SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 7,911 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 7,776 Value ($000) $354 Avg Close — Range —
Q2 2025
Shares 6,336 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 8,928 Value ($000) $320 Avg Close — Range —
Q4 2024
Shares 8,748 Value ($000) $300 Avg Close — Range —
Q3 2024
Shares 6,686 Value ($000) $258 Avg Close — Range —
Q2 2024
Shares 7,662 Value ($000) $273 Avg Close — Range —
Q1 2024
Shares 7,736 Value ($000) $277 Avg Close — Range —
Q4 2023
Shares 7,192 Value ($000) $251 Avg Close — Range —
Q3 2023
Shares 9,063 Value ($000) $292 Avg Close — Range —
Q2 2023
Shares 8,346 Value ($000) $282 Avg Close — Range —
Q1 2023
Shares 6,948 Value ($000) $234 Avg Close — Range —
Q4 2022
Shares 6,856 Value ($000) $216 Avg Close — Range —
Q2 2022
Shares 8,057 Value ($000) $252 Avg Close — Range —
Q1 2022
Shares 7,043 Value ($000) $267 Avg Close — Range —