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

Advisor Net Financial, Inc

  • $1.66 Billion
  • Q3 2025

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 2,451 shares of SCHR stock, worth $61,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,451
Previous 2,159 13.52%
Holding current value
$61,838
Previous $54,000 12.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 09, 2025
BUY
$24.69 - $25.26 $7,209 - $7,375
292 Added 13.52%
2,451 $61,000
Q2 2025

Jul 14, 2025
SELL
$24.54 - $25.07 $12,294 - $12,560
-501 Reduced 18.83%
2,159 $54,000
Q1 2025

Apr 07, 2025
BUY
$24.05 - $24.86 $44,733 - $46,239
1,860 Added 232.5%
2,660 $65,000
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
495
Shares Held
373M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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