Ifs Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Ifs Advisors, LLC

$127 Million
Q4 2024

A detailed history of Ifs Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Ifs Advisors, LLC holds 300 shares of SCHQ stock, worth $9,726. This represents 0.01% of its overall portfolio holdings.

Number of Shares

300

Holding current value

$9,726

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$31.33 - $35.13 $9,399 - $10,539	300 New	300 $9,000

Others Institutions Holding SCHQ

# of Institutions

107

Shares Held

11.7M

Call Options Held

Put Options Held

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$91.8 Million
12.56% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$39.7 Million
0.16% of portfolio
Envestnet Asset Management Inc

831K
Shares

$26.9 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

414K
Shares

$13.4 Million
2.36% of portfolio
Wealth Enhancement Advisory Services, LLC

411K
Shares

$13.3 Million
0.03% of portfolio

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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