Farther Finance Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Farther Finance Advisors, LLC

$2.77 Trillion
Q4 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 493,839 shares of SCHD stock, worth $13.9 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

493,839

Previous 57,704 755.81%

Holding current value

$13.9 Million

Previous $4.88 Billion 176.6%

% of portfolio

0.49%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $11.7 Million - $37 Million	436,135 Added 755.81%	493,839 $13.5 Billion
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $2.45 Million - $2.71 Million	31,871 Added 123.37%	57,704 $4.88 Billion
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $357,292 - $377,746	-4,713 Reduced 15.43%	25,833 $2 Billion
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $1.25 Million - $1.34 Million	16,560 Added 118.4%	30,546 $2.45 Billion
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $148,785 - $169,735	2,224 Added 16.15%	15,992 $1.22 Billion
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $15,397 - $16,493	-218 Reduced 1.56%	13,768 $974 Million
Q2 2023 May 13, 2024	SELL	$69.18 - $73.94 $88,066 - $94,125	-1,273 Reduced 8.34%	13,986 $1.02 Billion
Q2 2023 Sep 12, 2023	SELL	$69.18 - $73.94 $88,066 - $94,125	-1,273 Reduced 8.34%	13,986 $1.02 Billion
Q1 2023 May 13, 2024	SELL	$70.28 - $78.03 $51,515 - $57,195	-733 Reduced 4.58%	15,259 $1.12 Billion
Q1 2023 Sep 12, 2023	SELL	$70.28 - $78.03 $33,734 - $37,454	-480 Reduced 3.05%	15,259 $1.12 Billion
Q4 2022 Sep 11, 2023	BUY	$67.16 - $79.06 $1.06 Million - $1.24 Million	15,739 New	15,739 $1.19 Billion

Others Institutions Holding SCHD

# of Institutions

1,940

Shares Held

824M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Farther Finance Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History