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Farther Finance Advisors, LLC: SCHX position timeline

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

Farther Finance Advisors, LLC held 7,460,996 SCHX 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 7,460,996 shares
    Change vs previous 13F +1,521,618 shares

    1.58% of the 13F portfolio, value $223,829,879.

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

  2. period ended2026-06-30
    13F 5,939,378 shares
    Change vs previous 13F +1,014,991 shares

    1.37% of the 13F portfolio, value $174,792,429.

    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 4,924,387 shares
    Change vs previous 13F +952,260 shares

    1.2% of the 13F portfolio, value $127,245,759.

    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 3,972,127 shares
    Change vs previous 13F +1,081,148 shares

    1.15% of the 13F portfolio, value $106,889,948.

    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 2,890,979 shares
    Change vs previous 13F +2,433,348 shares

    1.15% of the 13F portfolio, value $76,148,258.

    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 457,631 shares
    Change vs previous 13F -48,905 shares

    0.22% of the 13F portfolio, value $11,184,490.

    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 506,536 shares
    Change vs previous 13F -38,598 shares

    0.29% of the 13F portfolio, value $11,229,897.

    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 545,134 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $12,636,195.

    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).