Integrated Wealth Concepts LLC
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1737109
WALTHAM, MA
All Filings in SCHQ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $688,757 | 21,914 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 SCHQ | $583,841 | 18,070 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SCHQ | $551,665 | 17,299 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SCHQ | $331,826 | 10,129 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||