SCHQ — SCHWAB LONG

Ownership history in Integrated Wealth Concepts LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in SCHWAB LONG (SCHQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,070 +771 +4.5% 0.01% $584K $31.59
2025 Q2 ADDED 17,299 +7,170 +70.8% 0.01% $552K $30.82
2025 Q1 INITIATED 10,129 — — 0.00% $332K $31.30
% of Fund (quarterly)    SCHQ price (monthly, adj. close)

Other funds also holding SCHQ

As of 2025 Q4 — sorted by position size

Carolina Wealth Advisors, LLC 3Y 8.19% Werba Rubin Papier Wealth Management 3Y 4.15% Beacon Bridge Wealth Partners, LLC 3Y 1.84% Northwest Capital Management Inc 3Y 7Y 1.82% Kaizen Financial Strategies 3Y 1.69% Barden Capital Management, Inc. 3Y 1.14% Centric Wealth Management 3Y 7Y 1.03% SFMG, LLC 3Y 7Y 1.01% WT Wealth Management 3Y 0.87% L2 Asset Management, LLC 3Y 0.69%
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