Integrated Wealth Concepts LLC Schwab Intermediate Term Us Tr Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 32,401 shares of SCHR stock, worth $813,589. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,401
Previous 31,185 3.9%
Holding current value
$813,589
Previous $780,000 4.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$24.69 - $25.26 $30,023 - $30,716
1,216 Added 3.9%
32,401 $814,000
Q2 2025

Aug 14, 2025
SELL
$24.54 - $25.07 $11,043 - $11,281
-450 Reduced 1.42%
31,185 $780,000
Q1 2025

May 15, 2025
SELL
$24.05 - $24.86 $153,847 - $159,029
-6,397 Reduced 16.82%
31,635 $786,000
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $414,471 - $866,637
17,134 Added 81.99%
38,032 $923,000
Q3 2024

Nov 14, 2024
BUY
$48.4 - $50.91 $52,417 - $55,135
1,083 Added 5.47%
20,898 $1.06 Million
Q2 2024

Aug 14, 2024
SELL
$47.85 - $49.0 $24,738 - $25,333
-517 Reduced 2.54%
19,815 $966,000
Q1 2024

May 15, 2024
SELL
$48.64 - $49.88 $1.06 Million - $1.09 Million
-21,791 Reduced 51.73%
20,332 $997,000
Q4 2023

Feb 13, 2024
BUY
$47.09 - $49.87 $766,813 - $812,083
16,284 Added 63.02%
42,123 $2.09 Million
Q3 2023

Nov 15, 2023
SELL
$47.78 - $49.59 $131,203 - $136,174
-2,746 Reduced 9.61%
25,839 $1.24 Million
Q2 2023

Aug 15, 2023
SELL
$49.25 - $50.96 $1.53 Million - $1.59 Million
-31,124 Reduced 52.13%
28,585 $1.41 Million
Q1 2023

May 03, 2023
SELL
$48.55 - $50.78 $2.72 Million - $2.84 Million
-55,941 Reduced 48.37%
59,709 $3.01 Million
Q4 2022

Feb 13, 2023
BUY
$48.12 - $50.24 $70,736 - $73,852
1,470 Added 1.29%
115,650 $5.69 Million
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $3.72 Million - $4.01 Million
76,381 Added 202.07%
114,180 $5.61 Million
Q2 2022

Aug 08, 2022
BUY
$50.08 - $52.78 $1.15 Million - $1.21 Million
22,936 Added 154.32%
37,799 $1.95 Million
Q1 2022

May 12, 2022
BUY
$52.72 - $55.84 $10,385 - $11,000
197 Added 1.34%
14,863 $791,000
Q4 2021

Feb 15, 2022
BUY
$55.82 - $56.81 $30,142 - $30,677
540 Added 3.82%
14,666 $823,000
Q3 2021

Nov 15, 2021
BUY
$56.59 - $57.62 $13,638 - $13,886
241 Added 1.74%
14,126 $801,000
Q2 2021

Aug 13, 2021
BUY
$56.38 - $57.16 $21,649 - $21,949
384 Added 2.84%
13,885 $790,000
Q1 2021

May 13, 2021
BUY
$56.41 - $58.25 $761,591 - $786,433
13,501 New
13,501 $762,000

Others Institutions Holding SCHR

# of Institutions
515
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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