Farther Finance Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Farther Finance Advisors, LLC

$2.06 Trillion
Q2 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 31,756 shares of SCHB stock, worth $2.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

31,756

Previous 19,974 58.99%

Holding current value

$2.1 Million

Previous $1.22 Billion 64.39%

% of portfolio

0.1%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$57.57 - $63.3 $678,289 - $745,800	11,782 Added 58.99%	31,756 $2 Billion
Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $108,073 - $120,817	1,979 Added 11.0%	19,974 $1.22 Billion
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $126,071 - $148,049	2,648 Added 12.28%	24,217 $1.35 Billion
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $177,234 - $191,459	3,574 Added 19.86%	21,569 $1.08 Billion
Q2 2023 May 13, 2024	BUY	$47.08 - $51.7 $641,135 - $704,050	13,618 Added 311.13%	17,995 $930 Million
Q2 2023 Sep 12, 2023	BUY	$47.08 - $51.7 $641,135 - $704,050	13,618 Added 311.13%	17,995 $930 Million
Q1 2023 May 13, 2024	SELL	$44.47 - $49.23 $882,284 - $976,723	-19,840 Reduced 81.93%	4,377 $209 Million
Q1 2023 Sep 12, 2023	BUY	$44.47 - $49.23 $55,053 - $60,946	1,238 Added 39.44%	4,377 $209 Million
Q4 2022 Sep 11, 2023	BUY	$41.94 - $47.81 $131,649 - $150,075	3,139 New	3,139 $141 Million

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

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About SCHWAB STRATEGIC TR US BROAD M

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Farther Finance Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History