Farther Finance Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Farther Finance Advisors, LLC

$2.06 Trillion
Q2 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 38,943 shares of SCHM stock, worth $3.23 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

38,943

Previous 39,451 1.29%

Holding current value

$3.23 Million

Previous $3.19 Billion 6.01%

% of portfolio

0.15%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$75.69 - $81.19 $38,450 - $41,244	-508 Reduced 1.29%	38,943 $3 Billion
Q1 2024 May 13, 2024	BUY	$72.89 - $81.43 $2.38 Million - $2.66 Million	32,645 Added 479.65%	39,451 $3.19 Billion
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $47,635 - $57,418	756 Added 47.07%	2,362 $178 Million
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $347,100 - $384,696	-5,200 Reduced 76.4%	1,606 $109 Million
Q2 2023 May 13, 2024	SELL	$65.29 - $71.03 $9,532 - $10,370	-146 Reduced 2.1%	6,806 $483 Million
Q2 2023 Sep 12, 2023	SELL	$65.29 - $71.03 $9,532 - $10,370	-146 Reduced 2.1%	6,806 $483 Million
Q1 2023 May 13, 2024	BUY	$64.24 - $73.9 $294,861 - $339,201	4,590 Added 194.33%	6,952 $472 Million
Q1 2023 Sep 12, 2023	BUY	$64.24 - $73.9 $389,615 - $448,203	6,065 Added 683.77%	6,952 $472 Million
Q4 2022 Sep 11, 2023	BUY	$61.05 - $69.94 $54,151 - $62,036	887 New	887 $58.2 Million

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Farther Finance Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History