Farther Finance Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.8M | Buy |
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|
2025
Q2 | $12.5M | Buy |
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2025
Q1 | $9.73M | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $161K | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $185K | Buy |
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