Schwab Strategic Tr cmn shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 108k | 29.11 |
| 2025-06-30 | $4.0M | 144k | 27.67 |
| 2025-03-31 | $6.9M | 259k | 26.58 |
| 2024-12-31 | $7.4M | 284k | 26.07 |
| 2024-09-30 | $7.6M | 95k | 80.37 |
| 2024-06-30 | $7.3M | 98k | 74.08 |
| 2024-03-31 | $7.9M | 104k | 75.98 |
| 2023-12-31 | $7.8M | 111k | 70.10 |
| 2023-09-30 | $12M | 190k | 64.46 |
| 2023-06-30 | $13M | 189k | 67.09 |
| 2023-03-31 | $12M | 186k | 65.58 |
| 2022-12-31 | $12M | 186k | 66.02 |
| 2022-09-30 | $11M | 189k | 58.51 |
| 2022-06-30 | $12M | 191k | 62.42 |
| 2022-03-31 | $15M | 207k | 71.39 |
| 2021-12-31 | $15M | 201k | 73.22 |
| 2021-09-30 | $13M | 190k | 67.48 |
| 2021-06-30 | $13M | 186k | 68.37 |
| 2021-03-31 | $11M | 163k | 65.28 |
| 2020-12-31 | $5.9M | 100k | 59.53 |