Advisor Net Financial, Inc Schwab Fundamental U S Broad M Transaction History

Advisor Net Financial, Inc

$1.46 Billion
Q2 2025

A detailed history of Advisor Net Financial, Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Advisor Net Financial, Inc holds 13,005 shares of FNDB stock, worth $314,981. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,005

Previous 29,975 56.61%

Holding current value

$314,981

Previous $684,000 54.53%

% of portfolio

0.02%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$20.36 - $23.98 $345,509 - $406,940	-16,970 Reduced 56.61%	13,005 $311,000
Q1 2025 Apr 07, 2025	SELL	$22.52 - $24.48 $281,364 - $305,853	-12,494 Reduced 29.42%	29,975 $684,000
Q4 2024 Jan 13, 2025	BUY	$23.07 - $70.32 $655,118 - $2 Million	28,397 Added 201.8%	42,469 $987,000
Q3 2024 Oct 15, 2024	BUY	$64.17 - $70.37 $6,481 - $7,107	101 Added 0.72%	14,072 $990,000
Q2 2024 Jul 16, 2024	BUY	$62.66 - $66.26 $64,727 - $68,446	1,033 Added 7.98%	13,971 $916,000
Q1 2024 Apr 12, 2024	BUY	$59.85 - $66.26 $36,568 - $40,484	611 Added 4.96%	12,938 $857,000
Q4 2023 Jan 19, 2024	BUY	$52.56 - $61.29 $3,206 - $3,738	61 Added 0.5%	12,327 $753,000
Q3 2023 Oct 12, 2023	BUY	$54.9 - $58.95 $6,807 - $7,309	124 Added 1.02%	12,266 $675,000
Q2 2023 Jul 14, 2023	BUY	$52.94 - $56.74 $26,470 - $28,370	500 Added 4.29%	12,142 $688,000
Q1 2023 Apr 28, 2023	BUY	$51.7 - $56.94 $20,163 - $22,206	390 Added 3.47%	11,642 $630,000
Q4 2022 Jan 13, 2023	BUY	$47.77 - $55.73 $4,060 - $4,737	85 Added 0.76%	11,252 $0
Q3 2022 Oct 04, 2022	BUY	$47.13 - $56.11 $3,346 - $3,983	71 Added 0.64%	11,167 $526,000
Q2 2022 Jul 07, 2022	SELL	$49.26 - $58.47 $4,630 - $5,496	-94 Reduced 0.84%	11,096 $557,000
Q1 2022 Apr 14, 2022	BUY	$54.81 - $59.23 $50,534 - $54,610	922 Added 8.98%	11,190 $646,000
Q4 2021 Jan 19, 2022	SELL	$54.05 - $58.21 $2,540 - $2,735	-47 Reduced 0.46%	10,268 $596,000
Q3 2021 Oct 15, 2021	BUY	$52.31 - $55.86 $2,353 - $2,513	45 Added 0.44%	10,315 $552,000
Q2 2021 Jul 06, 2021	SELL	$51.84 - $55.77 $23,794 - $25,598	-459 Reduced 4.28%	10,270 $558,000
Q1 2021 Apr 14, 2021	BUY	$44.29 - $52.19 $1,727 - $2,035	39 Added 0.36%	10,729 $550,000
Q4 2020 Feb 04, 2021	BUY	$37.44 - $44.9 $2,096 - $2,514	56 Added 0.53%	10,690 $480,000
Q3 2020 Nov 06, 2020	BUY	$35.75 - $40.71 $20,770 - $23,652	581 Added 5.78%	10,634 $406,000
Q2 2020 Aug 26, 2020	BUY	$29.23 - $39.53 $1,753 - $2,371	60 Added 0.6%	10,053 $364,000
Q1 2020 May 14, 2020	BUY	$26.6 - $43.02 $1,888 - $3,054	71 Added 0.72%	9,993 $307,000
Q4 2019 Feb 12, 2020	BUY	$37.81 - $42.27 $3,970 - $4,438	105 Added 1.07%	9,922 $418,000
Q3 2019 Oct 23, 2019	BUY	$38.93 - $39.77 $973 - $994	25 Added 0.26%	9,817 $384,000
Q1 2019 May 14, 2019	BUY	N/A	21 Added 0.21%	9,792 $368,000
Q4 2018 Feb 08, 2019	BUY	N/A	46 Added 0.47%	9,771 $327,000
Q3 2018 Nov 14, 2018	SELL	N/A	-250 Reduced 2.51%	9,725 $384,000
Q4 2017 Feb 27, 2018	BUY	N/A	9,975	9,975 $372,000

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

12.5M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Advisor Net Financial, Inc Schwab Fundamental U S Broad M Transaction History