Ifp Advisors, Inc Schwab Us Aggregate Bond ETF Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 124,150 shares of SCHZ stock, worth $2.84 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

124,150

Previous 102,620 20.98%

Holding current value

$2.84 Million

Previous $4.72 Million 19.87%

% of portfolio

0.23%

Previous 0.21%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$44.66 - $45.99 $961,529 - $990,164	21,530 Added 20.98%	124,150 $5.66 Million
Q1 2024 Jul 30, 2024	BUY	$45.44 - $46.67 $425,318 - $436,831	9,360 Added 10.04%	102,620 $4.72 Million
Q4 2023 Jan 09, 2024	BUY	$43.09 - $46.83 $165,767 - $180,155	3,847 Added 4.3%	93,260 $4.35 Million
Q3 2023 Oct 12, 2023	BUY	$44.14 - $46.33 $582,559 - $611,463	13,198 Added 17.32%	89,413 $3.95 Million
Q2 2023 Aug 04, 2023	SELL	$45.86 - $47.33 $941,414 - $971,590	-20,528 Reduced 21.22%	76,215 $3.52 Million
Q1 2023 Apr 18, 2023	SELL	$45.33 - $47.44 $413,636 - $432,890	-9,125 Reduced 8.62%	96,743 $4.54 Million
Q4 2022 Feb 07, 2023	BUY	$44.04 - $47.03 $100,411 - $107,228	2,280 Added 2.2%	105,868 $5.37 Million
Q3 2022 Nov 08, 2022	BUY	$44.98 - $49.09 $1.25 Million - $1.37 Million	27,865 Added 36.8%	103,588 $5.34 Million
Q2 2022 Sep 06, 2022	BUY	$46.62 - $50.36 $3.53 Million - $3.81 Million	75,723 New	75,723 $3.84 Million
Q2 2022 Aug 12, 2022	SELL	$46.62 - $50.36 $3.53 Million - $3.81 Million	-75,723 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$50.05 - $53.52 $20,270 - $21,675	405 Added 0.54%	75,723 $0
Q1 2022 Aug 08, 2022	BUY	$50.05 - $53.52 $377,627 - $403,808	7,545 Added 11.13%	75,318 $0
Q4 2021 Jan 12, 2022	BUY	$53.63 - $54.52 $426,304 - $433,379	7,949 Added 13.29%	67,773 $3.66 Million
Q3 2021 Oct 06, 2021	BUY	$54.26 - $55.17 $582,101 - $591,863	10,728 Added 21.85%	59,824 $3.25 Million
Q2 2021 Jul 13, 2021	BUY	$53.9 - $54.6 $743,550 - $753,207	13,795 Added 39.08%	49,096 $2.68 Million
Q1 2021 Apr 30, 2021	BUY	$53.75 - $55.97 $16,931 - $17,630	315 Added 0.9%	35,301 $1.91 Million
Q4 2020 Jan 25, 2021	BUY	$55.56 - $56.23 $64,282 - $65,058	1,157 Added 3.42%	34,986 $1.96 Million
Q3 2020 Oct 29, 2020	BUY	$56.07 - $56.92 $1.14 Million - $1.16 Million	20,333 Added 150.66%	33,829 $1.9 Million
Q2 2020 Aug 05, 2020	BUY	$54.35 - $56.24 $192,888 - $199,595	3,549 Added 35.68%	13,496 $756,000
Q1 2020 May 12, 2020	SELL	$50.33 - $56.09 $714,987 - $796,814	-14,206 Reduced 58.82%	9,947 $536,000
Q4 2019 Jan 17, 2020	SELL	$53.21 - $54.14 $489,851 - $498,412	-9,206 Reduced 27.6%	24,153 $1.29 Million
Q3 2019 Nov 07, 2019	BUY	$53.15 - $53.86 $1.77 Million - $1.8 Million	33,359 New	33,359 $1.79 Million
Q1 2019 May 15, 2019	SELL	N/A	-28,415 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-37,572 Reduced 56.94%	28,415 $0
Q3 2018 Oct 25, 2018	BUY	N/A	657 Added 1.01%	65,987 $0
Q2 2018 Aug 07, 2018	BUY	N/A	2,097 Added 3.32%	65,330 $0
Q1 2018 Jun 03, 2019	BUY	N/A	1,817 Added 2.96%	63,233 $3.29 Million
Q1 2018 May 09, 2018	SELL	N/A	-1,817 Reduced 2.87%	61,416 $0
Q4 2017 Jan 24, 2018	BUY	N/A	3,686 Added 6.19%	63,233 $0
Q3 2017 Oct 30, 2017	BUY	N/A	6,874 Added 13.05%	59,547 $3.12 Million
Q2 2017 Jun 03, 2019	BUY	N/A	11,566 Added 28.14%	52,673 $2.75 Million
Q1 2017 Jun 03, 2019	BUY	N/A	24,980 Added 154.9%	41,107 $2.13 Million
Q4 2016 Jun 03, 2019	BUY	N/A	8,251 Added 104.76%	16,127 $831,000
Q2 2016 Jun 03, 2019	BUY	N/A	7,876	7,876 $423,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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