Farther Finance Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
16,952
+2,677
| +19% | +$244K | 0.03% | 445 |
|
|
2025
Q1 | $1.11M | Buy |
14,275
+3,199
| +29% | +$248K | 0.03% | 464 |
|
|
2024
Q4 | $820K | Sell |
11,076
-16,274
| -60% | -$1.2M | 0.03% | 432 |
|
|
2024
Q3 | $1.77M | Buy |
27,350
+751
| +3% | +$48.7K | 0.07% | 225 |
|
|
2024
Q2 | $1.95M | Sell |
26,599
-1,243
| -4% | -$91.3K | 0.09% | 173 |
|
|
2024
Q1 | $2.01M | Buy |
27,842
+658
| +2% | +$47.6K | 0.12% | 140 |
|
|
2023
Q4 | $1.87M | Buy |
27,184
+5,612
| +26% | +$386K | 0.13% | 139 |
|
|
2023
Q3 | $1.18M | Buy |
21,572
+8,338
| +63% | +$458K | 0.19% | 101 |
|
|
2023
Q2 | $750K | Buy |
13,234
+10,529
| +389% | +$597K | 0.16% | 116 |
|
|
2023
Q1 | $142K | Buy |
2,705
+1,959
| +263% | +$103K | 0.04% | 318 |
|
|
2022
Q4 | $62.1K | Buy |
+746
| New | +$62.1K | 0.02% | 445 |
|