Ifp Advisors, Inc Schwab Intermediate Term Us Tr Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 40,478 shares of SCHR stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

40,478

Previous 26,429 53.16%

Holding current value

$1.02 Million

Previous $661,000 53.86%

% of portfolio

0.03%

Previous 0.02%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$24.69 - $25.26 $346,869 - $354,877	14,049 Added 53.16%	40,478 $1.02 Million
Q2 2025 Jul 24, 2025	BUY	$24.54 - $25.07 $362,897 - $370,735	14,788 Added 127.03%	26,429 $661,000
Q1 2025 May 05, 2025	BUY	$24.05 - $24.86 $98,677 - $102,000	4,103 Added 54.43%	11,641 $289,000
Q4 2024 Feb 04, 2025	SELL	$24.19 - $50.58 $23,198 - $48,506	-959 Reduced 11.29%	7,538 $183,000
Q3 2024 Feb 04, 2025	BUY	$48.4 - $50.91 $329,023 - $346,086	6,798 Added 400.12%	8,497 $429,000

Q2 2024 Jul 30, 2024	BUY	$47.85 - $49.0 $77,325 - $79,184	1,616 Added 1946.99%	1,699 $82,000
Q1 2024 Jul 30, 2024	SELL	$48.64 - $49.88 $6,858 - $7,033	-141 Reduced 62.95%	83 $4,000
Q4 2023 Jan 09, 2024	BUY	$47.09 - $49.87 $6,639 - $7,031	141 Added 169.88%	224 $11,000
Q3 2023 Oct 12, 2023	SELL	$47.78 - $49.59 $6,784 - $7,041	-142 Reduced 63.11%	83 $3,000
Q2 2023 Aug 04, 2023	BUY	$49.25 - $50.96 $4,826 - $4,994	98 Added 77.17%	225 $11,000
Q1 2023 Apr 18, 2023	SELL	$48.55 - $50.78 $50,394 - $52,709	-1,038 Reduced 89.1%	127 $6,000
Q4 2022 Feb 07, 2023	BUY	$48.12 - $50.24 $4,956 - $5,174	103 Added 9.7%	1,165 $68,000
Q3 2022 Nov 08, 2022	SELL	$48.68 - $52.54 $535 - $577	-11 Reduced 1.03%	1,062 $63,000
Q2 2022 Sep 06, 2022	BUY	$50.08 - $52.78 $53,735 - $56,632	1,073 New	1,073 $64,000
Q2 2022 Aug 12, 2022	SELL	$50.08 - $52.78 $53,735 - $56,632	-1,073 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$52.72 - $55.84 $49,082 - $51,987	931 Added 655.63%	1,073 $0
Q1 2022 Aug 08, 2022	BUY	$52.72 - $55.84 $3,532 - $3,741	67 Added 89.33%	142 $0
Q4 2021 Jan 12, 2022	SELL	$55.82 - $56.81 $51,354 - $52,265	-920 Reduced 92.46%	75 $4,000
Q3 2021 Oct 06, 2021	BUY	$56.59 - $57.62 $1,584 - $1,613	28 Added 2.9%	995 $56,000
Q1 2021 Apr 30, 2021	SELL	$56.41 - $58.25 $8,856 - $9,145	-157 Reduced 13.97%	967 $55,000
Q4 2020 Jan 25, 2021	SELL	$57.98 - $58.64 $241,486 - $244,235	-4,165 Reduced 78.75%	1,124 $65,000
Q3 2020 Oct 29, 2020	BUY	$58.56 - $58.96 $253,096 - $254,825	4,322 Added 446.95%	5,289 $310,000
Q2 2020 Aug 05, 2020	SELL	$58.18 - $58.86 $5.22 Million - $5.29 Million	-89,791 Reduced 98.93%	967 $57,000
Q1 2020 May 12, 2020	BUY	$55.04 - $58.78 $5 Million - $5.33 Million	90,758 New	90,758 $5.3 Million
Q4 2019 Jan 17, 2020	SELL	$54.79 - $56.05 $23,011 - $23,541	-420 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$54.92 - $55.68 $23,066 - $23,385	420 New	420 $23,000
Q1 2019 May 15, 2019	SELL	N/A	-9,727 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-328 Reduced 3.26%	9,727 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,332 Added 15.27%	10,055 $0
Q2 2018 Aug 07, 2018	BUY	N/A	319 Added 3.8%	8,723 $0
Q4 2017 Jan 24, 2018	BUY	N/A	7,180 Added 586.6%	8,404 $0
Q3 2017 Oct 30, 2017	BUY	N/A	1 Added 0.08%	1,224 $66,000
Q2 2017 Jun 03, 2019	BUY	N/A	85 Added 7.47%	1,223 $66,000
Q1 2017 Jun 03, 2019	BUY	N/A	697 Added 158.05%	1,138 $61,000
Q4 2016 Jun 03, 2019	BUY	N/A	151 Added 52.07%	441 $24,000
Q2 2016 Jun 03, 2019	BUY	N/A	290	290 $16,000

Others Institutions Holding SCHR

# of Institutions

517

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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