Schwab Strategic Tr 0 shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 11k | 26.95 |
| 2025-03-31 | $200k | 7.4k | 26.89 |
| 2024-06-30 | $202k | 3.9k | 52.01 |
| 2024-03-31 | $214k | 4.1k | 52.16 |
| 2023-12-31 | $212k | 4.1k | 52.20 |
| 2023-06-30 | $212k | 4.1k | 52.43 |
| 2022-09-30 | $241k | 4.7k | 51.74 |
| 2022-03-31 | $256k | 4.2k | 60.62 |