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
Other major holders of SCHP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.8M |
+21.8% |
| $46.7M |
| 0.4% |
| $26.87 |
42 |
| 2025-Q4 | 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 |