Ivc Wealth Advisors LLC Schwab Strategic Tr Intl Small Transaction History
Ivc Wealth Advisors LLC
- $222 Million
- Q4 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 7,911 shares of SCHC stock, worth $356,311. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,911
Previous 7,776
1.74%
Holding current value
$356,311
Previous $353,000
0.85%
% of portfolio
0.16%
Previous 0.16%
Shares
15 transactions
Others Institutions Holding SCHC
# of Institutions
512Shares Held
45MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio