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Integrated Wealth Concepts LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on SCHD, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 1,478,320 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,478,320 shares
    Change vs previous 13F +377,987 shares

    0.31% of the 13F portfolio, value $46,877,528.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,100,333 shares
    Change vs previous 13F +740,511 shares

    0.27% of the 13F portfolio, value $33,758,202.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 359,822 shares
    Change vs previous 13F -504,559 shares

    0.12% of the 13F portfolio, value $9,869,913.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 864,381 shares
    Change vs previous 13F +36,331 shares

    0.21% of the 13F portfolio, value $23,597,603.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 828,050 shares
    Change vs previous 13F +80,319 shares

    0.22% of the 13F portfolio, value $21,943,329.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 747,731 shares
    Change vs previous 13F -48,707 shares

    0.24% of the 13F portfolio, value $20,906,559.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 796,438 shares
    Change vs previous 13F +537,483 shares

    0.25% of the 13F portfolio, value $21,758,673.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 258,955 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $21,889,448.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).