Integrated Wealth Concepts LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$40.96 - $45.17 $207,953 - $229,328
5,077 Added 77.71%
11,610 $521,000
Q3 2023

Nov 15, 2023
BUY
$42.12 - $44.19 $275,169 - $288,693
6,533 New
6,533 $275,000
Q2 2021

Aug 13, 2021
SELL
$51.28 - $52.56 $220,760 - $226,270
-4,305 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$51.17 - $53.57 $220,286 - $230,618
4,305 New
4,305 $221,000

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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