Integrated Wealth Concepts LLC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1737109
WALTHAM, MA
All Filings in FNDB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $444,420 | 16,339 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 FNDB | — | 3,024 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FNDB | — | 3,281 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||