Farther Finance Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Farther Finance Advisors, LLC

$3.92 Trillion
Q1 2025

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 90,189 shares of SCHR stock, worth $2.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

90,189

Previous 29,268 208.15%

Holding current value

$2.23 Million

Previous $711 Million 215.13%

% of portfolio

0.06%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$24.05 - $24.86 $1.47 Million - $1.51 Million	60,921 Added 208.15%	90,189 $2.24 Billion
Q4 2024 Feb 07, 2025	BUY	$24.19 - $50.58 $424,099 - $886,768	17,532 Added 149.39%	29,268 $711 Million
Q3 2024 Oct 28, 2024	BUY	$48.4 - $50.91 $152,895 - $160,824	3,159 Added 36.83%	11,736 $594 Million
Q2 2024 Jul 31, 2024	BUY	$47.85 - $49.0 $208,386 - $213,395	4,355 Added 103.15%	8,577 $415 Million
Q1 2024 May 13, 2024	SELL	$48.64 - $49.88 $68,971 - $70,729	-1,418 Reduced 25.14%	4,222 $205 Million
Q4 2023 Feb 14, 2024	SELL	$47.09 - $49.87 $24,251 - $25,683	-515 Reduced 9.29%	5,028 $250 Million
Q3 2023 Nov 13, 2023	SELL	$47.78 - $49.59 $4,634 - $4,810	-97 Reduced 1.72%	5,543 $266 Million
Q2 2023 May 13, 2024	SELL	$49.25 - $50.96 $22,408 - $23,186	-455 Reduced 7.47%	5,640 $278 Million
Q2 2023 Sep 12, 2023	SELL	$49.25 - $50.96 $22,408 - $23,186	-455 Reduced 7.47%	5,640 $278 Million
Q1 2023 May 13, 2024	BUY	$48.55 - $50.78 $51,802 - $54,182	1,067 Added 21.22%	6,095 $307 Million
Q1 2023 Sep 12, 2023	SELL	$48.55 - $50.78 $48,986 - $51,237	-1,009 Reduced 14.2%	6,095 $307 Million
Q4 2022 Sep 11, 2023	BUY	$48.12 - $50.24 $341,844 - $356,904	7,104 New	7,104 $350 Million

Others Institutions Holding SCHR

# of Institutions

456

Shares Held

358M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Farther Finance Advisors, LLC Schwab Intermediate Term Us Tr Transaction History