FFA
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 |
|