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

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 2025

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 18,812 shares of SCHH stock, worth $400,507. This represents 0.22% of its overall portfolio holdings.

Number of Shares
18,812
Previous 18,674 0.74%
Holding current value
$400,507
Previous $393,000 1.78%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Apr 08, 2025
BUY
$20.2 - $22.24 $2,787 - $3,069
138 Added 0.74%
18,812 $400,000
Q4 2024

Jan 17, 2025
BUY
$20.55 - $23.26 $107,764 - $121,975
5,244 Added 39.05%
18,674 $393,000
Q3 2024

Oct 24, 2024
SELL
$19.78 - $23.53 $32,478 - $38,636
-1,642 Reduced 10.89%
13,430 $311,000
Q2 2024

Jul 16, 2024
SELL
$18.53 - $20.2 $39,302 - $42,844
-2,121 Reduced 12.34%
15,072 $300,000
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
$17.68 - $20.46 $221,477 - $256,302
12,527 New
12,527 $0
Q2 2022

Jul 11, 2022
BUY
$20.18 - $25.97 $41,308 - $53,160
2,047 Added 20.35%
12,104 $255,000
Q1 2022

Apr 27, 2022
BUY
$22.75 - $26.16 $228,796 - $263,091
10,057 New
10,057 $250,000

Others Institutions Holding SCHH

# of Institutions
556
Shares Held
177M
Call Options Held
18.2K
Put Options Held
7.5K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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