Integrated Wealth Concepts LLC's ownership history for SCHD

Integrated Wealth Concepts LLC currently holds 1.1M shares with a market value of $33.8M. It started holding SCHD on 2024-09-30. At its peak, it held 1.1M shares on 2026-03-31. Its highest holding value was $33.8M on 2026-03-31. At its lowest, it held 259.0K shares on 2024-09-30, with a value of $9.9M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 236.0K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 352.6K.