Ifg Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q1 2025

A detailed history of Ifg Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ifg Advisory, LLC holds 61,707 shares of SCHX stock, worth $1.44 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

61,707

Previous 50,016 23.37%

Holding current value

$1.44 Million

Previous $1.16 Million 17.52%

% of portfolio

0.08%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$21.75 - $24.28 $254,279 - $283,857	11,691 Added 23.37%	61,707 $1.36 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $772,262 - $2.35 Million	34,476 Added 221.85%	50,016 $1.16 Million
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $11,427 - $12,687	-187 Reduced 1.19%	15,540 $1.05 Million
Q2 2024 Jul 30, 2024	SELL	$58.7 - $64.78 $5,870 - $6,478	-100 Reduced 0.63%	15,727 $1.01 Million
Q1 2024 May 06, 2024	BUY	$55.41 - $62.08 $14,351 - $16,078	259 Added 1.66%	15,827 $982,000
Q4 2023 Jan 17, 2024	BUY	$48.47 - $56.6 $345,057 - $402,935	7,119 Added 84.26%	15,568 $878,000
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $425,491 - $458,020	8,449 New	8,449 $427,000
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $1.36 Million - $1.5 Million	-26,263 Closed	0 $0
Q3 2021 Oct 12, 2021	SELL	$51.52 - $54.94 $131,221 - $139,932	-2,547 Reduced 8.84%	26,263 $2.73 Million
Q2 2021 Jul 21, 2021	SELL	$48.62 - $52.01 $15,850 - $16,955	-326 Reduced 1.12%	28,810 $3 Million
Q1 2021 Apr 19, 2021	BUY	$44.9 - $48.34 $252,248 - $271,574	5,618 Added 23.89%	29,136 $2.8 Million
Q4 2020 Feb 08, 2021	BUY	$39.35 - $45.48 $925,433 - $1.07 Million	23,518 New	23,518 $2.14 Million

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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