Integrated Wealth Concepts LLC's ownership history for SCHB

Integrated Wealth Concepts LLC currently holds 107.5K shares with a market value of $2.8M. It started holding SCHB on 2024-09-30. At its peak, it held 205.1K shares on 2025-09-30. 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 decreased its shares by 97.0K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 74.8K.