SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Farther Finance Advisors, LLC's Holding History (CIK: 0001992825)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,036,896 Value ($000) $28,442 Avg Close — Range —
Q3 2025
Shares 678,543 Value ($000) $18,524 Avg Close — Range —
Q2 2025
Shares 789,451 Value ($000) $20,920 Avg Close — Range —
Q1 2025
Shares 700,385 Value ($000) $19,520 Avg Close — Range —
Q4 2024
Shares 493,839 Value ($000) $13,492 Avg Close — Range —
Q3 2024
Shares 57,704 Value ($000) $4,878 Avg Close — Range —
Q2 2024
Shares 25,833 Value ($000) $2,000 Avg Close — Range —
Q1 2024
Shares 30,546 Value ($000) $2,448 Avg Close — Range —
Q4 2023
Shares 15,992 Value ($000) $1,217 Avg Close — Range —
Q3 2023
Shares 13,768 Value ($000) $974 Avg Close — Range —
Q2 2023
Shares 13,986 Value ($000) $1,016 Avg Close — Range —
Q1 2023
Shares 15,259 Value ($000) $1,116 Avg Close — Range —
Q4 2022
Shares 15,739 Value ($000) $1,189 Avg Close — Range —