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Schwab Strategic Tr long term us shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us 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 Strategic Tr long term us by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$689k	22k	31.43
2025-09-30	$584k	18k	32.31
2025-06-30	$552k	17k	31.89
2025-03-31	$332k	10k	32.76

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Apple Common Stock (AAPL)

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Nvidia Corp Common Stock (NVDA)

Aptus Defined MF Closed and MF Open (DRSK)

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State Street MF Closed and MF Open (SPY)

Microsoft Corp Common Stock (MSFT)

Dimensional Us MF Closed and MF Open (DFAC)

Vanguard S&p MF Closed and MF Open (VOO)

Invesco Qqq MF Closed and MF Open (QQQ)

Aptus Intl MF Closed and MF Open (IDUB)

State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management

LPL Financial

Mirae Asset Global Investments

Mml Investors Services

Toroso Investments

Carolina Wealth Advisors

SFMG Wealth Advisors

Werba Rubin Papier Wealth Management

Wells Fargo & Company

Cetera Investment Advisers

Morgan Stanley

Bank of New York Mellon

Park Avenue Securities

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Summit Financial

View all funds holding Schwab Strategic Tr long term us

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