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
19.4M
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email