Advisor Net Financial, Inc Schwab Intermediate Term Us Tr Transaction History

Advisor Net Financial, Inc

$1.13 Billion
Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Advisor Net Financial, Inc holds 800 shares of SCHR stock, worth $19,512. This represents 0.0% of its overall portfolio holdings.

Number of Shares

800

Previous 443 80.59%

Holding current value

$19,512

Previous $22,000 13.64%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.19 - $50.58 $8,635 - $18,057	357 Added 80.59%	800 $19,000
Q3 2024 Oct 15, 2024	BUY	$48.4 - $50.91 $484 - $509	10 Added 2.31%	443 $22,000
Q2 2024 Jul 16, 2024	SELL	$47.85 - $49.0 $29,427 - $30,135	-615 Reduced 58.68%	433 $21,000
Q1 2024 Apr 12, 2024	BUY	$48.64 - $49.88 $23,979 - $24,590	493 Added 88.83%	1,048 $51,000
Q4 2023 Jan 19, 2024	SELL	$47.09 - $49.87 $23,592 - $24,984	-501 Reduced 47.44%	555 $27,000
Q3 2023 Oct 12, 2023	BUY	$47.78 - $49.59 $2,006 - $2,082	42 Added 4.14%	1,056 $50,000
Q2 2023 Jul 14, 2023	BUY	$49.25 - $50.96 $147 - $152	3 Added 0.3%	1,014 $49,000
Q1 2023 Apr 28, 2023	BUY	$48.55 - $50.78 $17,672 - $18,483	364 Added 56.26%	1,011 $50,000
Q4 2022 Jan 13, 2023	SELL	$48.12 - $50.24 $91,524 - $95,556	-1,902 Reduced 74.62%	647 $0
Q3 2022 Oct 04, 2022	BUY	$48.68 - $52.54 $46,099 - $49,755	947 Added 59.11%	2,549 $125,000
Q2 2022 Jul 07, 2022	SELL	$50.08 - $52.78 $3,205 - $3,377	-64 Reduced 3.84%	1,602 $83,000
Q1 2022 Apr 14, 2022	BUY	$52.72 - $55.84 $2,846 - $3,015	54 Added 3.35%	1,666 $89,000
Q3 2021 Oct 15, 2021	BUY	$56.59 - $57.62 $565 - $576	10 Added 0.62%	1,612 $91,000
Q1 2021 Apr 14, 2021	SELL	$56.41 - $58.25 $47,215 - $48,755	-837 Reduced 34.32%	1,602 $90,000
Q4 2020 Feb 04, 2021	SELL	$57.98 - $58.64 $579 - $586	-10 Reduced 0.41%	2,439 $142,000
Q3 2020 Nov 06, 2020	SELL	$58.56 - $58.96 $8.87 Million - $8.93 Million	-151,463 Reduced 98.41%	2,449 $144,000
Q2 2020 Aug 26, 2020	BUY	$58.18 - $58.86 $1.81 Million - $1.83 Million	31,089 Added 25.31%	153,912 $9.05 Million
Q1 2020 May 14, 2020	BUY	$55.04 - $58.78 $3.3 Million - $3.53 Million	59,983 Added 95.45%	122,823 $7.22 Million
Q4 2019 Feb 12, 2020	BUY	$54.79 - $56.05 $905,678 - $926,506	16,530 Added 35.69%	62,840 $3.45 Million
Q3 2019 Oct 23, 2019	BUY	$54.92 - $55.68 $878,720 - $890,880	16,000 Added 52.79%	46,310 $2.57 Million
Q2 2019 Jul 15, 2019	BUY	N/A	30,297 Added 233053.84%	30,310 $1.67 Million
Q1 2019 May 14, 2019	SELL	N/A	-32 Reduced 71.11%	13 $1,000
Q3 2018 Nov 14, 2018	SELL	N/A	-35 Reduced 43.75%	45 $2,000
Q2 2018 Jul 27, 2018	BUY	N/A	67 Added 515.38%	80 $4,000
Q4 2017 Feb 27, 2018	BUY	N/A	13	13 $1,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

198M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

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Advisor Net Financial, Inc Schwab Intermediate Term Us Tr Transaction History