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SCHYSCHY
15 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SCHWAB STRATEGIC TR

Integrated Wealth Concepts LLC holds 183,315 shares of SCHY (SCHWAB STRATEGIC TR), worth $5.8M as of 2026-Q2. The position was increased (+72.3% shares). SCHY represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.8M

Current Shares

183,315

Total Value Change

+$3M

Total Shares Change

+56,547

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
183,315
+72.3%
$5.8M0.0%$31.73
41
2026-Q1
Decreased
106,366
-2.4%
$3.4M0.0%$32.44
0
2025-Q4
Decreased
108,937
-3.7%
$3.2M0.0%$29.94
0
2025-Q3
Decreased
113,101
-13.7%
$3.2M0.0%$27.56
0
2025-Q2
Increased
131,027
+2.2%
$3.6M0.0%$26.69
27
2025-Q1
Increased
128,211
+8.2%
$3.3M0.0%$24.65
29
2024-Q4
Increased
118,510
+22.1%
$2.7M0.0%$22.25
32
2024-Q3
Decreased
97,095
-1.0%
$2.5M0.0%$25.10
0
2024-Q2
Decreased
98,099
-35.7%
$2.3M0.0%$22.18
0
2024-Q1
Decreased
152,548
-16.5%
$3.7M0.1%$22.51
0
2023-Q4
Decreased
182,600
-17.9%
$4.5M0.1%$22.66
0
2023-Q3
Increased
222,270
+11.2%
$5.1M0.1%$20.59
30
2023-Q2
Increased
199,961
+7.1%
$4.8M0.1%$21.25
29
2023-Q1
Increased
186,780
+47.3%
$4.4M0.1%$20.81
37
2022-Q4
New
126,768
-
$2.8M0.1%$19.83
36

Other major holders of SCHY: Cresset Asset Management, LLC

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