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Farther Finance Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Farther Finance Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$51.2M Buy
1,425,309
+538,279
+61% +$18.9M 0.36% 50
2026
Q2 		$30M Buy
887,030
+128,924
+17% +$4.27M 0.23% 82
2026
Q1 		$22.3M Buy
758,106
+89,488
+13% +$2.78M 0.21% 94
2025
Q4 		$21.8M Buy
668,618
+205,704
+44% +$6.69M 0.23% 83
2025
Q3 		$14.8M Buy
462,914
+34,298
+8% +$1.05M 0.22% 85
2025
Q2 		$12.5M Buy
428,616
+43,182
+11% +$1.14M 0.25% 79
2025
Q1 		$9.73M Buy
385,434
+367,081
+2,000% +$10.1M 0.25% 80
2024
Q4 		$511K Buy
18,353
+3,273
+22% +$89.5K 0.02% 571
2024
Q3 		$393K Sell
15,080
-29,132
-66% -$733K 0.01% 693
2024
Q2 		$1.12M Buy
44,212
+30,240
+216% +$713K 0.05% 274
2024
Q1 		$324K Sell
13,972
-8,380
-37% -$185K 0.02% 512
2023
Q4 		$464K Buy
22,352
+13,064
+141% +$253K 0.03% 365
2023
Q3 		$169K Buy
9,288
+700
+8% +$13.2K 0.03% 420
2023
Q2 		$161K Sell
8,588
-7,408
-46% -$127K 0.04% 347
2023
Q1 		$261K Buy
15,996
+2,700
+20% +$41K 0.08% 232
2022
Q4 		$185K Buy
+13,296
New +$191K 0.07% 234

Other funds holding SCHG

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 61% in Q3 2026, buying an estimated $18.9M and bringing the position to 1,425,309 shares worth $51.2M. The position accounts for 0.36% of the portfolio, ranked #50.

Farther Finance Advisors first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. 66 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Farther Finance Advisors held 1,425,309 shares of Schwab US Large-Cap Growth ETF worth $51.2M as of Q3 2026.
  • Farther Finance Advisors bought 538,279 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $18.9M.
  • Schwab US Large-Cap Growth ETF made up 0.36% of Farther Finance Advisors's portfolio in Q3 2026, its #50 holding.
  • Farther Finance Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 66 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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