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SCHPSCHP
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Position history for IWIntegrated Wealth Concepts LLC's holdings in SCHWAB STRATEGIC TR

Integrated Wealth Concepts LLC holds 3.1M shares of SCHP (SCHWAB STRATEGIC TR), worth $81.4M as of 2026-Q2. The position was increased (+75.1% shares). SCHP represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$81.4M

Current Shares

3.1M

Total Value Change

+$78.7M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.1M
+75.1%
$81.4M0.4%$26.06
54
2026-Q1
Increased
1.8M
+21.8%
$46.7M0.4%$25.85
42
2025-Q4
Decreased
1.4M
-9.3%
$38.2M0.5%$25.74
0
2025-Q3
Increased
1.6M
+10.6%
$42.8M0.4%$25.75
39
2025-Q2
Increased
1.4M
+918.5%
$38.4M0.4%$25.22
56
2025-Q1
Increased
141,182
+42.5%
$3.8M0.0%$25.11
36
2024-Q4
Increased
99,052
+94.0%
$2.6M0.0%$24.11
42
2024-Q3
Decreased
51,064
-8.1%
$2.7M0.0%$24.82
0

Other major holders of SCHP: Steward Partners Investment Advisory, LLC, Empower Advisory Group, LLC

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