Ivc Wealth Advisors LLC Schwab Strategic Tr Intl Small Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 2024
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 8,748 shares of SCHC stock, worth $316,327. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,748
Previous 6,686
30.84%
Holding current value
$316,327
Previous $257,000
16.73%
% of portfolio
0.17%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding SCHC
# of Institutions
454Shares Held
46.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$180 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$103 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$60.7 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$60.2 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.55MShares$56.2 Million0.02% of portfolio