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

Ivc Wealth Advisors LLC

$177 Million
Q4 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 284,010 shares of SCHV stock, worth $7.63 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

284,010

Previous 94,728 199.82%

Holding current value

$7.63 Million

Previous $7.61 Million 2.75%

% of portfolio

4.17%

Previous 4.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $4.88 Million - $15.2 Million	189,282 Added 199.82%	284,010 $7.4 Million
Q3 2024 Oct 24, 2024	SELL	$73.43 - $80.37 $271,691 - $297,369	-3,700 Reduced 3.76%	94,728 $7.61 Million
Q2 2024 Jul 16, 2024	SELL	$71.74 - $75.86 $428,933 - $453,566	-5,979 Reduced 5.73%	98,428 $7.29 Million
Q1 2024 Apr 19, 2024	SELL	$68.82 - $75.98 $439,346 - $485,056	-6,384 Reduced 5.76%	104,407 $7.93 Million
Q4 2023 Jan 10, 2024	SELL	$61.16 - $70.24 $4.84 Million - $5.56 Million	-79,174 Reduced 41.68%	110,791 $7.77 Million
Q3 2023 Oct 05, 2023	BUY	$64.45 - $69.39 $95,966 - $103,321	1,489 Added 0.79%	189,965 $12.2 Million
Q2 2023 Jul 13, 2023	BUY	$63.33 - $67.21 $139,199 - $147,727	2,198 Added 1.18%	188,476 $12.6 Million
Q1 2023 Apr 13, 2023	BUY	$62.59 - $69.3 $31,295 - $34,650	500 Added 0.27%	186,278 $12.2 Million
Q4 2022 Jan 17, 2023	SELL	$59.13 - $69.24 $213,754 - $250,302	-3,615 Reduced 1.91%	185,778 $0
Q3 2022 Oct 12, 2022	SELL	$58.51 - $69.02 $89,052 - $105,048	-1,522 Reduced 0.8%	189,393 $11.1 Million
Q2 2022 Jul 11, 2022	SELL	$60.93 - $72.3 $967,324 - $1.15 Million	-15,876 Reduced 7.68%	190,915 $11.9 Million
Q1 2022 Apr 27, 2022	BUY	$67.71 - $74.19 $389,671 - $426,963	5,755 Added 2.86%	206,791 $14.8 Million
Q4 2021 Jan 13, 2022	BUY	$67.9 - $73.3 $741,943 - $800,949	10,927 Added 5.75%	201,036 $14.7 Million
Q3 2021 Oct 08, 2021	BUY	$66.91 - $71.05 $278,077 - $295,283	4,156 Added 2.23%	190,109 $12.8 Million
Q2 2021 Jul 13, 2021	BUY	$65.81 - $69.75 $1.48 Million - $1.57 Million	22,555 Added 13.8%	185,953 $12.7 Million
Q1 2021 Apr 20, 2021	BUY	$58.71 - $65.66 $3.73 Million - $4.17 Million	63,544 Added 63.64%	163,398 $10.7 Million
Q4 2020 Feb 01, 2021	BUY	$50.83 - $59.53 $5.08 Million - $5.94 Million	99,854 New	99,854 $5.94 Million

Others Institutions Holding SCHV

# of Institutions

844

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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 Tr Us Large C Transaction History