |
| 2020-03-31 | $219k | 4.0k | 54.38 |
| 2019-12-31 | $215k | 4.0k | 53.51 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b