SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 110,052 Value ($000) $3,259 Avg Close — Range —
Q3 2025
Shares 107,463 Value ($000) $3,128 Avg Close — Range —
Q2 2025
Shares 143,641 Value ($000) $3,975 Avg Close — Range —
Q1 2025
Shares 258,683 Value ($000) $6,876 Avg Close — Range —
Q4 2024
Shares 284,010 Value ($000) $7,404 Avg Close — Range —
Q3 2024
Shares 94,728 Value ($000) $7,613 Avg Close — Range —
Q2 2024
Shares 98,428 Value ($000) $7,292 Avg Close — Range —
Q1 2024
Shares 104,407 Value ($000) $7,933 Avg Close — Range —
Q4 2023
Shares 110,791 Value ($000) $7,766 Avg Close — Range —
Q3 2023
Shares 189,965 Value ($000) $12,245 Avg Close — Range —
Q2 2023
Shares 188,476 Value ($000) $12,645 Avg Close — Range —
Q1 2023
Shares 186,278 Value ($000) $12,216 Avg Close — Range —
Q4 2022
Shares 185,778 Value ($000) $12,265 Avg Close — Range —
Q3 2022
Shares 189,393 Value ($000) $11,081 Avg Close — Range —
Q2 2022
Shares 190,915 Value ($000) $11,917 Avg Close — Range —
Q1 2022
Shares 206,791 Value ($000) $14,763 Avg Close — Range —
Q4 2021
Shares 201,036 Value ($000) $14,720 Avg Close — Range —
Q3 2021
Shares 190,109 Value ($000) $12,829 Avg Close — Range —
Q2 2021
Shares 185,953 Value ($000) $12,714 Avg Close — Range —
Q1 2021
Shares 163,398 Value ($000) $10,667 Avg Close — Range —
Q4 2020
Shares 99,854 Value ($000) $5,944 Avg Close — Range —