Farther Finance Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
VCM
VPM
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.