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IFP Advisors, Inc: SCHW position timeline

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

IFP Advisors, Inc held 62,623 SCHW 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 62,623 shares
    Change vs previous 13F -1,191 shares

    0.1% of the 13F portfolio, value $5,778,224.

    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 63,814 shares
    Change vs previous 13F +13,329 shares

    0.12% of the 13F portfolio, value $5,997,240.

    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 50,485 shares
    Change vs previous 13F +29,785 shares

    0.11% of the 13F portfolio, value $5,043,956.

    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 20,700 shares
    Change vs previous 13F +602 shares

    0.05% of the 13F portfolio, value $1,976,229.

    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 20,098 shares
    Change vs previous 13F -2,343 shares

    0.05% of the 13F portfolio, value $1,833,837.

    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 22,441 shares
    Change vs previous 13F +478 shares

    0.05% of the 13F portfolio, value $1,756,669.

    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 21,963 shares
    Change vs previous 13F +78 shares

    0.05% of the 13F portfolio, value $1,625,553.

    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 21,885 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,418,415.

    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).