Farnam Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Farnam Financial’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.99M	Sell	172,163 -15,365	-8%	-$430K	3.64%	12
2026 Q1	$4.71M	Sell	187,528 -4,302	-2%	-$113K	3.87%	11
2025 Q4	$5.03M	Sell	191,830 -2,878	-1%	-$74.9K	3.79%	9
2025 Q3	$5.01M	Sell	194,708 -9,452	-5%	-$234K	3.89%	7
2025 Q2	$4.87M	Sell	204,160 -15,225	-7%	-$335K	4.37%	4
2025 Q1	$4.72M	Buy	219,385 +1,274	+0.6%	+$29K	4.79%	4
2024 Q4	$4.95M	Sell	218,111 -12,352	-5%	-$282K	5.18%	4
2024 Q3	$5.11M	Buy	+230,463	New	+$4.92M	5.61%	4

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Farnam Financial's SCHB Position: Q2 2026 in Review

Farnam Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 8.2% in Q2 2026, selling an estimated $430K and leaving 172,163 shares worth $4.99M. The position accounts for 3.64% of the portfolio, ranked #12.

Farnam Financial first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.11M in Q3 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Farnam Financial held 172,163 shares of Schwab US Broad Market ETF worth $4.99M as of Q2 2026.
Farnam Financial sold 15,365 Schwab US Broad Market ETF shares in Q2 2026, an estimated $430K.
Schwab US Broad Market ETF made up 3.64% of Farnam Financial's portfolio in Q2 2026, its #12 holding.
Farnam Financial first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
Farnam Financial's Schwab US Broad Market ETF position peaked at $5.11M in Q3 2024.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.