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
Q3 		$7.06M Sell
72,209
-4,237
-6% -$446K 0.05% 344
2026
Q2 		$7.05M Buy
76,446
+3,509
+5% +$320K 0.06% 306
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

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

Farther Finance Advisors reduced its Charles Schwab (SCHW) stake by 5.5% in Q3 2026, selling an estimated $446K and leaving 72,209 shares worth $7.06M. The position accounts for 0.05% of the portfolio, ranked #344.

Farther Finance Advisors first reported a position in SCHW in Q4 2022 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Farther Finance Advisors held 72,209 shares of Charles Schwab worth $7.06M as of Q3 2026.
  • Farther Finance Advisors sold 4,237 Charles Schwab shares in Q3 2026, an estimated $446K.
  • Charles Schwab made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #344 holding.
  • Farther Finance Advisors first reported a position in Charles Schwab in Q4 2022 and has held it in 16 quarters since.
  • 98 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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