Ifp Advisors, Inc Schwab Strategic Tr Intl Small Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

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 5,510 shares of SCHC stock, worth $212,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,510

Previous 4,135 33.25%

Holding current value

$212,796

Previous $148,000 32.43%

% of portfolio

0.01%

Previous 0.01%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

411

Shares Held

88M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

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