Advisor Net Financial, Inc Schwab Strategic Tr Us Dividen Transaction History

Advisor Net Financial, Inc

  • $1.66 Billion
  • Q3 2025

A detailed history of Advisor Net Financial, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisor Net Financial, Inc holds 954,662 shares of SCHD stock, worth $25.6 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
954,662
Previous 987,028 3.28%
Holding current value
$25.6 Million
Previous $26.2 Million 0.36%
% of portfolio
1.57%
Previous 1.79%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$26.38 - $27.95 $853,815 - $904,629
-32,366 Reduced 3.28%
954,662 $26.1 Million
Q2 2025

Jul 14, 2025
BUY
$24.32 - $27.87 $2.42 Million - $2.77 Million
99,416 Added 11.2%
987,028 $26.2 Million
Q1 2025

Apr 07, 2025
BUY
$27.01 - $28.54 $2.82 Million - $2.98 Million
104,544 Added 13.35%
887,612 $24.5 Million
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $14.6 Million - $46.1 Million
543,103 Added 226.33%
783,068 $21.4 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $2.08 Million - $2.3 Million
27,046 Added 12.7%
239,965 $20.3 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $1.39 Million - $1.47 Million
18,299 Added 9.4%
212,919 $16.6 Million
Q1 2024

Apr 12, 2024
BUY
$75.25 - $80.63 $863,042 - $924,745
11,469 Added 6.26%
194,620 $15.7 Million
Q4 2023

Jan 19, 2024
BUY
$66.9 - $76.32 $2.82 Million - $3.22 Million
42,156 Added 29.9%
183,151 $13.9 Million
Q3 2023

Oct 12, 2023
BUY
$70.63 - $75.66 $4.06 Million - $4.35 Million
57,553 Added 68.97%
140,995 $9.98 Million
Q2 2023

Jul 14, 2023
BUY
$69.18 - $73.94 $822,619 - $879,220
11,891 Added 16.62%
83,442 $6.06 Million
Q1 2023

Apr 28, 2023
BUY
$70.28 - $78.03 $1.31 Million - $1.46 Million
18,697 Added 35.37%
71,551 $5.23 Million
Q4 2022

Jan 13, 2023
BUY
$67.16 - $79.06 $1.93 Million - $2.27 Million
28,742 Added 119.2%
52,854 $0
Q3 2022

Oct 04, 2022
BUY
$66.43 - $77.87 $228,851 - $268,262
3,445 Added 16.67%
24,112 $1.6 Million
Q2 2022

Jul 07, 2022
SELL
$70.31 - $80.24 $3.4 Million - $3.88 Million
-48,362 Reduced 70.06%
20,667 $1.48 Million
Q1 2022

Apr 14, 2022
SELL
$75.14 - $81.94 $4.1 Million - $4.47 Million
-54,526 Reduced 44.13%
69,029 $5.45 Million
Q4 2021

Jan 19, 2022
SELL
$74.93 - $80.86 $530,054 - $572,003
-7,074 Reduced 5.42%
123,555 $9.99 Million
Q3 2021

Oct 15, 2021
SELL
$74.23 - $78.13 $329,952 - $347,287
-4,445 Reduced 3.29%
130,629 $9.7 Million
Q2 2021

Jul 06, 2021
BUY
$73.32 - $77.65 $66,574 - $70,506
908 Added 0.68%
135,074 $10.2 Million
Q1 2021

Apr 14, 2021
SELL
$63.23 - $73.67 $1.19 Million - $1.39 Million
-18,874 Reduced 12.33%
134,166 $9.78 Million
Q4 2020

Feb 04, 2021
BUY
$54.8 - $65.16 $429,029 - $510,137
7,829 Added 5.39%
153,040 $9.82 Million
Q3 2020

Nov 06, 2020
BUY
$50.37 - $58.54 $1.73 Million - $2.01 Million
34,342 Added 30.98%
145,211 $8.03 Million
Q2 2020

Aug 26, 2020
BUY
$43.56 - $56.5 $2.83 Million - $3.67 Million
65,033 Added 141.88%
110,869 $5.74 Million
Q1 2020

May 14, 2020
SELL
$39.5 - $59.28 $338,317 - $507,733
-8,565 Reduced 15.74%
45,836 $2.06 Million
Q4 2019

Feb 12, 2020
SELL
$52.87 - $58.15 $148,406 - $163,227
-2,807 Reduced 4.91%
54,401 $3.15 Million
Q3 2019

Oct 23, 2019
SELL
$54.39 - $55.76 $253,294 - $259,674
-4,657 Reduced 7.53%
57,208 $3.13 Million
Q2 2019

Jul 15, 2019
SELL
N/A
-2,902 Reduced 4.48%
61,865 $3.28 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,650 Reduced 2.48%
64,767 $3.39 Million
Q4 2018

Feb 08, 2019
BUY
N/A
5,746 Added 9.47%
66,417 $3.12 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-6,928 Reduced 10.25%
60,671 $3.22 Million
Q2 2018

Jul 27, 2018
SELL
N/A
-9,639 Reduced 12.48%
67,599 $3.33 Million
Q1 2018

May 08, 2018
SELL
N/A
-4,635 Reduced 5.66%
77,238 $3.79 Million
Q4 2017

Feb 27, 2018
BUY
N/A
81,873
81,873 $4.19 Million

Others Institutions Holding SCHD

# of Institutions
2,018
Shares Held
884M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Advisor Net Financial, Inc Portfolio

Follow Advisor Net Financial, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email