How many shares of SCHG does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 2.3M shares of SCHG (SCHWAB US LARGE-CAP GROWTH).

What is Integrated Wealth Concepts LLC's SCHG position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's SCHG position is worth $76.6M.

Is Integrated Wealth Concepts LLC buying or selling SCHG?

In 2026-Q2, Integrated Wealth Concepts LLC increased their SCHG position (+39.0% change in shares).

When did Integrated Wealth Concepts LLC first buy SCHG?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in SCHG in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

SCHG
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SCHWAB US LARGE-CAP GROWTH

Current Value

$76.6M

Current Shares

2.3M

Total Value Change

+$76.2M

Total Shares Change

+2.3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.3M	+39.0%	$76.6M	0.4%	$33.84	47
2026-Q1	Increased	1.6M	+34.3%	$47.4M	0.4%	$29.10	45
2025-Q4	Decreased	1.2M	-20.5%	$39.5M	0.5%	$32.55	0
2025-Q3	Increased	1.5M	+7.1%	$48.7M	0.4%	$31.81	38
2025-Q2	Increased	1.4M	+13.1%	$41.6M	0.4%	$29.09	39
2025-Q1	Decreased	1.3M	-26.6%	$31.5M	0.4%	$24.91	0
2024-Q4	Increased	1.7M	+349.1%	$47.9M	0.6%	$27.70	67
2024-Q3	Increased	382,380	+249.2%	$39.8M	0.5%	$25.86	56
2024-Q2	Decreased	109,497	-47.6%	$11M	0.2%	$25.06	0
2024-Q1	Decreased	208,824	-3.5%	$19.4M	0.3%	$23.01	0
2023-Q4	Decreased	216,393	-1.0%	$18M	0.3%	$20.57	0
2023-Q3	Decreased	218,553	-34.0%	$15.9M	0.3%	$18.00	0
2023-Q2	Increased	331,113	+4.0%	$24.8M	0.4%	$18.49	36
2023-Q1	Decreased	318,464	-3.7%	$20.8M	0.4%	$16.06	0
2022-Q4	Increased	330,763	+229.6%	$18.4M	0.5%	$13.70	55
2022-Q3	Increased	100,351	+2.2%	$5.6M	0.2%	$13.71	33
2022-Q2	Increased	98,175	+40.9%	$5.7M	0.2%	$14.23	43
2022-Q1	Increased	69,683	+121.2%	$5.2M	0.2%	$18.34	52
2021-Q4	Increased	31,501	+3.0%	$5.2M	0.2%	$20.05	33
2021-Q3	Increased	30,596	+2.5%	$4.5M	0.1%	$18.10	33
2021-Q2	Decreased	29,834	-1.4%	$4.4M	0.2%	$17.82	0
2021-Q1	Increased	30,267	+3.9%	$3.9M	0.2%	$15.83	33
2020-Q4	Increased	29,126	+2.3%	$3.7M	0.2%	$15.65	33
2020-Q3	Increased	28,464	+15.3%	$3.3M	0.2%	$14.02	36
2020-Q2	Increased	24,694	+1.9%	$2.5M	0.2%	$12.34	32
2020-Q1	Increased	24,245	+40.9%	$1.9M	0.2%	$9.66	41
2019-Q4	Increased	17,206	+10.6%	$1.6M	0.1%	$11.25	34
2019-Q3	New	15,557	-	$1.3M	0.1%	$10.10	42
2019-Q2	Exited	0	-100.0%	$0	0.0%	$10.05	0
2019-Q1	New	4,915	-	$390,000	0.1%	$9.57	33

Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

SCHG30 quarters

SCHG
30 quarters