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

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ifp Advisors, Inc holds 225,328 shares of SCHG stock, worth $6.37 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

225,328

Previous 222,406 1.31%

Holding current value

$6.37 Million

Previous $20.6 Million 10.19%

% of portfolio

0.94%

Previous 0.94%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$87.04 - $101.61 $254,330 - $296,904	2,922 Added 1.31%	225,328 $22.7 Million
Q1 2024 Jul 30, 2024	SELL	$80.6 - $93.32 $1.4 Million - $1.62 Million	-17,372 Reduced 7.25%	222,406 $20.6 Million
Q4 2023 Jan 09, 2024	SELL	$70.08 - $83.37 $22,075 - $26,261	-315 Reduced 0.13%	239,778 $19.9 Million
Q3 2023 Oct 12, 2023	SELL	$71.99 - $78.02 $2.18 Million - $2.36 Million	-30,287 Reduced 11.2%	240,093 $17.5 Million
Q2 2023 Aug 04, 2023	BUY	$63.6 - $74.95 $722,559 - $851,506	11,361 Added 4.39%	270,380 $20.3 Million
Q1 2023 Apr 18, 2023	SELL	$54.19 - $65.17 $6.62 Million - $7.96 Million	-122,079 Reduced 32.03%	259,019 $16.9 Million
Q4 2022 Feb 07, 2023	BUY	$54.31 - $60.76 $3.04 Million - $3.4 Million	55,890 Added 17.19%	381,098 $29 Million
Q3 2022 Nov 08, 2022	BUY	$55.81 - $69.25 $2.3 Million - $2.85 Million	41,227 Added 14.52%	325,208 $24.8 Million
Q2 2022 Sep 06, 2022	BUY	$55.73 - $76.55 $15.8 Million - $21.7 Million	283,774 Added 137088.89%	283,981 $21.7 Million
Q2 2022 Aug 12, 2022	SELL	$55.73 - $76.55 $15.8 Million - $21.7 Million	-283,774 Reduced 99.93%	207 $17,000
Q1 2022 Sep 06, 2022	BUY	$65.63 - $82.62 $12.6 Million - $15.9 Million	192,611 Added 210.8%	283,981 $0
Q1 2022 Aug 08, 2022	BUY	$65.63 - $82.62 $464,135 - $584,288	7,072 Added 8.39%	91,370 $0
Q4 2021 Jan 12, 2022	BUY	$73.11 - $83.4 $387,848 - $442,437	5,305 Added 6.72%	84,298 $13.9 Million
Q3 2021 Oct 06, 2021	BUY	$73.24 - $78.94 $366,785 - $395,331	5,008 Added 6.77%	78,993 $11.8 Million
Q2 2021 Jul 13, 2021	BUY	$65.3 - $73.24 $2.97 Million - $3.33 Million	45,433 Added 159.12%	73,985 $10.8 Million
Q1 2021 Apr 30, 2021	BUY	$61.41 - $68.35 $227,708 - $253,441	3,708 Added 14.93%	28,552 $3.71 Million
Q4 2020 Jan 25, 2021	SELL	$55.95 - $64.38 $2,629 - $3,025	-47 Reduced 0.19%	24,844 $3.18 Million
Q3 2020 Oct 29, 2020	BUY	$51.42 - $61.56 $14,089 - $16,867	274 Added 1.11%	24,891 $2.86 Million
Q2 2020 Aug 05, 2020	SELL	$37.99 - $51.32 $225,888 - $305,148	-5,946 Reduced 19.45%	24,617 $2.43 Million
Q1 2020 May 12, 2020	BUY	$34.6 - $51.17 $120,304 - $177,918	3,477 Added 12.84%	30,563 $2.45 Million
Q4 2019 Jan 17, 2020	SELL	$40.97 - $46.72 $222,958 - $254,250	-5,442 Reduced 16.73%	27,086 $2.53 Million
Q3 2019 Nov 07, 2019	BUY	$41.7 - $42.86 $1.36 Million - $1.39 Million	32,505 Added 141326.09%	32,528 $2.73 Million
Q1 2019 May 15, 2019	SELL	N/A	-16,716 Reduced 99.86%	23 $2,000
Q4 2018 Jan 23, 2019	BUY	N/A	3,010 Added 21.92%	16,739 $0
Q3 2018 Oct 25, 2018	BUY	N/A	3,162 Added 29.92%	13,729 $0
Q2 2018 Aug 07, 2018	BUY	N/A	3,482 Added 49.15%	10,567 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-1,382 Reduced 16.32%	7,085 $501,000
Q1 2018 May 09, 2018	BUY	N/A	1,382 Added 19.51%	8,467 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-501 Reduced 6.6%	7,085 $0
Q3 2017 Oct 30, 2017	BUY	N/A	641 Added 9.23%	7,586 $501,000
Q2 2017 Jun 03, 2019	BUY	N/A	845 Added 13.85%	6,945 $439,000
Q1 2017 Jun 03, 2019	BUY	N/A	2,540 Added 71.35%	6,100 $369,000
Q4 2016 Jun 03, 2019	BUY	N/A	867 Added 32.19%	3,560 $199,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,670 Added 11608.7%	2,693 $141,000
Q1 2016 Jun 03, 2019	BUY	N/A	23	23 $2,000

Others Institutions Holding SCHG

# of Institutions

1,331

Shares Held

1.79B

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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