FFA
SCHA icon

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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Farther Finance Advisors's SCHA Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q2 2026, buying an estimated $838K and bringing the position to 218,977 shares worth $7.91M. The position accounts for 0.06% of the portfolio, ranked #273.

Farther Finance Advisors first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Farther Finance Advisors held 218,977 shares of Schwab U.S Small- Cap ETF worth $7.91M as of Q2 2026.
  • Farther Finance Advisors bought 25,371 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $838K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #273 holding.
  • Farther Finance Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.