Ifp Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ifp Advisors, Inc holds 64,347 shares of SCHV stock, worth $1.72 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

64,347

Previous 59,955 7.33%

Holding current value

$1.72 Million

Previous $1.56 Million 9.4%

% of portfolio

0.06%

Previous 0.05%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$25.77 - $27.6 $113,181 - $121,219	4,392 Added 7.33%	64,347 $1.71 Million
Q4 2024 Feb 04, 2025	BUY	$25.79 - $80.4 $1.02 Million - $3.19 Million	39,735 Added 196.51%	59,955 $1.56 Million
Q3 2024 Feb 04, 2025	SELL	$73.43 - $80.37 $51,327 - $56,178	-699 Reduced 3.34%	20,220 $1.63 Million
Q2 2024 Jul 30, 2024	SELL	$71.74 - $75.86 $39,528 - $41,798	-551 Reduced 2.57%	20,919 $1.55 Million
Q1 2024 Jul 30, 2024	BUY	$68.82 - $75.98 $21,403 - $23,629	311 Added 1.47%	21,470 $1.63 Million
Q4 2023 Jan 09, 2024	BUY	$61.16 - $70.24 $20,610 - $23,670	337 Added 1.62%	21,159 $1.48 Million
Q3 2023 Oct 12, 2023	SELL	$64.45 - $69.39 $1.81 Million - $1.95 Million	-28,112 Reduced 57.45%	20,822 $1.34 Million
Q2 2023 Aug 04, 2023	BUY	$63.33 - $67.21 $790,485 - $838,915	12,482 Added 34.24%	48,934 $3.28 Million
Q1 2023 Apr 18, 2023	SELL	$62.59 - $69.3 $8.2 Million - $9.08 Million	-130,964 Reduced 78.23%	36,452 $2.39 Million
Q4 2022 Feb 07, 2023	BUY	$59.13 - $69.24 $4.11 Million - $4.82 Million	69,568 Added 71.1%	167,416 $9.05 Million
Q3 2022 Nov 08, 2022	BUY	$58.51 - $69.02 $925,335 - $1.09 Million	15,815 Added 19.28%	97,848 $5.31 Million
Q2 2022 Sep 06, 2022	BUY	$60.93 - $72.3 $5 Million - $5.93 Million	82,033 New	82,033 $4.44 Million
Q2 2022 Aug 12, 2022	SELL	$60.93 - $72.3 $5 Million - $5.93 Million	-82,033 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$67.71 - $74.19 $3.26 Million - $3.57 Million	48,173 Added 142.27%	82,033 $0
Q1 2022 Aug 08, 2022	BUY	$67.71 - $74.19 $94,116 - $103,124	1,390 Added 4.28%	33,860 $0
Q4 2021 Jan 12, 2022	BUY	$67.9 - $73.3 $112,646 - $121,604	1,659 Added 5.38%	32,470 $2.38 Million
Q3 2021 Oct 06, 2021	BUY	$66.91 - $71.05 $305,109 - $323,988	4,560 Added 17.37%	30,811 $2.08 Million
Q2 2021 Jul 13, 2021	SELL	$65.81 - $69.75 $173,211 - $183,582	-2,632 Reduced 9.11%	26,251 $1.79 Million
Q1 2021 Apr 30, 2021	SELL	$58.71 - $65.66 $2.18 Million - $2.43 Million	-37,069 Reduced 56.21%	28,883 $1.89 Million
Q4 2020 Jan 25, 2021	BUY	$50.83 - $59.53 $170,941 - $200,199	3,363 Added 5.37%	65,952 $3.92 Million
Q3 2020 Oct 29, 2020	BUY	$49.44 - $54.86 $465,576 - $516,616	9,417 Added 17.71%	62,589 $3.26 Million
Q2 2020 Aug 05, 2020	SELL	$42.21 - $55.29 $363,681 - $476,378	-8,616 Reduced 13.94%	53,172 $2.63 Million
Q1 2020 May 12, 2020	SELL	$38.4 - $61.03 $384,384 - $610,910	-10,010 Reduced 13.94%	61,788 $2.77 Million
Q4 2019 Jan 17, 2020	BUY	$54.73 - $60.25 $509,262 - $560,626	9,305 Added 14.89%	71,798 $4.32 Million
Q3 2019 Nov 07, 2019	BUY	$56.56 - $57.5 $3.53 Million - $3.59 Million	62,493 New	62,493 $3.55 Million
Q1 2019 May 15, 2019	SELL	N/A	-47,172 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	4,850 Added 11.46%	47,172 $0
Q3 2018 Oct 25, 2018	BUY	N/A	33,037 Added 355.81%	42,322 $0
Q2 2018 Aug 07, 2018	BUY	N/A	1,364 Added 17.22%	9,285 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-579 Reduced 6.81%	7,921 $433,000
Q1 2018 May 09, 2018	BUY	N/A	579 Added 7.31%	8,500 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-215 Reduced 2.64%	7,921 $0
Q3 2017 Oct 30, 2017	BUY	N/A	1,593 Added 24.35%	8,136 $422,000
Q2 2017 Jun 03, 2019	BUY	N/A	1,280 Added 24.32%	6,543 $328,000
Q1 2017 Jun 03, 2019	BUY	N/A	3,114 Added 144.9%	5,263 $261,000
Q4 2016 Jun 03, 2019	SELL	N/A	-89 Reduced 3.98%	2,149 $103,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,238	2,238 $100,000

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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