Schwab U S Broad Market ETF shares owned by Larson Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.0M | 102k | 28.96 |
| 2026-03-31 | $1.4M | 57k | 25.10 |
| 2025-12-31 | $1.5M | 58k | 26.23 |
| 2025-09-30 | $1.5M | 58k | 25.71 |
| 2025-06-30 | $1.5M | 63k | 23.83 |
| 2025-03-31 | $1.3M | 59k | 21.53 |
| 2024-12-31 | $853k | 38k | 22.70 |
| 2024-09-30 | $724k | 11k | 66.52 |
| 2024-06-30 | $1.1M | 18k | 62.87 |
| 2024-03-31 | $292k | 4.8k | 61.05 |
| 2023-12-31 | $256k | 4.6k | 55.67 |
| 2023-09-30 | $270k | 5.4k | 49.85 |
| 2023-06-30 | $216k | 4.2k | 51.71 |
| 2023-03-31 | $195k | 4.1k | 47.85 |
| 2022-12-31 | $178k | 4.0k | 44.81 |
| 2022-09-30 | $339k | 8.1k | 41.98 |
| 2022-06-30 | $181k | 4.1k | 44.22 |
| 2022-03-31 | $244k | 4.6k | 53.33 |
| 2021-12-31 | $247k | 2.2k | 112.94 |
| 2021-09-30 | $225k | 2.2k | 103.78 |
| 2021-06-30 | $215k | 2.1k | 104.37 |
| 2021-03-31 | $186k | 2.0k | 91.22 |
| 2020-12-31 | $186k | 2.0k | 91.22 |
| 2020-09-30 | $162k | 2.0k | 79.61 |
| 2020-06-30 | $131k | 1.8k | 73.55 |
| 2020-03-31 | $116k | 1.9k | 60.23 |
| 2019-12-31 | $166k | 2.2k | 76.99 |
| 2019-09-30 | $150k | 2.1k | 71.09 |
| 2019-06-30 | $116k | 1.6k | 70.39 |
| 2019-03-31 | $91k | 1.5k | 60.23 |
| 2018-12-31 | $91k | 1.5k | 60.23 |