Farther Finance Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
79,650
-10,539
| -12% | -$264K | 0.04% | 367 |
|
|
2025
Q1 | $2.24M | Buy |
90,189
+60,921
| +208% | +$1.51M | 0.06% | 278 |
|
|
2024
Q4 | $711K | Buy |
29,268
+5,796
| +25% | +$141K | 0.03% | 478 |
|
|
2024
Q3 | $594K | Buy |
23,472
+6,318
| +37% | +$160K | 0.02% | 525 |
|
|
2024
Q2 | $415K | Buy |
17,154
+8,710
| +103% | +$211K | 0.02% | 552 |
|
|
2024
Q1 | $205K | Sell |
8,444
-1,612
| -16% | -$39.2K | 0.01% | 676 |
|
|
2023
Q4 | $250K | Sell |
10,056
-1,030
| -9% | -$25.6K | 0.02% | 504 |
|
|
2023
Q3 | $266K | Sell |
11,086
-194
| -2% | -$4.65K | 0.04% | 321 |
|
|
2023
Q2 | $278K | Sell |
11,280
-910
| -7% | -$22.4K | 0.06% | 264 |
|
|
2023
Q1 | $307K | Sell |
12,190
-2,018
| -14% | -$50.9K | 0.09% | 199 |
|
|
2022
Q4 | $350K | Buy |
+14,208
| New | +$350K | 0.14% | 151 |
|