Integrated Wealth Concepts LLC Schwab Strategic Tr 1000 Index Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 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 8,612 shares of SCHK stock, worth $264,905. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,612Holding current value
$264,905% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
221Shares Held
70MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$205 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio
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Waddell & Associates, LLC1.99MShares$61.3 Million7.2% of portfolio