Larson Financial Group
SCHK icon

Larson Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Larson Financial Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$534K Buy
14,560
+13,451
+1,213% +$493K 0.01% 568
2026
Q2 		$40K Buy
+1,109
New +$38.7K ﹤0.01% 1623
2025
Q4 		– Sell
-250
Closed -$8.03K – 3632
2025
Q3 		$8.03K Sell
250
-750
-75% -$23.2K ﹤0.01% 2125
2025
Q2 		$29.8K Buy
+1,000
New +$27.6K ﹤0.01% 1294

Other funds holding SCHK

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Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blake Schutter Theil Wealth Advisors
Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Larson Financial Group's SCHK Position: Q3 2026 in Review

Larson Financial Group increased its Schwab 1000 Index ETF (SCHK) stake by 1,213% in Q3 2026, buying an estimated $493K and bringing the position to 14,560 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #568.

Larson Financial Group first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Larson Financial Group held 14,560 shares of Schwab 1000 Index ETF worth $534K as of Q3 2026.
  • Larson Financial Group bought 13,451 Schwab 1000 Index ETF shares in Q3 2026, an estimated $493K.
  • Schwab 1000 Index ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #568 holding.
  • Larson Financial Group first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.