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

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

A detailed history of Advisor Net Financial, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisor Net Financial, Inc holds 16,860 shares of SCHV stock, worth $442,237. This represents 0.11% of its overall portfolio holdings.

Number of Shares

16,860

Previous 17,931 5.97%

Holding current value

$442,237

Previous $1.33 Million 2.03%

% of portfolio

0.11%

Previous 0.13%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$73.43 - $80.37 $78,643 - $86,076	-1,071 Reduced 5.97%	16,860 $1.36 Million
Q2 2024 Jul 16, 2024	SELL	$71.74 - $75.86 $100,292 - $106,052	-1,398 Reduced 7.23%	17,931 $1.33 Million
Q1 2024 Apr 12, 2024	SELL	$68.82 - $75.98 $252,431 - $278,694	-3,668 Reduced 15.95%	19,329 $1.47 Million
Q4 2023 Jan 19, 2024	SELL	$61.16 - $70.24 $223,723 - $256,937	-3,658 Reduced 13.72%	22,997 $1.61 Million
Q3 2023 Oct 12, 2023	SELL	$64.45 - $69.39 $562,906 - $606,052	-8,734 Reduced 24.68%	26,655 $1.72 Million
Q2 2023 Jul 14, 2023	SELL	$63.33 - $67.21 $19,188 - $20,364	-303 Reduced 0.85%	35,389 $2.37 Million
Q1 2023 Apr 28, 2023	BUY	$62.59 - $69.3 $94,135 - $104,227	1,504 Added 4.4%	35,692 $2.34 Million
Q4 2022 Jan 13, 2023	BUY	$59.13 - $69.24 $2,010 - $2,354	34 Added 0.1%	34,188 $0
Q3 2022 Oct 04, 2022	SELL	$58.51 - $69.02 $27,207 - $32,094	-465 Reduced 1.34%	34,154 $2 Million
Q2 2022 Jul 07, 2022	BUY	$60.93 - $72.3 $20,533 - $24,365	337 Added 0.98%	34,619 $2.16 Million
Q1 2022 Apr 14, 2022	BUY	$67.71 - $74.19 $632,885 - $693,453	9,347 Added 37.49%	34,282 $2.45 Million
Q4 2021 Jan 19, 2022	BUY	$67.9 - $73.3 $564,928 - $609,856	8,320 Added 50.08%	24,935 $1.83 Million
Q3 2021 Oct 15, 2021	BUY	$66.91 - $71.05 $307,250 - $326,261	4,592 Added 38.19%	16,615 $1.12 Million
Q2 2021 Jul 06, 2021	BUY	$65.81 - $69.75 $78,116 - $82,793	1,187 Added 10.95%	12,023 $822,000
Q1 2021 Apr 14, 2021	SELL	$58.71 - $65.66 $35,813 - $40,052	-610 Reduced 5.33%	10,836 $707,000
Q4 2020 Feb 04, 2021	SELL	$50.83 - $59.53 $71,771 - $84,056	-1,412 Reduced 10.98%	11,446 $681,000
Q3 2020 Nov 06, 2020	SELL	$49.44 - $54.86 $369,267 - $409,749	-7,469 Reduced 36.74%	12,858 $671,000
Q2 2020 Aug 26, 2020	SELL	$42.21 - $55.29 $159,975 - $209,549	-3,790 Reduced 15.72%	20,327 $1.02 Million
Q1 2020 May 14, 2020	SELL	$38.4 - $61.03 $39,590 - $62,921	-1,031 Reduced 4.1%	24,117 $1.07 Million
Q4 2019 Feb 12, 2020	BUY	$54.73 - $60.25 $68,303 - $75,192	1,248 Added 5.22%	25,148 $1.51 Million
Q3 2019 Oct 23, 2019	SELL	$56.56 - $57.5 $67,306 - $68,425	-1,190 Reduced 4.74%	23,900 $1.36 Million
Q2 2019 Jul 15, 2019	SELL	N/A	-5,287 Reduced 17.4%	25,090 $1.41 Million
Q1 2019 May 14, 2019	BUY	N/A	821 Added 2.78%	30,377 $1.66 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-9,977 Reduced 25.24%	29,556 $1.46 Million
Q3 2018 Nov 14, 2018	BUY	N/A	12,672 Added 47.18%	39,533 $2.22 Million
Q2 2018 Jul 27, 2018	BUY	N/A	9,654 Added 56.11%	26,861 $1.43 Million
Q1 2018 May 08, 2018	BUY	N/A	1,111 Added 6.9%	17,207 $909,000
Q4 2017 Feb 27, 2018	BUY	N/A	16,096	16,096 $880,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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