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

Ifp Advisors, Inc

$2.42 Billion
Q2 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 18,202 shares of SCHH stock, worth $381,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,202

Previous 11,803 54.22%

Holding current value

$381,149

Previous $239,000 51.88%

% of portfolio

0.01%

Previous 0.01%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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