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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Farther Finance Advisors's SCHW Position: Q2 2026 in Review

Farther Finance Advisors increased its Charles Schwab (SCHW) stake by 4.8% in Q2 2026, buying an estimated $320K and bringing the position to 76,446 shares worth $7.05M. The position accounts for 0.06% of the portfolio, ranked #306.

Farther Finance Advisors first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. 381 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Farther Finance Advisors held 76,446 shares of Charles Schwab worth $7.05M as of Q2 2026.
  • Farther Finance Advisors bought 3,509 Charles Schwab shares in Q2 2026, an estimated $320K.
  • Charles Schwab made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #306 holding.
  • Farther Finance Advisors first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
  • 381 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.