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Farther Finance Advisors, LLC: SCHH position timeline

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

Farther Finance Advisors, LLC held 187,521 SCHH 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 187,521 shares
    Change vs previous 13F +92,298 shares

    0.03% of the 13F portfolio, value $4,132,953.

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

  2. period ended2026-06-30
    13F 95,223 shares
    Change vs previous 13F +3,694 shares

    0.02% of the 13F portfolio, value $2,255,236.

    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 91,529 shares
    Change vs previous 13F +51,356 shares

    0.02% of the 13F portfolio, value $1,975,195.

    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 40,173 shares
    Change vs previous 13F +6,970 shares

    0.01% of the 13F portfolio, value $839,216.

    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 33,203 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $716,193.

    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 33,503 shares
    Change vs previous 13F -27,525 shares

    0.01% of the 13F portfolio, value $708,917.

    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 61,028 shares
    Change vs previous 13F -149,917 shares

    0.03% of the 13F portfolio, value $1,313,925.

    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 210,945 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,442,510.

    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).