Integrated Wealth Concepts LLC's ownership history for SCHV

Integrated Wealth Concepts LLC currently holds 256.2K shares with a market value of $7.5M. It started holding SCHV on 2024-09-30. At its peak, it held 259.9K shares on 2025-06-30. Its highest holding value was $7.5M on 2025-09-30. At its lowest, it held 70.8K shares on 2024-09-30, with a value of $5.7M on 2024-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 159. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 185.4K.