Larson Financial Group LLC Schwab Strategic Tr 1000 Index Transaction History
Larson Financial Group LLC
- $2.7 Billion
- Q3 2025
A detailed history of Larson Financial Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Larson Financial Group LLC holds 250 shares of SCHK stock, worth $8,074. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 1,000
75.0%
Holding current value
$8,074
Previous $29,000
72.41%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
238Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio