Farnam Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Farnam Financial’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.36M	Sell	364,892 -52,647	-13%	-$1.41M	7.7%	3
2025 Q4	$11.2M	Sell	417,539 -102,888	-20%	-$2.75M	8.46%	3
2025 Q3	$13.7M	Sell	520,427 -52,675	-9%	-$1.34M	10.65%	1
2025 Q2	$14M	Sell	573,102 -38,594	-6%	-$873K	12.59%	1
2025 Q1	$13.5M	Buy	611,696 +10,043	+2%	+$234K	13.71%	2
2024 Q4	$13.9M	Sell	601,653 -5,172	-0.9%	-$121K	14.58%	2
2024 Q3	$13.7M	Buy	+606,825	New	+$13.2M	15.07%	3

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Farnam Financial's SCHX Position: Q1 2026 in Review

Farnam Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q1 2026, selling an estimated $1.41M and leaving 364,892 shares worth $9.36M. The position accounts for 7.7% of the portfolio, ranked #3.

Farnam Financial first reported a position in SCHX in Q3 2024 and has held it in 7 quarters since. The position peaked at $14M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Farnam Financial held 364,892 shares of Schwab US Large- Cap ETF worth $9.36M as of Q1 2026.
Farnam Financial sold 52,647 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.41M.
Schwab US Large- Cap ETF made up 7.7% of Farnam Financial's portfolio in Q1 2026, its #3 holding.
Farnam Financial first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 7 quarters since.
Farnam Financial's Schwab US Large- Cap ETF position peaked at $14M in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.