Ifp Advisors, Inc Schwab Strategic U.S. Mid Cap Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ifp Advisors, Inc holds 769,708 shares of SCHM stock, worth $21.5 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

769,708

Previous 253,379 203.78%

Holding current value

$21.5 Million

Previous $21.1 Million 1.31%

% of portfolio

0.73%

Previous 0.8%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$27.54 - $83.04 $14.2 Million - $42.9 Million	516,329 Added 203.78%	769,708 $21.3 Million
Q3 2024 Feb 04, 2025	BUY	$75.47 - $83.18 $227,542 - $250,787	3,015 Added 1.2%	253,379 $21.1 Million
Q2 2024 Jul 30, 2024	BUY	$75.69 - $81.19 $137,604 - $147,603	1,818 Added 0.73%	250,364 $19.5 Million
Q1 2024 Jul 30, 2024	SELL	$72.89 - $81.43 $621,314 - $694,109	-8,524 Reduced 3.32%	248,546 $20.2 Million
Q4 2023 Jan 09, 2024	BUY	$63.01 - $75.95 $685,737 - $826,563	10,883 Added 4.42%	257,070 $19.4 Million
Q3 2023 Oct 12, 2023	BUY	$66.75 - $73.98 $467,116 - $517,712	6,998 Added 2.93%	246,187 $16.7 Million
Q2 2023 Aug 04, 2023	BUY	$65.29 - $71.03 $204,814 - $222,821	3,137 Added 1.33%	239,189 $17 Million
Q1 2023 Apr 18, 2023	BUY	$64.24 - $73.9 $85,631 - $98,508	1,333 Added 0.57%	236,052 $16 Million
Q4 2022 Feb 07, 2023	BUY	$61.05 - $69.94 $771,244 - $883,552	12,633 Added 5.69%	234,719 $13.1 Million
Q3 2022 Nov 08, 2022	BUY	$60.5 - $72.51 $1.15 Million - $1.38 Million	19,025 Added 9.37%	222,086 $12.4 Million
Q2 2022 Sep 06, 2022	BUY	$60.91 - $76.4 $12.4 Million - $15.5 Million	202,847 Added 94788.32%	203,061 $11.3 Million
Q2 2022 Aug 12, 2022	SELL	$60.91 - $76.4 $12.4 Million - $15.5 Million	-202,847 Reduced 99.89%	214 $13,000
Q1 2022 Sep 06, 2022	BUY	$70.66 - $80.89 $1.36 Million - $1.56 Million	19,259 Added 10.48%	203,061 $0
Q1 2022 Aug 08, 2022	BUY	$70.66 - $80.89 $702,996 - $804,774	9,949 Added 5.72%	183,802 $0
Q4 2021 Jan 12, 2022	BUY	$76.01 - $83.39 $413,798 - $453,975	5,444 Added 3.23%	173,853 $14.1 Million
Q3 2021 Oct 06, 2021	BUY	$74.65 - $80.95 $588,615 - $638,290	7,885 Added 4.91%	168,409 $13 Million
Q2 2021 Jul 13, 2021	BUY	$74.64 - $79.12 $505,238 - $535,563	6,769 Added 4.4%	160,524 $12.6 Million
Q1 2021 Apr 30, 2021	SELL	$67.07 - $76.85 $565,131 - $647,538	-8,426 Reduced 5.2%	153,755 $11.4 Million
Q4 2020 Jan 25, 2021	BUY	$55.93 - $68.45 $37,864 - $46,340	677 Added 0.42%	162,181 $11 Million
Q3 2020 Oct 29, 2020	BUY	$51.99 - $58.83 $4,419 - $5,000	85 Added 0.05%	161,504 $8.93 Million
Q2 2020 Aug 05, 2020	SELL	$39.01 - $57.03 $1.48 Million - $2.17 Million	-38,022 Reduced 19.06%	161,419 $8.39 Million
Q1 2020 May 12, 2020	BUY	$35.83 - $62.24 $65,353 - $113,525	1,824 Added 0.92%	199,441 $8.62 Million
Q4 2019 Jan 17, 2020	BUY	$54.56 - $60.24 $1.03 Million - $1.14 Million	18,853 Added 10.55%	197,617 $11.9 Million
Q3 2019 Nov 07, 2019	BUY	$56.23 - $57.59 $9.89 Million - $10.1 Million	175,853 Added 6040.98%	178,764 $10.1 Million
Q1 2019 May 15, 2019	SELL	N/A	-86,526 Reduced 96.75%	2,911 $162,000
Q4 2018 Jan 23, 2019	SELL	N/A	-12,719 Reduced 12.45%	89,437 $0
Q3 2018 Oct 25, 2018	BUY	N/A	20,452 Added 25.03%	102,156 $0
Q2 2018 Aug 07, 2018	BUY	N/A	25,597 Added 45.62%	81,704 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-16,503 Reduced 22.73%	56,107 $2.99 Million
Q1 2018 May 09, 2018	BUY	N/A	16,503 Added 29.41%	72,610 $0
Q4 2017 Jan 24, 2018	BUY	N/A	6,909 Added 14.04%	56,107 $0
Q3 2017 Oct 30, 2017	BUY	N/A	884 Added 1.83%	49,198 $2.47 Million
Q2 2017 Jun 03, 2019	BUY	N/A	5,147 Added 11.92%	48,314 $2.33 Million
Q1 2017 Jun 03, 2019	BUY	N/A	6,314 Added 17.13%	43,167 $2.04 Million
Q4 2016 Jun 03, 2019	BUY	N/A	8,012 Added 27.78%	36,853 $1.66 Million
Q2 2016 Jun 03, 2019	BUY	N/A	25,930 Added 890.76%	28,841 $1.21 Million
Q1 2016 Jun 03, 2019	BUY	N/A	2,911	2,911 $162,000

Others Institutions Holding SCHM

# of Institutions

1,012

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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