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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Farnam Financial's SCHZ Position: Q1 2026 in Review

Farnam Financial reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 22% in Q1 2026, selling an estimated $321K and leaving 47,430 shares worth $1.1M. The position accounts for 0.91% of the portfolio, ranked #25.

Farnam Financial first reported a position in SCHZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Farnam Financial held 47,430 shares of Schwab US Aggregate Bond ETF worth $1.1M as of Q1 2026.
  • Farnam Financial sold 13,705 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $321K.
  • Schwab US Aggregate Bond ETF made up 0.91% of Farnam Financial's portfolio in Q1 2026, its #25 holding.
  • Farnam Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Farnam Financial's Schwab US Aggregate Bond ETF position peaked at $1.53M in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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