Back to IW Integrated Wealth Concepts LLC

SCHXSCHX
24 quarters

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

Integrated Wealth Concepts LLC holds 4.4M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $129.5M as of 2026-Q2. The position was increased (+26.2% shares). SCHX represents 0.6% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$129.5M

Current Shares

4.4M

Total Value Change

+$118.5M

Total Shares Change

+4.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+26.2%
$129.5M0.6%$29.43
52
2026-Q1
Increased
3.5M
+10.7%
$89.4M0.7%$25.57
47
2025-Q4
Increased
3.2M
+0.5%
$84.8M1.0%$26.76
47
2025-Q3
Increased
3.1M
+1.0%
$82.6M0.7%$26.12
42
2025-Q2
Increased
3.1M
+3.1%
$75.9M0.8%$24.17
43
2025-Q1
Decreased
3M
-1.7%
$66.5M0.8%$21.77
0
2024-Q4
Increased
3.1M
+200.9%
$71M0.8%$22.79
67
2024-Q3
Increased
1M
+1.7%
$69.1M0.8%$22.16
42
2024-Q2
Decreased
1M
-32.3%
$64.3M0.9%$21.03
0
2024-Q1
Increased
1.5M
+2.0%
$91.8M1.3%$20.25
48
2023-Q4
Decreased
1.5M
-0.2%
$81.8M1.3%$18.35
0
2023-Q3
Increased
1.5M
+13.8%
$73.5M1.3%$16.39
53
2023-Q2
Increased
1.3M
+5.0%
$66.9M1.1%$16.81
49
2023-Q1
Increased
1.2M
+1.2%
$58.8M1.2%$15.47
47
2022-Q4
Increased
1.2M
+103.6%
$54.2M1.5%$14.46
75
2022-Q3
Increased
590,124
+7.5%
$25M0.8%$13.43
43
2022-Q2
Increased
549,146
+35.9%
$24.5M0.8%$14.10
52
2022-Q1
Increased
404,114
+42.7%
$21.8M0.7%$16.94
54
2021-Q4
Increased
283,115
+14.8%
$32.2M1.0%$17.85
47
2021-Q3
Increased
246,716
+9.9%
$25.7M0.8%$16.25
44
2021-Q2
Increased
224,500
+43.3%
$23.3M0.8%$16.19
54
2021-Q1
Increased
156,721
+7.8%
$15.1M0.6%$14.91
43
2020-Q4
Increased
145,446
+6.2%
$13.2M0.6%$14.07
42
2020-Q3
New
137,014
-
$11M0.7%$12.43
54

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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