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Larson Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Larson Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.96M Buy
102,206
+45,624
+81% +$1.28M 0.08% 207
2026
Q1 		$1.42M Sell
56,582
-1,389
-2% -$36.4K 0.05% 275
2025
Q4 		$1.52M Sell
57,971
-88
-0.2% -$2.29K 0.05% 264
2025
Q3 		$1.49M Sell
58,059
-5,355
-8% -$133K 0.05% 264
2025
Q2 		$1.51M Buy
63,414
+4,741
+8% +$104K 0.06% 241
2025
Q1 		$1.26M Buy
58,673
+21,084
+56% +$480K 0.06% 241
2024
Q4 		$853K Buy
37,589
+4,940
+15% +$113K 0.04% 268
2024
Q3 		$724K Sell
32,649
-21,927
-40% -$468K 0.04% 269
2024
Q2 		$1.14M Buy
54,576
+40,248
+281% +$815K 0.08% 188
2024
Q1 		$292K Buy
14,328
+510
+4% +$9.87K 0.02% 320
2023
Q4 		$256K Sell
13,818
-2,427
-15% -$41.9K 0.02% 295
2023
Q3 		$270K Buy
16,245
+3,735
+30% +$64.6K 0.03% 268
2023
Q2 		$216K Buy
12,510
+303
+2% +$4.94K 0.02% 306
2023
Q1 		$195K Buy
12,207
+276
+2% +$4.32K 0.02% 316
2022
Q4 		$178K Sell
11,931
-12,297
-51% -$185K 0.02% 319
2022
Q3 		$339K Buy
24,228
+11,949
+97% +$186K 0.05% 209
2022
Q2 		$181K Sell
12,279
-1,446
-11% -$23.2K 0.03% 200
2022
Q1 		$244K Buy
13,725
+603
+5% +$10.6K 0.04% 181
2021
Q4 		$247K Buy
13,122
+114
+0.9% +$2.1K 0.04% 178
2021
Q3 		$225K Buy
13,008
+648
+5% +$11.5K 0.04% 135
2021
Q2 		$215K Sell
12,360
-738
-6% -$12.5K 0.05% 122
2021
Q1 		$211K Buy
13,098
+864
+7% +$13.6K 0.06% 106
2020
Q4 		$186K Buy
12,234
+24
+0.2% +$342 0.06% 104
2020
Q3 		$162K Buy
12,210
+1,524
+14% +$20K 0.07% 99
2020
Q2 		$131K Sell
10,686
-870
-8% -$10K 0.06% 116
2020
Q1 		$116K Sell
11,556
-1,380
-11% -$16.7K 0.07% 104
2019
Q4 		$166K Buy
12,936
+276
+2% +$3.39K 0.1% 84
2019
Q3 		$150K Buy
12,660
+2,772
+28% +$32.8K 0.1% 88
2019
Q2 		$116K Buy
9,888
+636
+7% +$7.34K 0.09% 79
2019
Q1 		$105K Buy
9,252
+186
+2% +$2.03K 0.08% 80
2018
Q4 		$91K Buy
+9,066
New +$98K 0.08% 81

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Larson Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 81% in Q2 2026, buying an estimated $1.28M and bringing the position to 102,206 shares worth $2.96M. The position accounts for 0.08% of the portfolio, ranked #207.

Larson Financial Group first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Larson Financial Group held 102,206 shares of Schwab US Broad Market ETF worth $2.96M as of Q2 2026.
  • Larson Financial Group bought 45,624 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.28M.
  • Schwab US Broad Market ETF made up 0.08% of Larson Financial Group's portfolio in Q2 2026, its #207 holding.
  • Larson Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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