FFA
Farther Finance Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
376,710
+24,080
| +7% | +$675K | 0.21% | 95 |
|
|
2025
Q1 | $9.28M | Buy |
352,630
+99,400
| +39% | +$2.62M | 0.24% | 88 |
|
|
2024
Q4 | $7.02M | Buy |
253,230
+239,406
| +1,732% | +$6.63M | 0.25% | 83 |
|
|
2024
Q3 | $1.15M | Sell |
13,824
-25,119
| -65% | -$2.09M | 0.04% | 313 |
|
|
2024
Q2 | $3M | Sell |
38,943
-508
| -1% | -$39.2K | 0.15% | 118 |
|
|
2024
Q1 | $3.19M | Buy |
39,451
+37,089
| +1,570% | +$3M | 0.19% | 98 |
|
|
2023
Q4 | $178K | Buy |
2,362
+756
| +47% | +$56.9K | 0.01% | 586 |
|
|
2023
Q3 | $109K | Sell |
1,606
-5,200
| -76% | -$352K | 0.02% | 529 |
|
|
2023
Q2 | $483K | Sell |
6,806
-146
| -2% | -$10.4K | 0.11% | 165 |
|
|
2023
Q1 | $472K | Buy |
6,952
+6,065
| +684% | +$412K | 0.14% | 137 |
|
|
2022
Q4 | $58.2K | Buy |
+887
| New | +$58.2K | 0.02% | 454 |
|