Integrated Wealth Concepts LLC Schwab Strategic Tr Intl Small Transaction History

Integrated Wealth Concepts LLC

  • $6.69 Billion
  • Q1 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 195,319 shares of SCHC stock, worth $6.96 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
195,319
Previous 195,750 0.22%
Holding current value
$6.96 Million
Previous $6.83 Million 2.39%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$29.55 - $32.98 $4.79 Million - $5.34 Million
162,058 New
162,058 $5.1 Million

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
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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