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SCHD
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Position history for Farther Finance Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Farther Finance Advisors, LLC holds 1.3M shares of SCHD (SCHWAB STRATEGIC TR), worth $41M as of 2026-Q1. The position was increased (+29.6% shares). SCHD represents 0.4% of Farther Finance Advisors, LLC's portfolio.

Current Value

$41M

Current Shares

1.3M

Total Value Change

+$39M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

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

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