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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
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

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q2 2026, buying an estimated $29M and bringing the position to 5,939,378 shares worth $175M. The position accounts for 1.36% of the portfolio, ranked #7.

Farther Finance Advisors first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Farther Finance Advisors held 5,939,378 shares of Schwab US Large- Cap ETF worth $175M as of Q2 2026.
  • Farther Finance Advisors bought 1,014,991 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $29M.
  • Schwab US Large- Cap ETF made up 1.36% of Farther Finance Advisors's portfolio in Q2 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 15 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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