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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

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Quarterly reported holdings in Schwab Strategic Tr by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 501 52.54

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
NVIDIA Corporation (NVDA)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Value Line Divid In SHS (FVD)
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Larson Financial Group

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr