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Farther Finance Advisors, LLC: SCHG position timeline

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

Farther Finance Advisors, LLC held 1,425,309 SCHG 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 1,425,309 shares
    Change vs previous 13F +538,279 shares

    0.36% of the 13F portfolio, value $51,211,351.

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

  2. period ended2026-06-30
    13F 887,030 shares
    Change vs previous 13F +128,924 shares

    0.23% of the 13F portfolio, value $30,015,864.

    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 758,106 shares
    Change vs previous 13F +89,488 shares

    0.21% of the 13F portfolio, value $22,295,886.

    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 668,618 shares
    Change vs previous 13F +205,704 shares

    0.23% of the 13F portfolio, value $21,810,325.

    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 462,914 shares
    Change vs previous 13F +34,298 shares

    0.22% of the 13F portfolio, value $14,771,576.

    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 428,616 shares
    Change vs previous 13F +43,182 shares

    0.25% of the 13F portfolio, value $12,519,885.

    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 385,434 shares
    Change vs previous 13F +367,081 shares

    0.25% of the 13F portfolio, value $9,728,346.

    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 18,353 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $511,487.

    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).