Farther Finance Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
789,451
+89,066
| +13% | +$2.36M | 0.42% | 43 |
|
|
2025
Q1 | $19.5M | Buy |
700,385
+206,546
| +42% | +$5.76M | 0.5% | 33 |
|
|
2024
Q4 | $13.5M | Buy |
493,839
+320,727
| +185% | +$8.76M | 0.49% | 36 |
|
|
2024
Q3 | $4.88M | Buy |
173,112
+95,613
| +123% | +$2.69M | 0.18% | 100 |
|
|
2024
Q2 | $2M | Sell |
77,499
-14,139
| -15% | -$365K | 0.1% | 171 |
|
|
2024
Q1 | $2.45M | Buy |
91,638
+43,662
| +91% | +$1.17M | 0.15% | 120 |
|
|
2023
Q4 | $1.22M | Buy |
47,976
+6,672
| +16% | +$169K | 0.09% | 209 |
|
|
2023
Q3 | $974K | Sell |
41,304
-654
| -2% | -$15.4K | 0.15% | 122 |
|
|
2023
Q2 | $1.02M | Sell |
41,958
-3,819
| -8% | -$92.4K | 0.22% | 84 |
|
|
2023
Q1 | $1.12M | Sell |
45,777
-1,440
| -3% | -$35.1K | 0.33% | 59 |
|
|
2022
Q4 | $1.19M | Buy |
+47,217
| New | +$1.19M | 0.46% | 38 |
|