Advisor Net Financial, Inc Schwab Strategic Tr Us Broad M Transaction History

Advisor Net Financial, Inc

$1.13 Billion
Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Advisor Net Financial, Inc holds 32,439 shares of SCHB stock, worth $765,560. This represents 0.07% of its overall portfolio holdings.

Number of Shares

32,439

Previous 10,792 200.58%

Holding current value

$765,560

Previous $717,000 2.65%

% of portfolio

0.07%

Previous 0.06%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $476,450 - $1.45 Million	21,647 Added 200.58%	32,439 $736,000
Q3 2024 Oct 15, 2024	BUY	$59.93 - $66.52 $479 - $532	8 Added 0.07%	10,792 $717,000
Q1 2024 Apr 12, 2024	SELL	$54.61 - $61.05 $1.13 Million - $1.26 Million	-20,628 Reduced 65.67%	10,784 $658,000
Q4 2023 Jan 19, 2024	SELL	$47.61 - $55.91 $42,753 - $50,207	-898 Reduced 2.78%	31,412 $1.75 Million
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $4,810 - $5,196	97 Added 0.3%	32,310 $1.61 Million
Q2 2023 Jul 14, 2023	SELL	$47.08 - $51.7 $15,630 - $17,164	-332 Reduced 1.02%	32,213 $1.67 Million
Q1 2023 Apr 28, 2023	SELL	$44.47 - $49.23 $55,454 - $61,389	-1,247 Reduced 3.69%	32,545 $1.56 Million
Q4 2022 Jan 13, 2023	SELL	$41.94 - $47.81 $77,882 - $88,783	-1,857 Reduced 5.21%	33,792 $0
Q3 2022 Oct 04, 2022	BUY	$41.99 - $50.63 $10,161 - $12,252	242 Added 0.68%	35,649 $1.5 Million
Q2 2022 Jul 07, 2022	SELL	$42.93 - $53.98 $2.24 Million - $2.82 Million	-52,266 Reduced 59.61%	35,407 $1.57 Million
Q1 2022 Apr 14, 2022	SELL	$49.15 - $56.85 $672,470 - $777,821	-13,682 Reduced 13.5%	87,673 $4.68 Million
Q4 2021 Jan 19, 2022	SELL	$51.87 - $56.86 $884,124 - $969,178	-17,045 Reduced 14.4%	101,355 $11.5 Million
Q3 2021 Oct 15, 2021	SELL	$51.32 - $54.83 $627,848 - $670,790	-12,234 Reduced 9.37%	118,400 $12.3 Million
Q2 2021 Jul 06, 2021	SELL	$48.92 - $52.14 $250,763 - $267,269	-5,126 Reduced 3.78%	130,634 $13.6 Million
Q1 2021 Apr 14, 2021	SELL	$44.89 - $48.81 $137,273 - $149,260	-3,058 Reduced 2.2%	135,760 $13.1 Million
Q4 2020 Feb 04, 2021	SELL	$39.03 - $45.5 $197,804 - $230,594	-5,068 Reduced 3.52%	138,818 $12.6 Million
Q3 2020 Nov 06, 2020	BUY	$36.93 - $42.52 $19,794 - $22,790	536 Added 0.37%	143,886 $11.5 Million
Q2 2020 Aug 26, 2020	BUY	$28.84 - $38.49 $411,344 - $548,982	14,263 Added 11.05%	143,350 $10.5 Million
Q1 2020 May 14, 2020	BUY	$26.18 - $40.44 $983,792 - $1.52 Million	37,578 Added 41.06%	129,087 $7.8 Million
Q4 2019 Feb 12, 2020	BUY	$34.47 - $38.58 $327,154 - $366,162	9,491 Added 11.57%	91,509 $7.04 Million
Q3 2019 Oct 23, 2019	BUY	$35.32 - $36.13 $163,284 - $167,028	4,623 Added 5.97%	82,018 $5.83 Million
Q2 2019 Jul 15, 2019	BUY	N/A	2,121 Added 2.82%	77,395 $5.46 Million
Q1 2019 May 14, 2019	SELL	N/A	-3,425 Reduced 4.35%	75,274 $5.12 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-1,033 Reduced 1.3%	78,699 $4.72 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-2,983 Reduced 3.61%	79,732 $5.61 Million
Q2 2018 Jul 27, 2018	BUY	N/A	18,587 Added 28.98%	82,715 $5.46 Million
Q1 2018 May 08, 2018	BUY	N/A	29,198 Added 83.59%	64,128 $4.09 Million
Q4 2017 Feb 27, 2018	BUY	N/A	34,930	34,930 $2.25 Million

Others Institutions Holding SCHB

# of Institutions

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Advisor Net Financial, Inc Schwab Strategic Tr Us Broad M Transaction History