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SCHDSCHD
15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in SCHWAB US DVD EQUITY ETF

Farther Finance Advisors, LLC holds 1.5M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $47.7M as of 2026-Q2. The position was increased (+12.1% shares). SCHD represents 0.4% of Farther Finance Advisors, LLC's portfolio.

Current Value

$47.7M

Current Shares

1.5M

Total Value Change

+$46.6M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+12.1%
$47.7M0.4%$31.71
39
2026-Q1
Increased
1.3M
+29.6%
$41M0.4%$31.59
44
2025-Q4
Increased
1M
+52.8%
$28.4M0.3%$27.63
48
2025-Q3
Decreased
678,543
-14.1%
$18.5M0.3%$26.83
0
2025-Q2
Increased
789,451
+12.7%
$20.9M0.4%$25.87
38
2025-Q1
Increased
700,385
+41.8%
$19.5M0.5%$26.78
45
2024-Q4
Increased
493,839
+755.8%
$13.5M0.5%$26.20
54
2024-Q3
Increased
57,704
+123.4%
$4.9M0.2%$26.78
52
2024-Q2
Decreased
25,833
-15.4%
$2M0.1%$24.49
0
2024-Q1
Increased
30,546
+91.0%
$2.4M0.1%$25.13
49
2023-Q4
Increased
15,992
+16.1%
$1.2M0.1%$23.54
29
2023-Q3
Decreased
13,768
-1.6%
$974,2000.2%$21.66
0
2023-Q2
Decreased
13,986
-8.3%
$1M0.2%$21.85
0
2023-Q1
Decreased
15,259
-3.0%
$1.1M0.3%$21.73
0
2022-Q4
New
15,739
-
$1.2M0.5%$22.52
42

Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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