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Farther Finance Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Farther Finance Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4M Sell
422,278
-5,634
-1% -$165K 0.09% 193
2026
Q2 		$12.4M Buy
427,912
+12,194
+3% +$341K 0.1% 185
2026
Q1 		$10.5M Sell
415,718
-247,037
-37% -$6.48M 0.1% 182
2025
Q4 		$17.4M Buy
662,755
+227,602
+52% +$5.92M 0.19% 98
2025
Q3 		$11.2M Buy
435,153
+172,112
+65% +$4.26M 0.17% 107
2025
Q2 		$6.27M Buy
263,041
+63,569
+32% +$1.4M 0.13% 154
2025
Q1 		$4.31M Buy
199,472
+15,241
+8% +$347K 0.11% 177
2024
Q4 		$4.18M Buy
184,231
+64,432
+54% +$1.47M 0.15% 123
2024
Q3 		$2.66M Buy
119,799
+24,531
+26% +$524K 0.1% 170
2024
Q2 		$2M Buy
95,268
+35,346
+59% +$716K 0.1% 172
2024
Q1 		$1.22M Sell
59,922
-12,729
-18% -$246K 0.07% 222
2023
Q4 		$1.35M Buy
72,651
+7,944
+12% +$137K 0.1% 191
2023
Q3 		$1.08M Buy
64,707
+10,722
+20% +$186K 0.17% 112
2023
Q2 		$930K Buy
53,985
+40,854
+311% +$666K 0.2% 95
2023
Q1 		$209K Buy
13,131
+3,714
+39% +$58.1K 0.06% 256
2022
Q4 		$141K Buy
+9,417
New +$142K 0.05% 268

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

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

Farther Finance Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q3 2026, selling an estimated $165K and leaving 422,278 shares worth $12.4M. The position accounts for 0.09% of the portfolio, ranked #193.

Farther Finance Advisors first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. The position peaked at $17.4M in Q4 2025. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Farther Finance Advisors held 422,278 shares of Schwab US Broad Market ETF worth $12.4M as of Q3 2026.
  • Farther Finance Advisors sold 5,634 Schwab US Broad Market ETF shares in Q3 2026, an estimated $165K.
  • Schwab US Broad Market ETF made up 0.09% of Farther Finance Advisors's portfolio in Q3 2026, its #193 holding.
  • Farther Finance Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Schwab US Broad Market ETF position peaked at $17.4M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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