IFP ADVISORS, INC – Schwab U.S. Large-Cap ETF Transaction History
IFP ADVISORS, INC portfolio value:
$39.96M
portfolio value
IFP ADVISORS, INC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.59% | 21.09K shares | 1.39M | $42.35 | 609.43K |
| Q2 2022 | share | Decrease | -100.00% | -98.76K shares | -6.48M | $44.66 | 0 |
| Q1 2022 | share | Decrease | -49.53% | -96.91K shares | -4.65M | $53.85 | 98.76K |
| Q4 2021 | share | Increase | +7.60% | 6.90K shares | 1.67M | $114.22 | 97.84K |
| Q3 2021 | share | Increase | +12.94% | 10.42K shares | 1.09M | $104.03 | 90.93K |
| Q2 2021 | share | Increase | +13.19% | 9.38K shares | 1.54M | $103.64 | 80.51K |
| Q1 2021 | share | Decrease | -1.63% | -1.17K shares | 250K | $95.42 | 71.12K |
| Q4 2020 | share | Decrease | -0.44% | -322 shares | 731K | $90.1 | 72.30K |
| Q3 2020 | share | Decrease | -16.84% | -14.70K shares | -533K | $79.55 | 72.63K |
| Q2 2020 | share | Decrease | -14.71% | -15.06K shares | 15K | $72.65 | 87.33K |
| Q1 2020 | share | Decrease | -18.25% | -22.86K shares | -3.28M | $59.81 | 102.39K |
| Q4 2019 | share | Increase | +33.07% | 31.13K shares | 3.00M | $74.57 | 125.26K |
| Q3 2019 | share | Increase | +1536.76% | 88.37K shares | 6.25M | $68.44 | 94.13K |
| Q1 2019 | share | Decrease | -88.71% | -45.18K shares | -2.62M | $64.64 | 5.75K |
| Q4 2018 | share | Decrease | -31.56% | -23.48K shares | -2.16M | $56.83 | 50.93K |
| Q3 2018 | share | Increase | +57.96% | 27.30K shares | 2.11M | $65.87 | 74.42K |
| Q2 2018 | share | Increase | +30.34% | 10.96K shares | 756K | $61.27 | 47.11K |
| Q1 2018 | share | 0.00% | 0 shares | 0 | $59.2 | 36.14K | |
| Q4 2017 | share | Increase | +21.51% | 6.39K shares | 520K | $59.61 | 36.14K |
| Q3 2017 | share | Decrease | -1.32% | -397 shares | 44K | $55.86 | 29.75K |
| Q2 2017 | share | Increase | +8.06% | 2.24K shares | 172K | $53.5 | 30.14K |
| Q1 2017 | share | Increase | +57.96% | 10.23K shares | 629K | $51.87 | 27.89K |
| Q4 2016 | share | Increase | +142.64% | 10.38K shares | 565K | $48.89 | 17.66K |
| Q3 2016 | share | Increase | +39.47% | 2.06K shares | 116K | $47.07 | 7.27K |
| Q2 2016 | share | Decrease | -9.25% | -532 shares | -129K | $45.22 | 5.21K |
| Q1 2016 | share | Increase | +10.85% | 563 shares | 137K | $44.16 | 5.75K |