Farther Finance Advisors’s Charles Schwab SCHW Stock Holding History

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

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.