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 36,879 shares of SCHX stock, worth $862,968. This represents 0.2% of its overall portfolio holdings.

Number of Shares

36,879

Previous 30,099 22.53%

Holding current value

$862,968

Previous $1.93 Million 29.44%

% of portfolio

0.2%

Previous 0.18%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$61.11 - $67.85 $414,325 - $460,022	6,780 Added 22.53%	36,879 $2.5 Million
Q2 2024 Jul 16, 2024	SELL	$58.7 - $64.78 $8,863 - $9,781	-151 Reduced 0.5%	30,099 $1.93 Million
Q1 2024 Apr 12, 2024	BUY	$55.41 - $62.08 $55,243 - $61,893	997 Added 3.41%	30,250 $1.88 Million
Q4 2023 Jan 19, 2024	BUY	$48.47 - $56.6 $127,669 - $149,084	2,634 Added 9.9%	29,253 $1.65 Million
Q3 2023 Oct 12, 2023	SELL	$50.36 - $54.21 $83,396 - $89,771	-1,656 Reduced 5.86%	26,619 $1.35 Million
Q2 2023 Jul 14, 2023	BUY	$47.67 - $52.37 $10,344 - $11,364	217 Added 0.77%	28,275 $1.48 Million
Q1 2023 Apr 28, 2023	BUY	$44.78 - $49.41 $36,182 - $39,923	808 Added 2.97%	28,058 $1.36 Million
Q4 2022 Jan 13, 2023	SELL	$42.25 - $48.16 $240,825 - $274,512	-5,700 Reduced 17.3%	27,250 $0
Q3 2022 Oct 04, 2022	BUY	$42.35 - $51.01 $34,769 - $41,879	821 Added 2.56%	32,950 $1.4 Million
Q2 2022 Jul 07, 2022	SELL	$43.35 - $54.51 $78,983 - $99,317	-1,822 Reduced 5.37%	32,129 $1.44 Million
Q1 2022 Apr 14, 2022	BUY	$49.51 - $57.27 $662,790 - $766,673	13,387 Added 65.1%	33,951 $1.83 Million
Q4 2021 Jan 19, 2022	SELL	$51.9 - $57.29 $96,222 - $106,215	-1,854 Reduced 8.27%	20,564 $2.34 Million
Q3 2021 Oct 15, 2021	BUY	$51.52 - $54.94 $2,472 - $2,637	48 Added 0.21%	22,418 $2.33 Million
Q2 2021 Jul 06, 2021	SELL	$48.62 - $52.01 $374,130 - $400,216	-7,695 Reduced 25.59%	22,370 $2.33 Million
Q1 2021 Apr 14, 2021	SELL	$44.9 - $48.34 $262,530 - $282,643	-5,847 Reduced 16.28%	30,065 $2.89 Million
Q4 2020 Feb 04, 2021	SELL	$39.35 - $45.48 $104,671 - $120,976	-2,660 Reduced 6.9%	35,912 $3.27 Million
Q3 2020 Nov 06, 2020	SELL	$37.26 - $43.03 $855,601 - $988,097	-22,963 Reduced 37.32%	38,572 $3.11 Million
Q2 2020 Aug 26, 2020	SELL	$29.25 - $38.76 $42,529 - $56,357	-1,454 Reduced 2.31%	61,535 $4.56 Million
Q1 2020 May 14, 2020	SELL	$26.61 - $40.52 $1.79 Million - $2.73 Million	-67,264 Reduced 51.64%	62,989 $3.86 Million
Q4 2019 Feb 12, 2020	BUY	$34.42 - $38.54 $1.59 Million - $1.78 Million	46,222 Added 55.01%	130,253 $10 Million
Q3 2019 Oct 23, 2019	BUY	$35.28 - $36.01 $43,323 - $44,220	1,228 Added 1.48%	84,031 $5.96 Million
Q2 2019 Jul 15, 2019	BUY	N/A	38,994 Added 89.01%	82,803 $5.81 Million
Q1 2019 May 14, 2019	SELL	N/A	-3,687 Reduced 7.76%	43,809 $2.96 Million
Q4 2018 Feb 08, 2019	BUY	N/A	468 Added 1.0%	47,496 $2.84 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-890 Reduced 1.86%	47,028 $3.27 Million
Q2 2018 Jul 27, 2018	BUY	N/A	561 Added 1.18%	47,918 $3.11 Million
Q1 2018 May 08, 2018	BUY	N/A	8,625 Added 22.27%	47,357 $2.99 Million
Q4 2017 Feb 27, 2018	BUY	N/A	38,732	38,732 $2.47 Million

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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