Farther Finance Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.6M Sell
2025
Q2
$11.2M Buy
2025
Q1
$10.1M Buy
2024
Q4
$1.01M Sell
2024
Q3
$1.13M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.28M Sell
2023
Q4
$1.64M Buy
2023
Q3
$1.05M Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.29M Sell
2022
Q4
$1.46M Buy