A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,685 shares of SCHI stock, worth $37,811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,685
Previous 176 857.39%
Holding current value
$37,811
Previous $7,000 957.14%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$43.11 - $44.42 $65,052 - $67,029
1,509 Added 857.39%
1,685 $74,000
Q1 2024

Jul 30, 2024

SELL
$43.87 - $44.99 $11,142 - $11,427
-254 Reduced 59.07%
176 $7,000
Q4 2023

Jan 09, 2024

BUY
$40.96 - $45.17 $10,854 - $11,970
265 Added 160.61%
430 $19,000
Q3 2023

Oct 12, 2023

SELL
$42.12 - $44.19 $10,782 - $11,312
-256 Reduced 60.81%
165 $6,000
Q2 2023

Aug 04, 2023

BUY
$43.63 - $45.06 $8,507 - $8,786
195 Added 86.28%
421 $18,000
Q4 2022

Feb 07, 2023

SELL
$40.96 - $44.32 $40 - $44
-1 Reduced 0.44%
226 $11,000
Q3 2022

Nov 08, 2022

SELL
$41.61 - $46.11 $41 - $46
-1 Reduced 0.44%
227 $13,000
Q2 2022

Sep 06, 2022

BUY
$43.49 - $47.85 $9,915 - $10,909
228 New
228 $12,000
Q2 2022

Aug 12, 2022

SELL
$43.49 - $47.85 $9,915 - $10,909
-228 Closed
0 $0
Q1 2022

Aug 08, 2022

BUY
$47.33 - $51.36 $6,200 - $6,728
131 Added 135.05%
228 $0
Q4 2021

Jan 12, 2022

BUY
$51.18 - $52.35 $3,275 - $3,350
64 Added 193.94%
97 $5,000
Q3 2021

Oct 06, 2021

SELL
$52.2 - $53.14 $9,761 - $9,937
-187 Reduced 85.0%
33 $2,000
Q2 2021

Jul 13, 2021

SELL
$51.28 - $52.56 $106,970 - $109,640
-2,086 Reduced 90.46%
220 $12,000
Q1 2021

Apr 30, 2021

BUY
$51.17 - $53.57 $117,998 - $123,532
2,306 New
2,306 $119,000

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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