Farther Finance Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Sell |
30,955
-13,112
| -30% | -$305K | 0.01% | 733 |
|
|
2025
Q1 | $1.02M | Sell |
44,067
-2,162
| -5% | -$50.1K | 0.03% | 491 |
|
|
2024
Q4 | $1.05M | Buy |
46,229
+117
| +0.3% | +$2.66K | 0.04% | 358 |
|
|
2024
Q3 | $1.1M | Buy |
46,112
+4,088
| +10% | +$97.1K | 0.04% | 323 |
|
|
2024
Q2 | $950K | Sell |
42,024
-6,188
| -13% | -$140K | 0.05% | 314 |
|
|
2024
Q1 | $1.1M | Sell |
48,212
-17,646
| -27% | -$402K | 0.07% | 233 |
|
|
2023
Q4 | $1.54M | Buy |
65,858
+25,150
| +62% | +$586K | 0.11% | 170 |
|
|
2023
Q3 | $900K | Buy |
40,708
+352
| +0.9% | +$7.78K | 0.14% | 128 |
|
|
2023
Q2 | $931K | Buy |
40,356
+3,784
| +10% | +$87.3K | 0.2% | 94 |
|
|
2023
Q1 | $858K | Sell |
36,572
-7,736
| -17% | -$181K | 0.25% | 82 |
|
|
2022
Q4 | $1.01M | Buy |
+44,308
| New | +$1.01M | 0.39% | 46 |
|