Integrated Wealth Concepts LLC Schwab Strategic Tr Intl Small Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 70,818 shares of SCHC stock, worth $2.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
70,818
Previous 66,472 6.54%
Holding current value
$2.6 Million
Previous $2.56 Million 5.08%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$33.93 - $38.37 $147,459 - $166,756
4,346 Added 6.54%
70,818 $2.43 Million
Q3 2024

Nov 14, 2024
BUY
$34.48 - $38.87 $1.08 Million - $1.22 Million
31,382 Added 89.43%
66,472 $2.56 Million
Q2 2024

Aug 14, 2024
SELL
$34.12 - $36.71 $5.47 Million - $5.88 Million
-160,229 Reduced 82.03%
35,090 $1.25 Million
Q1 2024

May 15, 2024
SELL
$33.2 - $35.86 $14,309 - $15,455
-431 Reduced 0.22%
195,319 $6.99 Million
Q4 2023

Feb 13, 2024
SELL
$30.0 - $35.05 $13,560 - $15,842
-452 Reduced 0.23%
195,750 $6.83 Million
Q3 2023

Nov 15, 2023
BUY
$32.0 - $35.51 $455,264 - $505,200
14,227 Added 7.82%
196,202 $6.33 Million
Q2 2023

Aug 15, 2023
BUY
$32.67 - $34.58 $335,618 - $355,240
10,273 Added 5.98%
181,975 $6.15 Million
Q1 2023

May 03, 2023
BUY
$31.54 - $34.93 $304,171 - $336,864
9,644 Added 5.95%
171,702 $5.79 Million
Q4 2022

Feb 13, 2023
BUY
$27.31 - $32.98 $4.43 Million - $5.34 Million
162,058 New
162,058 $5.1 Million

Others Institutions Holding SCHC

# of Institutions
455
Shares Held
46.9M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
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