Ifp Advisors, Inc Schwab Strategic Tr Intl Small Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Ifp Advisors, Inc holds 13,205 shares of SCHC stock, worth $530,973. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,205

Previous 11,026 19.76%

Holding current value

$530,973

Previous $378,000 25.13%

% of portfolio

0.02%

Previous 0.01%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$33.57 - $37.22 $73,149 - $81,102	2,179 Added 19.76%	13,205 $473,000
Q4 2024 Feb 04, 2025	BUY	$33.93 - $38.37 $26,635 - $30,120	785 Added 7.67%	11,026 $378,000
Q3 2024 Feb 04, 2025	BUY	$34.48 - $38.87 $163,124 - $183,893	4,731 Added 85.86%	10,241 $394,000
Q2 2024 Jul 30, 2024	BUY	$34.12 - $36.71 $46,915 - $50,476	1,375 Added 33.25%	5,510 $196,000
Q1 2024 Jul 30, 2024	BUY	$33.2 - $35.86 $78,484 - $84,773	2,364 Added 133.48%	4,135 $148,000
Q4 2023 Jan 09, 2024	SELL	$30.0 - $35.05 $11,640 - $13,599	-388 Reduced 17.97%	1,771 $61,000
Q3 2023 Oct 12, 2023	SELL	$32.0 - $35.51 $127,520 - $141,507	-3,985 Reduced 64.86%	2,159 $69,000
Q2 2023 Aug 04, 2023	SELL	$32.67 - $34.58 $428,173 - $453,205	-13,106 Reduced 68.08%	6,144 $207,000
Q1 2023 Apr 18, 2023	BUY	$31.54 - $34.93 $79,070 - $87,569	2,507 Added 14.97%	19,250 $648,000
Q4 2022 Feb 07, 2023	BUY	$27.31 - $32.98 $349,595 - $422,176	12,801 Added 324.73%	16,743 $627,000
Q3 2022 Nov 08, 2022	BUY	$27.46 - $34.27 $47,478 - $59,252	1,729 Added 78.13%	3,942 $155,000
Q2 2022 Sep 06, 2022	BUY	$31.0 - $38.49 $68,603 - $85,178	2,213 New	2,213 $89,000
Q2 2022 Aug 12, 2022	SELL	$31.0 - $38.49 $68,603 - $85,178	-2,213 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$34.89 - $41.24 $13,886 - $16,413	398 Added 21.93%	2,213 $0
Q1 2022 Aug 08, 2022	BUY	$34.89 - $41.24 $4,431 - $5,237	127 Added 7.52%	1,815 $0
Q4 2021 Jan 12, 2022	SELL	$39.06 - $43.63 $688,627 - $769,196	-17,630 Reduced 91.26%	1,688 $77,000
Q3 2021 Oct 06, 2021	BUY	$40.41 - $44.08 $76,132 - $83,046	1,884 Added 10.81%	19,318 $804,000
Q2 2021 Jul 13, 2021	SELL	$40.16 - $43.04 $437,101 - $468,447	-10,884 Reduced 38.43%	17,434 $722,000
Q1 2021 Apr 30, 2021	BUY	$37.4 - $40.42 $106,552 - $115,156	2,849 Added 11.19%	28,318 $1.12 Million
Q4 2020 Jan 25, 2021	BUY	$31.39 - $37.85 $140,344 - $169,227	4,471 Added 21.29%	25,469 $956,000
Q3 2020 Oct 29, 2020	SELL	$29.72 - $33.44 $341,155 - $383,857	-11,479 Reduced 35.35%	20,998 $649,000
Q2 2020 Aug 05, 2020	BUY	$23.02 - $31.17 $427,228 - $578,484	18,559 Added 133.35%	32,477 $950,000
Q1 2020 May 12, 2020	BUY	$20.7 - $34.9 $57,028 - $96,149	2,755 Added 24.68%	13,918 $323,000
Q4 2019 Jan 17, 2020	BUY	$31.2 - $34.65 $11,388 - $12,647	365 Added 3.38%	11,163 $371,000
Q3 2019 Nov 07, 2019	BUY	$31.72 - $32.37 $342,512 - $349,531	10,798 New	10,798 $334,000
Q1 2019 May 15, 2019	SELL	N/A	-14,595 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-6,689 Reduced 31.43%	14,595 $0
Q3 2018 Oct 25, 2018	BUY	N/A	2,754 Added 14.86%	21,284 $0
Q2 2018 Aug 07, 2018	BUY	N/A	1,005 Added 5.73%	18,530 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-800 Reduced 4.37%	17,525 $642,000
Q1 2018 May 09, 2018	BUY	N/A	800 Added 4.56%	18,325 $0
Q4 2017 Jan 24, 2018	BUY	N/A	731 Added 4.35%	17,525 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-1,808 Reduced 9.72%	16,794 $602,000
Q2 2017 Jun 03, 2019	BUY	N/A	1,286 Added 7.43%	18,602 $626,000
Q1 2017 Jun 03, 2019	BUY	N/A	5,545 Added 47.11%	17,316 $543,000
Q4 2016 Jun 03, 2019	BUY	N/A	7,825 Added 198.3%	11,771 $343,000
Q2 2016 Jun 03, 2019	BUY	N/A	3,946	3,946 $114,000

Others Institutions Holding SCHC

# of Institutions

458

Shares Held

44.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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