Ifp Advisors, Inc Schwab Short Term Us Treasury Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

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 27,391 shares of SCHO stock, worth $666,149. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,391

Previous 17,104 60.14%

Holding current value

$666,149

Previous $411,000 62.04%

% of portfolio

0.02%

Previous 0.01%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$24.1 - $24.34 $247,916 - $250,385	10,287 Added 60.14%	27,391 $666,000
Q4 2024 Feb 04, 2025	BUY	$24.06 - $48.88 $253,544 - $515,097	10,538 Added 160.49%	17,104 $411,000
Q3 2024 Feb 04, 2025	SELL	$47.93 - $49.06 $2.05 Million - $2.1 Million	-42,783 Reduced 86.69%	6,566 $321,000
Q2 2024 Jul 30, 2024	BUY	$47.75 - $48.13 $100,561 - $101,361	2,106 Added 4.46%	49,349 $2.38 Million
Q1 2024 Jul 30, 2024	SELL	$48.05 - $48.63 $231,985 - $234,785	-4,828 Reduced 9.27%	47,243 $2.28 Million
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	$47.89 - $48.47 $1.6 Million - $1.62 Million	33,502 Added 60.73%	88,671 $4.4 Million
Q3 2022 Nov 08, 2022	SELL	$48.15 - $49.37 $56,720 - $58,157	-1,178 Reduced 2.09%	55,169 $2.75 Million
Q2 2022 Sep 06, 2022	BUY	$48.73 - $49.59 $2.75 Million - $2.79 Million	56,347 New	56,347 $2.8 Million
Q2 2022 Aug 12, 2022	SELL	$48.73 - $49.59 $2.75 Million - $2.79 Million	-56,347 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$49.47 - $50.82 $2.26 Million - $2.32 Million	45,742 Added 431.32%	56,347 $0
Q1 2022 Aug 08, 2022	BUY	$49.47 - $50.82 $19,738 - $20,277	399 Added 3.91%	10,605 $0
Q4 2021 Jan 12, 2022	BUY	$50.83 - $51.21 $76,549 - $77,122	1,506 Added 17.31%	10,206 $521,000
Q3 2021 Oct 06, 2021	BUY	$51.18 - $51.3 $16,479 - $16,518	322 Added 3.84%	8,700 $445,000
Q2 2021 Jul 13, 2021	SELL	$51.19 - $51.33 $74,379 - $74,582	-1,453 Reduced 14.78%	8,378 $425,000
Q1 2021 Apr 30, 2021	SELL	$51.27 - $51.41 $159,090 - $159,525	-3,103 Reduced 23.99%	9,831 $501,000
Q4 2020 Jan 25, 2021	BUY	$51.37 - $51.48 $181,849 - $182,239	3,540 Added 37.68%	12,934 $661,000
Q3 2020 Oct 29, 2020	BUY	$51.49 - $51.63 $89,747 - $89,991	1,743 Added 22.78%	9,394 $483,000
Q2 2020 Aug 05, 2020	BUY	$51.53 - $51.71 $171,079 - $171,677	3,320 Added 76.66%	7,651 $392,000
Q1 2020 May 12, 2020	BUY	$50.48 - $51.73 $106,008 - $108,633	2,100 Added 94.13%	4,331 $223,000
Q4 2019 Jan 17, 2020	SELL	$50.38 - $50.71 $146,102 - $147,059	-2,900 Reduced 56.52%	2,231 $111,000
Q3 2019 Nov 07, 2019	BUY	$50.39 - $50.59 $149,053 - $149,645	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

692

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

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