Integrated Wealth Concepts LLC Schwab Strategic Tr 1000 Index Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,508 shares of SCHK stock, worth $334,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,508
Previous 8,612 22.02%
Holding current value
$334,995
Previous $231,000 35.5%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$23.87 - $29.82 $45,257 - $56,538
1,896 Added 22.02%
10,508 $313,000
Q1 2025

May 15, 2025
BUY
$26.53 - $29.63 $228,476 - $255,173
8,612 New
8,612 $231,000

Others Institutions Holding SCHK

# of Institutions
237
Shares Held
72.7M
Call Options Held
91.7K
Put Options Held
20.8K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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