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

Ivc Wealth Advisors LLC

$181 Million
Q3 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 13,430 shares of SCHH stock, worth $280,552. This represents 0.17% of its overall portfolio holdings.

Number of Shares

13,430

Previous 15,072 10.89%

Holding current value

$280,552

Previous $300,000 3.67%

% of portfolio

0.17%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Account

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