Farther Finance Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Farther Finance Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.3M	Buy	1,667,995 +162,228	+11%	+$5.47M	0.38%	45
2026 Q2	$47.7M	Buy	1,505,767 +162,036	+12%	+$5.14M	0.37%	50
2026 Q1	$41M	Buy	1,343,731 +306,835	+30%	+$9.31M	0.39%	48
2025 Q4	$28.4M	Buy	1,036,896 +358,353	+53%	+$9.74M	0.3%	65
2025 Q3	$18.5M	Sell	678,543 -110,908	-14%	-$3.03M	0.28%	66
2025 Q2	$20.9M	Buy	789,451 +89,066	+13%	+$2.33M	0.42%	43
2025 Q1	$19.5M	Buy	700,385 +206,546	+42%	+$5.76M	0.5%	33
2024 Q4	$13.5M	Buy	493,839 +320,727	+185%	+$9.12M	0.49%	36
2024 Q3	$4.88M	Buy	173,112 +95,613	+123%	+$2.6M	0.18%	100
2024 Q2	$2M	Sell	77,499 -14,139	-15%	-$368K	0.1%	171
2024 Q1	$2.45M	Buy	91,638 +43,662	+91%	+$1.13M	0.15%	120
2023 Q4	$1.22M	Buy	47,976 +6,672	+16%	+$159K	0.09%	209
2023 Q3	$974K	Sell	41,304 -654	-2%	-$16K	0.15%	122
2023 Q2	$1.02M	Sell	41,958 -3,819	-8%	-$91.2K	0.22%	84
2023 Q1	$1.12M	Sell	45,777 -1,440	-3%	-$36K	0.33%	59
2022 Q4	$1.19M	Buy	+47,217	New	+$1.17M	0.46%	38

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q3 2026, buying an estimated $5.47M and bringing the position to 1,667,995 shares worth $54.3M. The position accounts for 0.38% of the portfolio, ranked #45.

Farther Finance Advisors first reported a position in SCHD in Q4 2022 and has held it in 16 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Farther Finance Advisors held 1,667,995 shares of Schwab US Dividend Equity ETF worth $54.3M as of Q3 2026.
Farther Finance Advisors bought 162,228 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $5.47M.
Schwab US Dividend Equity ETF made up 0.38% of Farther Finance Advisors's portfolio in Q3 2026, its #45 holding.
Farther Finance Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 16 quarters since.
83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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