Position history for Integrated Wealth Concepts LLC's holdings in SCHWAB STRATEGIC TR
Integrated Wealth Concepts LLC holds 1.2M shares of SCHG (SCHWAB STRATEGIC TR), worth $39.5M as of 2025-Q4. The position was decreased (-20.5% shares). SCHG represents 0.5% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$39.5M
Current Shares
1.2M
Total Value Change
+$28.5M
Total Shares Change
+1.1M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
Decreased |
| 1.2M |
-20.5% |
| $39.5M |
| 0.5% |
| $32.88 |
0 |
| 2025-Q3 | Increased | 1.5M | +7.1% | $48.7M | 0.4% | $31.75 | 38 |
| 2025-Q2 | Increased | 1.4M | +13.1% | $41.6M | 0.4% | $28.96 | 39 |
| 2025-Q1 | Decreased | 1.3M | -26.6% | $31.5M | 0.4% | $24.95 | 0 |
| 2024-Q4 | Increased | 1.7M | +349.1% | $47.9M | 0.6% | $28.03 | 67 |
| 2024-Q3 | Increased | 382,380 | +249.2% | $39.8M | 0.5% | $25.78 | 56 |
| 2024-Q2 | Decreased | 109,497 | -47.6% | $11M | 0.2% | $25.06 | 0 |