Farnam Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Farnam Financial’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$987K	Buy	44,277 +3,658	+9%	+$83.1K	0.73%	28
2026 Q2	$940K	Sell	40,619 -6,811	-14%	-$158K	0.69%	29
2026 Q1	$1.1M	Sell	47,430 -13,705	-22%	-$321K	0.91%	25
2025 Q4	$1.43M	Sell	61,135 -1,441	-2%	-$33.8K	1.08%	23
2025 Q3	$1.47M	Buy	62,576 +324	+0.5%	+$7.53K	1.14%	23
2025 Q2	$1.45M	Sell	62,252 -3,804	-6%	-$87.3K	1.3%	22
2025 Q1	$1.53M	Buy	66,056 +235	+0.4%	+$5.38K	1.55%	17
2024 Q4	$1.49M	Buy	65,821 +4,763	+8%	+$110K	1.56%	16
2024 Q3	$1.45M	Buy	+61,058	New	+$1.43M	1.59%	17

Other funds holding SCHZ

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Farnam Financial's SCHZ Position: Q3 2026 in Review

Farnam Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 9% in Q3 2026, buying an estimated $83.1K and bringing the position to 44,277 shares worth $987K. The position accounts for 0.73% of the portfolio, ranked #28.

Farnam Financial first reported a position in SCHZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2025. 482 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Farnam Financial held 44,277 shares of Schwab US Aggregate Bond ETF worth $987K as of Q3 2026.
Farnam Financial bought 3,658 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $83.1K.
Schwab US Aggregate Bond ETF made up 0.73% of Farnam Financial's portfolio in Q3 2026, its #28 holding.
Farnam Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Farnam Financial's Schwab US Aggregate Bond ETF position peaked at $1.53M in Q1 2025.
482 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.