FFA
Farther Finance Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2M | Buy |
406,546
+27,457
| +7% | +$760K | 0.22% | 88 |
|
2025
Q1 | $10.1M | Buy |
379,089
+340,474
| +882% | +$9.05M | 0.26% | 78 |
|
2024
Q4 | $1.01M | Buy |
38,615
+24,541
| +174% | +$640K | 0.04% | 370 |
|
2024
Q3 | $1.13M | Sell |
14,074
-2,144
| -13% | -$172K | 0.04% | 315 |
|
2024
Q2 | $1.2M | Sell |
16,218
-681
| -4% | -$50.2K | 0.06% | 263 |
|
2024
Q1 | $1.28M | Sell |
16,899
-6,501
| -28% | -$491K | 0.08% | 213 |
|
2023
Q4 | $1.64M | Buy |
23,400
+7,054
| +43% | +$494K | 0.12% | 157 |
|
2023
Q3 | $1.05M | Sell |
16,346
-457
| -3% | -$29.5K | 0.17% | 117 |
|
2023
Q2 | $1.13M | Sell |
16,803
-2,801
| -14% | -$188K | 0.25% | 78 |
|
2023
Q1 | $1.29M | Sell |
19,604
-2,561
| -12% | -$168K | 0.38% | 51 |
|
2022
Q4 | $1.46M | Buy |
+22,165
| New | +$1.46M | 0.57% | 28 |
|