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

Larson Financial Group LLC

  • $1.28 Billion
  • Q1 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 18,721 shares of SCHX stock, worth $1.21 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,721
Previous 25,774 27.36%
Holding current value
$1.21 Million
Previous $1.45 Million 20.1%
% of portfolio
0.09%
Previous 0.13%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $16,415 - $17,963
373 Added 1.91%
19,940 $900,000
Q3 2022

Nov 03, 2022
BUY
N/A
8,399 Added 75.21%
19,567 $829,000
Q2 2022

Aug 04, 2022
BUY
N/A
2,393 Added 27.27%
11,168 $499,000
Q1 2022

May 05, 2022
BUY
N/A
4,670 Added 113.76%
8,775 $473,000
Q4 2021

Feb 03, 2022
SELL
N/A
-9 Reduced 0.22%
4,105 $467,000
Q3 2021

Nov 04, 2021
BUY
N/A
39 Added 0.96%
4,114 $428,000
Q2 2021

Aug 10, 2021
BUY
N/A
303 Added 8.03%
4,075 $424,000
Q1 2021

May 06, 2021
BUY
N/A
566 Added 17.65%
3,772 $362,000
Q4 2020

Jan 14, 2021
SELL
N/A
-989 Reduced 23.58%
3,206 $292,000
Q3 2020

Oct 08, 2020
BUY
N/A
61 Added 1.48%
4,195 $338,000
Q2 2020

Jul 10, 2020
SELL
N/A
-148 Reduced 3.46%
4,134 $306,000
Q1 2020

Apr 09, 2020
BUY
N/A
1,140 Added 36.28%
4,282 $262,000
Q4 2019

Jan 10, 2020
SELL
N/A
-349 Reduced 10.0%
3,142 $241,000
Q3 2019

Oct 11, 2019
BUY
N/A
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
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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