Integrated Wealth Concepts LLC's ownership history for SCHB

Integrated Wealth Concepts LLC currently holds 208.5K shares with a market value of $5.2M. It started holding SCHB on 2024-09-30. At its peak, it held 208.5K shares on 2026-03-31. Its highest holding value was $5.3M on 2025-09-30. At its lowest, it held 67.6K shares on 2024-09-30, with a value of $2.8M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 3.4K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 22.3K.