SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 22,254 Value ($000) $465 Avg Close — Range —
Q3 2025
Shares 22,020 Value ($000) $475 Avg Close — Range —
Q2 2025
Shares 19,671 Value ($000) $416 Avg Close — Range —
Q1 2025
Shares 18,812 Value ($000) $405 Avg Close — Range —
Q4 2024
Shares 18,674 Value ($000) $393 Avg Close — Range —
Q3 2024
Shares 13,430 Value ($000) $311 Avg Close — Range —
Q2 2024
Shares 15,072 Value ($000) $301 Avg Close — Range —
Q1 2024
Shares 17,193 Value ($000) $349 Avg Close — Range —
Q4 2023
Shares 13,446 Value ($000) $278 Avg Close — Range —
Q3 2023
Shares 12,686 Value ($000) $225 Avg Close — Range —
Q2 2023
Shares 12,574 Value ($000) $246 Avg Close — Range —
Q4 2022
Shares 12,527 Value ($000) $242 Avg Close — Range —
Q2 2022
Shares 12,104 Value ($000) $255 Avg Close — Range —
Q1 2022
Shares 10,057 Value ($000) $250 Avg Close — Range —