Larson Financial Group »

Schwab Strategic Tr shares owned by Larson Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCCR) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Larson Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 1.5k 25.96
2025-06-30 $40k 1.6k 25.59
2025-03-31 $1.1k 43 25.60

More positions owned by Larson Financial Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Capital Group Global Equity SHS (CGGE)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jane Street
Breakwater Investment Management
Camarda Wealth Advisory
Flow Traders US
Citadel Advisors
Compass Financial Group
Larson Financial Group
Advisor Group Holdings
Goss Wealth Management
Aptus Capital Advisors
Kiker Wealth Management
Assetmark
MAI Wealth Advisors

View all funds holding Schwab Strategic Tr