Farther Finance Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Farther Finance Advisors, LLC

$2.67 Trillion
Q3 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 6,553 shares of SCHJ stock, worth $160,351. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,553

Previous 5,056 29.61%

Holding current value

$160,351

Previous $243 Million 33.76%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$48.09 - $49.69 $71,990 - $74,385	1,497 Added 29.61%	6,553 $325 Million
Q2 2024 Jul 31, 2024	SELL	$47.73 - $48.35 $21,764 - $22,047	-456 Reduced 8.27%	5,056 $243 Million
Q1 2024 May 13, 2024	BUY	$48.03 - $48.53 $254,895 - $257,548	5,307 Added 2588.78%	5,512 $265 Million
Q4 2023 Feb 14, 2024	BUY	$46.51 - $48.38 $589,421 - $613,119	12,673 Added 34251.35%	12,710 $615 Million
Q3 2023 Nov 13, 2023	SELL	$46.87 - $47.5 $7,874 - $7,980	-168 Reduced 81.95%	37 $1.74 Million
Q1 2023 May 13, 2024	SELL	$46.68 - $47.8 $583,733 - $597,739	-12,505 Reduced 98.39%	205 $9.75 Million
Q4 2022 Sep 11, 2023	BUY	$45.76 - $47.27 $9,380 - $9,690	205 New	205 $9.61 Million

Others Institutions Holding SCHJ

# of Institutions

111

Shares Held

3.51M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Farther Finance Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History