IFP ADVISORS, INC – Schwab U.S. Dividend Equity ETF Transaction History
IFP ADVISORS, INC portfolio value:
$16.81M
portfolio value
IFP ADVISORS, INC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32473.02% | 335.77K shares | -35.18M | $66.43 | 336.80K |
| Q2 2022 | share | Decrease | -99.54% | -224.15K shares | -11.23M | $71.63 | 1.03K |
| Q1 2022 | share | Decrease | -4.29% | -10.09K shares | -7.75M | $78.89 | 225.19K |
| Q4 2021 | share | Increase | +4.08% | 9.22K shares | 2.22M | $80.71 | 235.28K |
| Q3 2021 | share | Increase | +16.88% | 32.64K shares | 2.19M | $74.24 | 226.05K |
| Q2 2021 | share | Increase | +57.65% | 70.72K shares | 5.66M | $75.03 | 193.41K |
| Q1 2021 | share | Increase | +98.98% | 61.02K shares | 4.99M | $71.83 | 122.68K |
| Q4 2020 | share | Increase | +14.48% | 7.79K shares | 975K | $62.74 | 61.66K |
| Q3 2020 | share | Decrease | -7.67% | -4.47K shares | 2K | $53.59 | 53.86K |
| Q2 2020 | share | Decrease | -12.32% | -8.19K shares | -41K | $49.64 | 58.33K |
| Q1 2020 | share | Decrease | -1.41% | -954 shares | -902K | $42.78 | 66.53K |
| Q4 2019 | share | Decrease | -11.01% | -8.35K shares | -216K | $54.52 | 67.48K |
| Q3 2019 | share | Increase | +4021.68% | 73.99K shares | 4.04M | $51.15 | 75.83K |
| Q1 2019 | share | Decrease | -97.66% | -76.67K shares | -3.56M | $48 | 1.84K |
| Q4 2018 | share | Increase | +6.41% | 4.72K shares | -254K | $42.83 | 78.51K |
| Q3 2018 | share | Increase | +7.69% | 5.26K shares | 534K | $47.94 | 73.78K |
| Q2 2018 | share | Increase | +22.71% | 12.68K shares | 520K | $44.27 | 68.51K |
| Q1 2018 | share | 0.00% | 0 shares | 0 | $43.68 | 55.83K | |
| Q4 2017 | share | Increase | +0.76% | 422 shares | 263K | $45.35 | 55.83K |
| Q3 2017 | share | Increase | +10.38% | 5.21K shares | 330K | $41.2 | 55.41K |
| Q2 2017 | share | Decrease | -0.82% | -413 shares | 8K | $39.41 | 50.20K |
| Q1 2017 | share | Increase | +15.49% | 6.78K shares | 346K | $38.68 | 50.61K |
| Q4 2016 | share | Decrease | -16.44% | -8.62K shares | -309K | $37.53 | 43.82K |
| Q3 2016 | share | Decrease | -1.17% | -622 shares | 20K | $36.12 | 52.45K |
| Q2 2016 | share | Increase | +2784.51% | 51.23K shares | 2.10M | $35.17 | 53.07K |
| Q1 2016 | share | Decrease | -95.87% | -42.69K shares | -1.62M | $33.76 | 1.84K |