Ifp Advisors, Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

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 3,323 shares of SCHI stock, worth $74,003. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,323

Previous 10,351 67.9%

Holding current value

$74,003

Previous $477,000 84.7%

% of portfolio

0.0%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$22.02 - $46.16 $154,756 - $324,412	-7,028 Reduced 67.9%	3,323 $73,000
Q3 2024 Feb 04, 2025	BUY	$43.73 - $46.29 $378,964 - $401,149	8,666 Added 514.3%	10,351 $477,000
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

# of Institutions

209

Shares Held

27.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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