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Schwab 1000 Index Etf etf shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Schwab 1000 Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab 1000 Index Etf etf held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 1000 Index Etf etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 8.5k 32.12
2025-06-30 $313k 11k 29.82
2025-03-31 $232k 8.6k 26.92

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Warwick Investment Management
Creative Planning
Armstrong Advisory Group
Waddell & Associates
Charles Schwab Investment Management
Plum Street Advisors
Colony
Main Street Financial Solutions
Lighthouse Wealth Management
Mariner Wealth Advisors
Blake Schutter Theil Wealth Advisors
LPL Financial
Signature Estate and Investment Advisors

View all funds holding Schwab 1000 Index Etf etf