Ivc Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Ivc Wealth Advisors LLC

$203 Million
Q2 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 17,569 shares of SCHG stock, worth $530,759. This represents 0.25% of its overall portfolio holdings.

Number of Shares

17,569

Previous 18,543 5.25%

Holding current value

$530,759

Previous $463,000 10.8%

% of portfolio

0.25%

Previous 0.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$22.27 - $29.21 $21,690 - $28,450	-974 Reduced 5.25%	17,569 $513,000
Q1 2025 Apr 08, 2025	SELL	$24.91 - $29.02 $3,587 - $4,178	-144 Reduced 0.77%	18,543 $463,000
Q4 2024 Jan 17, 2025	BUY	$25.93 - $105.3 $362,060 - $1.47 Million	13,963 Added 295.58%	18,687 $520,000
Q2 2024 Jul 16, 2024	SELL	$87.04 - $101.61 $10,444 - $12,193	-120 Reduced 2.48%	4,724 $476,000
Q1 2024 Apr 19, 2024	SELL	$80.6 - $93.32 $13,218 - $15,304	-164 Reduced 3.27%	4,844 $449,000
Q4 2023 Jan 10, 2024	SELL	$70.08 - $83.37 $630 - $750	-9 Reduced 0.18%	5,008 $415,000
Q3 2023 Oct 05, 2023	SELL	$71.99 - $78.02 $5,903 - $6,397	-82 Reduced 1.61%	5,017 $364,000
Q3 2022 Oct 12, 2022	SELL	$55.81 - $69.25 $76,459 - $94,872	-1,370 Reduced 21.18%	5,099 $285,000
Q2 2022 Jul 11, 2022	SELL	$55.73 - $76.55 $22,069 - $30,313	-396 Reduced 5.77%	6,469 $375,000
Q1 2022 Apr 27, 2022	BUY	$65.63 - $82.62 $225,307 - $283,634	3,433 Added 100.03%	6,865 $514,000
Q3 2021 Oct 08, 2021	SELL	$73.24 - $78.94 $2,270 - $2,447	-31 Reduced 0.9%	3,432 $508,000
Q2 2021 Jul 13, 2021	SELL	$65.3 - $73.24 $66,214 - $74,265	-1,014 Reduced 22.65%	3,463 $506,000
Q1 2021 Apr 20, 2021	SELL	$61.41 - $68.35 $108,818 - $121,116	-1,772 Reduced 28.36%	4,477 $581,000
Q4 2020 Feb 01, 2021	BUY	$55.95 - $64.38 $349,631 - $402,310	6,249 New	6,249 $802,000

Others Institutions Holding SCHG

# of Institutions

1,545

Shares Held

758M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Ivc Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History