Integrated Wealth Concepts’s Schwab Core Bond ETF SCCR Stock Holding History

Integrated Wealth Concepts’s Portfolio SCCR Stock Details SCCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2K	Buy	+400	New	+$10.2K	﹤0.01%	4541

Other funds holding SCCR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $151M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Integrated Wealth Concepts's SCCR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Schwab Core Bond ETF (SCCR) in Q2 2026: 400 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #4541 among its holdings.

24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

Integrated Wealth Concepts held 400 shares of Schwab Core Bond ETF worth $10.2K as of Q2 2026.
Schwab Core Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
Schwab Core Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4541 holding.
24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.