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Farther Finance Advisors, LLC → SCHW-PJ
Farther Finance Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
115
Latest value
$1.9M
Q3 2026
Peak value
$223.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $11.2M |
| Q3 2025 | $76.1M |
| Q3 2025 | $14.8M |
| Q3 2025 | $11.6M |
| Q3 2025 | $11.3M |
| Q3 2025 | $2.3M |
| Q3 2025 | $142K |
| Q3 2025 | $1.4M |
| Q3 2025 | $3.5M |
| Q3 2025 | $621K |
| Q3 2025 | $466K |
| Q3 2025 | $596K |
| Q3 2025 | $1.5M |
| Q3 2025 | $877K |
| Q3 2025 | $18.5M |
| Q3 2025 | $16M |
| Q3 2025 | $3.2M |
| Q3 2025 | $716K |
| Q3 2025 | $1.5M |
| Q3 2025 | $5.8M |
| Q3 2025 | $726K |
| Q3 2025 | $617K |
| Q4 2025 | $6.3M |
| Q4 2025 | $17.4M |
| Q4 2025 | $106.9M |
| Q4 2025 | $21.8M |
| Q4 2025 | $15M |
| Q4 2025 | $16.2M |
| Q4 2025 | $4.8M |
| Q4 2025 | $151K |
| Q4 2025 | $1.8M |
| Q4 2025 | $4.7M |
| Q4 2025 | $607K |
| Q4 2025 | $1M |
| Q4 2025 | $3.2M |
| Q4 2025 | $2.5M |
| Q4 2025 | $3M |
| Q4 2025 | $28.4M |
| Q4 2025 | $22.1M |
| Q4 2025 | $4.1M |
| Q4 2025 | $839K |
| Q4 2025 | $1.5M |
| Q4 2025 | $13M |
| Q4 2025 | $5M |
| Q4 2025 | $1.6M |
| Q1 2026 | $6.7M |
| Q1 2026 | $10.5M |
| Q1 2026 | $127.2M |
| Q1 2026 | $22.3M |
| Q1 2026 | $17.4M |
| Q1 2026 | $13.7M |
| Q1 2026 | $5.7M |
| Q1 2026 | $99K |
| Q1 2026 | $2M |
| Q1 2026 | $5M |
| Q1 2026 | $842K |
| Q1 2026 | $1M |
| Q1 2026 | $5.5M |
| Q1 2026 | $2.5M |
| Q1 2026 | $3.1M |
| Q1 2026 | $41M |
| Q1 2026 | $29.2M |
| Q1 2026 | $5M |
| Q1 2026 | $2M |
| Q1 2026 | $4.1M |
| Q1 2026 | $16.1M |
| Q1 2026 | $10.4M |
| Q1 2026 | $1.8M |
| Q2 2026 | $7.1M |
| Q2 2026 | $12.4M |
| Q2 2026 | $174.8M |
| Q2 2026 | $30M |
| Q2 2026 | $22.4M |
| Q2 2026 | $17.3M |
| Q2 2026 | $7.9M |
| Q2 2026 | $119K |
| Q2 2026 | $2.1M |
| Q2 2026 | $7.3M |
| Q2 2026 | $783K |
| Q2 2026 | $1.1M |
| Q2 2026 | $6M |
| Q2 2026 | $3.2M |
| Q2 2026 | $4.3M |
| Q2 2026 | $47.7M |
| Q2 2026 | $36.3M |
| Q2 2026 | $7.1M |
| Q2 2026 | $2.3M |
| Q2 2026 | $4.1M |
| Q2 2026 | $16.3M |
| Q2 2026 | $9.9M |
| Q2 2026 | $1.8M |
| Q3 2026 | $7.1M |
| Q3 2026 | $12.4M |
| Q3 2026 | $223.8M |
| Q3 2026 | $51.2M |
| Q3 2026 | $29.7M |
| Q3 2026 | $17.6M |
| Q3 2026 | $10M |
| Q3 2026 | $109K |
| Q3 2026 | $2.1M |
| Q3 2026 | $10.5M |
| Q3 2026 | $756K |
| Q3 2026 | $1.1M |
| Q3 2026 | $5.8M |
| Q3 2026 | $3M |
| Q3 2026 | $4.5M |
| Q3 2026 | $54.3M |
| Q3 2026 | $61.8M |
| Q3 2026 | $13.3M |
| Q3 2026 | $4.1M |
| Q3 2026 | $3.5M |
| Q3 2026 | $14.1M |
| Q3 2026 | $15.3M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 38.9K | — | — |
| Q3 2026 | $15.3M | 607.7K | — | — |
| Q3 2026 | $14.1M | 592.3K | — | — |
| Q3 2026 | $3.5M | 149.5K | — | — |
| Q3 2026 | $4.1M | 187.5K | — | — |
| Q3 2026 | $13.3M | 601.4K | — | — |
| Q3 2026 | $61.8M | 2.25M | — | — |
| Q3 2026 | $54.3M | 1.67M | — | — |
| Q3 2026 | $4.5M | 142.6K | — | — |
| Q3 2026 | $3M | 84.9K | — | — |
| Q3 2026 | $5.8M | 107.4K | — | — |
| Q3 2026 | $1.1M | 27.4K | — | — |
| Q3 2026 | $756K | 31.4K | — | — |
| Q3 2026 | $10.5M | 289.1K | — | — |
| Q3 2026 | $2.1M | 68.2K | — | — |
| Q3 2026 | $109K | 1.7K | — | — |
| Q3 2026 | $10M | 307.1K | — | — |
| Q3 2026 | $17.6M | 518.6K | — | — |
| Q3 2026 | $29.7M | 890.4K | — | — |
| Q3 2026 | $51.2M | 1.43M | — | — |
| Q3 2026 | $223.8M | 7.46M | — | — |
| Q3 2026 | $12.4M | 422.3K | — | — |
| Q3 2026 | $7.1M | 72.2K | — | — |
| Q2 2026 | $1.8M | 37.8K | — | — |
| Q2 2026 | $9.9M | 374.6K | — | — |
| Q2 2026 | $16.3M | 677.2K | — | — |
| Q2 2026 | $4.1M | 165.7K | — | — |
| Q2 2026 | $2.3M | 95.2K | — | — |
| Q2 2026 | $7.1M | 307.2K | — | — |
| Q2 2026 | $36.3M | 1.31M | — | — |
| Q2 2026 | $47.7M | 1.51M | — | — |
| Q2 2026 | $4.3M | 137.0K | — | — |
| Q2 2026 | $3.2M | 83.2K | — | — |
| Q2 2026 | $6M | 113.9K | — | — |
| Q2 2026 | $1.1M | 27.9K | — | — |
| Q2 2026 | $783K | 31.8K | — | — |
| Q2 2026 | $7.3M | 200.1K | — | — |
| Q2 2026 | $2.1M | 66.2K | — | — |
| Q2 2026 | $119K | 1.7K | — | — |
| Q2 2026 | $7.9M | 219.0K | — | — |
| Q2 2026 | $17.3M | 468.8K | — | — |
| Q2 2026 | $22.4M | 643.2K | — | — |
| Q2 2026 | $30M | 887.0K | — | — |
| Q2 2026 | $174.8M | 5.94M | — | — |
| Q2 2026 | $12.4M | 427.9K | — | — |
| Q2 2026 | $7.1M | 76.4K | — | — |
| Q1 2026 | $1.8M | 37.2K | — | — |
| Q1 2026 | $10.4M | 392.3K | — | — |
| Q1 2026 | $16.1M | 664.0K | — | — |
| Q1 2026 | $4.1M | 164.8K | — | — |
| Q1 2026 | $2M | 91.5K | — | — |
| Q1 2026 | $5M | 213.9K | — | — |
| Q1 2026 | $29.2M | 1.16M | — | — |
| Q1 2026 | $41M | 1.34M | — | — |
| Q1 2026 | $3.1M | 111.0K | — | — |
| Q1 2026 | $2.5M | 77.3K | — | — |
| Q1 2026 | $5.5M | 110.3K | — | — |
| Q1 2026 | $1M | 26.8K | — | — |
| Q1 2026 | $842K | 34.2K | — | — |
| Q1 2026 | $5M | 152.5K | — | — |
| Q1 2026 | $2M | 62.4K | — | — |
| Q1 2026 | $99K | 1.9K | — | — |
| Q1 2026 | $5.7M | 193.6K | — | — |
| Q1 2026 | $13.7M | 439.6K | — | — |
| Q1 2026 | $17.4M | 568.6K | — | — |
| Q1 2026 | $22.3M | 758.1K | — | — |
| Q1 2026 | $127.2M | 4.92M | — | — |
| Q1 2026 | $10.5M | 415.7K | — | — |
| Q1 2026 | $6.7M | 72.9K | — | — |
| Q4 2025 | $1.6M | 35.7K | — | — |
| Q4 2025 | $5M | 190.4K | — | — |
| Q4 2025 | $13M | 533.2K | — | — |
| Q4 2025 | $1.5M | 58.7K | — | — |
| Q4 2025 | $839K | 40.2K | — | — |
| Q4 2025 | $4.1M | 175.8K | — | — |
| Q4 2025 | $22.1M | 918.2K | — | — |
| Q4 2025 | $28.4M | 1.04M | — | — |
| Q4 2025 | $3M | 109.0K | — | — |
| Q4 2025 | $2.5M | 79.7K | — | — |
| Q4 2025 | $3.2M | 70.6K | — | — |
| Q4 2025 | $1M | 28.6K | — | — |
| Q4 2025 | $607K | 24.4K | — | — |
| Q4 2025 | $4.7M | 142.3K | — | — |
| Q4 2025 | $1.8M | 61.2K | — | — |
| Q4 2025 | $151K | 2.5K | — | — |
| Q4 2025 | $4.8M | 168.8K | — | — |
| Q4 2025 | $16.2M | 538.8K | — | — |
| Q4 2025 | $15M | 507.9K | — | — |
| Q4 2025 | $21.8M | 668.6K | — | — |
| Q4 2025 | $106.9M | 3.97M | — | — |
| Q4 2025 | $17.4M | 662.8K | — | — |
| Q4 2025 | $6.3M | 63.4K | — | — |
| Q3 2025 | $617K | 13.6K | — | — |
| Q3 2025 | $726K | 26.9K | — | — |
| Q3 2025 | $5.8M | 236.4K | — | — |
| Q3 2025 | $1.5M | 60.4K | — | — |
| Q3 2025 | $716K | 33.2K | — | — |
| Q3 2025 | $3.2M | 138.3K | — | — |
| Q3 2025 | $16M | 686.4K | — | — |
| Q3 2025 | $18.5M | 678.5K | — | — |
| Q3 2025 | $877K | 33.3K | — | — |
| Q3 2025 | $1.5M | 47.7K | — | — |
| Q3 2025 | $596K | 13.9K | — | — |
| Q3 2025 | $466K | 12.9K | — | — |
| Q3 2025 | $621K | 24.9K | — | — |
| Q3 2025 | $3.5M | 105.1K | — | — |
| Q3 2025 | $1.4M | 51.4K | — | — |
| Q3 2025 | $142K | 1.8K | — | — |
| Q3 2025 | $2.3M | 81.8K | — | — |
| Q3 2025 | $11.3M | 380.4K | — | — |
| Q3 2025 | $11.6M | 398.9K | — | — |
| Q3 2025 | $14.8M | 462.9K | — | — |
| Q3 2025 | $76.1M | 2.89M | — | — |
| Q3 2025 | $11.2M | 435.2K | — | — |
| Q3 2025 | $1.8M | 19.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B