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

Farther Finance Advisors, LLC

  • $2.77 Trillion
  • Q4 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 253,230 shares of SCHM stock, worth $7.09 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
253,230
Previous 13,824 1731.81%
Holding current value
$7.09 Million
Previous $1.15 Billion 510.88%
% of portfolio
0.25%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,006
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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