Farther Finance Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2M | Buy |
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|
2025
Q2 | $6.27M | Buy |
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|
2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $4.18M | Buy |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $930K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $141K | Buy |
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