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Integrated Wealth Concepts’s Schwab US Broad Market ETF SCHB Stock Holding History

Integrated Wealth Concepts’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.23M Buy
208,481
+101,016
+94% +$2.65M 0.04% 410
2025
Q4 		$2.82M Sell
107,465
-97,602
-48% -$2.54M 0.03% 445
2025
Q3 		$5.27M Buy
205,067
+557
+0.3% +$13.8K 0.05% 361
2025
Q2 		$4.87M Buy
204,510
+18,300
+10% +$403K 0.05% 339
2025
Q1 		$4.01M Buy
186,210
+3,906
+2% +$88.9K 0.05% 363
2024
Q4 		$4.14M Sell
182,304
-20,442
-10% -$467K 0.05% 334
2024
Q3 		$4.5M Buy
202,746
+2,856
+1% +$61K 0.05% 316
2024
Q2 		$4.19M Buy
199,890
+4,422
+2% +$89.6K 0.06% 299
2024
Q1 		$3.98M Buy
195,468
+3,156
+2% +$61.1K 0.06% 308
2023
Q4 		$3.57M Buy
192,312
+1,512
+0.8% +$26.1K 0.06% 304
2023
Q3 		$3.17M Buy
190,800
+1,041
+0.5% +$18K 0.06% 311
2023
Q2 		$3.27M Buy
189,759
+2,673
+1% +$43.6K 0.06% 314
2023
Q1 		$2.98M Buy
187,086
+94,479
+102% +$1.48M 0.06% 286
2022
Q4 		$1.38M Sell
92,607
-12,069
-12% -$181K 0.04% 402
2022
Q3 		$1.47M Buy
104,676
+618
+0.6% +$9.61K 0.05% 343
2022
Q2 		$1.53M Sell
104,058
-2,607
-2% -$41.8K 0.05% 334
2022
Q1 		$1.9M Sell
106,665
-5,787
-5% -$102K 0.06% 274
2021
Q4 		$2.12M Buy
112,452
+1,620
+1% +$29.8K 0.06% 252
2021
Q3 		$1.92M Buy
110,832
+2,874
+3% +$51.1K 0.06% 254
2021
Q2 		$1.88M Buy
107,958
+11,124
+11% +$188K 0.07% 231
2021
Q1 		$1.56M Buy
96,834
+78,480
+428% +$1.24M 0.06% 226
2020
Q4 		$278K Buy
18,354
+312
+2% +$4.44K 0.01% 532
2020
Q3 		$239K Buy
18,042
+108
+0.6% +$1.42K 0.01% 507
2020
Q2 		$220K Buy
+17,934
New +$207K 0.02% 467
2020
Q1 		– Sell
-18,294
Closed -$234K – 470
2019
Q4 		$234K Buy
18,294
+1,356
+8% +$16.6K 0.02% 423
2019
Q3 		$201K Buy
16,938
+150
+0.9% +$1.77K 0.02% 410
2019
Q2 		$203K Buy
+16,788
New +$194K 0.03% 363

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Integrated Wealth Concepts's SCHB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Schwab US Broad Market ETF (SCHB) stake by 94% in Q1 2026, buying an estimated $2.65M and bringing the position to 208,481 shares worth $5.23M. The position accounts for 0.04% of the portfolio, ranked #410.

Integrated Wealth Concepts first reported a position in SCHB in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.27M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Integrated Wealth Concepts held 208,481 shares of Schwab US Broad Market ETF worth $5.23M as of Q1 2026.
  • Integrated Wealth Concepts bought 101,016 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.65M.
  • Schwab US Broad Market ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #410 holding.
  • Integrated Wealth Concepts first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 27 quarters since.
  • Integrated Wealth Concepts's Schwab US Broad Market ETF position peaked at $5.27M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.