Ifp Advisors, Inc Schwab Fundamental U S Large C Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ifp Advisors, Inc holds 10,100 shares of FNDX stock, worth $243,006. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,100

Previous 6,617 52.64%

Holding current value

$243,006

Previous $445,000 51.91%

% of portfolio

0.03%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$63.87 - $67.55 $222,459 - $235,276	3,483 Added 52.64%	10,100 $676,000
Q1 2024 Jul 30, 2024	BUY	$60.89 - $67.39 $110,332 - $122,110	1,812 Added 37.71%	6,617 $445,000
Q4 2023 Jan 09, 2024	SELL	$53.46 - $62.11 $115,687 - $134,406	-2,164 Reduced 31.05%	4,805 $297,000
Q2 2023 Aug 04, 2023	SELL	$53.84 - $57.58 $269 - $287	-5 Reduced 0.07%	6,969 $401,000
Q1 2023 Apr 18, 2023	SELL	$52.49 - $57.54 $40,207 - $44,075	-766 Reduced 9.9%	6,974 $383,000
Q4 2022 Feb 07, 2023	SELL	$48.43 - $56.6 $2.44 Million - $2.86 Million	-50,468 Reduced 86.7%	7,740 $292,000
Q3 2022 Nov 08, 2022	BUY	$47.76 - $56.79 $32,572 - $38,730	682 Added 1.19%	58,208 $2.2 Million
Q2 2022 Sep 06, 2022	BUY	$49.93 - $59.29 $2.87 Million - $3.41 Million	57,526 New	57,526 $2.17 Million
Q2 2022 Aug 12, 2022	SELL	$49.93 - $59.29 $2.87 Million - $3.41 Million	-57,526 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$55.41 - $59.9 $930,223 - $1.01 Million	16,788 Added 41.21%	57,526 $0
Q1 2022 Aug 08, 2022	BUY	$55.41 - $59.9 $209,782 - $226,781	3,786 Added 10.25%	40,738 $0
Q4 2021 Jan 12, 2022	BUY	$54.44 - $58.74 $1.72 Million - $1.86 Million	31,682 Added 601.18%	36,952 $2.16 Million
Q3 2021 Oct 06, 2021	BUY	$52.82 - $56.3 $238,376 - $254,081	4,513 Added 596.17%	5,270 $282,000
Q2 2021 Jul 13, 2021	BUY	$52.09 - $56.08 $36,306 - $39,087	697 Added 1161.67%	757 $41,000
Q1 2021 Apr 30, 2021	SELL	$44.75 - $52.45 $39,872 - $46,732	-891 Reduced 93.69%	60 $3,000
Q4 2020 Jan 25, 2021	BUY	$37.99 - $45.31 $33,849 - $40,371	891 Added 1485.0%	951 $43,000
Q2 2020 Aug 05, 2020	SELL	$29.92 - $40.24 $14,960 - $20,120	-500 Reduced 89.29%	60 $2,000
Q3 2019 Nov 07, 2019	BUY	$39.35 - $40.14 $7,083 - $7,225	180 Added 47.37%	560 $22,000
Q1 2019 May 15, 2019	SELL	N/A	-288 Reduced 43.11%	380 $14,000
Q4 2018 Jan 23, 2019	SELL	N/A	-10,073 Reduced 93.78%	668 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,011 Added 10.39%	10,741 $0
Q2 2018 Aug 07, 2018	BUY	N/A	9,730 New	9,730 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-91 Closed	0 $0
Q2 2016 Jun 03, 2019	SELL	N/A	-289 Reduced 76.05%	91 $3,000
Q1 2016 Jun 03, 2019	BUY	N/A	380	380 $14,000

Others Institutions Holding FNDX

# of Institutions

567

Shares Held

187M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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