Farther Finance Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
91,844
-19,792
| -18% | -$501K | 0.05% | 325 |
|
|
2025
Q1 | $2.62M | Buy |
111,636
+13,711
| +14% | +$322K | 0.07% | 250 |
|
|
2024
Q4 | $2.53M | Buy |
97,925
+67,727
| +224% | +$1.75M | 0.09% | 178 |
|
|
2024
Q3 | $778K | Sell |
30,198
-24,746
| -45% | -$637K | 0.03% | 428 |
|
|
2024
Q2 | $1.29M | Buy |
54,944
+3,246
| +6% | +$76.4K | 0.06% | 238 |
|
|
2024
Q1 | $1.26M | Buy |
51,698
+8,122
| +19% | +$198K | 0.08% | 216 |
|
|
2023
Q4 | $1.03M | Buy |
43,576
+38,258
| +719% | +$904K | 0.07% | 231 |
|
|
2023
Q3 | $110K | Sell |
5,318
-210
| -4% | -$4.35K | 0.02% | 521 |
|
|
2023
Q2 | $121K | Sell |
5,528
-1,286
| -19% | -$28.2K | 0.03% | 404 |
|
|
2023
Q1 | $143K | Buy |
6,814
+18
| +0.3% | +$377 | 0.04% | 316 |
|
|
2022
Q4 | $138K | Buy |
+6,796
| New | +$138K | 0.05% | 272 |
|