Position history for Integrated Wealth Concepts LLC's holdings in SCHWAB STRATEGIC TR
Integrated Wealth Concepts LLC holds 1.4M shares of SCHP (SCHWAB STRATEGIC TR), worth $38.2M as of 2025-Q4. The position was decreased (-9.3% shares). SCHP represents 0.5% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$38.2M
Current Shares
1.4M
Total Value Change
+$35.3M
Total Shares Change
+1.4M
Other major holders of SCHP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1.4M |
-9.3% |
| $38.2M |
| 0.5% |
| $26.54 |
0 |
| 2025-Q3 | Increased | 1.6M | +10.6% | $42.8M | 0.4% | $26.50 | 39 |
| 2025-Q2 | Increased | 1.4M | +918.5% | $38.4M | 0.4% | $25.87 | 56 |
| 2025-Q1 | Increased | 141,182 | +42.5% | $3.8M | 0.0% | $25.74 | 36 |
| 2024-Q4 | Increased | 99,052 | +94.0% | $2.6M | 0.0% | $24.81 | 42 |
| 2024-Q3 | Decreased | 51,064 | -8.1% | $2.7M | 0.0% | $25.56 | 0 |
| 2024-Q2 | Increased | 55,550 | +189.6% | $2.9M | 0.0% | $24.52 | 42 |