Farnam Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Farnam Financial LLC

  • $111 Billion
  • Q2 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 204,160 shares of SCHB stock, worth $5.19 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares
204,160
Previous 219,385 6.94%
Holding current value
$5.19 Million
Previous $4.72 Billion 3.0%
% of portfolio
4.37%
Previous 4.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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