Ifp Advisors, Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,159 shares of SCHJ stock, worth $28,372. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,159

Previous 1,187 2.36%

Holding current value

$28,372

Previous $57,000 3.51%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$47.73 - $48.35 $1,336 - $1,353	-28 Reduced 2.36%	1,159 $55,000
Q1 2024 Jul 30, 2024	SELL	$48.03 - $48.53 $53,985 - $54,547	-1,124 Reduced 48.64%	1,187 $57,000
Q4 2023 Jan 09, 2024	BUY	$46.51 - $48.38 $7,255 - $7,547	156 Added 7.24%	2,311 $111,000
Q3 2023 Oct 12, 2023	SELL	$46.87 - $47.5 $5,390 - $5,462	-115 Reduced 5.07%	2,155 $101,000
Q2 2023 Aug 04, 2023	BUY	$47.14 - $47.79 $6,222 - $6,308	132 Added 6.17%	2,270 $107,000
Q1 2023 Apr 18, 2023	BUY	$46.68 - $47.8 $420 - $430	9 Added 0.42%	2,138 $101,000
Q4 2022 Feb 07, 2023	BUY	$45.76 - $47.27 $640 - $661	14 Added 0.66%	2,129 $108,000
Q3 2022 Nov 08, 2022	BUY	$46.13 - $48.23 $415 - $434	9 Added 0.43%	2,115 $107,000
Q2 2022 Sep 06, 2022	BUY	$46.81 - $48.49 $98,581 - $102,119	2,106 New	2,106 $107,000
Q2 2022 Aug 12, 2022	SELL	$46.81 - $48.49 $98,581 - $102,119	-2,106 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$48.35 - $50.5 $90,366 - $94,384	-1,869 Reduced 47.02%	2,106 $0
Q1 2022 Aug 08, 2022	BUY	$48.35 - $50.5 $9,766 - $10,201	202 Added 5.35%	3,975 $0
Q4 2021 Jan 12, 2022	SELL	$50.42 - $51.09 $39,428 - $39,952	-782 Reduced 17.17%	3,773 $190,000
Q3 2021 Oct 06, 2021	SELL	$51.05 - $51.3 $12,915 - $12,978	-253 Reduced 5.26%	4,555 $237,000
Q2 2021 Jul 13, 2021	BUY	$50.92 - $51.3 $43,740 - $44,066	859 Added 21.75%	4,808 $251,000
Q1 2021 Apr 30, 2021	BUY	$50.81 - $51.4 $98,571 - $99,716	1,940 Added 96.57%	3,949 $202,000
Q4 2020 Jan 25, 2021	BUY	$51.23 - $52.03 $409 - $416	8 Added 0.4%	2,009 $103,000
Q3 2020 Oct 29, 2020	BUY	$51.3 - $51.68 $102,651 - $103,411	2,001 New	2,001 $103,000

Others Institutions Holding SCHJ

# of Institutions

111

Shares Held

3.51M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

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