Integrated Wealth Concepts LLC's ownership history for SCHG


Integrated Wealth Concepts LLC currently holds 1.2M shares with a market value of $39.5M. It started holding SCHG on 2024-09-30. At its peak, it held 1.7M shares on 2024-12-31. Its highest holding value was $48.7M on 2025-09-30. At its lowest, it held 382.4K shares on 2024-09-30, with a value of $31.5M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 212.2K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 505.1K.


Integrated Wealth Concepts LLC's ownership history for SCHG