Farnam Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Farnam Financial LLC

  • $129 Billion
  • Q3 2025

A detailed history of Farnam Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Farnam Financial LLC holds 194,708 shares of SCHB stock, worth $5.03 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares
194,708
Previous 204,160 4.63%
Holding current value
$5.03 Million
Previous $4.87 Billion 2.89%
% of portfolio
3.89%
Previous 4.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$23.82 - $25.84 $225,146 - $244,239
-9,452 Reduced 4.63%
194,708 $5.01 Billion
Q2 2025

Aug 12, 2025
SELL
$19.1 - $23.83 $290,797 - $362,811
-15,225 Reduced 6.94%
204,160 $4.87 Billion
Q1 2025

Aug 12, 2025
BUY
$21.23 - $23.75 $27,047 - $30,257
1,274 Added 0.58%
219,385 $4.72 Billion
Q4 2024

Aug 12, 2025
BUY
$22.01 - $66.82 $3.11 Million - $9.44 Million
141,290 Added 183.92%
218,111 $4.95 Billion
Q3 2024

Aug 12, 2025
BUY
$59.93 - $66.52 $4.6 Million - $5.11 Million
76,821 New
76,821 $5.11 Billion

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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