IVC Wealth Advisors LLC SCHV — SCHWAB STRATEGIC TR

Ownership history in IVC Wealth Advisors LLC  ·  22 quarters on record

AI Ownership Summary

IVC Wealth Advisors LLC reported SCHWAB STRATEGIC TR (SCHV) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.83% in 2023 Q4. The latest visible filing shows SCHV at 1.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IVC Wealth Advisors LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHV was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.83% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHV stock page IVC Wealth Advisors LLC fund profile IVC Wealth Advisors LLC full holdings
How IVC Wealth Advisors LLC held SCHV — position size vs. price
% of Fund (quarterly)    SCHV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 105,235 -4,817 -4.4% 1.39% $3.2M 2026-04-16 $31.80
2025 Q4 ADDED — — — 110,052 +2,589 +2.4% 1.42% $3.3M 2026-01-16 $30.82
2025 Q3 REDUCED 25.2% +3.2% ❌ 107,463 -36,178 -25.2% 1.40% $3.1M 2025-10-09 $28.69
2025 Q2 REDUCED 44.5% +5.4% ❌ 143,641 -115,042 -44.5% 1.94% $4.0M 2025-07-22 $27.73
2025 Q1 REDUCED 8.9% +4.7% ❌ 258,683 -25,327 -8.9% 3.70% $6.9M 2025-04-08 $23.07
2024 Q4 ADDED — — — 284,010 +189,282 +199.8% 4.14% $7.4M 2025-01-17 $26.19
2024 Q3 REDUCED — — — 94,728 -3,700 -3.8% 4.17% $7.6M 2024-10-24 $26.06
2024 Q2 REDUCED 5.7% +9.1% ❌ 98,428 -5,979 -5.7% 4.08% $7.3M 2024-07-16 $24.79
2024 Q1 REDUCED 5.8% -2.4% ✅ 104,407 -6,384 -5.8% 4.58% $7.9M 2024-04-19 $23.09
2023 Q4 REDUCED 41.7% +8.4% ❌ 110,791 -79,174 -41.7% 4.83% $7.8M 2024-01-10 $22.22
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHV

As of 2026 Q1 — sorted by position size

JBGlobal.com LLC 16.92% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 14.84% KRM WEALTH MANAGEMENT L.L.C. 13.04% Seek First Inc. 12.47% Meriwether Wealth & Planning, LLC 10.96% Veery Capital, LLC 3Y 10.93% MATHER GROUP, LLC. 3Y 7Y 10.75% Peak Wealth Management LLC 9.78% Plus Group Wealth Advisors LLC 8.78% Capital Squared Financial LLC 8.51%

FAQ About IVC Wealth Advisors LLC and SCHV

These are the practical questions this page is built to answer before you even open the full history table.

How long has IVC Wealth Advisors LLC reported owning SCHV?

IVC Wealth Advisors LLC reported SCHV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHV position in IVC Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for SCHV was 4.83% in 2023 Q4.

What is the latest reported SCHV position on this page?

The most recent filing on this page is 2026 Q1, when IVC Wealth Advisors LLC reported 105,235 shares, equal to 1.39% of portfolio, with an estimated market value of $3.2M.

What does the chart on this SCHV ownership page compare?

The chart compares IVC Wealth Advisors LLC's quarterly SCHV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IVC Wealth Advisors LLC time their SCHV position?

Based on 13F filing dates vs. subsequent SCHV price moves, IVC Wealth Advisors LLC correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on SCHV relative to SPY over the holding period was -1.9%.

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