Position history for Integrated Wealth Concepts LLC's holdings in SCHWAB STRATEGIC TR
Integrated Wealth Concepts LLC holds 3.2M shares of SCHX (SCHWAB STRATEGIC TR), worth $84.8M as of 2025-Q4. The position was increased (++0.5% shares). SCHX represents 1.0% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$84.8M
Current Shares
3.2M
Total Value Change
+$20.5M
Total Shares Change
+2.2M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 3.2M |
+0.5% |
| $84.8M |
| 1.0% |
| $27.12 |
47 |
| 2025-Q3 | Increased | 3.1M | +1.0% | $82.6M | 0.7% | $26.19 | 42 |
| 2025-Q2 | Increased | 3.1M | +3.1% | $75.9M | 0.8% | $24.19 | 43 |
| 2025-Q1 | Decreased | 3M | -1.7% | $66.5M | 0.8% | $21.77 | 0 |
| 2024-Q4 | Increased | 3.1M | +200.9% | $71M | 0.8% | $23.00 | 67 |
| 2024-Q3 | Increased | 1M | +1.7% | $69.1M | 0.8% | $22.20 | 42 |
| 2024-Q2 | Decreased | 1M | -32.3% | $64.3M | 0.9% | $21.03 | 0 |