Larson Financial Group LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Larson Financial Group LLC holds 88,735 shares of SCHX stock, worth $1.95 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
88,735
Previous 27,666 220.74%
Holding current value
$1.95 Million
Previous $1.88 Million 9.54%
% of portfolio
0.11%
Previous 0.11%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $1.37 Million - $4.17 Million
61,069 Added 220.74%
88,735 $2.06 Million
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $217,551 - $241,545
3,560 Added 14.77%
27,666 $1.88 Million
Q2 2024

Aug 02, 2024
BUY
$58.7 - $64.78 $316,099 - $348,840
5,385 Added 28.76%
24,106 $1.55 Million
Q1 2024

May 03, 2024
SELL
$55.41 - $62.08 $390,806 - $437,850
-7,053 Reduced 27.36%
18,721 $1.16 Million
Q4 2023

Feb 01, 2024
BUY
$48.47 - $56.6 $156,024 - $182,195
3,219 Added 14.27%
25,774 $1.45 Million
Q3 2023

Nov 03, 2023
BUY
$50.36 - $54.21 $5,690 - $6,125
113 Added 0.5%
22,555 $1.14 Million
Q2 2023

Aug 03, 2023
BUY
$47.67 - $52.37 $55,058 - $60,487
1,155 Added 5.43%
22,442 $1.18 Million
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $60,318 - $66,555
1,347 Added 6.76%
21,287 $1.03 Million
Q4 2022

Feb 03, 2023
BUY
$42.25 - $48.16 $15,759 - $17,963
373 Added 1.91%
19,940 $900,000
Q3 2022

Nov 03, 2022
BUY
$42.35 - $51.01 $355,697 - $428,432
8,399 Added 75.21%
19,567 $829,000
Q2 2022

Aug 04, 2022
BUY
$43.35 - $54.51 $103,736 - $130,442
2,393 Added 27.27%
11,168 $499,000
Q1 2022

May 05, 2022
BUY
$49.51 - $57.27 $231,211 - $267,450
4,670 Added 113.76%
8,775 $473,000
Q4 2021

Feb 03, 2022
SELL
$51.9 - $57.29 $467 - $515
-9 Reduced 0.22%
4,105 $467,000
Q3 2021

Nov 04, 2021
BUY
$51.52 - $54.94 $2,009 - $2,142
39 Added 0.96%
4,114 $428,000
Q2 2021

Aug 10, 2021
BUY
$48.62 - $52.01 $14,731 - $15,759
303 Added 8.03%
4,075 $424,000
Q1 2021

May 06, 2021
BUY
$44.9 - $48.34 $25,413 - $27,360
566 Added 17.65%
3,772 $362,000
Q4 2020

Jan 14, 2021
SELL
$39.35 - $45.48 $38,917 - $44,979
-989 Reduced 23.58%
3,206 $292,000
Q3 2020

Oct 08, 2020
BUY
$37.26 - $43.03 $2,272 - $2,624
61 Added 1.48%
4,195 $338,000
Q2 2020

Jul 10, 2020
SELL
$29.25 - $38.76 $4,329 - $5,736
-148 Reduced 3.46%
4,134 $306,000
Q1 2020

Apr 09, 2020
BUY
$26.61 - $40.52 $30,335 - $46,192
1,140 Added 36.28%
4,282 $262,000
Q4 2019

Jan 10, 2020
SELL
$34.42 - $38.54 $12,012 - $13,450
-349 Reduced 10.0%
3,142 $241,000
Q3 2019

Oct 11, 2019
BUY
$35.28 - $36.01 $1,093 - $1,116
31 Added 0.9%
3,491 $248,000
Q2 2019

Jul 16, 2019
BUY
N/A
310 Added 9.84%
3,460 $243,000
Q1 2019

Apr 05, 2019
BUY
N/A
242 Added 8.32%
3,150 $213,000
Q4 2018

Feb 07, 2019
SELL
N/A
-186 Reduced 6.01%
2,908 $174,000
Q3 2018

Oct 09, 2018
SELL
N/A
-228 Reduced 6.86%
3,094 $215,000
Q2 2018

Jul 19, 2018
BUY
N/A
3,322 New
3,322 $216,000
Q1 2018

May 15, 2018
SELL
N/A
-6,489 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
6,489
6,489 $414,000

Others Institutions Holding SCHX

# of Institutions
1,477
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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