LFG
SCCR

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $269M AUM 14.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $132M AUM
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $57.2M AUM
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Larson Financial Group's SCCR Position: Q1 2026 in Review

Larson Financial Group increased its Schwab Core Bond ETF (SCCR) stake by 17% in Q1 2026, buying an estimated $6.21K and bringing the position to 1,689 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Larson Financial Group first reported a position in SCCR in Q1 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • Larson Financial Group held 1,689 shares of Schwab Core Bond ETF worth $43.4K as of Q1 2026.
  • Larson Financial Group bought 240 Schwab Core Bond ETF shares in Q1 2026, an estimated $6.21K.
  • Schwab Core Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1421 holding.
  • Larson Financial Group first reported a position in Schwab Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.