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Equibles

Farther Finance Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1992825 SAN FRANCISCO, CA
Back to SCHW Full portfolio

Position in SCHW

as of Sep 30, 2026 · filed Oct 8, 2026
Position Value
$7,057,707
+$4,035 QoQ
Shares Held
72,209
-5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#11
of 109 holders
Holding Since
Dec 2022
16 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 Sep 30, 2026

Farther Finance Advisors, LLC holds $38,349,984 across 54 Capital Markets names. SCHW ranks #2 (18.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 12,537 $11,287,813
2 SCHW
Schwab Charles Corp
This page 		72,209 $7,057,707
3 MS
Morgan Stanley
 37,447 $7,043,031
4 HOOD
Robinhood Markets, Inc.
 32,132 $3,614,850
5 IREN
IREN Ltd
 46,572 $1,903,863
6 IBKR
Interactive Brokers Group, Inc.
 12,045 $1,028,883
7 BMNR
Bitmine Immersion Technologies, Inc.
 34,734 $918,019
8 LPLA
LPL Financial Holdings Inc.
 2,625 $802,725

All Filings in SCHW

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $7,057,707 72,209
2026-06-30 $7,053,672 76,446
2026-03-31 $6,854,619 72,937
2025-12-31 $6,332,695 63,384
2025-09-30 $1,840,184 19,275
2025-06-30 $1,546,700 16,952
2025-03-31 $1,117,447 14,275
2024-12-31 $819,734 11,076
2024-09-30 $1,772,553 27,350
2024-06-30 $1,960,080 26,599
2024-03-31 $2,014,090 27,842
2023-12-31 $1,870,259 27,184
2023-09-30 $1,184,302 21,572
2023-06-30 $750,103 13,234
2023-03-31 $141,687 2,705
2022-12-31 $62,111 746