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

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024

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 4,724 shares of SCHG stock, worth $129,862. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,724
Previous 4,724 -0.0%
Holding current value
$129,862
Previous $476,000 3.36%
% of portfolio
0.27%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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