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Farther Finance Advisors, LLC: SCHW position timeline

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

Farther Finance Advisors, LLC held 72,209 SCHW 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 72,209 shares
    Change vs previous 13F -4,237 shares

    0.05% of the 13F portfolio, value $7,057,741.

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

  2. period ended2026-06-30
    13F 76,446 shares
    Change vs previous 13F +3,509 shares

    0.06% of the 13F portfolio, value $7,050,245.

    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 72,937 shares
    Change vs previous 13F +9,553 shares

    0.06% of the 13F portfolio, value $6,736,493.

    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 63,384 shares
    Change vs previous 13F +44,109 shares

    0.07% of the 13F portfolio, value $6,332,703.

    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 19,275 shares
    Change vs previous 13F +2,323 shares

    0.03% of the 13F portfolio, value $1,840,222.

    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 16,952 shares
    Change vs previous 13F +2,677 shares

    0.03% of the 13F portfolio, value $1,546,735.

    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 14,275 shares
    Change vs previous 13F +3,199 shares

    0.03% of the 13F portfolio, value $1,108,740.

    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 11,076 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $819,745.

    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).