LFG
SCHR

Larson Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Larson Financial Group’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Sell
10,809
-6,425
-37% -$161K 0.01% 633
2025
Q4 		$432K Sell
17,234
-830
-5% -$20.9K 0.01% 503
2025
Q3 		$454K Sell
18,064
-5,360
-23% -$134K 0.02% 489
2025
Q2 		$586K Buy
23,424
+6,808
+41% +$169K 0.02% 390
2025
Q1 		$413K Sell
16,616
-10,068
-38% -$247K 0.02% 446
2024
Q4 		$648K Buy
26,684
+13,676
+105% +$337K 0.03% 303
2024
Q3 		$329K Sell
13,008
-2,524
-16% -$63.1K 0.02% 448
2024
Q2 		$379K Buy
15,532
+10,086
+185% +$244K 0.03% 328
2024
Q1 		$134K Buy
5,446
+178
+3% +$4.38K 0.01% 491
2023
Q4 		$131K Sell
5,268
-414
-7% -$10K 0.01% 436
2023
Q3 		$136K Buy
5,682
+748
+15% +$18.2K 0.01% 396
2023
Q2 		$122K Buy
4,934
+100
+2% +$2.51K 0.01% 398
2023
Q1 		$122K Sell
4,834
-2,832
-37% -$70.6K 0.01% 404
2022
Q4 		$189K Buy
7,666
+690
+10% +$17K 0.02% 311
2022
Q3 		$171K Sell
6,976
-522
-7% -$13.3K 0.02% 292
2022
Q2 		$193K Buy
7,498
+840
+13% +$21.7K 0.03% 193
2022
Q1 		$177K Buy
6,658
+60
+0.9% +$1.64K 0.03% 209
2021
Q4 		$185K Buy
6,598
+432
+7% +$12.2K 0.03% 201
2021
Q3 		$175K Buy
6,166
+1,370
+29% +$39.2K 0.03% 158
2021
Q2 		$136K Sell
4,796
-442
-8% -$12.5K 0.03% 159
2021
Q1 		$148K Buy
5,238
+94
+2% +$2.7K 0.04% 131
2020
Q4 		$150K Buy
5,144
+606
+13% +$17.7K 0.05% 111
2020
Q3 		$133K Buy
4,538
+310
+7% +$9.1K 0.05% 112
2020
Q2 		$124K Buy
4,228
+34
+0.8% +$997 0.06% 119
2020
Q1 		$123K Sell
4,194
-550
-12% -$15.5K 0.08% 99
2019
Q4 		$130K Sell
4,744
-138
-3% -$3.81K 0.07% 95
2019
Q3 		$136K Sell
4,882
-988
-17% -$27.3K 0.09% 93
2019
Q2 		$161K Sell
5,870
-66
-1% -$1.78K 0.12% 63
2019
Q1 		$160K Buy
5,936
+960
+19% +$25.5K 0.13% 63
2018
Q4 		$132K Buy
+4,976
New +$129K 0.12% 67
2018
Q2 		– Sell
-7,732
Closed -$203K – 49
2018
Q1 		$203K Sell
7,732
-8,432
-52% -$221K 0.24% 44
2017
Q4 		$431K Buy
+16,164
New +$434K 0.36% 44

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Larson Financial Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 37% in Q1 2026, selling an estimated $161K and leaving 10,809 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #633.

Larson Financial Group first reported a position in SCHR in Q4 2017 and has held it in 32 quarters since. The position peaked at $648K in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Larson Financial Group held 10,809 shares of Schwab Intermediately-Term US Treasury ETF worth $269K as of Q1 2026.
  • Larson Financial Group sold 6,425 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $161K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #633 holding.
  • Larson Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and has held it in 32 quarters since.
  • Larson Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $648K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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