Position history for Farther Finance Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Farther Finance Advisors, LLC holds 4.9M shares of SCHX (SCHWAB STRATEGIC TR), worth $127.2M as of 2026-Q1. The position was increased (+24.0% shares). SCHX represents 1.2% of Farther Finance Advisors, LLC's portfolio.
Current Value
$127.2M
Current Shares
4.9M
Total Value Change
+$114M
Total Shares Change
+4.7M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 4.9M |
+24.0% |
| $127.2M |
| 1.2% |
| $26.83 |
58 |
| 2025-Q4 | Increased | 4M | +37.4% | $106.9M | 1.1% | $27.12 | 62 |
| 2025-Q3 | Increased | 2.9M | +531.7% | $76.1M | 1.1% | $26.19 | 75 |
| 2025-Q2 | Decreased | 457,631 | -9.7% | $11.2M | 0.2% | $24.19 | 0 |
| 2025-Q1 | Decreased | 506,536 | -7.1% | $11.2M | 0.3% | $21.77 | 0 |
| 2024-Q4 | Increased | 545,134 | +403.4% | $12.6M | 0.5% | $23.00 | 54 |
| 2024-Q3 | Decreased | 108,285 | -47.1% | $7.3M | 0.3% | $22.20 | 0 |
| 2024-Q2 | Increased | 204,862 | +0.6% | $13.2M | 0.6% | $21.03 | 40 |