Larson Financial Group LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Larson Financial Group LLC

$2.7 Billion
Q3 2025

A detailed history of Larson Financial Group LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Larson Financial Group LLC holds 5,515 shares of SCHI stock, worth $126,403. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,515

Previous 20,866 73.57%

Holding current value

$126,403

Previous $474,000 73.21%

% of portfolio

0.0%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$22.45 - $23.2 $344,629 - $356,143	-15,351 Reduced 73.57%	5,515 $127,000
Q2 2025 Aug 08, 2025	BUY	$21.85 - $22.76 $235,455 - $245,261	10,776 Added 106.8%	20,866 $474,000
Q1 2025 May 02, 2025	SELL	$21.77 - $22.56 $42,451 - $43,992	-1,950 Reduced 16.2%	10,090 $226,000
Q4 2024 Feb 07, 2025	BUY	$22.02 - $46.16 $197,739 - $414,516	8,980 Added 293.46%	12,040 $265,000
Q3 2024 Nov 12, 2024	BUY	$43.73 - $46.29 $69,924 - $74,017	1,599 Added 109.45%	3,060 $141,000

Q2 2024 Aug 02, 2024	BUY	$43.11 - $44.42 $58,629 - $60,411	1,360 Added 1346.53%	1,461 $64,000
Q1 2024 May 03, 2024	BUY	$43.87 - $44.99 $4,430 - $4,543	101 New	101 $4,000
Q3 2023 Nov 03, 2023	BUY	$42.12 - $44.19 $30,200 - $31,684	717 New	717 $30,000

Others Institutions Holding SCHI

# of Institutions

250

Shares Held

52.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Larson Financial Group LLC Schwab Strategic Tr 5 10 Yr C Transaction History