Integrated Wealth Concepts LLC Schwab Strategic Tr Intl Small Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 73,537 shares of SCHC stock, worth $3.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

73,537

Previous 70,221 4.72%

Holding current value

$3.31 Million

Previous $2.99 Million 11.91%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$42.28 - $45.71 $140,200 - $151,574	3,316 Added 4.72%	73,537 $3.35 Million
Q2 2025 Aug 14, 2025	BUY	$32.41 - $42.59 $4,180 - $5,494	129 Added 0.18%	70,221 $2.99 Million
Q1 2025 May 15, 2025	SELL	$33.57 - $37.22 $24,371 - $27,021	-726 Reduced 1.03%	70,092 $2.51 Million
Q4 2024 Feb 14, 2025	BUY	$33.93 - $38.37 $147,459 - $166,756	4,346 Added 6.54%	70,818 $2.43 Million
Q3 2024 Nov 14, 2024	BUY	$34.48 - $38.87 $1.08 Million - $1.22 Million	31,382 Added 89.43%	66,472 $2.56 Million

Q2 2024 Aug 14, 2024	SELL	$34.12 - $36.71 $5.47 Million - $5.88 Million	-160,229 Reduced 82.03%	35,090 $1.25 Million
Q1 2024 May 15, 2024	SELL	$33.2 - $35.86 $14,309 - $15,455	-431 Reduced 0.22%	195,319 $6.99 Million
Q4 2023 Feb 13, 2024	SELL	$30.0 - $35.05 $13,560 - $15,842	-452 Reduced 0.23%	195,750 $6.83 Million
Q3 2023 Nov 15, 2023	BUY	$32.0 - $35.51 $455,264 - $505,200	14,227 Added 7.82%	196,202 $6.33 Million
Q2 2023 Aug 15, 2023	BUY	$32.67 - $34.58 $335,618 - $355,240	10,273 Added 5.98%	181,975 $6.15 Million
Q1 2023 May 03, 2023	BUY	$31.54 - $34.93 $304,171 - $336,864	9,644 Added 5.95%	171,702 $5.79 Million
Q4 2022 Feb 13, 2023	BUY	$27.31 - $32.98 $4.43 Million - $5.34 Million	162,058 New	162,058 $5.1 Million

Others Institutions Holding SCHC

# of Institutions

515

Shares Held

45.3M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Integrated Wealth Concepts LLC Schwab Strategic Tr Intl Small Transaction History