A detailed history of Advisor Net Financial, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Advisor Net Financial, Inc holds 904 shares of SCHW stock, worth $73,459. This represents 0.0% of its overall portfolio holdings.

Number of Shares
904
Previous 903 0.11%
Holding current value
$73,459
Previous $66,000 12.12%
% of portfolio
0.0%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$61.74 - $76.08 $61 - $76
1 Added 0.11%
904 $58,000
Q1 2024

Apr 12, 2024

BUY
$61.89 - $72.38 $2,351 - $2,750
38 Added 4.39%
903 $65,000
Q4 2023

Jan 19, 2024

SELL
$49.33 - $70.98 $13,713 - $19,732
-278 Reduced 24.32%
865 $59,000
Q3 2023

Oct 12, 2023

SELL
$54.2 - $67.94 $446,770 - $560,029
-8,243 Reduced 87.82%
1,143 $62,000
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $344,095 - $415,064
7,264 Added 342.32%
9,386 $531,000
Q1 2023

Apr 28, 2023

BUY
$51.91 - $85.6 $71,480 - $117,871
1,377 Added 184.83%
2,122 $111,000
Q4 2022

Jan 13, 2023

BUY
$67.43 - $83.26 $8,091 - $9,991
120 Added 19.2%
745 $0
Q3 2022

Oct 04, 2022

BUY
$21.16 - $74.92 $1,184 - $4,195
56 Added 9.84%
625 $45,000
Q2 2022

Jul 07, 2022

SELL
$59.99 - $83.83 $2,459 - $3,437
-41 Reduced 6.72%
569 $36,000
Q1 2022

Apr 14, 2022

BUY
$75.69 - $95.53 $605 - $764
8 Added 1.33%
610 $51,000
Q3 2021

Oct 15, 2021

SELL
$66.68 - $77.38 $9,335 - $10,833
-140 Reduced 18.87%
602 $44,000
Q2 2021

Jul 06, 2021

BUY
$63.69 - $76.01 $191 - $228
3 Added 0.41%
742 $54,000
Q1 2021

Apr 14, 2021

BUY
$51.54 - $67.65 $154 - $202
3 Added 0.41%
739 $48,000
Q4 2020

Feb 04, 2021

BUY
$36.75 - $53.04 $1,727 - $2,492
47 Added 6.82%
736 $39,000
Q3 2020

Nov 06, 2020

BUY
$33.02 - $36.28 $1,221 - $1,342
37 Added 5.67%
689 $25,000
Q2 2020

Aug 26, 2020

SELL
$31.75 - $42.82 $1,905 - $2,569
-60 Reduced 8.43%
652 $22,000
Q1 2020

May 14, 2020

SELL
$28.43 - $49.0 $17,171 - $29,596
-604 Reduced 45.9%
712 $24,000
Q4 2019

Feb 12, 2020

BUY
$35.1 - $51.07 $15,268 - $22,215
435 Added 49.38%
1,316 $63,000
Q3 2019

Oct 23, 2019

SELL
$36.12 - $44.28 $10,655 - $13,062
-295 Reduced 25.09%
881 $37,000
Q1 2019

May 14, 2019

BUY
$40.72 - $47.98 $10,383 - $12,234
255 Added 27.69%
1,176 $50,000
Q4 2018

Feb 08, 2019

SELL
$38.25 - $52.17 $6,655 - $9,077
-174 Reduced 15.89%
921 $38,000
Q3 2018

Nov 14, 2018

BUY
$49.15 - $54.22 $2,457 - $2,711
50 Added 4.78%
1,095 $54,000
Q2 2018

Jul 27, 2018

SELL
$50.11 - $59.59 $113,198 - $134,613
-2,259 Reduced 68.37%
1,045 $53,000
Q1 2018

May 08, 2018

SELL
$48.9 - $57.76 $8,557 - $10,108
-175 Reduced 5.03%
3,304 $173,000
Q4 2017

Feb 27, 2018

BUY
$43.27 - $52.28 $150,536 - $181,882
3,479
3,479 $179,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $148B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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.