Farnam Financial LLC Schwab Strategic Tr Us Large C Transaction History
Farnam Financial LLC
- $111 Billion
- Q2 2025
A detailed history of Farnam Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Farnam Financial LLC holds 573,102 shares of SCHX stock, worth $14.9 Million. This represents 12.59% of its overall portfolio holdings.
Number of Shares
573,102
Previous 611,696
6.31%
Holding current value
$14.9 Million
Previous $13.5 Billion
3.7%
% of portfolio
12.59%
Previous 13.71%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.38 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$937 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$873 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$859 Million9.79% of portfolio