Farther Finance Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
263,041
+63,569
| +32% | +$1.51M | 0.13% | 153 |
|
|
2025
Q1 | $4.31M | Buy |
199,472
+15,241
| +8% | +$329K | 0.11% | 176 |
|
|
2024
Q4 | $4.18M | Buy |
184,231
+64,432
| +54% | +$1.46M | 0.15% | 123 |
|
|
2024
Q3 | $2.66M | Buy |
119,799
+24,531
| +26% | +$544K | 0.1% | 170 |
|
|
2024
Q2 | $2M | Buy |
95,268
+35,346
| +59% | +$742K | 0.1% | 172 |
|
|
2024
Q1 | $1.22M | Sell |
59,922
-12,729
| -18% | -$258K | 0.07% | 222 |
|
|
2023
Q4 | $1.35M | Buy |
72,651
+7,944
| +12% | +$147K | 0.1% | 191 |
|
|
2023
Q3 | $1.08M | Buy |
64,707
+10,722
| +20% | +$178K | 0.17% | 112 |
|
|
2023
Q2 | $930K | Buy |
53,985
+40,854
| +311% | +$704K | 0.2% | 95 |
|
|
2023
Q1 | $209K | Buy |
13,131
+3,714
| +39% | +$59.2K | 0.06% | 256 |
|
|
2022
Q4 | $141K | Buy |
+9,417
| New | +$141K | 0.05% | 268 |
|