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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.2M Sell
457,631
-48,905
-10% -$1.2M 0.22% 89
2025
Q1
$11.2M Sell
506,536
-38,598
-7% -$856K 0.29% 68
2024
Q4
$12.6M Buy
545,134
+436,849
+403% +$10.1M 0.46% 43
2024
Q3
$7.35M Sell
108,285
-96,577
-47% -$6.55M 0.28% 71
2024
Q2
$13.2M Buy
204,862
+1,232
+0.6% +$79.4K 0.64% 26
2024
Q1
$12.6M Buy
203,630
+73,841
+57% +$4.58M 0.77% 18
2023
Q4
$7.32M Buy
129,789
+118,732
+1,074% +$6.7M 0.53% 33
2023
Q3
$559K Sell
11,057
-250
-2% -$12.7K 0.09% 188
2023
Q2
$592K Sell
11,307
-3,939
-26% -$206K 0.13% 144
2023
Q1
$737K Buy
15,246
+2,226
+17% +$108K 0.22% 91
2022
Q4
$588K Buy
+13,020
New +$588K 0.23% 88