Larson Financial Group LLC Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Larson Financial Group LLC holds 106,678 shares of SCHX stock, worth $2.83 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

106,678

Previous 106,311 0.35%

Holding current value

$2.83 Million

Previous $2.6 Million 8.12%

% of portfolio

0.1%

Previous 0.11%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.46 - $26.5 $8,976 - $9,725	367 Added 0.35%	106,678 $2.81 Million
Q2 2025 Aug 08, 2025	SELL	$19.6 - $24.44 $1.2 Million - $1.5 Million	-61,253 Reduced 36.55%	106,311 $2.6 Million
Q1 2025 May 02, 2025	BUY	$21.75 - $24.28 $1.71 Million - $1.91 Million	78,829 Added 88.84%	167,564 $3.7 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $1.37 Million - $4.17 Million	61,069 Added 220.74%	88,735 $2.06 Million
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $217,551 - $241,545	3,560 Added 14.77%	27,666 $1.88 Million

Q2 2024 Aug 02, 2024	BUY	$58.7 - $64.78 $316,099 - $348,840	5,385 Added 28.76%	24,106 $1.55 Million
Q1 2024 May 03, 2024	SELL	$55.41 - $62.08 $390,806 - $437,850	-7,053 Reduced 27.36%	18,721 $1.16 Million
Q4 2023 Feb 01, 2024	BUY	$48.47 - $56.6 $156,024 - $182,195	3,219 Added 14.27%	25,774 $1.45 Million
Q3 2023 Nov 03, 2023	BUY	$50.36 - $54.21 $5,690 - $6,125	113 Added 0.5%	22,555 $1.14 Million
Q2 2023 Aug 03, 2023	BUY	$47.67 - $52.37 $55,058 - $60,487	1,155 Added 5.43%	22,442 $1.18 Million
Q1 2023 May 04, 2023	BUY	$44.78 - $49.41 $60,318 - $66,555	1,347 Added 6.76%	21,287 $1.03 Million
Q4 2022 Feb 03, 2023	BUY	$42.25 - $48.16 $15,759 - $17,963	373 Added 1.91%	19,940 $900,000
Q3 2022 Nov 03, 2022	BUY	$42.35 - $51.01 $355,697 - $428,432	8,399 Added 75.21%	19,567 $829,000
Q2 2022 Aug 04, 2022	BUY	$43.35 - $54.51 $103,736 - $130,442	2,393 Added 27.27%	11,168 $499,000
Q1 2022 May 05, 2022	BUY	$49.51 - $57.27 $231,211 - $267,450	4,670 Added 113.76%	8,775 $473,000
Q4 2021 Feb 03, 2022	SELL	$51.9 - $57.29 $467 - $515	-9 Reduced 0.22%	4,105 $467,000
Q3 2021 Nov 04, 2021	BUY	$51.52 - $54.94 $2,009 - $2,142	39 Added 0.96%	4,114 $428,000
Q2 2021 Aug 10, 2021	BUY	$48.62 - $52.01 $14,731 - $15,759	303 Added 8.03%	4,075 $424,000
Q1 2021 May 06, 2021	BUY	$44.9 - $48.34 $25,413 - $27,360	566 Added 17.65%	3,772 $362,000
Q4 2020 Jan 14, 2021	SELL	$39.35 - $45.48 $38,917 - $44,979	-989 Reduced 23.58%	3,206 $292,000
Q3 2020 Oct 08, 2020	BUY	$37.26 - $43.03 $2,272 - $2,624	61 Added 1.48%	4,195 $338,000
Q2 2020 Jul 10, 2020	SELL	$29.25 - $38.76 $4,329 - $5,736	-148 Reduced 3.46%	4,134 $306,000
Q1 2020 Apr 09, 2020	BUY	$26.61 - $40.52 $30,335 - $46,192	1,140 Added 36.28%	4,282 $262,000
Q4 2019 Jan 10, 2020	SELL	$34.42 - $38.54 $12,012 - $13,450	-349 Reduced 10.0%	3,142 $241,000
Q3 2019 Oct 11, 2019	BUY	$35.28 - $36.01 $1,093 - $1,116	31 Added 0.9%	3,491 $248,000
Q2 2019 Jul 16, 2019	BUY	N/A	310 Added 9.84%	3,460 $243,000
Q1 2019 Apr 05, 2019	BUY	N/A	242 Added 8.32%	3,150 $213,000
Q4 2018 Feb 07, 2019	SELL	N/A	-186 Reduced 6.01%	2,908 $174,000
Q3 2018 Oct 09, 2018	SELL	N/A	-228 Reduced 6.86%	3,094 $215,000
Q2 2018 Jul 19, 2018	BUY	N/A	3,322 New	3,322 $216,000
Q1 2018 May 15, 2018	SELL	N/A	-6,489 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	6,489	6,489 $414,000

Others Institutions Holding SCHX

# of Institutions

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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Larson Financial Group LLC Schwab Strategic Tr Us Large C Transaction History