Integrated Wealth Concepts LLC
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in SCHJ
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $271,356 | 10,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHJ | $225,867 | 9,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SCHJ | $4,304,035 | 172,541 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SCHJ | $3,924,346 | 158,176 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SCHJ | $3,884,175 | 157,637 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SCHJ | $3,988,749 | 163,641 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SCHJ | — | 67,433 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SCHJ | — | 60,534 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SCHJ | — | 38,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SCHJ | — | 32,939 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 SCHJ | — | 44,646 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 SCHJ | — | 62,084 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 SCHJ | — | 129,083 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 SCHJ | — | 126,899 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 SCHJ | — | 92,182 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 SCHJ | — | 95,968 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 SCHJ | — | 6,828 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 SCHJ | — | 7,743 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 SCHJ | — | 12,882 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 SCHJ | — | 9,241 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||