Farther Finance Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Farther Finance Advisors, LLC

$3.92 Trillion
Q1 2025

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 44,067 shares of SCHZ stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

44,067

Previous 46,229 4.68%

Holding current value

$1.02 Million

Previous $1.05 Billion 2.66%

% of portfolio

0.03%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$22.46 - $23.26 $48,558 - $50,288	-2,162 Reduced 4.68%	44,067 $1.02 Billion
Q4 2024 Feb 07, 2025	BUY	$22.63 - $47.53 $524,404 - $1.1 Million	23,173 Added 100.51%	46,229 $1.05 Billion
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

# of Institutions

689

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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 Us Aggregate Bond ETF Transaction History