A detailed history of Farther Finance Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 23,056 shares of SCHZ stock, worth $524,062. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,056
Previous 21,012 9.73%
Holding current value
$524,062
Previous $950 Million 15.36%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$45.2 - $47.87 $92,388 - $97,846
2,044 Added 9.73%
23,056 $1.1 Billion
Q2 2024

Jul 31, 2024

SELL
$44.66 - $45.99 $138,178 - $142,293
-3,094 Reduced 12.83%
21,012 $950 Million
Q1 2024

May 13, 2024

BUY
$45.44 - $46.67 $178,488 - $183,319
3,928 Added 19.47%
24,106 $1.1 Billion
Q4 2023

Feb 14, 2024

BUY
$43.09 - $46.83 $541,856 - $588,887
12,575 Added 61.78%
32,929 $1.54 Billion
Q3 2023

Nov 13, 2023

BUY
$44.14 - $46.33 $7,768 - $8,154
176 Added 0.87%
20,354 $900 Million
Q2 2023

May 13, 2024

BUY
$45.86 - $47.33 $86,767 - $89,548
1,892 Added 10.35%
20,178 $931 Million
Q2 2023

Sep 12, 2023

BUY
$45.86 - $47.33 $86,767 - $89,548
1,892 Added 10.35%
20,178 $931 Million
Q1 2023

May 13, 2024

SELL
$45.33 - $47.44 $663,767 - $694,663
-14,643 Reduced 44.47%
18,286 $858 Million
Q1 2023

Sep 12, 2023

SELL
$45.33 - $47.44 $175,336 - $183,497
-3,868 Reduced 17.46%
18,286 $858 Million
Q4 2022

Sep 11, 2023

BUY
$44.04 - $47.03 $975,662 - $1.04 Million
22,154 New
22,154 $1.01 Billion

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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.