Ifp Advisors, Inc Schwab Strategic Tr Long Term Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Ifp Advisors, Inc holds 21,625 shares of SCHQ stock, worth $675,565. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,625

Previous 20,353 6.25%

Holding current value

$675,565

Previous $639,000 10.8%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$30.72 - $33.22 $39,075 - $42,255	1,272 Added 6.25%	21,625 $708,000
Q4 2024 Feb 04, 2025	BUY	$31.33 - $35.13 $124,850 - $139,993	3,985 Added 24.35%	20,353 $639,000
Q3 2024 Feb 04, 2025	BUY	$32.17 - $35.98 $197,041 - $220,377	6,125 Added 59.8%	16,368 $572,000
Q2 2024 Jul 30, 2024	BUY	$31.45 - $33.71 $50,980 - $54,643	1,621 Added 18.8%	10,243 $336,000
Q1 2024 Jul 30, 2024	BUY	$32.9 - $35.0 $162,822 - $173,215	4,949 Added 134.74%	8,622 $290,000
Q4 2023 Jan 09, 2024	BUY	$29.71 - $35.56 $109,124 - $130,611	3,673 New	3,673 $128,000

Others Institutions Holding SCHQ

# of Institutions

108

Shares Held

18M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
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