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

Ifp Advisors, Inc

$2.42 Billion
Q2 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 179,824 shares of SCHX stock, worth $4.14 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

179,824

Previous 176,200 2.06%

Holding current value

$4.14 Million

Previous $10.9 Million 5.66%

% of portfolio

0.48%

Previous 0.5%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,352

Shares Held

353M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account