SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

IFP Advisors, Inc's Holding History (CIK: 0001641866)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 781,983 Value ($000) $21,450 Avg Close Range
Q3 2025
Shares 775,797 Value ($000) $21,179 Avg Close Range
Q2 2025
Shares 812,290 Value ($000) $21,526 Avg Close Range
Q1 2025
Shares 783,749 Value ($000) $21,914 Avg Close Range
Q4 2024
Shares 752,814 Value ($000) $20,567 Avg Close Range
Q3 2024
Shares 228,692 Value ($000) $19,332 Avg Close Range
Q2 2024
Shares 187,960 Value ($000) $14,616 Avg Close Range
Q1 2024
Shares 166,974 Value ($000) $13,463 Avg Close Range
Q4 2023
Shares 115,138 Value ($000) $8,765 Avg Close Range
Q3 2023
Shares 142,555 Value ($000) $10,088 Avg Close Range
Q2 2023
Shares 155,335 Value ($000) $7,739 Avg Close Range
Q1 2023
Shares 220,600 Value ($000) $10,990 Avg Close Range
Q4 2022
Shares 355,370 Value ($000) $18 Avg Close Range
Q3 2022
Shares 336,805 Value ($000) $16,816 Avg Close Range
Q2 2022
Shares 1,034 Value ($000) $52 Avg Close Range
Q1 2022
Shares 225,193 Value ($000) $11,285 Avg Close Range
Q4 2021
Shares 235,285 Value ($000) $19,040 Avg Close Range
Q3 2021
Shares 226,056 Value ($000) $16,814 Avg Close Range
Q2 2021
Shares 193,413 Value ($000) $14,615 Avg Close Range
Q1 2021
Shares 122,688 Value ($000) $8,949 Avg Close Range
Q4 2020
Shares 61,660 Value ($000) $3,958 Avg Close Range
Q3 2020
Shares 53,863 Value ($000) $2,983 Avg Close Range
Q2 2020
Shares 58,335 Value ($000) $2,981 Avg Close Range
Q1 2020
Shares 66,533 Value ($000) $3,022 Avg Close Range
Q4 2019
Shares 67,487 Value ($000) $3,924 Avg Close Range
Q3 2019
Shares 75,839 Value ($000) $4,140 Avg Close Range
Q1 2019
Shares 1,840 Value ($000) $97 Avg Close Range
Q4 2018
Shares 78,516 Value ($000) $3,657 Avg Close Range
Q3 2018
Shares 73,788 Value ($000) $3,911 Avg Close Range
Q2 2018
Shares 68,519 Value ($000) $3,377 Avg Close Range
Q1 2018
Shares 55,839 Value ($000) $2,857 Avg Close Range
Q4 2017
Shares 55,839 Value ($000) $2,857 Avg Close Range
Q3 2017
Shares 55,417 Value ($000) $2,594 Avg Close Range
Q2 2017
Shares 50,204 Value ($000) $2,264 Avg Close Range
Q1 2017
Shares 50,617 Value ($000) $2,256 Avg Close Range
Q4 2016
Shares 43,828 Value ($000) $1,910 Avg Close Range
Q3 2016
Shares 52,453 Value ($000) $2,219 Avg Close Range
Q2 2016
Shares 53,075 Value ($000) $2,199 Avg Close Range
Q1 2016
Shares 1,840 Value ($000) $97 Avg Close Range
Q4 2015
Shares 44,532 Value ($000) $1,717 Avg Close Range