Farnam Financial LLC Schwab Us Aggregate Bond ETF Transaction History

Farnam Financial LLC

  • $111 Billion
  • Q2 2025

A detailed history of Farnam Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Farnam Financial LLC holds 62,252 shares of SCHZ stock, worth $1.47 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
62,252
Previous 66,056 5.76%
Holding current value
$1.47 Million
Previous $1.53 Billion 5.43%
% of portfolio
1.3%
Previous 1.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$22.68 - $23.28 $86,274 - $88,557
-3,804 Reduced 5.76%
62,252 $1.45 Billion
Q1 2025

Aug 12, 2025
BUY
$22.46 - $23.26 $5,278 - $5,466
235 Added 0.36%
66,056 $1.53 Billion
Q4 2024

Aug 12, 2025
BUY
$22.63 - $47.53 $798,657 - $1.68 Million
35,292 Added 115.6%
65,821 $1.49 Billion
Q3 2024

Aug 12, 2025
BUY
$45.2 - $47.87 $1.38 Million - $1.46 Million
30,529 New
30,529 $1.45 Billion

Others Institutions Holding SCHZ

# of Institutions
714
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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