Ivc Wealth Advisors LLC Schwab Strategic Tr Intl Small Transaction History

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 8,928 shares of SCHC stock, worth $329,264. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,928
Previous 8,748 2.06%
Holding current value
$329,264
Previous $300,000 7.33%
% of portfolio
0.17%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$33.57 - $37.22 $6,042 - $6,699
180 Added 2.06%
8,928 $322,000
Q4 2024

Jan 17, 2025
BUY
$33.93 - $38.37 $69,963 - $79,118
2,062 Added 30.84%
8,748 $300,000
Q3 2024

Oct 24, 2024
SELL
$34.48 - $38.87 $33,652 - $37,937
-976 Reduced 12.74%
6,686 $257,000
Q2 2024

Jul 16, 2024
SELL
$34.12 - $36.71 $2,524 - $2,716
-74 Reduced 0.96%
7,662 $272,000
Q1 2024

Apr 19, 2024
BUY
$33.2 - $35.86 $18,060 - $19,507
544 Added 7.56%
7,736 $276,000
Q4 2023

Jan 10, 2024
SELL
$30.0 - $35.05 $56,130 - $65,578
-1,871 Reduced 20.64%
7,192 $250,000
Q3 2023

Oct 05, 2023
BUY
$32.0 - $35.51 $22,944 - $25,460
717 Added 8.59%
9,063 $292,000
Q2 2023

Jul 13, 2023
BUY
$32.67 - $34.58 $45,672 - $48,342
1,398 Added 20.12%
8,346 $281,000
Q1 2023

Apr 13, 2023
BUY
$31.54 - $34.93 $2,901 - $3,213
92 Added 1.34%
6,948 $234,000
Q4 2022

Jan 17, 2023
BUY
$27.31 - $32.98 $187,237 - $226,110
6,856 New
6,856 $0
Q2 2022

Jul 11, 2022
BUY
$31.0 - $38.49 $31,434 - $39,028
1,014 Added 14.4%
8,057 $252,000
Q1 2022

Apr 27, 2022
BUY
$34.89 - $41.24 $245,730 - $290,453
7,043 New
7,043 $267,000

Others Institutions Holding SCHC

# of Institutions
457
Shares Held
46.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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