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

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

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 258,683 shares of SCHV stock, worth $6.81 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares

258,683

Previous 284,010 8.92%

Holding current value

$6.81 Million

Previous $7.4 Million 8.05%

% of portfolio

3.7%

Previous 4.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$25.77 - $27.6 $652,676 - $699,025	-25,327 Reduced 8.92%	258,683 $6.81 Million
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

886

Shares Held

328M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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