Larson Financial Group’s Schwab Core Bond ETF SCCR Stock Holding History

Larson Financial Group’s Portfolio SCCR Stock Details SCCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.9K	Buy	3,240 +1,551	+92%	+$39.7K	﹤0.01%	1277
2026 Q1	$43.4K	Buy	1,689 +240	+17%	+$6.21K	﹤0.01%	1421
2025 Q4	$37.5K	Sell	1,449 -41	-3%	-$1.06K	﹤0.01%	1386
2025 Q3	$38.7K	Sell	1,490 -90	-6%	-$2.31K	﹤0.01%	1274
2025 Q2	$40.4K	Buy	1,580 +1,537	+3,574%	+$38.8K	﹤0.01%	1154
2025 Q1	$1.1K	Buy	+43	New	+$1.09K	﹤0.01%	2360

Other funds holding SCCR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $151M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Larson Financial Group's SCCR Position: Q2 2026 in Review

Larson Financial Group increased its Schwab Core Bond ETF (SCCR) stake by 92% in Q2 2026, buying an estimated $39.7K and bringing the position to 3,240 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Larson Financial Group first reported a position in SCCR in Q1 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

Larson Financial Group held 3,240 shares of Schwab Core Bond ETF worth $82.9K as of Q2 2026.
Larson Financial Group bought 1,551 Schwab Core Bond ETF shares in Q2 2026, an estimated $39.7K.
Schwab Core Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1277 holding.
Larson Financial Group first reported a position in Schwab Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.