Ivc Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History

Ivc Wealth Advisors LLC

$173 Million
Q1 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 17,193 shares of SCHH stock, worth $342,312. This represents 0.2% of its overall portfolio holdings.

Number of Shares

17,193

Previous 13,446 27.87%

Holding current value

$342,312

Previous $278,000 25.54%

% of portfolio

0.2%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$19.39 - $20.93 $72,654 - $78,424	3,747 Added 27.87%	17,193 $349,000
Q4 2023 Jan 10, 2024	BUY	$16.76 - $20.95 $12,737 - $15,922	760 Added 5.99%	13,446 $278,000
Q3 2023 Oct 05, 2023	BUY	$17.52 - $20.27 $1,962 - $2,270	112 Added 0.89%	12,686 $225,000
Q2 2023 Jul 13, 2023	BUY	$18.34 - $19.64 $230,607 - $246,953	12,574 New	12,574 $245,000
Q4 2022 Jan 17, 2023	BUY	$18.86 - $20.46 $236,259 - $256,302	12,527 New	12,527 $0

Q2 2022 Jul 11, 2022	BUY	N/A	2,047 Added 20.35%	12,104 $255,000
Q1 2022 Apr 27, 2022	BUY	N/A	10,057 New	10,057 $250,000

Others Institutions Holding SCHH

# of Institutions

503

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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Ivc Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History