Schwab Strategic Tr us aggregate b shares owned by Larson Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 351k | 23.47 |
| 2025-06-30 | $9.2M | 395k | 23.24 |
| 2025-03-31 | $11M | 454k | 23.16 |
| 2024-12-31 | $11M | 487k | 22.70 |
| 2024-09-30 | $12M | 260k | 47.52 |
| 2024-06-30 | $12M | 272k | 45.58 |
| 2024-03-31 | $14M | 306k | 46.00 |
| 2023-12-31 | $15M | 320k | 46.62 |
| 2023-09-30 | $15M | 343k | 44.23 |
| 2023-06-30 | $16M | 349k | 46.16 |
| 2023-03-31 | $17M | 356k | 46.91 |
| 2022-12-31 | $16M | 359k | 45.65 |
| 2022-09-30 | $185k | 4.1k | 45.22 |
| 2022-06-30 | $178k | 3.7k | 47.81 |
| 2022-03-31 | $214k | 4.2k | 50.61 |
| 2021-12-31 | $228k | 4.2k | 54.00 |
| 2021-09-30 | $220k | 4.1k | 54.32 |
| 2021-06-30 | $191k | 3.5k | 54.62 |
| 2021-03-31 | $253k | 4.5k | 56.04 |
| 2020-12-31 | $253k | 4.5k | 56.04 |
| 2020-09-30 | $224k | 4.0k | 56.07 |
| 2020-06-30 | $261k | 4.6k | 56.29 |
| 2020-03-31 | $318k | 5.9k | 54.29 |
| 2019-12-31 | $265k | 5.0k | 53.35 |
| 2019-09-30 | $247k | 4.6k | 53.93 |
| 2019-06-30 | $225k | 4.2k | 53.02 |
| 2019-03-31 | $193k | 3.8k | 50.58 |
| 2018-12-31 | $193k | 3.8k | 50.58 |
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