Integrated Wealth Concepts LLC Schwab Strategic Tr 1000 Index Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 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 8,515 shares of SCHK stock, worth $275,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,515
Previous 10,508 18.97%
Holding current value
$275,034
Previous $313,000 12.78%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$29.8 - $32.29 $59,391 - $64,353
-1,993 Reduced 18.97%
8,515 $273,000
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
238
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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