Farther Finance Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Farther Finance Advisors, LLC
- $3.92 Trillion
- Q1 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 352,630 shares of SCHM stock, worth $9.23 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
352,630
Previous 253,230
39.25%
Holding current value
$9.23 Million
Previous $7.02 Billion
32.22%
% of portfolio
0.24%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
1,007Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio