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Farther Finance Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Farther Finance Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.3M Buy
601,449
+294,262
+96% +$6.68M 0.09% 183
2026
Q2 		$7.11M Buy
307,187
+93,336
+44% +$2.16M 0.06% 302
2026
Q1 		$4.95M Buy
213,851
+38,043
+22% +$890K 0.05% 350
2025
Q4 		$4.11M Buy
175,808
+37,496
+27% +$880K 0.04% 359
2025
Q3 		$3.25M Buy
138,312
+107,357
+347% +$2.49M 0.05% 317
2025
Q2 		$719K Sell
30,955
-13,112
-30% -$301K 0.01% 736
2025
Q1 		$1.02M Sell
44,067
-2,162
-5% -$49.5K 0.03% 492
2024
Q4 		$1.05M Buy
46,229
+117
+0.3% +$2.7K 0.04% 358
2024
Q3 		$1.1M Buy
46,112
+4,088
+10% +$95.7K 0.04% 323
2024
Q2 		$950K Sell
42,024
-6,188
-13% -$140K 0.05% 314
2024
Q1 		$1.1M Sell
48,212
-17,646
-27% -$406K 0.07% 233
2023
Q4 		$1.54M Buy
65,858
+25,150
+62% +$563K 0.11% 170
2023
Q3 		$900K Buy
40,708
+352
+0.9% +$7.98K 0.14% 128
2023
Q2 		$931K Buy
40,356
+3,784
+10% +$88K 0.2% 94
2023
Q1 		$858K Sell
36,572
-7,736
-17% -$180K 0.25% 82
2022
Q4 		$1.01M Buy
+44,308
New +$1.01M 0.39% 46

Other funds holding SCHZ

ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Farther Finance Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 96% in Q3 2026, buying an estimated $6.68M and bringing the position to 601,449 shares worth $13.3M. The position accounts for 0.09% of the portfolio, ranked #183.

Farther Finance Advisors first reported a position in SCHZ in Q4 2022 and has held it in 16 quarters since. 31 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Farther Finance Advisors held 601,449 shares of Schwab US Aggregate Bond ETF worth $13.3M as of Q3 2026.
  • Farther Finance Advisors bought 294,262 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $6.68M.
  • Schwab US Aggregate Bond ETF made up 0.09% of Farther Finance Advisors's portfolio in Q3 2026, its #183 holding.
  • Farther Finance Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 31 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

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