Farther Finance Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.61M	Buy	43,883 +15,999	+57%	+$586K	0.01%	878
2026 Q2	$1.01M	Buy	27,884 +1,164	+4%	+$40.6K	0.01%	1102
2026 Q1	$843K	Buy	26,720 +1,808	+7%	+$59.2K	0.01%	1082
2025 Q4	$817K	Buy	24,912 +13,570	+120%	+$442K	0.01%	1009
2025 Q3	$364K	Hold	11,342	–	–	0.01%	1260
2025 Q2	$338K	Sell	11,342 -11,413	-50%	-$315K	0.01%	1118
2025 Q1	$615K	Buy	+22,755	New	+$646K	0.02%	693
2023 Q4	–	Sell	-300	Closed	-$6.2K	–	3608
2023 Q3	$6.2K	Hold	300	–	–	﹤0.01%	1450
2023 Q2	$6.42K	Sell	300 -2,700	-90%	-$54.6K	﹤0.01%	1340
2023 Q1	$59.3K	Buy	+3,000	New	+$58K	0.02%	560

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 57% in Q3 2026, buying an estimated $586K and bringing the position to 43,883 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #878.

Farther Finance Advisors first reported a position in SCHK in Q1 2023 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Farther Finance Advisors held 43,883 shares of Schwab 1000 Index ETF worth $1.61M as of Q3 2026.
Farther Finance Advisors bought 15,999 Schwab 1000 Index ETF shares in Q3 2026, an estimated $586K.
Schwab 1000 Index ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #878 holding.
Farther Finance Advisors first reported a position in Schwab 1000 Index ETF in Q1 2023 and has held it in 10 quarters since.
15 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

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