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

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

115

Shares Held

6.89M

Call Options Held

0

Put Options Held

0

About SCHWAB STRATEGIC TR 1 - 5 YR C

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