FFA
SCHW

Farther Finance Advisors’s Charles Schwab SCHW Stock Holding History

Farther Finance Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.74M Buy
72,937
+9,553
+15% +$937K 0.06% 275
2025
Q4 		$6.33M Buy
63,384
+44,109
+229% +$4.18M 0.07% 255
2025
Q3 		$1.84M Buy
19,275
+2,323
+14% +$220K 0.03% 484
2025
Q2 		$1.55M Buy
16,952
+2,677
+19% +$224K 0.03% 447
2025
Q1 		$1.11M Buy
14,275
+3,199
+29% +$251K 0.03% 465
2024
Q4 		$820K Sell
11,076
-16,274
-60% -$1.22M 0.03% 432
2024
Q3 		$1.77M Buy
27,350
+751
+3% +$49.3K 0.07% 225
2024
Q2 		$1.95M Sell
26,599
-1,243
-4% -$91.8K 0.09% 173
2024
Q1 		$2.01M Buy
27,842
+658
+2% +$43.3K 0.12% 140
2023
Q4 		$1.87M Buy
27,184
+5,612
+26% +$324K 0.13% 139
2023
Q3 		$1.18M Buy
21,572
+8,338
+63% +$504K 0.19% 101
2023
Q2 		$750K Buy
13,234
+10,529
+389% +$551K 0.16% 116
2023
Q1 		$142K Buy
2,705
+1,959
+263% +$143K 0.04% 318
2022
Q4 		$62.1K Buy
+746
New +$57.9K 0.02% 445

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Farther Finance Advisors's SCHW Position: Q1 2026 in Review

Farther Finance Advisors increased its Charles Schwab (SCHW) stake by 15% in Q1 2026, buying an estimated $937K and bringing the position to 72,937 shares worth $6.74M. The position accounts for 0.06% of the portfolio, ranked #275.

Farther Finance Advisors first reported a position in SCHW in Q4 2022 and has held it in 14 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Farther Finance Advisors held 72,937 shares of Charles Schwab worth $6.74M as of Q1 2026.
  • Farther Finance Advisors bought 9,553 Charles Schwab shares in Q1 2026, an estimated $937K.
  • Charles Schwab made up 0.06% of Farther Finance Advisors's portfolio in Q1 2026, its #275 holding.
  • Farther Finance Advisors first reported a position in Charles Schwab in Q4 2022 and has held it in 14 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.