Integrated Wealth Concepts’s Schwab International Equity ETF SCHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.98M Buy
282,132
+76,042
+37% +$1.93M 0.06% 324
2025
Q4
$4.95M Sell
206,090
-59,228
-22% -$1.41M 0.06% 293
2025
Q3
$6.18M Sell
265,318
-13,485
-5% -$305K 0.06% 321
2025
Q2
$6.16M Buy
278,803
+19,898
+8% +$414K 0.06% 289
2025
Q1
$5.12M Sell
258,905
-23,056
-8% -$452K 0.06% 308
2024
Q4
$5.22M Buy
281,961
+49,539
+21% +$967K 0.06% 289
2024
Q3
$4.78M Buy
232,422
+14,230
+7% +$281K 0.06% 297
2024
Q2
$4.19M Sell
218,192
-400,120
-65% -$7.74M 0.06% 298
2024
Q1
$12.1M Sell
618,312
-16,742
-3% -$313K 0.17% 135
2023
Q4
$11.7M Sell
635,054
-185,286
-23% -$3.21M 0.19% 125
2023
Q3
$13.9M Buy
820,340
+262,564
+47% +$4.64M 0.25% 102
2023
Q2
$9.94M Buy
557,776
+17,620
+3% +$313K 0.17% 139
2023
Q1
$9.4M Buy
540,156
+47,132
+10% +$807K 0.19% 120
2022
Q4
$7.94M Buy
493,024
+249,614
+103% +$3.9M 0.22% 98
2022
Q3
$3.42M Buy
243,410
+80,372
+49% +$1.26M 0.11% 181
2022
Q2
$2.56M Buy
163,038
+48,002
+42% +$818K 0.08% 231
2022
Q1
$2.11M Sell
115,036
-36,288
-24% -$674K 0.06% 249
2021
Q4
$2.94M Buy
151,324
+16,014
+12% +$314K 0.09% 196
2021
Q3
$2.62M Buy
135,310
+18
+0% +$358 0.09% 195
2021
Q2
$2.67M Buy
135,292
+29,574
+28% +$585K 0.09% 180
2021
Q1
$1.99M Buy
105,718
+56,156
+113% +$1.05M 0.08% 187
2020
Q4
$892K Sell
49,562
-22,044
-31% -$372K 0.04% 275
2020
Q3
$1.12M Buy
+71,606
New +$1.12M 0.07% 198

Other funds holding SCHF

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

Integrated Wealth Concepts increased its Schwab International Equity ETF (SCHF) stake by 37% in Q1 2026, buying an estimated $1.93M and bringing the position to 282,132 shares worth $6.98M. The position accounts for 0.06% of the portfolio, ranked #324.

Integrated Wealth Concepts first reported a position in SCHF in Q3 2020 and has held it in 23 quarters since. The position peaked at $13.9M in Q3 2023. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Integrated Wealth Concepts held 282,132 shares of Schwab International Equity ETF worth $6.98M as of Q1 2026.
  • Integrated Wealth Concepts bought 76,042 Schwab International Equity ETF shares in Q1 2026, an estimated $1.93M.
  • Schwab International Equity ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #324 holding.
  • Integrated Wealth Concepts first reported a position in Schwab International Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Schwab International Equity ETF position peaked at $13.9M in Q3 2023.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

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