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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q2 2026, buying an estimated $341K and bringing the position to 427,912 shares worth $12.4M. The position accounts for 0.1% of the portfolio, ranked #185.

Farther Finance Advisors first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.4M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Farther Finance Advisors held 427,912 shares of Schwab US Broad Market ETF worth $12.4M as of Q2 2026.
  • Farther Finance Advisors bought 12,194 Schwab US Broad Market ETF shares in Q2 2026, an estimated $341K.
  • Schwab US Broad Market ETF made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #185 holding.
  • Farther Finance Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Schwab US Broad Market ETF position peaked at $17.4M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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