Larson Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Larson Financial Group LLC

$1.92 Billion
Q4 2024

A detailed history of Larson Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Larson Financial Group LLC holds 91,447 shares of SCHD stock, worth $2.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

91,447

Previous 26,047 251.08%

Holding current value

$2.6 Million

Previous $2.2 Million 13.49%

% of portfolio

0.13%

Previous 0.13%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $1.76 Million - $5.56 Million	65,400 Added 251.08%	91,447 $2.5 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $135,016 - $149,110	1,753 Added 7.22%	26,047 $2.2 Million
Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $1.62 Million - $1.71 Million	21,369 Added 730.56%	24,294 $1.89 Million
Q1 2024 May 03, 2024	BUY	$75.25 - $80.63 $19,414 - $20,802	258 Added 9.67%	2,925 $235,000
Q4 2023 Feb 01, 2024	BUY	$66.9 - $76.32 $56,530 - $64,490	845 Added 46.38%	2,667 $203,000
Q3 2023 Nov 03, 2023	SELL	$70.63 - $75.66 $12,148 - $13,013	-172 Reduced 8.63%	1,822 $128,000
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $15,219 - $16,266	220 Added 12.4%	1,994 $144,000
Q1 2023 May 04, 2023	BUY	$70.28 - $78.03 $27,479 - $30,509	391 Added 28.27%	1,774 $129,000
Q4 2022 Feb 03, 2023	BUY	$67.16 - $79.06 $604 - $711	9 Added 0.66%	1,383 $104,000
Q3 2022 Nov 03, 2022	BUY	$66.43 - $77.87 $65,964 - $77,324	993 Added 260.63%	1,374 $91,000
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $8,859 - $10,110	126 Added 49.41%	381 $27,000
Q4 2021 Feb 03, 2022	SELL	$74.93 - $80.86 $4,271 - $4,609	-57 Reduced 18.27%	255 $21,000
Q3 2021 Nov 04, 2021	BUY	$74.23 - $78.13 $6,235 - $6,562	84 Added 36.84%	312 $23,000
Q3 2020 Oct 08, 2020	SELL	$50.37 - $58.54 $2,820 - $3,278	-56 Reduced 19.72%	228 $13,000
Q2 2020 Jul 10, 2020	SELL	$43.56 - $56.5 $69,783 - $90,513	-1,602 Reduced 84.94%	284 $15,000
Q1 2020 Apr 09, 2020	BUY	$39.5 - $59.28 $62,252 - $93,425	1,576 Added 508.39%	1,886 $85,000
Q4 2019 Jan 10, 2020	SELL	$52.87 - $58.15 $14,644 - $16,107	-277 Reduced 47.19%	310 $18,000
Q3 2019 Oct 11, 2019	BUY	$54.39 - $55.76 $5,384 - $5,520	99 Added 20.29%	587 $32,000
Q2 2019 Jul 16, 2019	BUY	N/A	13 Added 2.74%	488 $26,000
Q1 2019 Apr 05, 2019	BUY	N/A	2 Added 0.42%	475 $25,000
Q4 2018 Feb 07, 2019	BUY	N/A	473 New	473 $22,000

Others Institutions Holding SCHD

# of Institutions

1,944

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Account

Larson Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History