Ifs Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Ifs Advisors, LLC

$127 Million
Q4 2024

A detailed history of Ifs Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ifs Advisors, LLC holds 1,078 shares of SCHD stock, worth $30,766. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,078

Previous 379 184.43%

Holding current value

$30,766

Previous $32,000 9.38%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $18,824 - $59,380	699 Added 184.43%	1,078 $29,000
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $2,233 - $2,466	29 Added 8.29%	379 $32,000
Q2 2024 Jul 29, 2024	BUY	$75.81 - $80.15 $227 - $240	3 Added 0.86%	350 $27,000
Q1 2024 Apr 04, 2024	SELL	$75.25 - $80.63 $752 - $806	-10 Reduced 2.8%	347 $27,000
Q4 2023 Jan 04, 2024	BUY	$66.9 - $76.32 $1,070 - $1,221	16 Added 4.69%	357 $27,000
Q3 2023 Nov 01, 2023	BUY	$70.63 - $75.66 $24,084 - $25,800	341 New	341 $24,000
Q2 2023 Aug 02, 2023	BUY	$69.18 - $73.94 $0 - $0	0 New	0 $0
Q2 2022 Jul 27, 2022	SELL	$70.31 - $80.24 $12.6 Million - $14.3 Million	-178,597 Reduced 99.08%	1,658 $118,000
Q1 2022 May 10, 2022	BUY	$75.14 - $81.94 $13.5 Million - $14.8 Million	180,230 Added 720920.0%	180,255 $14.2 Million
Q4 2021 Feb 16, 2022	BUY	$74.93 - $80.86 $1,873 - $2,021	25 New	25 $2,000
Q1 2021 Apr 28, 2021	SELL	$63.23 - $73.67 $1,580 - $1,841	-25 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$54.8 - $65.16 $1,370 - $1,629	25 New	25 $1,000

Others Institutions Holding SCHD

# of Institutions

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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