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

Ifs Advisors, LLC

$127 Million
Q4 2024

A detailed history of Ifs Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ifs Advisors, LLC holds 1,306 shares of SCHX stock, worth $30,965. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,306

Holding current value

$30,965

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$22.4 - $68.28 $29,254 - $89,173	1,306 New	1,306 $30,000

Others Institutions Holding SCHX

# of Institutions

1,355

Shares Held

389M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$662 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$607 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$488 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$330 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$293 Million
1.12% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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