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 $37,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,685
Previous 176 857.39%
Holding current value
$37,120
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
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

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.