Integrated Wealth Concepts LLC Schwab Strategic Tr Long Term Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 18,070 shares of SCHQ stock, worth $581,131. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,070
Previous 17,299 4.46%
Holding current value
$581,131
Previous $551,000 5.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$30.81 - $32.63 $23,754 - $25,157
771 Added 4.46%
18,070 $583,000
Q2 2025

Aug 14, 2025
BUY
$30.46 - $33.4 $218,398 - $239,478
7,170 Added 70.79%
17,299 $551,000
Q1 2025

May 15, 2025
BUY
$30.72 - $33.22 $311,162 - $336,485
10,129 New
10,129 $331,000

Others Institutions Holding SCHQ

# of Institutions
114
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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