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Showing 8 of 15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in SCHWAB US LARGE-CAP ETF

Farther Finance Advisors, LLC holds 5.9M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $174.8M as of 2026-Q2. The position was increased (+20.6% shares). SCHX represents 1.4% of Farther Finance Advisors, LLC's portfolio.

Current Value

$174.8M

Current Shares

5.9M

Total Value Change

+$167.4M

Total Shares Change

+5.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.9M
+20.6%
$174.8M1.4%$29.43
57
2026-Q1
Increased
4.9M
+24.0%
$127.2M1.2%$25.57
58
2025-Q4
Increased
4M
+37.4%
$106.9M1.1%$26.76
62
2025-Q3
Increased
2.9M
+531.7%
$76.1M1.1%$26.12
75
2025-Q2
Decreased
457,631
-9.7%
$11.2M0.2%$24.17
0
2025-Q1
Decreased
506,536
-7.1%
$11.2M0.3%$21.77
0
2024-Q4
Increased
545,134
+403.4%
$12.6M0.5%$22.79
54
2024-Q3
Decreased
108,285
-47.1%
$7.3M0.3%$22.16
0

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

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