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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.87M	Sell	204,160 -15,225	-7%	-$363K	4.37%	4
2025 Q1	$4.72M	Buy	219,385 +1,274	+0.6%	+$27.4K	4.79%	4
2024 Q4	$4.95M	Sell	218,111 -12,352	-5%	-$280K	5.18%	4
2024 Q3	$5.11M	Buy	+230,463	New	+$5.11M	5.61%	4