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Farther Finance Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Farther Finance Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$224M Buy
7,460,996
+1,521,618
+26% +$45.6M 1.58% 7
2026
Q2 		$175M Buy
5,939,378
+1,014,991
+21% +$29M 1.36% 7
2026
Q1 		$127M Buy
4,924,387
+952,260
+24% +$25.5M 1.2% 8
2025
Q4 		$107M Buy
3,972,127
+1,081,148
+37% +$28.9M 1.15% 8
2025
Q3 		$76.1M Buy
2,890,979
+2,433,348
+532% +$61.8M 1.15% 10
2025
Q2 		$11.2M Sell
457,631
-48,905
-10% -$1.11M 0.22% 89
2025
Q1 		$11.2M Sell
506,536
-38,598
-7% -$899K 0.29% 68
2024
Q4 		$12.6M Buy
545,134
+220,279
+68% +$5.13M 0.46% 43
2024
Q3 		$7.35M Sell
324,855
-289,731
-47% -$6.31M 0.28% 71
2024
Q2 		$13.2M Buy
614,586
+3,696
+0.6% +$76.4K 0.64% 26
2024
Q1 		$12.6M Buy
610,890
+221,523
+57% +$4.36M 0.77% 18
2023
Q4 		$7.32M Buy
389,367
+356,196
+1,074% +$6.26M 0.53% 33
2023
Q3 		$559K Sell
33,171
-750
-2% -$13.2K 0.09% 188
2023
Q2 		$592K Sell
33,921
-11,817
-26% -$195K 0.13% 144
2023
Q1 		$737K Buy
45,738
+6,678
+17% +$105K 0.22% 91
2022
Q4 		$588K Buy
+39,060
New +$591K 0.23% 88

Other funds holding SCHX

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q3 2026, buying an estimated $45.6M and bringing the position to 7,460,996 shares worth $224M. The position accounts for 1.58% of the portfolio, ranked #7.

Farther Finance Advisors first reported a position in SCHX in Q4 2022 and has held it in 16 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Farther Finance Advisors held 7,460,996 shares of Schwab US Large- Cap ETF worth $224M as of Q3 2026.
  • Farther Finance Advisors bought 1,521,618 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $45.6M.
  • Schwab US Large- Cap ETF made up 1.58% of Farther Finance Advisors's portfolio in Q3 2026, its #7 holding.
  • Farther Finance Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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