Back to Farther Finance Advisors, LLC

SCHX
Showing 8 of 14 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.9M
+24.0%
$127.2M1.2%$26.83
58
2025-Q4
Increased
4M
+37.4%
$106.9M1.1%$27.12
62
2025-Q3
Increased
2.9M
+531.7%
$76.1M1.1%$26.19
75
2025-Q2
Decreased
457,631
-9.7%
$11.2M0.2%$24.19
0
2025-Q1
Decreased
506,536
-7.1%
$11.2M0.3%$21.77
0
2024-Q4
Increased
545,134
+403.4%
$12.6M0.5%$23.00
54
2024-Q3
Decreased
108,285
-47.1%
$7.3M0.3%$22.20
0
2024-Q2
Increased
204,862
+0.6%
$13.2M0.6%$21.03
40

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used