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

Ivc Wealth Advisors LLC

  • $173 Million
  • Q1 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 104,407 shares of SCHV stock, worth $7.72 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares
104,407
Previous 110,791 5.76%
Holding current value
$7.72 Million
Previous $7.77 Million 2.14%
% of portfolio
4.59%
Previous 4.84%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $232,336 - $250,302
-3,615 Reduced 1.91%
185,778 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-1,522 Reduced 0.8%
189,393 $11.1 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-15,876 Reduced 7.68%
190,915 $11.9 Million
Q1 2022

Apr 27, 2022
BUY
N/A
5,755 Added 2.86%
206,791 $14.8 Million
Q4 2021

Jan 13, 2022
BUY
N/A
10,927 Added 5.75%
201,036 $14.7 Million
Q3 2021

Oct 08, 2021
BUY
N/A
4,156 Added 2.23%
190,109 $12.8 Million
Q2 2021

Jul 13, 2021
BUY
N/A
22,555 Added 13.8%
185,953 $12.7 Million
Q1 2021

Apr 20, 2021
BUY
N/A
63,544 Added 63.64%
163,398 $10.7 Million
Q4 2020

Feb 01, 2021
BUY
N/A
99,854 New
99,854 $5.94 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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