Farther Finance Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
33,503
-27,525
| -45% | -$582K | 0.01% | 741 |
|
|
2025
Q1 | $1.31M | Sell |
61,028
-149,917
| -71% | -$3.23M | 0.03% | 413 |
|
|
2024
Q4 | $4.44M | Buy |
210,945
+69,363
| +49% | +$1.46M | 0.16% | 115 |
|
|
2024
Q3 | $3.28M | Buy |
141,582
+137,507
| +3,374% | +$3.19M | 0.12% | 142 |
|
|
2024
Q2 | $80.6K | Sell |
4,075
-1,003
| -20% | -$19.8K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $101K | Sell |
5,078
-12,537
| -71% | -$250K | 0.01% | 936 |
|
|
2023
Q4 | $365K | Buy |
17,615
+17,464
| +11,566% | +$362K | 0.03% | 410 |
|
|
2023
Q3 | $2.68K | Sell |
151
-91
| -38% | -$1.61K | ﹤0.01% | 1745 |
|
|
2023
Q2 | $4.73K | Sell |
242
-1,898
| -89% | -$37.1K | ﹤0.01% | 1454 |
|
|
2023
Q1 | $41.7K | Buy |
2,140
+1
| +0% | +$20 | 0.01% | 655 |
|
|
2022
Q4 | $41.3K | Buy |
+2,139
| New | +$41.3K | 0.02% | 533 |
|