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

Farther Finance Advisors, LLC

$5 Trillion
Q2 2025

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 376,710 shares of SCHM stock, worth $10.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

376,710

Previous 352,630 6.83%

Holding current value

$10.7 Million

Previous $9.28 Billion 13.89%

% of portfolio

0.21%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$22.92 - $28.05 $551,913 - $675,444	24,080 Added 6.83%	376,710 $10.6 Billion
Q1 2025 Apr 14, 2025	BUY	$25.58 - $29.24 $2.54 Million - $2.91 Million	99,400 Added 39.25%	352,630 $9.28 Billion
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $6.59 Million - $19.9 Million	239,406 Added 1731.81%	253,230 $7.02 Billion
Q3 2024 Oct 28, 2024	SELL	$75.47 - $83.18 $1.9 Million - $2.09 Million	-25,119 Reduced 64.5%	13,824 $1.15 Billion
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

1,032

Shares Held

283M

Call Options Held

9.4K

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