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Schwab Strategic Tr shares owned by Larson Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) 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
2025-09-30 $36k 1.4k 25.71
2025-06-30 $193k 7.6k 25.47

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
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View all positions for Larson Financial Group

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr