Farnam Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

Farnam Financial LLC

  • $129 Billion
  • Q3 2025

A detailed history of Farnam Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Farnam Financial LLC holds 8,881 shares of SCHM stock, worth $258,969. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,881
Previous 8,880 0.01%
Holding current value
$258,969
Previous $249 Million 5.68%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 23, 2025
BUY
$28.15 - $30.13 $28 - $30
1 Added 0.01%
8,881 $263 Million
Q1 2025

Aug 12, 2025
BUY
$25.58 - $29.24 $588 - $672
23 Added 0.26%
8,880 $233 Million
Q4 2024

Aug 12, 2025
BUY
$27.54 - $83.04 $162,623 - $490,351
5,905 Added 200.03%
8,857 $245 Million
Q3 2024

Aug 12, 2025
BUY
$75.47 - $83.18 $222,787 - $245,547
2,952 New
2,952 $245 Million

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Farnam Financial LLC Portfolio

Follow Farnam Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farnam Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farnam Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email