Integrated Wealth Concepts LLC Schwab Strategic U.S. Reit ETF Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 22,767 shares of SCHH stock, worth $484,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,767
Previous 19,545 16.49%
Holding current value
$484,709
Previous $411,000 18.98%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$20.2 - $22.24 $65,084 - $71,657
3,222 Added 16.49%
22,767 $489,000
Q4 2024

Feb 14, 2025
BUY
$20.55 - $23.26 $46,874 - $53,056
2,281 Added 13.21%
19,545 $411,000
Q3 2024

Nov 14, 2024
SELL
$19.78 - $23.53 $19,048 - $22,659
-963 Reduced 5.28%
17,264 $400,000
Q2 2024

Aug 14, 2024
SELL
$18.53 - $20.2 $12,340 - $13,453
-666 Reduced 3.53%
18,227 $363,000
Q1 2024

May 15, 2024
SELL
$19.39 - $20.93 $7,639 - $8,246
-394 Reduced 2.04%
18,893 $383,000
Q4 2023

Feb 13, 2024
SELL
$16.76 - $20.95 $11,296 - $14,120
-674 Reduced 3.38%
19,287 $399,000
Q3 2023

Nov 15, 2023
SELL
$17.52 - $20.27 $203,214 - $235,111
-11,599 Reduced 36.75%
19,961 $354,000
Q2 2023

Aug 15, 2023
BUY
$18.34 - $19.64 $153,579 - $164,465
8,374 Added 36.12%
31,560 $616,000
Q1 2023

May 03, 2023
BUY
$18.01 - $21.78 $417,579 - $504,991
23,186 New
23,186 $452,000

Others Institutions Holding SCHH

# of Institutions
555
Shares Held
177M
Call Options Held
18.2K
Put Options Held
7.5K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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