Position history for Integrated Wealth Concepts LLC's holdings in SCHWAB STRATEGIC TR
Integrated Wealth Concepts LLC holds 3.5M shares of SCHX (SCHWAB STRATEGIC TR), worth $89.4M as of 2026-Q1. The position was increased (+10.7% shares). SCHX represents 0.7% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$89.4M
Current Shares
3.5M
Total Value Change
+$25.1M
Total Shares Change
+2.5M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 3.5M |
+10.7% |
| $89.4M |
| 0.7% |
| $26.83 |
47 |
| 2025-Q4 | 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 |