Farther Finance Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Farther Finance Advisors, LLC

$2.67 Trillion
Q3 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 57,704 shares of SCHD stock, worth $1.56 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

57,704

Previous 25,833 123.37%

Holding current value

$1.56 Million

Previous $2 Billion 143.92%

% of portfolio

0.18%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $2.45 Million - $2.71 Million	31,871 Added 123.37%	57,704 $4.88 Billion
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $357,292 - $377,746	-4,713 Reduced 15.43%	25,833 $2 Billion
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $1.25 Million - $1.34 Million	16,560 Added 118.4%	30,546 $2.45 Billion
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $148,785 - $169,735	2,224 Added 16.15%	15,992 $1.22 Billion
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $15,397 - $16,493	-218 Reduced 1.56%	13,768 $974 Million
Q2 2023 May 13, 2024	SELL	$69.18 - $73.94 $88,066 - $94,125	-1,273 Reduced 8.34%	13,986 $1.02 Billion
Q2 2023 Sep 12, 2023	SELL	$69.18 - $73.94 $88,066 - $94,125	-1,273 Reduced 8.34%	13,986 $1.02 Billion
Q1 2023 May 13, 2024	SELL	$70.28 - $78.03 $51,515 - $57,195	-733 Reduced 4.58%	15,259 $1.12 Billion
Q1 2023 Sep 12, 2023	SELL	$70.28 - $78.03 $33,734 - $37,454	-480 Reduced 3.05%	15,259 $1.12 Billion
Q4 2022 Sep 11, 2023	BUY	$67.16 - $79.06 $1.06 Million - $1.24 Million	15,739 New	15,739 $1.19 Billion

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Account

Farther Finance Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History