IVC Wealth Advisors LLC SCHV Holdings History
IVC Wealth Advisors LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 143,641.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $3.97 Mil. This investment constitutes 1.94% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q4. And since then IVC Wealth Advisors LLC has made 9 purchases of SCHV, at an average price of $44.43, for a total of 396,734.00 shares. In addition, there have been 9 sales at an average price of $44.26 for 253,093.00 shares. Based on historical transaction data and SCHV's current price of $28.16, IVC Wealth Advisors LLC's estimated gain on his SCHV holdings is $-2.38 Mil, reflecting a -13.52% gain to date.
IVC Wealth Advisors LLC SCHV ($28.16) Holding Chart
IVC Wealth Advisors LLC SCHV ($28.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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