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IFP Advisors, Inc: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on SCHA, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 194,779 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,779 shares
    Change vs previous 13F +5,483 shares

    0.13% of the 13F portfolio, value $7,037,365.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 189,296 shares
    Change vs previous 13F -4,718 shares

    0.11% of the 13F portfolio, value $5,504,728.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 194,014 shares
    Change vs previous 13F -241 shares

    0.12% of the 13F portfolio, value $5,525,519.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 194,255 shares
    Change vs previous 13F +6,454 shares

    0.14% of the 13F portfolio, value $5,419,714.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 187,801 shares
    Change vs previous 13F +6,090 shares

    0.14% of the 13F portfolio, value $4,751,324.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 181,711 shares
    Change vs previous 13F +3,567 shares

    0.13% of the 13F portfolio, value $4,257,425.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 178,144 shares
    Change vs previous 13F +89,175 shares

    0.15% of the 13F portfolio, value $4,606,825.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 88,969 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,581,914.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).