Larson Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.38M | Sell |
81,686
-1,013
| -1% | -$30.4K | 0.08% | 211 |
|
|
2025
Q4 | $2.36M | Sell |
82,699
-4,947
| -6% | -$140K | 0.08% | 210 |
|
|
2025
Q3 | $2.45M | Sell |
87,646
-12,184
| -12% | -$326K | 0.09% | 200 |
|
|
2025
Q2 | $2.53M | Sell |
99,830
-4,027
| -4% | -$95.2K | 0.1% | 186 |
|
|
2025
Q1 | $2.43M | Sell |
103,857
-12,197
| -11% | -$311K | 0.12% | 159 |
|
|
2024
Q4 | $3M | Buy |
116,054
+8,418
| +8% | +$224K | 0.16% | 121 |
|
|
2024
Q3 | $2.77M | Sell |
107,636
-5,472
| -5% | -$136K | 0.16% | 119 |
|
|
2024
Q2 | $2.68M | Buy |
113,108
+1,346
| +1% | +$31.9K | 0.18% | 100 |
|
|
2024
Q1 | $2.75M | Sell |
111,762
-14,162
| -11% | -$332K | 0.21% | 89 |
|
|
2023
Q4 | $2.97M | Buy |
125,924
+13,204
| +12% | +$278K | 0.26% | 69 |
|
|
2023
Q3 | $2.33M | Sell |
112,720
-4,866
| -4% | -$107K | 0.23% | 85 |
|
|
2023
Q2 | $2.58M | Sell |
117,586
-1,122
| -0.9% | -$23.4K | 0.26% | 77 |
|
|
2023
Q1 | $2.49M | Sell |
118,708
-6,424
| -5% | -$138K | 0.27% | 72 |
|
|
2022
Q4 | $2.53M | Buy |
125,132
+109,960
| +725% | +$2.25M | 0.3% | 66 |
|
|
2022
Q3 | $287K | Buy |
15,172
+6,782
| +81% | +$142K | 0.04% | 232 |
|
|
2022
Q2 | $164K | Buy |
8,390
+2,056
| +32% | +$44K | 0.03% | 209 |
|
|
2022
Q1 | $150K | Buy |
6,334
+1,670
| +36% | +$39.4K | 0.02% | 228 |
|
|
2021
Q4 | $119K | Buy |
4,664
+212
| +5% | +$5.49K | 0.02% | 250 |
|
|
2021
Q3 | $111K | Buy |
4,452
+176
| +4% | +$4.47K | 0.02% | 200 |
|
|
2021
Q2 | $111K | Sell |
4,276
-344
| -7% | -$8.79K | 0.03% | 176 |
|
|
2021
Q1 | $115K | Buy |
4,620
+500
| +12% | +$12.3K | 0.03% | 163 |
|
|
2020
Q4 | $92K | Sell |
4,120
-3,776
| -48% | -$75.2K | 0.03% | 143 |
|
|
2020
Q3 | $135K | Sell |
7,896
-2,196
| -22% | -$37.8K | 0.06% | 110 |
|
|
2020
Q2 | $165K | Sell |
10,092
-1,380
| -12% | -$20.7K | 0.08% | 109 |
|
|
2020
Q1 | $148K | Sell |
11,472
-6,200
| -35% | -$105K | 0.09% | 86 |
|
|
2019
Q4 | $334K | Buy |
17,672
+2,624
| +17% | +$47.5K | 0.19% | 61 |
|
|
2019
Q3 | $262K | Buy |
15,048
+524
| +4% | +$9.25K | 0.17% | 62 |
|
|
2019
Q2 | $260K | Buy |
14,524
+2,944
| +25% | +$52.1K | 0.19% | 49 |
|
|
2019
Q1 | $202K | Sell |
11,580
-2,488
| -18% | -$42.6K | 0.16% | 56 |
|
|
2018
Q4 | $213K | Buy |
14,068
+704
| +5% | +$11.9K | 0.2% | 52 |
|
|
2018
Q3 | $255K | Sell |
13,364
-1,032
| -7% | -$19.7K | 0.29% | 38 |
|
|
2018
Q2 | $265K | Sell |
14,396
-1,480
| -9% | -$26.8K | 0.31% | 38 |
|
|
2018
Q1 | $274K | Sell |
15,876
-6,408
| -29% | -$113K | 0.32% | 38 |
|
|
2017
Q4 | $389K | Buy |
+22,284
| New | +$381K | 0.33% | 50 |
|
Other funds holding SCHA
AA
Larson Financial Group's SCHA Position: Q1 2026 in Review
Larson Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, selling an estimated $30.4K and leaving 81,686 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #211.
Larson Financial Group first reported a position in SCHA in Q4 2017 and has held it in 34 quarters since. The position peaked at $3M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Larson Financial Group held 81,686 shares of Schwab U.S Small- Cap ETF worth $2.38M as of Q1 2026.
- Larson Financial Group sold 1,013 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $30.4K.
- Schwab U.S Small- Cap ETF made up 0.08% of Larson Financial Group's portfolio in Q1 2026, its #211 holding.
- Larson Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's Schwab U.S Small- Cap ETF position peaked at $3M in Q4 2024.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.