Larson Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.25M	Buy	228,658 +122,115	+115%	+$3.87M	0.19%	92
2026 Q1	$3.27M	Sell	106,543 -3,293	-3%	-$99.9K	0.1%	169
2025 Q4	$3.01M	Sell	109,836 -7,072	-6%	-$192K	0.1%	177
2025 Q3	$3.19M	Buy	116,908 +4,140	+4%	+$113K	0.11%	165
2025 Q2	$2.99M	Buy	112,768 +11,127	+11%	+$291K	0.12%	164
2025 Q1	$2.84M	Buy	101,641 +10,194	+11%	+$284K	0.13%	147
2024 Q4	$2.5M	Buy	91,447 +13,306	+17%	+$378K	0.13%	141
2024 Q3	$2.2M	Buy	78,141 +5,259	+7%	+$143K	0.12%	150
2024 Q2	$1.89M	Buy	72,882 +64,107	+731%	+$1.67M	0.13%	137
2024 Q1	$236K	Buy	8,775 +774	+10%	+$20K	0.02%	365
2023 Q4	$203K	Buy	8,001 +2,535	+46%	+$60.4K	0.02%	350
2023 Q3	$129K	Sell	5,466 -516	-9%	-$12.7K	0.01%	408
2023 Q2	$145K	Buy	5,982 +660	+12%	+$15.8K	0.01%	375
2023 Q1	$130K	Buy	5,322 +1,173	+28%	+$29.3K	0.01%	390
2022 Q4	$104K	Buy	4,149 +27	+0.7%	+$666	0.01%	398
2022 Q3	$91K	Buy	4,122 +2,979	+261%	+$72.4K	0.01%	370
2022 Q2	$27K	Buy	1,143 +378	+49%	+$9.62K	﹤0.01%	488
2022 Q1	$20K	Hold	765	–	–	﹤0.01%	528
2021 Q4	$21K	Sell	765 -171	-18%	-$4.44K	﹤0.01%	532
2021 Q3	$23K	Buy	936 +252	+37%	+$6.41K	﹤0.01%	438
2021 Q2	$17K	Hold	684	–	–	﹤0.01%	469
2021 Q1	$17K	Hold	684	–	–	0.01%	443
2020 Q4	$15K	Hold	684	–	–	0.01%	426
2020 Q3	$13K	Sell	684 -168	-20%	-$3.09K	0.01%	399
2020 Q2	$15K	Sell	852 -4,806	-85%	-$81.2K	0.01%	323
2020 Q1	$85K	Buy	5,658 +4,728	+508%	+$84.9K	0.05%	120
2019 Q4	$18K	Sell	930 -831	-47%	-$15.6K	0.01%	231
2019 Q3	$32K	Buy	1,761 +297	+20%	+$5.32K	0.02%	180
2019 Q2	$26K	Buy	1,464 +39	+3%	+$686	0.02%	169
2019 Q1	$25K	Buy	1,425 +6	+0.4%	+$101	0.02%	158
2018 Q4	$22K	Buy	+1,419	New	+$23.6K	0.02%	155

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Larson Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 115% in Q2 2026, buying an estimated $3.87M and bringing the position to 228,658 shares worth $7.25M. The position accounts for 0.19% of the portfolio, ranked #92.

Larson Financial Group first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Larson Financial Group held 228,658 shares of Schwab US Dividend Equity ETF worth $7.25M as of Q2 2026.
Larson Financial Group bought 122,115 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.87M.
Schwab US Dividend Equity ETF made up 0.19% of Larson Financial Group's portfolio in Q2 2026, its #92 holding.
Larson Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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