Ifp Advisors, Inc Schwab Strategic Tr Us Small C Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ifp Advisors, Inc holds 83,709 shares of SCHA stock, worth $2.25 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

83,709

Previous 82,813 1.08%

Holding current value

$2.25 Million

Previous $4.08 Million 2.6%

% of portfolio

0.16%

Previous 0.19%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$45.24 - $49.04 $40,535 - $43,939	896 Added 1.08%	83,709 $3.97 Million
Q1 2024 Jul 30, 2024	SELL	$44.84 - $49.24 $399,300 - $438,482	-8,905 Reduced 9.71%	82,813 $4.08 Million
Q4 2023 Jan 09, 2024	BUY	$38.13 - $48.02 $381,185 - $480,055	9,997 Added 12.23%	91,718 $4.33 Million
Q3 2023 Oct 12, 2023	SELL	$40.85 - $46.1 $1.25 Million - $1.41 Million	-30,615 Reduced 27.25%	81,721 $3.38 Million
Q2 2023 Aug 04, 2023	SELL	$39.91 - $43.82 $597,572 - $656,116	-14,973 Reduced 11.76%	112,336 $4.92 Million
Q1 2023 Apr 18, 2023	SELL	$39.82 - $46.36 $4.22 Million - $4.92 Million	-106,084 Reduced 45.45%	127,309 $5.34 Million
Q4 2022 Feb 07, 2023	BUY	$38.25 - $43.54 $2.54 Million - $2.9 Million	66,514 Added 39.86%	233,393 $17.3 Million
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $276,576 - $337,181	7,346 Added 4.6%	166,879 $12.4 Million
Q2 2022 Sep 06, 2022	BUY	$37.88 - $48.01 $6.04 Million - $7.66 Million	159,533 New	159,533 $11.9 Million
Q2 2022 Aug 12, 2022	SELL	$37.88 - $48.01 $6.04 Million - $7.66 Million	-159,533 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$44.42 - $51.73 $6.01 Million - $7 Million	135,394 Added 560.89%	159,533 $0
Q1 2022 Aug 08, 2022	BUY	$44.42 - $51.73 $69,694 - $81,164	1,569 Added 6.95%	24,139 $0
Q4 2021 Jan 12, 2022	BUY	$48.64 - $55.07 $338,437 - $383,177	6,958 Added 44.57%	22,570 $2.33 Million
Q3 2021 Oct 06, 2021	BUY	$48.3 - $52.49 $71,435 - $77,632	1,479 Added 10.46%	15,612 $1.58 Million
Q2 2021 Jul 13, 2021	BUY	$48.39 - $52.91 $52,696 - $57,618	1,089 Added 8.35%	14,133 $1.47 Million
Q1 2021 Apr 30, 2021	SELL	$43.89 - $52.63 $51,877 - $62,208	-1,182 Reduced 8.31%	13,044 $1.3 Million
Q4 2020 Jan 25, 2021	BUY	$34.66 - $45.17 $232,083 - $302,458	6,696 Added 88.92%	14,226 $1.26 Million
Q3 2020 Oct 29, 2020	BUY	$32.09 - $36.38 $13,188 - $14,952	411 Added 5.77%	7,530 $518,000
Q2 2020 Aug 05, 2020	SELL	$23.59 - $35.22 $57,583 - $85,972	-2,441 Reduced 25.53%	7,119 $457,000
Q1 2020 May 12, 2020	SELL	$22.29 - $38.7 $1.41 Million - $2.44 Million	-63,142 Reduced 86.85%	9,560 $499,000
Q4 2019 Jan 17, 2020	BUY	$33.63 - $38.03 $4,674 - $5,286	139 Added 0.19%	72,702 $5.52 Million
Q3 2019 Nov 07, 2019	BUY	$34.78 - $36.12 $2.47 Million - $2.57 Million	71,058 Added 4721.46%	72,563 $5.05 Million
Q1 2019 May 15, 2019	SELL	N/A	-65,676 Reduced 97.76%	1,505 $105,000
Q4 2018 Jan 23, 2019	SELL	N/A	-10,028 Reduced 12.99%	67,181 $0
Q3 2018 Oct 25, 2018	BUY	N/A	12,866 Added 20.0%	77,209 $0
Q2 2018 Aug 07, 2018	BUY	N/A	10,454 Added 19.4%	64,343 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-8,484 Reduced 13.6%	53,889 $3.76 Million
Q1 2018 May 09, 2018	BUY	N/A	8,484 Added 15.74%	62,373 $0
Q4 2017 Jan 24, 2018	BUY	N/A	3,863 Added 7.72%	53,889 $0
Q3 2017 Oct 30, 2017	BUY	N/A	2,111 Added 4.41%	50,026 $3.37 Million
Q2 2017 Jun 03, 2019	BUY	N/A	4,294 Added 9.84%	47,915 $3.06 Million
Q1 2017 Jun 03, 2019	BUY	N/A	4,916 Added 12.7%	43,621 $2.75 Million
Q4 2016 Jun 03, 2019	BUY	N/A	6,691 Added 20.9%	38,705 $2.38 Million
Q2 2016 Jun 03, 2019	BUY	N/A	30,509 Added 2027.18%	32,014 $1.73 Million
Q1 2016 Jun 03, 2019	BUY	N/A	1,505	1,505 $105,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account