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

Ifp Advisors, Inc

$2.91 Billion
Q4 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 178,144 shares of SCHA stock, worth $4.75 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

178,144

Previous 88,969 100.23%

Holding current value

$4.75 Million

Previous $4.58 Million 0.55%

% of portfolio

0.16%

Previous 0.17%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$25.33 - $51.16 $2.26 Million - $4.56 Million	89,175 Added 100.23%	178,144 $4.61 Million
Q3 2024 Feb 04, 2025	BUY	$46.9 - $51.96 $246,694 - $273,309	5,260 Added 6.28%	88,969 $4.58 Million
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

1,168

Shares Held

190M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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