Integrated Wealth Concepts LLC Schwab Strategic Tr Intl Divid Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 131,027 shares of SCHY stock, worth $3.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
131,027
Previous 128,211 2.2%
Holding current value
$3.7 Million
Previous $3.25 Million 10.14%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$23.14 - $27.82 $65,162 - $78,341
2,816 Added 2.2%
131,027 $3.58 Million
Q1 2025

May 15, 2025
BUY
$22.91 - $25.71 $222,249 - $249,412
9,701 Added 8.19%
128,211 $3.25 Million
Q4 2024

Feb 14, 2025
BUY
$23.01 - $26.06 $492,759 - $558,074
21,415 Added 22.06%
118,510 $2.74 Million
Q3 2024

Nov 14, 2024
SELL
$23.66 - $26.53 $23,754 - $26,636
-1,004 Reduced 1.02%
97,095 $2.54 Million
Q2 2024

Aug 14, 2024
SELL
$23.23 - $24.96 $1.26 Million - $1.36 Million
-54,449 Reduced 35.69%
98,099 $2.31 Million
Q1 2024

May 15, 2024
SELL
$23.78 - $24.68 $714,636 - $741,683
-30,052 Reduced 16.46%
152,548 $3.7 Million
Q4 2023

Feb 13, 2024
SELL
$22.12 - $24.59 $877,500 - $975,485
-39,670 Reduced 17.85%
182,600 $4.49 Million
Q3 2023

Nov 15, 2023
BUY
$22.9 - $24.85 $510,876 - $554,378
22,309 Added 11.16%
222,270 $5.11 Million
Q2 2023

Aug 15, 2023
BUY
$23.33 - $24.6 $307,512 - $324,252
13,181 Added 7.06%
199,961 $4.79 Million
Q1 2023

May 03, 2023
BUY
$22.48 - $24.05 $1.35 Million - $1.44 Million
60,012 Added 47.34%
186,780 $4.41 Million
Q4 2022

Feb 13, 2023
BUY
$19.83 - $23.5 $2.51 Million - $2.98 Million
126,768 New
126,768 $2.84 Million

Others Institutions Holding SCHY

# of Institutions
145
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
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