Advisor Net Financial, Inc Schwab Strategic Tr Us Small C Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q1 2025

A detailed history of Advisor Net Financial, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Advisor Net Financial, Inc holds 47,333 shares of SCHA stock, worth $1.15 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

47,333

Previous 83,479 43.3%

Holding current value

$1.15 Million

Previous $2.16 Million 48.52%

% of portfolio

0.09%

Previous 0.19%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$23.16 - $27.04 $837,141 - $977,387	-36,146 Reduced 43.3%	47,333 $1.11 Million
Q4 2024 Jan 13, 2025	BUY	$25.33 - $51.16 $1.03 Million - $2.08 Million	40,679 Added 95.04%	83,479 $2.16 Million
Q3 2024 Oct 15, 2024	SELL	$46.9 - $51.96 $168,230 - $186,380	-3,587 Reduced 7.73%	42,800 $2.2 Million
Q2 2024 Jul 16, 2024	SELL	$45.24 - $49.04 $67,452 - $73,118	-1,491 Reduced 3.11%	46,387 $2.2 Million
Q1 2024 Apr 12, 2024	BUY	$44.84 - $49.24 $13,272 - $14,575	296 Added 0.62%	47,878 $2.36 Million
Q4 2023 Jan 19, 2024	BUY	$38.13 - $48.02 $129,870 - $163,556	3,406 Added 7.71%	47,582 $2.25 Million
Q3 2023 Oct 12, 2023	SELL	$40.85 - $46.1 $5.69 Million - $6.43 Million	-139,374 Reduced 75.93%	44,176 $1.83 Million
Q2 2023 Jul 14, 2023	BUY	$39.91 - $43.82 $688,367 - $755,807	17,248 Added 10.37%	183,550 $8.04 Million
Q1 2023 Apr 28, 2023	BUY	$39.82 - $46.36 $238,800 - $278,020	5,997 Added 3.74%	166,302 $6.97 Million
Q4 2022 Jan 13, 2023	BUY	$38.25 - $43.54 $420,367 - $478,504	10,990 Added 7.36%	160,305 $0
Q3 2022 Oct 04, 2022	BUY	$37.65 - $45.9 $702,812 - $856,815	18,667 Added 14.29%	149,315 $5.64 Million
Q2 2022 Jul 07, 2022	SELL	$37.88 - $48.01 $2.76 Million - $3.49 Million	-72,746 Reduced 35.77%	130,648 $5.09 Million
Q1 2022 Apr 14, 2022	BUY	$44.42 - $51.73 $3.64 Million - $4.24 Million	82,002 Added 67.55%	203,394 $9.63 Million
Q4 2021 Jan 19, 2022	BUY	$48.64 - $55.07 $499,046 - $565,018	10,260 Added 9.23%	121,392 $12.4 Million
Q3 2021 Oct 15, 2021	BUY	$48.3 - $52.49 $107,226 - $116,527	2,220 Added 2.04%	111,132 $11.1 Million
Q2 2021 Jul 06, 2021	BUY	$48.39 - $52.91 $124,894 - $136,560	2,581 Added 2.43%	108,912 $11.3 Million
Q1 2021 Apr 14, 2021	BUY	$43.89 - $52.63 $959,742 - $1.15 Million	21,867 Added 25.89%	106,331 $10.6 Million
Q4 2020 Feb 04, 2021	BUY	$34.66 - $45.17 $169,833 - $221,333	4,900 Added 6.16%	84,464 $7.52 Million
Q3 2020 Nov 06, 2020	BUY	$32.09 - $36.38 $53,205 - $60,318	1,658 Added 2.13%	79,564 $5.44 Million
Q2 2020 Aug 26, 2020	BUY	$23.59 - $35.22 $192,659 - $287,641	8,167 Added 11.71%	77,906 $5.09 Million
Q1 2020 May 14, 2020	BUY	$22.29 - $38.7 $16,071 - $27,902	721 Added 1.04%	69,739 $3.59 Million
Q4 2019 Feb 12, 2020	SELL	$33.63 - $38.03 $83,066 - $93,934	-2,470 Reduced 3.46%	69,018 $5.22 Million
Q3 2019 Oct 23, 2019	SELL	$34.78 - $36.12 $257,963 - $267,902	-7,417 Reduced 9.4%	71,488 $4.99 Million
Q2 2019 Jul 15, 2019	BUY	N/A	9,415 Added 13.55%	78,905 $5.64 Million
Q1 2019 May 14, 2019	SELL	N/A	-3,239 Reduced 4.45%	69,490 $4.86 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-12,417 Reduced 14.58%	72,729 $4.41 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-8,728 Reduced 9.3%	85,146 $6.49 Million
Q2 2018 Jul 27, 2018	SELL	N/A	-1,495 Reduced 1.57%	93,874 $6.91 Million
Q1 2018 May 08, 2018	BUY	N/A	2,769 Added 2.99%	95,369 $6.59 Million
Q4 2017 Feb 27, 2018	BUY	N/A	92,600	92,600 $6.46 Million

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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Advisor Net Financial, Inc Schwab Strategic Tr Us Small C Transaction History