Schwab U S Small Cap ETF shares owned by Larson Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 54k | 51.50 |
| 2024-06-30 | $2.7M | 57k | 47.45 |
| 2024-03-31 | $2.8M | 56k | 49.24 |
| 2023-12-31 | $3.0M | 63k | 47.24 |
| 2023-09-30 | $2.3M | 56k | 41.42 |
| 2023-06-30 | $2.6M | 59k | 43.80 |
| 2023-03-31 | $2.5M | 59k | 41.93 |
| 2022-12-31 | $2.5M | 63k | 40.51 |
| 2022-09-30 | $287k | 7.6k | 37.83 |
| 2022-06-30 | $164k | 4.2k | 39.09 |
| 2022-03-31 | $150k | 3.2k | 47.36 |
| 2021-12-31 | $119k | 1.2k | 102.06 |
| 2021-09-30 | $111k | 1.1k | 99.73 |
| 2021-06-30 | $111k | 1.1k | 103.84 |
| 2021-03-31 | $92k | 1.0k | 89.32 |
| 2020-12-31 | $92k | 1.0k | 89.32 |
| 2020-09-30 | $135k | 2.0k | 68.39 |
| 2020-06-30 | $165k | 2.5k | 65.40 |
| 2020-03-31 | $148k | 2.9k | 51.60 |
| 2019-12-31 | $334k | 4.4k | 75.60 |
| 2019-09-30 | $262k | 3.8k | 69.64 |
| 2019-06-30 | $260k | 3.6k | 71.61 |
| 2019-03-31 | $213k | 3.5k | 60.56 |
| 2018-12-31 | $213k | 3.5k | 60.56 |
| 2018-09-30 | $255k | 3.3k | 76.32 |
| 2018-06-30 | $265k | 3.6k | 73.63 |
| 2018-03-31 | $274k | 4.0k | 69.04 |
| 2017-12-31 | $389k | 5.6k | 69.83 |