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SCHX
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.5M
+10.7%
$89.4M0.7%$26.83
47
2025-Q4
Increased
3.2M
+0.5%
$84.8M1.0%$27.12
47
2025-Q3
Increased
3.1M
+1.0%
$82.6M0.7%$26.19
42
2025-Q2
Increased
3.1M
+3.1%
$75.9M0.8%$24.19
43
2025-Q1
Decreased
3M
-1.7%
$66.5M0.8%$21.77
0
2024-Q4
Increased
3.1M
+200.9%
$71M0.8%$23.00
67
2024-Q3
Increased
1M
+1.7%
$69.1M0.8%$22.20
42
2024-Q2
Decreased
1M
-32.3%
$64.3M0.9%$21.03
0

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

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