Ifp Advisors, Inc Schwab Strategic Tr Us Broad M Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ifp Advisors, Inc holds 480,549 shares of SCHB stock, worth $11.4 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

480,549

Previous 150,229 219.88%

Holding current value

$11.4 Million

Previous $9.99 Million 9.16%

% of portfolio

0.38%

Previous 0.38%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $7.27 Million - $22.1 Million	330,320 Added 219.88%	480,549 $10.9 Million
Q3 2024 Feb 04, 2025	SELL	$59.93 - $66.52 $40,033 - $44,435	-668 Reduced 0.44%	150,229 $9.99 Million
Q2 2024 Jul 30, 2024	BUY	$57.57 - $63.3 $476,449 - $523,870	8,276 Added 5.8%	150,897 $9.49 Million
Q1 2024 Jul 30, 2024	SELL	$54.61 - $61.05 $31,346 - $35,042	-574 Reduced 0.4%	142,621 $8.71 Million
Q4 2023 Jan 09, 2024	SELL	$47.61 - $55.91 $285,898 - $335,739	-6,005 Reduced 4.02%	143,195 $7.97 Million
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $79,145 - $85,497	1,596 Added 1.08%	149,200 $7.44 Million
Q2 2023 Aug 04, 2023	SELL	$47.08 - $51.7 $457,146 - $502,007	-9,710 Reduced 6.17%	147,604 $7.63 Million
Q1 2023 Apr 18, 2023	SELL	$44.47 - $49.23 $413,482 - $457,740	-9,298 Reduced 5.58%	157,314 $7.53 Million
Q4 2022 Feb 07, 2023	SELL	$41.94 - $47.81 $65,719 - $74,918	-1,567 Reduced 0.93%	166,612 $11.1 Million
Q3 2022 Nov 08, 2022	BUY	$41.99 - $50.63 $242,870 - $292,843	5,784 Added 3.56%	168,179 $11.2 Million
Q2 2022 Sep 06, 2022	BUY	$42.93 - $53.98 $6.88 Million - $8.65 Million	160,188 Added 7258.18%	162,395 $10.8 Million
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $6.88 Million - $8.65 Million	-160,188 Reduced 98.64%	2,207 $147,000
Q1 2022 Sep 06, 2022	BUY	$49.15 - $56.85 $4 Million - $4.62 Million	81,288 Added 100.22%	162,395 $0
Q1 2022 Aug 08, 2022	BUY	$49.15 - $56.85 $162,588 - $188,059	3,308 Added 4.25%	81,107 $0
Q4 2021 Jan 12, 2022	BUY	$51.87 - $56.86 $125,110 - $137,146	2,412 Added 3.2%	77,799 $8.8 Million
Q3 2021 Oct 06, 2021	BUY	$51.32 - $54.83 $27,610 - $29,498	538 Added 0.72%	75,387 $7.83 Million
Q2 2021 Jul 13, 2021	BUY	$48.92 - $52.14 $304,527 - $324,571	6,225 Added 9.07%	74,849 $7.8 Million
Q1 2021 Apr 30, 2021	SELL	$44.89 - $48.81 $1.18 Million - $1.28 Million	-26,326 Reduced 27.73%	68,624 $6.63 Million
Q4 2020 Jan 25, 2021	SELL	$39.03 - $45.5 $85,358 - $99,508	-2,187 Reduced 2.25%	94,950 $8.63 Million
Q3 2020 Oct 29, 2020	SELL	$36.93 - $42.52 $225,753 - $259,924	-6,113 Reduced 5.92%	97,137 $7.74 Million
Q2 2020 Aug 05, 2020	SELL	$28.84 - $38.49 $436,897 - $583,085	-15,149 Reduced 12.79%	103,250 $7.48 Million
Q1 2020 May 12, 2020	SELL	$26.18 - $40.44 $49,715 - $76,795	-1,899 Reduced 1.58%	118,399 $7.27 Million
Q4 2019 Jan 17, 2020	SELL	$34.47 - $38.58 $420,499 - $470,637	-12,199 Reduced 9.21%	120,298 $9.28 Million
Q3 2019 Nov 07, 2019	BUY	$35.32 - $36.13 $4.68 Million - $4.79 Million	132,495 Added 6624750.0%	132,497 $9.36 Million
Q1 2019 May 15, 2019	SELL	N/A	-137,390 Reduced 100.0%	2 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-82,671 Reduced 37.57%	137,392 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-6,327 Reduced 2.79%	220,063 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-48,060 Reduced 17.51%	226,390 $0
Q1 2018 Jun 03, 2019	BUY	N/A	29,728 Added 12.15%	274,450 $17.7 Million
Q1 2018 May 09, 2018	SELL	N/A	-29,728 Reduced 10.83%	244,722 $0
Q4 2017 Jan 24, 2018	BUY	N/A	13,003 Added 4.97%	274,450 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-8,479 Reduced 3.14%	261,447 $15.9 Million
Q2 2017 Jun 03, 2019	BUY	N/A	31,141 Added 13.04%	269,926 $15.8 Million
Q1 2017 Jun 03, 2019	BUY	N/A	35,135 Added 17.25%	238,785 $13.6 Million
Q4 2016 Jun 03, 2019	BUY	N/A	6,763 Added 3.43%	203,650 $11 Million
Q2 2016 Jun 03, 2019	BUY	N/A	196,885 Added 9844250.0%	196,887 $9.9 Million
Q1 2016 Jun 03, 2019	BUY	N/A	2	2 $0

Others Institutions Holding SCHB

# of Institutions

1,255

Shares Held

431M

Call Options Held

298K

Put Options Held

31.3K

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About SCHWAB STRATEGIC TR US BROAD M

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