Ifp Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ifp Advisors, Inc holds 570,450 shares of SCHX stock, worth $13.5 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

570,450

Previous 188,439 202.72%

Holding current value

$13.5 Million

Previous $12.8 Million 3.43%

% of portfolio

0.45%

Previous 0.49%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $8.56 Million - $26.1 Million	382,011 Added 202.72%	570,450 $13.2 Million
Q3 2024 Feb 04, 2025	BUY	$61.11 - $67.85 $526,462 - $584,527	8,615 Added 4.79%	188,439 $12.8 Million
Q2 2024 Jul 30, 2024	BUY	$58.7 - $64.78 $212,728 - $234,762	3,624 Added 2.06%	179,824 $11.6 Million
Q1 2024 Jul 30, 2024	SELL	$55.41 - $62.08 $310,628 - $348,020	-5,606 Reduced 3.08%	176,200 $10.9 Million
Q4 2023 Jan 09, 2024	SELL	$48.47 - $56.6 $1.02 Million - $1.19 Million	-21,027 Reduced 10.37%	181,806 $10.3 Million
Q3 2023 Oct 12, 2023	SELL	$50.36 - $54.21 $243,943 - $262,593	-4,844 Reduced 2.33%	202,833 $10.3 Million
Q2 2023 Aug 04, 2023	SELL	$47.67 - $52.37 $559,550 - $614,719	-11,738 Reduced 5.35%	207,677 $10.9 Million
Q1 2023 Apr 18, 2023	SELL	$44.78 - $49.41 $16.6 Million - $18.3 Million	-369,850 Reduced 62.76%	219,415 $10.6 Million
Q4 2022 Feb 07, 2023	SELL	$42.25 - $48.16 $852,224 - $971,435	-20,171 Reduced 3.31%	589,265 $38.6 Million
Q3 2022 Nov 08, 2022	BUY	$42.35 - $51.01 $893,542 - $1.08 Million	21,099 Added 3.59%	609,436 $40 Million
Q2 2022 Sep 06, 2022	BUY	$43.35 - $54.51 $25.5 Million - $32.1 Million	588,337 New	588,337 $38.6 Million
Q2 2022 Aug 12, 2022	SELL	$43.35 - $54.51 $25.5 Million - $32.1 Million	-588,337 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$49.51 - $57.27 $24.2 Million - $28 Million	489,571 Added 495.69%	588,337 $0
Q1 2022 Aug 08, 2022	BUY	$49.51 - $57.27 $45,796 - $52,974	925 Added 0.95%	98,766 $0
Q4 2021 Jan 12, 2022	BUY	$51.9 - $57.29 $358,577 - $395,816	6,909 Added 7.6%	97,841 $11.1 Million
Q3 2021 Oct 06, 2021	BUY	$51.52 - $54.94 $536,838 - $572,474	10,420 Added 12.94%	90,932 $9.47 Million
Q2 2021 Jul 13, 2021	BUY	$48.62 - $52.01 $456,201 - $488,009	9,383 Added 13.19%	80,512 $8.38 Million
Q1 2021 Apr 30, 2021	SELL	$44.9 - $48.34 $52,937 - $56,992	-1,179 Reduced 1.63%	71,129 $6.83 Million
Q4 2020 Jan 25, 2021	SELL	$39.35 - $45.48 $12,670 - $14,644	-322 Reduced 0.44%	72,308 $6.58 Million
Q3 2020 Oct 29, 2020	SELL	$37.26 - $43.03 $547,945 - $632,799	-14,706 Reduced 16.84%	72,630 $5.85 Million
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $440,563 - $583,803	-15,062 Reduced 14.71%	87,336 $6.38 Million
Q1 2020 May 12, 2020	SELL	$26.61 - $40.52 $608,411 - $926,449	-22,864 Reduced 18.25%	102,398 $6.36 Million
Q4 2019 Jan 17, 2020	BUY	$34.42 - $38.54 $1.07 Million - $1.2 Million	31,132 Added 33.07%	125,262 $9.64 Million
Q3 2019 Nov 07, 2019	BUY	$35.28 - $36.01 $3.12 Million - $3.18 Million	88,379 Added 1536.76%	94,130 $6.64 Million
Q1 2019 May 15, 2019	SELL	N/A	-45,184 Reduced 88.71%	5,751 $389,000
Q4 2018 Jan 23, 2019	SELL	N/A	-23,488 Reduced 31.56%	50,935 $0
Q3 2018 Oct 25, 2018	BUY	N/A	27,307 Added 57.96%	74,423 $0
Q2 2018 Aug 07, 2018	BUY	N/A	10,968 Added 30.34%	47,116 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-6,572 Reduced 15.38%	36,148 $2.31 Million
Q1 2018 May 09, 2018	BUY	N/A	6,572 Added 18.18%	42,720 $0
Q4 2017 Jan 24, 2018	BUY	N/A	6,398 Added 21.51%	36,148 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-397 Reduced 1.32%	29,750 $1.79 Million
Q2 2017 Jun 03, 2019	BUY	N/A	2,248 Added 8.06%	30,147 $1.74 Million
Q1 2017 Jun 03, 2019	BUY	N/A	10,237 Added 57.96%	27,899 $1.57 Million
Q4 2016 Jun 03, 2019	BUY	N/A	12,443 Added 238.42%	17,662 $941,000
Q2 2016 Jun 03, 2019	SELL	N/A	-532 Reduced 9.25%	5,219 $260,000
Q1 2016 Jun 03, 2019	BUY	N/A	5,751	5,751 $389,000

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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