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 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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $5.14M and bringing the position to 1,505,767 shares worth $47.7M. The position accounts for 0.37% of the portfolio, ranked #50.

Farther Finance Advisors first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Farther Finance Advisors held 1,505,767 shares of Schwab US Dividend Equity ETF worth $47.7M as of Q2 2026.
Farther Finance Advisors bought 162,036 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.14M.
Schwab US Dividend Equity ETF made up 0.37% of Farther Finance Advisors's portfolio in Q2 2026, its #50 holding.
Farther Finance Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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