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

Larson Financial Group LLC

  • $1.75 Billion
  • Q3 2024

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 13,489 shares of SCHV stock, worth $367,305. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,489
Previous 11,629 15.99%
Holding current value
$367,305
Previous $861,000 25.9%
% of portfolio
0.06%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $136,579 - $149,488
1,860 Added 15.99%
13,489 $1.08 Million
Q2 2024

Aug 02, 2024
BUY
$71.74 - $75.86 $344,925 - $364,734
4,808 Added 70.49%
11,629 $861,000
Q1 2024

May 03, 2024
BUY
$68.82 - $75.98 $3,303 - $3,647
48 Added 0.71%
6,821 $518,000
Q4 2023

Feb 01, 2024
BUY
$61.16 - $70.24 $5,565 - $6,391
91 Added 1.36%
6,773 $474,000
Q3 2023

Nov 03, 2023
BUY
$64.45 - $69.39 $3,738 - $4,024
58 Added 0.88%
6,682 $430,000
Q2 2023

Aug 03, 2023
BUY
$63.33 - $67.21 $1,456 - $1,545
23 Added 0.35%
6,624 $444,000
Q1 2023

May 04, 2023
SELL
$62.59 - $69.3 $14,145 - $15,661
-226 Reduced 3.31%
6,601 $432,000
Q4 2022

Feb 03, 2023
BUY
$59.13 - $69.24 $318,710 - $373,203
5,390 Added 375.09%
6,827 $450,000
Q3 2022

Nov 03, 2022
SELL
$58.51 - $69.02 $44,584 - $52,593
-762 Reduced 34.65%
1,437 $84,000
Q2 2022

Aug 04, 2022
SELL
$60.93 - $72.3 $3,107 - $3,687
-51 Reduced 2.27%
2,199 $137,000
Q1 2022

May 05, 2022
BUY
$67.71 - $74.19 $1,421 - $1,557
21 Added 0.94%
2,250 $161,000
Q4 2021

Feb 03, 2022
BUY
$67.9 - $73.3 $3,530 - $3,811
52 Added 2.39%
2,229 $163,000
Q3 2021

Nov 04, 2021
BUY
$66.91 - $71.05 $4,081 - $4,334
61 Added 2.88%
2,177 $147,000
Q2 2021

Aug 10, 2021
BUY
$65.81 - $69.75 $7,041 - $7,463
107 Added 5.33%
2,116 $145,000
Q1 2021

May 06, 2021
BUY
$58.71 - $65.66 $21,957 - $24,556
374 Added 22.87%
2,009 $131,000
Q4 2020

Jan 14, 2021
SELL
$50.83 - $59.53 $140,697 - $164,779
-2,768 Reduced 62.87%
1,635 $97,000
Q3 2020

Oct 08, 2020
SELL
$49.44 - $54.86 $19,825 - $21,998
-401 Reduced 8.35%
4,403 $230,000
Q2 2020

Jul 10, 2020
SELL
$42.21 - $55.29 $40,521 - $53,078
-960 Reduced 16.66%
4,804 $241,000
Q1 2020

Apr 09, 2020
BUY
$38.4 - $61.03 $21,158 - $33,627
551 Added 10.57%
5,764 $255,000
Q4 2019

Jan 10, 2020
SELL
$54.73 - $60.25 $875 - $964
-16 Reduced 0.31%
5,213 $313,000
Q3 2019

Oct 11, 2019
SELL
$56.56 - $57.5 $9,332 - $9,487
-165 Reduced 3.06%
5,229 $297,000
Q2 2019

Jul 16, 2019
BUY
N/A
585 Added 12.16%
5,394 $303,000
Q1 2019

Apr 05, 2019
SELL
N/A
-186 Reduced 3.72%
4,809 $263,000
Q4 2018

Feb 07, 2019
BUY
N/A
391 Added 8.49%
4,995 $246,000
Q3 2018

Oct 09, 2018
SELL
N/A
-782 Reduced 14.52%
4,604 $258,000
Q2 2018

Jul 19, 2018
SELL
N/A
-62 Reduced 1.14%
5,386 $286,000
Q1 2018

May 15, 2018
SELL
N/A
-3,951 Reduced 42.04%
5,448 $288,000
Q4 2017

Feb 13, 2018
BUY
N/A
9,399
9,399 $514,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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