Ifp Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 28,096 shares of SCHH stock, worth $598,444. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,096

Previous 23,006 22.12%

Holding current value

$598,444

Previous $533,000 10.88%

% of portfolio

0.02%

Previous 0.02%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$20.55 - $23.26 $104,599 - $118,393	5,090 Added 22.12%	28,096 $591,000
Q3 2024 Feb 04, 2025	BUY	$19.78 - $23.53 $95,023 - $113,038	4,804 Added 26.39%	23,006 $533,000
Q2 2024 Jul 30, 2024	BUY	$18.53 - $20.2 $118,573 - $129,259	6,399 Added 54.22%	18,202 $363,000
Q1 2024 Jul 30, 2024	BUY	$19.39 - $20.93 $43,317 - $46,757	2,234 Added 23.35%	11,803 $239,000
Q4 2023 Jan 09, 2024	BUY	$16.76 - $20.95 $7,491 - $9,364	447 Added 4.9%	9,569 $198,000
Q3 2023 Oct 12, 2023	SELL	$17.52 - $20.27 $2,382 - $2,756	-136 Reduced 1.47%	9,122 $161,000
Q2 2023 Aug 04, 2023	SELL	$18.34 - $19.64 $1,907 - $2,042	-104 Reduced 1.11%	9,258 $180,000
Q1 2023 Apr 18, 2023	SELL	$18.01 - $21.78 $89,257 - $107,941	-4,956 Reduced 34.61%	9,362 $182,000
Q4 2022 Feb 07, 2023	SELL	$17.68 - $20.46 $107,070 - $123,905	-6,056 Reduced 29.72%	14,318 $584,000
Q3 2022 Nov 08, 2022	BUY	$18.45 - $23.6 $107,102 - $136,998	5,805 Added 39.84%	20,374 $831,000
Q2 2022 Sep 06, 2022	BUY	$20.18 - $25.97 $294,002 - $378,356	14,569 New	14,569 $594,000
Q2 2022 Aug 12, 2022	SELL	$20.18 - $25.97 $294,002 - $378,356	-14,569 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$22.75 - $26.16 $61,857 - $71,129	2,719 Added 22.95%	14,569 $0
Q1 2022 Aug 08, 2022	BUY	$22.75 - $26.16 $13,013 - $14,963	572 Added 5.07%	11,850 $0
Q4 2021 Jan 12, 2022	BUY	$22.99 - $26.35 $155,803 - $178,573	6,777 Added 150.57%	11,278 $597,000
Q3 2021 Oct 06, 2021	SELL	$22.84 - $24.92 $6,920 - $7,550	-303 Reduced 6.31%	4,501 $206,000
Q2 2021 Jul 13, 2021	BUY	$20.92 - $23.68 $19,811 - $22,424	947 Added 24.55%	4,804 $218,000
Q1 2021 Apr 30, 2021	SELL	$18.25 - $20.79 $21,699 - $24,719	-1,189 Reduced 23.56%	3,857 $158,000
Q4 2020 Jan 25, 2021	BUY	$17.04 - $19.33 $4,805 - $5,451	282 Added 5.92%	5,046 $191,000
Q3 2020 Oct 29, 2020	BUY	$16.99 - $18.73 $373 - $412	22 Added 0.46%	4,764 $170,000
Q2 2020 Aug 05, 2020	SELL	$14.77 - $20.35 $6,616 - $9,116	-448 Reduced 8.63%	4,742 $165,000
Q1 2020 May 12, 2020	BUY	$13.54 - $24.27 $11,549 - $20,702	853 Added 19.67%	5,190 $168,000
Q4 2019 Jan 17, 2020	SELL	$22.24 - $24.07 $4,759 - $5,150	-214 Reduced 4.7%	4,337 $195,000
Q3 2019 Nov 07, 2019	BUY	$23.18 - $23.61 $105,492 - $107,449	4,551 New	4,551 $211,000
Q1 2019 May 15, 2019	SELL	N/A	-11,665 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-28,199 Reduced 70.74%	11,665 $0
Q3 2018 Oct 25, 2018	BUY	N/A	2,985 Added 8.09%	39,864 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-3,203 Reduced 7.99%	36,879 $0
Q1 2018 Jun 03, 2019	BUY	N/A	222 Added 0.56%	40,082 $1.67 Million
Q1 2018 May 09, 2018	SELL	N/A	-222 Reduced 0.55%	39,860 $0
Q4 2017 Jan 24, 2018	BUY	N/A	2,671 Added 7.14%	40,082 $0
Q3 2017 Oct 30, 2017	BUY	N/A	5,648 Added 17.78%	37,411 $1.54 Million
Q2 2017 Jun 03, 2019	BUY	N/A	6,110 Added 23.82%	31,763 $1.31 Million
Q1 2017 Jun 03, 2019	BUY	N/A	14,350 Added 126.96%	25,653 $1.05 Million
Q4 2016 Jun 03, 2019	BUY	N/A	3,610 Added 46.93%	11,303 $464,000
Q2 2016 Jun 03, 2019	BUY	N/A	7,693	7,693 $334,000

Others Institutions Holding SCHH

# of Institutions

558

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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