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SCHP
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Position history for Integrated Wealth Concepts LLC's holdings in SCHWAB STRATEGIC TR

Integrated Wealth Concepts LLC holds 1.8M shares of SCHP (SCHWAB STRATEGIC TR), worth $46.7M as of 2026-Q1. The position was increased (+21.8% shares). SCHP represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$46.7M

Current Shares

1.8M

Total Value Change

+$43.8M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+21.8%
$46.7M0.4%$26.87
42
2025-Q4
Decreased
1.4M
-9.3%
$38.2M0.5%$26.54
0
2025-Q3
Increased
1.6M
+10.6%
$42.8M0.4%$26.50
39
2025-Q2
Increased
1.4M
+918.5%
$38.4M0.4%$25.87
56
2025-Q1
Increased
141,182
+42.5%
$3.8M0.0%$25.74
36
2024-Q4
Increased
99,052
+94.0%
$2.6M0.0%$24.81
42
2024-Q3
Decreased
51,064
-8.1%
$2.7M0.0%$25.56
0
2024-Q2
Increased
55,550
+189.6%
$2.9M0.0%$24.52
42

Other major holders of SCHP: Empower Advisory Group, LLC

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