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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$76.1M Buy
2025
Q2
$11.2M Sell
2025
Q1
$11.2M Sell
2024
Q4
$12.6M Buy
2024
Q3
$7.35M Sell
2024
Q2
$13.2M Buy
2024
Q1
$12.6M Buy
2023
Q4
$7.32M Buy
2023
Q3
$559K Sell
2023
Q2
$592K Sell
2023
Q1
$737K Buy
2022
Q4
$588K Buy