Larson Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Larson Financial Group LLC

  • $1.45 Billion
  • Q2 2024

A detailed history of Larson Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Larson Financial Group LLC holds 158,563 shares of SCHM stock, worth $4.38 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
158,563
Previous 164,372 3.53%
Holding current value
$4.38 Million
Previous $13.4 Million 7.8%
% of portfolio
0.85%
Previous 1.05%

Shares

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

Aug 02, 2024
SELL
$75.69 - $81.19 $439,683 - $471,632
-5,809 Reduced 3.53%
158,563 $12.3 Million
Q1 2024

May 03, 2024
SELL
$72.89 - $81.43 $278,002 - $310,574
-3,814 Reduced 2.27%
164,372 $13.4 Million
Q4 2023

Feb 01, 2024
BUY
$63.01 - $75.95 $916,858 - $1.11 Million
14,551 Added 9.47%
168,186 $12.7 Million
Q3 2023

Nov 03, 2023
SELL
$66.75 - $73.98 $6,474 - $7,176
-97 Reduced 0.06%
153,635 $10.4 Million
Q2 2023

Aug 03, 2023
SELL
$65.29 - $71.03 $312,608 - $340,091
-4,788 Reduced 3.02%
153,732 $10.9 Million
Q1 2023

May 04, 2023
SELL
$64.24 - $73.9 $232,291 - $267,222
-3,616 Reduced 2.23%
158,520 $10.8 Million
Q4 2022

Feb 03, 2023
BUY
$61.05 - $69.94 $9.67 Million - $11.1 Million
158,459 Added 4309.46%
162,136 $10.6 Million
Q3 2022

Nov 03, 2022
BUY
$60.5 - $72.51 $104,544 - $125,297
1,728 Added 88.66%
3,677 $223,000
Q2 2022

Aug 04, 2022
BUY
$60.91 - $76.4 $15,105 - $18,947
248 Added 14.58%
1,949 $122,000
Q1 2022

May 05, 2022
BUY
$70.66 - $80.89 $4,027 - $4,610
57 Added 3.47%
1,701 $129,000
Q4 2021

Feb 03, 2022
BUY
$76.01 - $83.39 $77,606 - $85,141
1,021 Added 163.88%
1,644 $132,000
Q3 2021

Nov 04, 2021
BUY
$74.65 - $80.95 $2,762 - $2,995
37 Added 6.31%
623 $48,000
Q2 2021

Aug 10, 2021
SELL
$74.64 - $79.12 $10,897 - $11,551
-146 Reduced 19.95%
586 $46,000
Q1 2021

May 06, 2021
BUY
$67.07 - $76.85 $35,412 - $40,576
528 Added 258.82%
732 $54,000
Q4 2020

Jan 14, 2021
SELL
$55.93 - $68.45 $1,118 - $1,369
-20 Reduced 8.93%
204 $14,000
Q3 2020

Oct 08, 2020
BUY
$51.99 - $58.83 $6,082 - $6,883
117 Added 109.35%
224 $12,000
Q2 2020

Jul 10, 2020
SELL
$39.01 - $57.03 $8,504 - $12,432
-218 Reduced 67.08%
107 $6,000
Q1 2020

Apr 09, 2020
BUY
$35.83 - $62.24 $7,810 - $13,568
218 Added 203.74%
325 $14,000
Q3 2019

Oct 11, 2019
BUY
$56.23 - $57.59 $56 - $57
1 Added 0.94%
107 $6,000
Q2 2019

Jul 16, 2019
SELL
N/A
-7 Reduced 6.19%
106 $6,000
Q1 2019

Apr 05, 2019
BUY
N/A
4 Added 3.67%
113 $6,000
Q4 2018

Feb 07, 2019
BUY
N/A
109 New
109 $5,000

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
96.1M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email