Icon Wealth Partners, LLC Schwab Strategic Tr Intl Small Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$31.54 - $34.93 $128,430 - $142,234	4,072 New	4,072 $137,000

Others Institutions Holding SCHC

# of Institutions

423

Shares Held

45.7M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$162 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$110 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$57.8 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$52.6 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$52.6 Million
0.18% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.