Ifs Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Ifs Advisors, LLC

$127 Million
Q4 2024

A detailed history of Ifs Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ifs Advisors, LLC holds 251,924 shares of SCHA stock, worth $6.73 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares

251,924

Previous 128,785 95.62%

Holding current value

$6.73 Million

Previous $6.63 Million 1.78%

% of portfolio

5.12%

Previous 5.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.33 - $51.16 $3.12 Million - $6.3 Million	123,139 Added 95.62%	251,924 $6.51 Million
Q3 2024 Oct 15, 2024	BUY	$46.9 - $51.96 $41,365 - $45,828	882 Added 0.69%	128,785 $6.63 Million
Q2 2024 Jul 29, 2024	BUY	$45.24 - $49.04 $171,097 - $185,469	3,782 Added 3.05%	127,903 $6.07 Million
Q1 2024 Apr 04, 2024	SELL	$44.84 - $49.24 $42,149 - $46,285	-940 Reduced 0.75%	124,121 $6.11 Million
Q4 2023 Jan 04, 2024	BUY	$38.13 - $48.02 $3.29 Million - $4.14 Million	86,307 Added 222.7%	125,061 $5.91 Million
Q3 2023 Nov 01, 2023	BUY	$40.85 - $46.1 $1.58 Million - $1.79 Million	38,754 New	38,754 $1.61 Million
Q1 2022 May 10, 2022	SELL	$44.42 - $51.73 $2.38 Million - $2.77 Million	-53,560 Closed	0 $0
Q4 2021 Feb 16, 2022	SELL	$48.64 - $55.07 $488,783 - $553,398	-10,049 Reduced 15.8%	53,560 $5.48 Million
Q3 2021 Nov 09, 2021	BUY	$48.3 - $52.49 $260,868 - $283,498	5,401 Added 9.28%	63,609 $6.37 Million
Q2 2021 Jul 29, 2021	BUY	$48.39 - $52.91 $186,833 - $204,285	3,861 Added 7.1%	58,208 $6.06 Million
Q1 2021 Apr 28, 2021	BUY	$43.89 - $52.63 $2.39 Million - $2.86 Million	54,347 New	54,347 $5.42 Million

Others Institutions Holding SCHA

# of Institutions

1,168

Shares Held

190M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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