Farther Finance Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.7M	Buy	890,366 +247,211	+38%	+$8.5M	0.21%	87
2026 Q2	$22.4M	Buy	643,155 +74,542	+13%	+$2.46M	0.17%	106
2026 Q1	$17.4M	Buy	568,613 +60,733	+12%	+$1.89M	0.16%	110
2025 Q4	$15M	Buy	507,880 +108,980	+27%	+$3.19M	0.16%	113
2025 Q3	$11.6M	Sell	398,900 -7,646	-2%	-$217K	0.18%	98
2025 Q2	$11.2M	Buy	406,546 +27,457	+7%	+$722K	0.22%	88
2025 Q1	$10.1M	Buy	379,089 +340,474	+882%	+$9.14M	0.26%	78
2024 Q4	$1.01M	Sell	38,615 -3,607	-9%	-$97.4K	0.04%	370
2024 Q3	$1.13M	Sell	42,222 -6,432	-13%	-$165K	0.04%	315
2024 Q2	$1.2M	Sell	48,654 -2,043	-4%	-$50.5K	0.06%	263
2024 Q1	$1.28M	Sell	50,697 -19,503	-28%	-$468K	0.08%	213
2023 Q4	$1.64M	Buy	70,200 +21,162	+43%	+$463K	0.12%	157
2023 Q3	$1.05M	Sell	49,038 -1,371	-3%	-$30.8K	0.17%	117
2023 Q2	$1.13M	Sell	50,409 -8,403	-14%	-$183K	0.25%	78
2023 Q1	$1.29M	Sell	58,812 -7,683	-12%	-$171K	0.38%	51
2022 Q4	$1.46M	Buy	+66,495	New	+$1.44M	0.57%	28

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 38% in Q3 2026, buying an estimated $8.5M and bringing the position to 890,366 shares worth $29.7M. The position accounts for 0.21% of the portfolio, ranked #87.

Farther Finance Advisors first reported a position in SCHV in Q4 2022 and has held it in 16 quarters since. 87 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Farther Finance Advisors held 890,366 shares of Schwab US Large-Cap Value ETF worth $29.7M as of Q3 2026.
Farther Finance Advisors bought 247,211 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $8.5M.
Schwab US Large-Cap Value ETF made up 0.21% of Farther Finance Advisors's portfolio in Q3 2026, its #87 holding.
Farther Finance Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
87 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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