SCHWAB STRATEGIC TR

Ticker: SCHQ CUSIP: 808524680 Class: ETF

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 18,070 Value ($000) $584 Avg Close Range
Q2 2025
Shares 17,299 Value ($000) $552 Avg Close Range
Q1 2025
Shares 10,129 Value ($000) $332 Avg Close Range