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Farther Finance Advisors, LLC: SCHV position timeline

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

Farther Finance Advisors, LLC held 890,366 SCHV 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 890,366 shares
    Change vs previous 13F +247,211 shares

    0.21% of the 13F portfolio, value $29,658,084.

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

  2. period ended2026-06-30
    13F 643,155 shares
    Change vs previous 13F +74,542 shares

    0.18% of the 13F portfolio, value $22,388,208.

    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 568,613 shares
    Change vs previous 13F +60,733 shares

    0.16% of the 13F portfolio, value $17,410,923.

    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 507,880 shares
    Change vs previous 13F +108,980 shares

    0.16% of the 13F portfolio, value $15,038,338.

    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 398,900 shares
    Change vs previous 13F -7,646 shares

    0.18% of the 13F portfolio, value $11,611,987.

    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 406,546 shares
    Change vs previous 13F +27,457 shares

    0.23% of the 13F portfolio, value $11,249,140.

    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 379,089 shares
    Change vs previous 13F +340,474 shares

    0.26% of the 13F portfolio, value $10,072,386.

    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 38,615 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,006,706.

    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).