Integrated Wealth Concepts LLC's ownership history for SCHD

Integrated Wealth Concepts LLC currently holds 864.4K shares with a market value of $23.6M. It started holding SCHD on 2024-09-30. At its peak, it held 864.4K shares on 2025-09-30. Its highest holding value was $23.6M on 2025-09-30. At its lowest, it held 259.0K shares on 2024-09-30, with a value of $20.9M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 116.7K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 605.4K.