FFA
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Farther Finance Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Farther Finance Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10M Buy
307,073
+88,096
+40% +$3.01M 0.07% 252
2026
Q2 		$7.91M Buy
218,977
+25,371
+13% +$838K 0.06% 273
2026
Q1 		$5.68M Buy
193,606
+24,812
+15% +$744K 0.05% 315
2025
Q4 		$4.81M Buy
168,794
+86,968
+106% +$2.46M 0.05% 315
2025
Q3 		$2.28M Sell
81,826
-10,018
-11% -$268K 0.03% 410
2025
Q2 		$2.32M Sell
91,844
-19,792
-18% -$468K 0.05% 326
2025
Q1 		$2.62M Buy
111,636
+13,711
+14% +$349K 0.07% 251
2024
Q4 		$2.53M Buy
97,925
+67,727
+224% +$1.8M 0.09% 178
2024
Q3 		$778K Sell
30,198
-24,746
-45% -$614K 0.03% 428
2024
Q2 		$1.29M Buy
54,944
+3,246
+6% +$76.9K 0.06% 238
2024
Q1 		$1.26M Buy
51,698
+8,122
+19% +$190K 0.08% 216
2023
Q4 		$1.03M Buy
43,576
+38,258
+719% +$806K 0.07% 231
2023
Q3 		$110K Sell
5,318
-210
-4% -$4.61K 0.02% 521
2023
Q2 		$121K Sell
5,528
-1,286
-19% -$26.8K 0.03% 404
2023
Q1 		$143K Buy
6,814
+18
+0.3% +$387 0.04% 316
2022
Q4 		$138K Buy
+6,796
New +$139K 0.05% 272

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Farther Finance Advisors's SCHA Position: Q3 2026 in Review

Farther Finance Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 40% in Q3 2026, buying an estimated $3.01M and bringing the position to 307,073 shares worth $10M. The position accounts for 0.07% of the portfolio, ranked #252.

Farther Finance Advisors first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. 62 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Farther Finance Advisors held 307,073 shares of Schwab U.S Small- Cap ETF worth $10M as of Q3 2026.
  • Farther Finance Advisors bought 88,096 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $3.01M.
  • Schwab U.S Small- Cap ETF made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #252 holding.
  • Farther Finance Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 62 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.