Farther Finance Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1992825 SAN FRANCISCO, CA

Position in SCHW

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$6,854,619

+$521,924 QoQ

Shares Held

72,937

+15.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $30,786,325 across 46 Capital Markets names. SCHW ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,155	$9,437,018
2	SCHW	Schwab Charles Corp This page	72,937	$6,854,619
3	MS	Morgan Stanley	29,238	$4,811,697
4	HOOD	Robinhood Markets, Inc.	32,809	$2,273,663
5	IREN	IREN Ltd	65,115	$2,232,142
6	LPLA	LPL Financial Holdings Inc.	2,533	$762,002
7	IBKR	Interactive Brokers Group, Inc.	7,072	$474,319
8	TW	Tradeweb Markets Inc.	3,537	$416,163

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,854,619	72,937	+15.1%	Shares	Sole	2026-04-07
2025-12-31	$6,332,695	63,384	+228.8%	Shares	Sole	2026-01-23
2025-09-30	$1,840,184	19,275	+13.7%	Shares	Sole	2025-10-14
2025-06-30	$1,546,700	16,952	+18.8%	Shares	Sole	2025-07-11
2025-03-31	$1,117,447	14,275	+28.9%	Shares	Sole	2025-04-14
2024-12-31	$819,734	11,076	-59.5%	Shares	Sole	2025-02-10
2024-09-30	$1,772,553	27,350	+2.8%	Shares	Sole	2024-10-29
2024-06-30	$1,960,080	26,599	-4.5%	Shares	Sole	2024-07-31
2024-03-31	$2,014,090	27,842	+2.4%	Shares	Sole	2024-05-14
2023-12-31	$1,870,259	27,184	+26.0%	Shares	Sole	2024-02-15
2023-09-30	$1,184,302	21,572	+63.0%	Shares	Sole	2023-11-14
2023-06-30	$750,103	13,234	+389.2%	Shares	Sole	2024-05-14
2023-03-31	$141,687	2,705	+262.6%	Shares	Sole	2024-05-14
2022-12-31	$62,111	746	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.