Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,053,672
+$199,053 QoQ
Shares Held
76,446
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#564
of 2,304 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. SCHW ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,716 | $11,849,210 | |
| 2 | SCHW |
Schwab Charles Corp
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|
76,446 | $7,053,672 | |
| 3 | MS |
Morgan Stanley
|
30,785 | $6,435,296 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,675 | $3,176,369 | |
| 5 | IREN |
IREN Ltd
|
64,882 | $2,967,053 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,562 | $919,316 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,597 | $731,522 | |
| 8 | PIPR |
Piper Sandler Companies
|
8,436 | $610,260 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,053,672 | 76,446 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,854,619 | 72,937 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,332,695 | 63,384 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,840,184 | 19,275 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,546,700 | 16,952 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,117,447 | 14,275 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $819,734 | 11,076 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,772,553 | 27,350 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,960,080 | 26,599 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,014,090 | 27,842 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,870,259 | 27,184 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,184,302 | 21,572 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $750,103 | 13,234 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $141,687 | 2,705 | 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. | ||||||