Farther Finance Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.3M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $9.28M | Buy |
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|
2024
Q4 | $7.02M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $58.2K | Buy |
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