Ivc Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 7,443 shares of SCHP stock, worth $196,718. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,443

Holding current value

$196,718

% of portfolio

0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$25.69 - $26.89 $191,210 - $200,142	7,443 New	7,443 $199,000
Q2 2024 Jul 16, 2024	SELL	$51.1 - $52.24 $10,679 - $10,918	-209 Reduced 5.1%	3,890 $202,000
Q1 2024 Apr 19, 2024	BUY	$51.32 - $52.45 $1,950 - $1,993	38 Added 0.94%	4,099 $213,000
Q4 2023 Jan 10, 2024	BUY	$49.69 - $52.46 $201,791 - $213,040	4,061 New	4,061 $211,000
Q2 2023 Jul 13, 2023	BUY	$52.18 - $54.02 $211,381 - $218,835	4,051 New	4,051 $212,000
Q3 2022 Oct 12, 2022	BUY	$51.8 - $57.88 $241,284 - $269,605	4,658 New	4,658 $241,000
Q2 2022 Jul 11, 2022	SELL	$55.59 - $60.15 $234,756 - $254,013	-4,223 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$59.94 - $62.99 $253,126 - $266,006	4,223 New	4,223 $256,000

Others Institutions Holding SCHP

# of Institutions

725

Shares Held

309M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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Ivc Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History