Ifp Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ifp Advisors, Inc holds 187,960 shares of SCHD stock, worth $5.09 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

187,960

Previous 166,974 12.57%

Holding current value

$5.09 Million

Previous $13.5 Million 8.56%

% of portfolio

0.6%

Previous 0.61%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $1.59 Million - $1.68 Million	20,986 Added 12.57%	187,960 $14.6 Million
Q1 2024 Jul 30, 2024	BUY	$75.25 - $80.63 $3.9 Million - $4.18 Million	51,836 Added 45.02%	166,974 $13.5 Million
Q4 2023 Jan 09, 2024	SELL	$66.9 - $76.32 $1.83 Million - $2.09 Million	-27,417 Reduced 19.23%	115,138 $8.77 Million
Q3 2023 Oct 12, 2023	SELL	$70.63 - $75.66 $902,651 - $966,934	-12,780 Reduced 8.23%	142,555 $10.1 Million
Q2 2023 Aug 04, 2023	SELL	$69.18 - $73.94 $4.52 Million - $4.83 Million	-65,265 Reduced 29.59%	155,335 $11.3 Million
Q1 2023 Apr 18, 2023	SELL	$70.28 - $78.03 $9.47 Million - $10.5 Million	-134,770 Reduced 37.92%	220,600 $16.1 Million
Q4 2022 Feb 07, 2023	BUY	$67.16 - $79.06 $1.25 Million - $1.47 Million	18,565 Added 5.51%	355,370 $17.7 Million
Q3 2022 Nov 08, 2022	BUY	$66.43 - $77.87 $1.92 Million - $2.25 Million	28,839 Added 9.36%	336,805 $16.8 Million
Q2 2022 Sep 06, 2022	BUY	$70.31 - $80.24 $21.6 Million - $24.6 Million	306,932 Added 29683.95%	307,966 $15.4 Million
Q2 2022 Aug 12, 2022	SELL	$70.31 - $80.24 $21.6 Million - $24.6 Million	-306,932 Reduced 99.66%	1,034 $52,000
Q1 2022 Sep 06, 2022	BUY	$75.14 - $81.94 $6.22 Million - $6.78 Million	82,773 Added 36.76%	307,966 $0
Q1 2022 Aug 08, 2022	SELL	$75.14 - $81.94 $758,312 - $826,938	-10,092 Reduced 4.29%	225,193 $0
Q4 2021 Jan 12, 2022	BUY	$74.93 - $80.86 $691,528 - $746,256	9,229 Added 4.08%	235,285 $19 Million
Q3 2021 Oct 06, 2021	BUY	$74.23 - $78.13 $2.42 Million - $2.55 Million	32,643 Added 16.88%	226,056 $16.8 Million
Q2 2021 Jul 13, 2021	BUY	$73.32 - $77.65 $5.19 Million - $5.49 Million	70,725 Added 57.65%	193,413 $14.6 Million
Q1 2021 Apr 30, 2021	BUY	$63.23 - $73.67 $3.86 Million - $4.5 Million	61,028 Added 98.98%	122,688 $8.95 Million
Q4 2020 Jan 25, 2021	BUY	$54.8 - $65.16 $427,275 - $508,052	7,797 Added 14.48%	61,660 $3.96 Million
Q3 2020 Oct 29, 2020	SELL	$50.37 - $58.54 $225,254 - $261,790	-4,472 Reduced 7.67%	53,863 $2.98 Million
Q2 2020 Aug 05, 2020	SELL	$43.56 - $56.5 $357,104 - $463,187	-8,198 Reduced 12.32%	58,335 $2.98 Million
Q1 2020 May 12, 2020	SELL	$39.5 - $59.28 $37,683 - $56,553	-954 Reduced 1.41%	66,533 $3.02 Million
Q4 2019 Jan 17, 2020	SELL	$52.87 - $58.15 $441,570 - $485,668	-8,352 Reduced 11.01%	67,487 $3.92 Million
Q3 2019 Nov 07, 2019	BUY	$54.39 - $55.76 $4.02 Million - $4.13 Million	73,999 Added 4021.68%	75,839 $4.14 Million
Q1 2019 May 15, 2019	SELL	N/A	-76,676 Reduced 97.66%	1,840 $97,000
Q4 2018 Jan 23, 2019	BUY	N/A	4,728 Added 6.41%	78,516 $0
Q3 2018 Oct 25, 2018	BUY	N/A	5,269 Added 7.69%	73,788 $0
Q2 2018 Aug 07, 2018	BUY	N/A	12,680 Added 22.71%	68,519 $0
Q1 2018 Jun 03, 2019	BUY	N/A	2,042 Added 3.8%	55,839 $2.86 Million
Q1 2018 May 09, 2018	SELL	N/A	-2,042 Reduced 3.66%	53,797 $0
Q4 2017 Jan 24, 2018	BUY	N/A	422 Added 0.76%	55,839 $0
Q3 2017 Oct 30, 2017	BUY	N/A	5,213 Added 10.38%	55,417 $2.59 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-413 Reduced 0.82%	50,204 $2.26 Million
Q1 2017 Jun 03, 2019	BUY	N/A	6,789 Added 15.49%	50,617 $2.26 Million
Q4 2016 Jun 03, 2019	SELL	N/A	-9,247 Reduced 17.42%	43,828 $1.91 Million
Q2 2016 Jun 03, 2019	BUY	N/A	51,235 Added 2784.51%	53,075 $2.2 Million
Q1 2016 Jun 03, 2019	BUY	N/A	1,840	1,840 $97,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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