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

Financial Advisors Network, Inc.

$496 Million
Q4 2023

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 251,682 shares of SCHV stock, worth $6.63 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

251,682

Previous 234,056 7.53%

Holding current value

$6.63 Million

Previous $15.1 Million 16.94%

% of portfolio

3.56%

Previous 3.39%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$61.16 - $70.24 $1.08 Million - $1.24 Million	17,626 Added 7.53%	251,682 $17.6 Million
Q3 2023 Nov 14, 2023	BUY	$64.45 - $69.39 $2.53 Million - $2.72 Million	39,184 Added 20.11%	234,056 $15.1 Million
Q4 2022 Feb 02, 2023	SELL	$59.13 - $69.24 $53,985 - $63,216	-913 Reduced 0.47%	194,872 $12.9 Million
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $242,348 - $285,880	4,142 Added 2.16%	195,785 $11.5 Million
Q2 2022 Aug 04, 2022	SELL	$60.93 - $72.3 $148,242 - $175,905	-2,433 Reduced 1.25%	191,643 $12 Million
Q1 2022 May 13, 2022	BUY	$67.71 - $74.19 $748,940 - $820,615	11,061 Added 6.04%	194,076 $13.9 Million
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $1.1 Million - $1.18 Million	16,128 Added 9.66%	183,015 $13.4 Million
Q3 2021 Dec 27, 2021	BUY	$66.91 - $71.05 $1.81 Million - $1.92 Million	27,014 Added 19.31%	166,887 $12.1 Million
Q2 2021 Aug 13, 2021	BUY	$65.81 - $69.75 $1.54 Million - $1.63 Million	23,330 Added 20.02%	139,873 $9.56 Million
Q1 2021 May 14, 2021	BUY	$58.71 - $65.66 $295,546 - $330,532	5,034 Added 4.51%	116,543 $7.61 Million
Q4 2020 Feb 11, 2021	BUY	$50.83 - $59.53 $1.05 Million - $1.23 Million	20,672 Added 22.76%	111,509 $6.64 Million
Q3 2020 Nov 13, 2020	BUY	$49.44 - $54.86 $322,398 - $357,742	6,521 Added 7.73%	90,837 $4.74 Million
Q2 2020 Aug 11, 2020	SELL	$42.21 - $55.29 $2.25 Million - $2.95 Million	-53,271 Reduced 38.72%	84,316 $4.23 Million
Q1 2020 May 11, 2020	BUY	$38.4 - $61.03 $1.72 Million - $2.74 Million	44,851 Added 48.36%	137,587 $6.09 Million
Q4 2019 Feb 13, 2020	BUY	$54.73 - $60.25 $2.33 Million - $2.56 Million	42,537 Added 84.74%	92,736 $5.58 Million
Q3 2019 Nov 12, 2019	BUY	$56.56 - $57.5 $514,356 - $522,905	9,094 Added 22.12%	50,199 $2.85 Million
Q2 2019 Aug 09, 2019	BUY	N/A	15,454 Added 60.25%	41,105 $2.25 Million
Q1 2019 Jun 04, 2019	BUY	N/A	25,651 New	25,651 $1.36 Million

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