IWC
Integrated Wealth Concepts’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.9M | Buy |
3,106,087
+94,281
| +3% | +$2.3M | 0.76% | 18 |
|
|
2025
Q1 | $66.5M | Sell |
3,011,806
-50,993
| -2% | -$1.13M | 0.78% | 18 |
|
|
2024
Q4 | $71M | Buy |
3,062,799
+2,044,917
| +201% | +$47.4M | 0.82% | 18 |
|
|
2024
Q3 | $69.1M | Buy |
1,017,882
+16,959
| +2% | +$1.15M | 0.84% | 17 |
|
|
2024
Q2 | $64.3M | Sell |
1,000,923
-477,970
| -32% | -$30.7M | 0.88% | 15 |
|
|
2024
Q1 | $91.8M | Buy |
1,478,893
+28,669
| +2% | +$1.78M | 1.33% | 7 |
|
|
2023
Q4 | $81.8M | Sell |
1,450,224
-3,147
| -0.2% | -$177K | 1.34% | 7 |
|
|
2023
Q3 | $73.5M | Buy |
1,453,371
+176,437
| +14% | +$8.93M | 1.3% | 9 |
|
|
2023
Q2 | $66.9M | Buy |
1,276,934
+61,213
| +5% | +$3.21M | 1.15% | 9 |
|
|
2023
Q1 | $58.8M | Buy |
1,215,721
+14,238
| +1% | +$689K | 1.21% | 8 |
|
|
2022
Q4 | $54.2M | Buy |
1,201,483
+611,359
| +104% | +$27.6M | 1.47% | 9 |
|
|
2022
Q3 | $25M | Buy |
590,124
+40,978
| +7% | +$1.74M | 0.8% | 28 |
|
|
2022
Q2 | $24.5M | Buy |
549,146
+145,032
| +36% | +$6.48M | 0.76% | 26 |
|
|
2022
Q1 | $21.8M | Buy |
404,114
+120,999
| +43% | +$6.52M | 0.67% | 35 |
|
|
2021
Q4 | $32.2M | Buy |
283,115
+36,399
| +15% | +$4.14M | 0.96% | 24 |
|
|
2021
Q3 | $25.7M | Buy |
246,716
+22,216
| +10% | +$2.31M | 0.84% | 26 |
|
|
2021
Q2 | $23.3M | Buy |
224,500
+67,779
| +43% | +$7.05M | 0.83% | 30 |
|
|
2021
Q1 | $15.1M | Buy |
156,721
+11,275
| +8% | +$1.08M | 0.62% | 39 |
|
|
2020
Q4 | $13.2M | Buy |
145,446
+8,432
| +6% | +$767K | 0.63% | 43 |
|
|
2020
Q3 | $11M | Buy |
+137,014
| New | +$11M | 0.68% | 39 |
|