Financial Advisors Network, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Advisors Network, Inc.

$600 Million
Q1 2025

A detailed history of Financial Advisors Network, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisors Network, Inc. holds 1,183,234 shares of SCHG stock, worth $32.6 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

1,183,234

Previous 1,163,818 1.67%

Holding current value

$32.6 Million

Previous $32.4 Million 8.65%

% of portfolio

4.94%

Previous 5.44%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$24.91 - $29.02 $483,652 - $563,452	19,416 Added 1.67%	1,183,234 $29.6 Million
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $23.1 Million - $93.7 Million	890,289 Added 325.48%	1,163,818 $32.4 Million
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $584,607 - $695,472	8,342 Added 3.15%	273,529 $22.7 Million
Q3 2023 Nov 14, 2023	BUY	$71.99 - $78.02 $4.23 Million - $4.58 Million	58,718 Added 28.44%	265,187 $19.3 Million
Q4 2022 Feb 02, 2023	BUY	$54.31 - $60.76 $555,374 - $621,331	10,226 Added 5.21%	206,469 $11.5 Million
Q3 2022 Nov 14, 2022	BUY	$55.81 - $69.25 $839,270 - $1.04 Million	15,038 Added 8.3%	196,243 $11 Million
Q2 2022 Aug 04, 2022	SELL	$55.73 - $76.55 $5.03 Million - $6.91 Million	-90,214 Reduced 33.24%	181,205 $10.5 Million
Q1 2022 May 13, 2022	BUY	$65.63 - $82.62 $9.34 Million - $11.8 Million	142,247 Added 110.12%	271,419 $20.3 Million
Q4 2021 Feb 11, 2022	BUY	$73.11 - $83.4 $474,191 - $540,932	6,486 Added 5.29%	129,172 $21.2 Million
Q3 2021 Dec 27, 2021	BUY	$73.24 - $78.94 $708,743 - $763,902	9,677 Added 8.56%	122,686 $20.1 Million
Q2 2021 Aug 13, 2021	BUY	$65.3 - $73.24 $701,648 - $786,963	10,745 Added 10.51%	113,009 $16.5 Million
Q1 2021 May 14, 2021	BUY	$61.41 - $68.35 $77,745 - $86,531	1,266 Added 1.25%	102,264 $13.3 Million
Q4 2020 Feb 11, 2021	BUY	$55.95 - $64.38 $460,356 - $529,718	8,228 Added 8.87%	100,998 $13 Million
Q3 2020 Nov 13, 2020	SELL	$51.42 - $61.56 $217,146 - $259,967	-4,223 Reduced 4.35%	92,770 $10.7 Million
Q2 2020 Aug 11, 2020	BUY	$37.99 - $51.32 $72,864 - $98,431	1,918 Added 2.02%	96,993 $9.85 Million
Q1 2020 May 11, 2020	BUY	$34.6 - $51.17 $924,062 - $1.37 Million	26,707 Added 39.06%	95,075 $7.57 Million
Q4 2019 Feb 13, 2020	BUY	$40.97 - $46.72 $1.19 Million - $1.36 Million	29,033 Added 73.81%	68,368 $6.35 Million
Q3 2019 Nov 12, 2019	BUY	$41.7 - $42.86 $262,334 - $269,632	6,291 Added 19.04%	39,335 $3.31 Million
Q2 2019 Aug 09, 2019	BUY	N/A	10,586 Added 47.14%	33,044 $2.72 Million
Q1 2019 Jun 04, 2019	BUY	N/A	22,458 New	22,458 $1.75 Million

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

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About SCHWAB STRATEGIC TR US LARGE-C

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Financial Advisors Network, Inc. Schwab Strategic Tr Us Large C Transaction History