Ifp Advisors, Inc Schwab Short Term Us Treasury Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

A detailed history of Ifp Advisors, Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ifp Advisors, Inc holds 52,071 shares of SCHO stock, worth $2.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

52,071

Previous 55,661 6.45%

Holding current value

$2.5 Million

Previous $2.67 Million 5.37%

% of portfolio

0.12%

Previous 0.12%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$47.66 - $48.45 $171,099 - $173,935	-3,590 Reduced 6.45%	52,071 $2.52 Million
Q3 2023 Oct 12, 2023	BUY	$47.78 - $48.2 $153,803 - $155,155	3,219 Added 6.14%	55,661 $2.67 Million
Q2 2023 Aug 04, 2023	SELL	$48.06 - $48.89 $307,103 - $312,407	-6,390 Reduced 10.86%	52,442 $2.52 Million
Q1 2023 Apr 18, 2023	SELL	$47.8 - $49.0 $1.43 Million - $1.46 Million	-29,839 Reduced 33.65%	58,832 $2.87 Million
Q4 2022 Feb 07, 2023	BUY	$47.91 - $48.47 $1.61 Million - $1.62 Million	33,502 Added 60.73%	88,671 $4.4 Million

Q3 2022 Nov 08, 2022	SELL	N/A	-1,178 Reduced 2.09%	55,169 $2.75 Million
Q2 2022 Sep 06, 2022	BUY	N/A	56,347 New	56,347 $2.8 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-56,347 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	N/A	45,742 Added 431.32%	56,347 $0
Q1 2022 Aug 08, 2022	BUY	N/A	399 Added 3.91%	10,605 $0
Q4 2021 Jan 12, 2022	BUY	N/A	1,506 Added 17.31%	10,206 $521,000
Q3 2021 Oct 06, 2021	BUY	N/A	322 Added 3.84%	8,700 $445,000
Q2 2021 Jul 13, 2021	SELL	N/A	-1,453 Reduced 14.78%	8,378 $425,000
Q1 2021 Apr 30, 2021	SELL	N/A	-3,103 Reduced 23.99%	9,831 $501,000
Q4 2020 Jan 25, 2021	BUY	N/A	3,540 Added 37.68%	12,934 $661,000
Q3 2020 Oct 29, 2020	BUY	N/A	1,743 Added 22.78%	9,394 $483,000
Q2 2020 Aug 05, 2020	BUY	N/A	3,320 Added 76.66%	7,651 $392,000
Q1 2020 May 12, 2020	BUY	N/A	2,100 Added 94.13%	4,331 $223,000
Q4 2019 Jan 17, 2020	SELL	N/A	-2,900 Reduced 56.52%	2,231 $111,000
Q3 2019 Nov 07, 2019	BUY	N/A	2,958 Added 136.13%	5,131 $260,000
Q1 2019 May 15, 2019	SELL	N/A	-4,073 Reduced 65.21%	2,173 $109,000
Q4 2018 Jan 23, 2019	BUY	N/A	568 Added 10.0%	6,246 $0
Q3 2018 Oct 25, 2018	BUY	N/A	500 Added 9.66%	5,678 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-676 Reduced 11.55%	5,178 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-123 Reduced 2.06%	5,854 $293,000
Q1 2018 May 09, 2018	BUY	N/A	123 Added 2.1%	5,977 $0
Q4 2017 Jan 24, 2018	BUY	N/A	1,337 Added 29.6%	5,854 $0
Q3 2017 Oct 30, 2017	BUY	N/A	1,497 Added 49.57%	4,517 $228,000
Q1 2017 Jun 03, 2019	BUY	N/A	2,115 Added 233.7%	3,020 $152,000
Q4 2016 Jun 03, 2019	SELL	N/A	-229 Reduced 20.19%	905 $46,000
Q2 2016 Jun 03, 2019	SELL	N/A	-1,039 Reduced 47.81%	1,134 $58,000
Q1 2016 Jun 03, 2019	BUY	N/A	2,173	2,173 $109,000

Others Institutions Holding SCHO

# of Institutions

613

Shares Held

168M

Call Options Held

13.7K

Put Options Held

20.1K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Industry ETFs

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