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

Yes. Integrated Wealth Concepts holds 3,967,273 shares of SCHX (Schwab US Large Cap ETF), worth $116.8M, as of its Q2 2026 13F filing. It increased the position by 479,547 shares (+13.8%) from Q1 2026. Integrated Wealth Concepts has held SCHX since Q3 2020, across 24 quarterly 13F filings. SCHX is 0.8% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$116.8M

Current Shares

4M

Total Value Change

+$105.7M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4M
+13.8%
$116.8M0.8%$29.43
48
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%$20.92
0
2024-Q1
Increased
1.5M
+2.0%
$91.8M1.3%$20.14
48
2023-Q4
Decreased
1.5M
-0.2%
$81.8M1.3%$18.25
0
2023-Q3
Increased
1.5M
+13.8%
$73.5M1.3%$16.30
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%$14.38
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\

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used