Larson Financial Group »

Schwab Strategic Tr shares owned by Larson Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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 $25k 994 25.60
2025-06-30 $96k 3.8k 25.18
2025-03-31 $26k 1.0k 25.38
2024-12-31 $26k 1.0k 25.68
2024-09-30 $26k 501 52.54

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
Jones Financial Companies, L.L
Streettalk Advisors
Jpmorgan Chase & Co
Charles Schwab Trust
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Envestnet Asset Management
Garrett Investment Advisors
Jane Street
Beaird Harris Wealth Management
Old Mission Capital
Adviser Investments

View all funds holding Schwab Strategic Tr