Integrated Wealth Concepts LLC Schwab Strategic U.S. Mid Cap Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,979 shares of SCHM stock, worth $289,690. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,979
Previous 12,585
20.71%
Holding current value
$289,690
Previous $1.02 Million
24.22%
% of portfolio
0.01%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio