IVC Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

IVC Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$487K	Buy	20,560 +199	+1%	+$4.64K	0.19%	97
2026 Q1	$438K	Sell	20,361 -1,893	-9%	-$41.5K	0.19%	96
2025 Q4	$465K	Buy	22,254 +234	+1%	+$4.96K	0.2%	91
2025 Q3	$475K	Buy	22,020 +2,349	+12%	+$50.1K	0.21%	90
2025 Q2	$416K	Buy	19,671 +859	+5%	+$18K	0.2%	95
2025 Q1	$405K	Buy	18,812 +138	+0.7%	+$2.95K	0.22%	92
2024 Q4	$393K	Buy	18,674 +5,244	+39%	+$117K	0.22%	90
2024 Q3	$311K	Sell	13,430 -1,642	-11%	-$35.9K	0.17%	117
2024 Q2	$301K	Sell	15,072 -2,121	-12%	-$41.4K	0.17%	121
2024 Q1	$349K	Buy	17,193 +3,747	+28%	+$75.1K	0.2%	108
2023 Q4	$278K	Buy	13,446 +760	+6%	+$14.1K	0.17%	115
2023 Q3	$225K	Buy	12,686 +112	+0.9%	+$2.15K	0.15%	129
2023 Q2	$246K	Buy	+12,574	New	+$241K	0.16%	126
2023 Q1	–	Sell	-12,527	Closed	-$242K	–	153
2022 Q4	$242K	Buy	+12,527	New	+$241K	0.18%	125
2022 Q3	–	Sell	-12,104	Closed	-$255K	–	144
2022 Q2	$255K	Buy	12,104 +2,047	+20%	+$47.1K	0.2%	115
2022 Q1	$250K	Buy	+10,057	New	+$243K	0.16%	127

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return