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Schwab Strategic Tr us dividend eq shares owned by Integrated Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Integrated Wealth Management from 13F filings

Historical chart of Integrated Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $1.0M 23k 44.57
2016-12-31 $670k 15k 43.55
2016-09-30 $650k 15k 42.31
2016-06-30 $331k 8.0k 41.42
2015-12-31 $3.0k 84 35.71
2015-09-30 $17k 484 35.12
2015-06-30 $15k 400 37.50
2015-03-31 $15k 400 37.50