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Farther Finance Advisors, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Farther Finance Advisors, LLC on SCHB, newest first. How the timeline and the estimate are built.

Farther Finance Advisors, LLC held 422,278 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 422,278 shares
    Change vs previous 13F -5,634 shares

    0.09% of the 13F portfolio, value $12,376,978.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 427,912 shares
    Change vs previous 13F +12,194 shares

    0.1% of the 13F portfolio, value $12,391,763.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 415,718 shares
    Change vs previous 13F -247,037 shares

    0.1% of the 13F portfolio, value $10,517,673.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 662,755 shares
    Change vs previous 13F +227,602 shares

    0.19% of the 13F portfolio, value $17,384,060.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 435,153 shares
    Change vs previous 13F +172,112 shares

    0.17% of the 13F portfolio, value $11,187,787.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 263,041 shares
    Change vs previous 13F +63,569 shares

    0.13% of the 13F portfolio, value $6,268,277.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 199,472 shares
    Change vs previous 13F +15,241 shares

    0.11% of the 13F portfolio, value $4,310,580.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 184,231 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,182,051.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).