Larson Financial Group LLC Schwab Strategic Tr Us Broad M Transaction History

Larson Financial Group LLC

  • $1.45 Billion
  • Q2 2024

A detailed history of Larson Financial Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Larson Financial Group LLC holds 18,192 shares of SCHB stock, worth $1.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,192
Previous 4,776 280.9%
Holding current value
$1.2 Million
Previous $291,000 292.78%
% of portfolio
0.08%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$57.57 - $63.3 $772,359 - $849,232
13,416 Added 280.9%
18,192 $1.14 Million
Q1 2024

May 03, 2024
BUY
$54.61 - $61.05 $9,283 - $10,378
170 Added 3.69%
4,776 $291,000
Q4 2023

Feb 01, 2024
SELL
$47.61 - $55.91 $38,516 - $45,231
-809 Reduced 14.94%
4,606 $256,000
Q3 2023

Nov 03, 2023
BUY
$49.59 - $53.57 $61,739 - $66,694
1,245 Added 29.86%
5,415 $269,000
Q2 2023

Aug 03, 2023
BUY
$47.08 - $51.7 $4,755 - $5,221
101 Added 2.48%
4,170 $215,000
Q1 2023

May 04, 2023
BUY
$44.47 - $49.23 $4,091 - $4,529
92 Added 2.31%
4,069 $194,000
Q4 2022

Feb 03, 2023
SELL
$41.94 - $47.81 $171,912 - $195,973
-4,099 Reduced 50.76%
3,977 $178,000
Q3 2022

Nov 03, 2022
BUY
$41.99 - $50.63 $167,246 - $201,659
3,983 Added 97.31%
8,076 $339,000
Q2 2022

Aug 04, 2022
SELL
$42.93 - $53.98 $20,692 - $26,018
-482 Reduced 10.54%
4,093 $181,000
Q1 2022

May 05, 2022
BUY
$49.15 - $56.85 $117,370 - $135,757
2,388 Added 109.19%
4,575 $244,000
Q4 2021

Feb 03, 2022
BUY
$51.87 - $56.86 $985 - $1,080
19 Added 0.88%
2,187 $247,000
Q3 2021

Nov 04, 2021
BUY
$51.32 - $54.83 $5,542 - $5,921
108 Added 5.24%
2,168 $225,000
Q2 2021

Aug 10, 2021
SELL
$48.92 - $52.14 $6,017 - $6,413
-123 Reduced 5.63%
2,060 $215,000
Q1 2021

May 06, 2021
BUY
$44.89 - $48.81 $6,464 - $7,028
144 Added 7.06%
2,183 $211,000
Q4 2020

Jan 14, 2021
BUY
$39.03 - $45.5 $156 - $182
4 Added 0.2%
2,039 $186,000
Q3 2020

Oct 08, 2020
BUY
$36.93 - $42.52 $9,380 - $10,800
254 Added 14.26%
2,035 $162,000
Q2 2020

Jul 10, 2020
SELL
$28.84 - $38.49 $4,181 - $5,581
-145 Reduced 7.53%
1,781 $131,000
Q1 2020

Apr 09, 2020
SELL
$26.18 - $40.44 $6,021 - $9,301
-230 Reduced 10.67%
1,926 $116,000
Q4 2019

Jan 10, 2020
BUY
$34.47 - $38.58 $1,585 - $1,774
46 Added 2.18%
2,156 $166,000
Q3 2019

Oct 11, 2019
BUY
$35.32 - $36.13 $16,317 - $16,692
462 Added 28.03%
2,110 $150,000
Q2 2019

Jul 16, 2019
BUY
N/A
106 Added 6.87%
1,648 $116,000
Q1 2019

Apr 05, 2019
BUY
N/A
31 Added 2.05%
1,542 $105,000
Q4 2018

Feb 07, 2019
BUY
N/A
1,511 New
1,511 $91,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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