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

Farther Finance Advisors, LLC

  • $2.77 Trillion
  • Q4 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 184,231 shares of SCHB stock, worth $3.95 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
184,231
Previous 39,933 361.35%
Holding current value
$3.95 Million
Previous $2.66 Billion 57.44%
% of portfolio
0.15%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $3.18 Million - $9.64 Million
144,298 Added 361.35%
184,231 $4.18 Billion
Q3 2024

Oct 28, 2024
BUY
$59.93 - $66.52 $490,047 - $543,934
8,177 Added 25.75%
39,933 $2.66 Billion
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
1,270
Shares Held
481M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email