IFP ADVISORS, INC – Schwab U.S. Mid-Cap ETF Transaction History
IFP ADVISORS, INC portfolio value:
$12.37M
portfolio value
IFP ADVISORS, INC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +103678.50% | 221.87K shares | -622K | $60.53 | 222.08K |
| Q2 2022 | share | Decrease | -99.88% | -183.58K shares | -10.27M | $62.73 | 214 |
| Q1 2022 | share | Increase | +5.72% | 9.94K shares | -3.77M | $75.86 | 183.80K |
| Q4 2021 | share | Increase | +3.23% | 5.44K shares | 1.02M | $80.5 | 173.85K |
| Q3 2021 | share | Increase | +4.91% | 7.88K shares | 473K | $76.66 | 168.40K |
| Q2 2021 | share | Increase | +4.40% | 6.76K shares | 1.15M | $77.99 | 160.52K |
| Q1 2021 | share | Decrease | -5.20% | -8.42K shares | 393K | $73.97 | 153.75K |
| Q4 2020 | share | Increase | +0.42% | 677 shares | 2.08M | $67.69 | 162.18K |
| Q3 2020 | share | Increase | +0.05% | 85 shares | 539K | $54.81 | 161.50K |
| Q2 2020 | share | Decrease | -19.06% | -38.02K shares | -235K | $51.79 | 161.41K |
| Q1 2020 | share | Increase | +0.92% | 1.82K shares | -3.25M | $41.36 | 199.44K |
| Q4 2019 | share | Increase | +10.55% | 18.85K shares | 1.81M | $58.73 | 197.61K |
| Q3 2019 | share | Increase | +6040.98% | 175.85K shares | 9.89M | $54.92 | 178.76K |
| Q1 2019 | share | Decrease | -96.75% | -86.52K shares | -4.08M | $53.4 | 2.91K |
| Q4 2018 | share | Decrease | -12.45% | -12.71K shares | -1.66M | $46.07 | 89.43K |
| Q3 2018 | share | Increase | +25.03% | 20.45K shares | 1.42M | $55.32 | 102.15K |
| Q2 2018 | share | Increase | +45.62% | 25.59K shares | 1.49M | $52.33 | 81.70K |
| Q1 2018 | share | 0.00% | 0 shares | 0 | $50.29 | 56.10K | |
| Q4 2017 | share | Increase | +14.04% | 6.90K shares | 524K | $50.51 | 56.10K |
| Q3 2017 | share | Increase | +1.83% | 884 shares | 138K | $47.29 | 49.19K |
| Q2 2017 | share | Increase | +11.92% | 5.14K shares | 284K | $45.33 | 48.31K |
| Q1 2017 | share | Increase | +17.13% | 6.31K shares | 379K | $44.4 | 43.16K |
| Q4 2016 | share | Increase | +25.90% | 7.58K shares | 390K | $42.23 | 36.85K |
| Q3 2016 | share | Increase | +1.49% | 430 shares | 62K | $40.48 | 29.27K |
| Q2 2016 | share | Increase | +890.76% | 25.93K shares | 1.05M | $38.95 | 28.84K |
| Q1 2016 | share | Decrease | -88.49% | -22.38K shares | -852K | $37.55 | 2.91K |