LFG
SCHW

Larson Financial Group’s Charles Schwab SCHW Stock Holding History

Larson Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.61M Buy
17,473
+212
+1% +$19.3K 0.04% 285
2026
Q1 		$1.62M Buy
17,261
+3,614
+26% +$354K 0.05% 257
2025
Q4 		$1.36M Buy
13,647
+1,399
+11% +$133K 0.05% 278
2025
Q3 		$1.17M Buy
12,248
+5,870
+92% +$557K 0.04% 287
2025
Q2 		$582K Sell
6,378
-55
-0.9% -$4.61K 0.02% 394
2025
Q1 		$504K Sell
6,433
-1,330
-17% -$104K 0.02% 407
2024
Q4 		$575K Sell
7,763
-997
-11% -$74.6K 0.03% 323
2024
Q3 		$568K Buy
8,760
+6,936
+380% +$456K 0.03% 310
2024
Q2 		$134K Sell
1,824
-779
-30% -$57.5K 0.01% 576
2024
Q1 		$188K Buy
2,603
+619
+31% +$40.8K 0.01% 426
2023
Q4 		$136K Sell
1,984
-250
-11% -$14.4K 0.01% 429
2023
Q3 		$123K Buy
2,234
+1,875
+522% +$113K 0.01% 416
2023
Q2 		$20.3K Sell
359
-304
-46% -$15.9K ﹤0.01% 734
2023
Q1 		$34.7K Buy
663
+438
+195% +$32.1K ﹤0.01% 620
2022
Q4 		$18.7K Buy
225
+125
+125% +$9.7K ﹤0.01% 708
2022
Q3 		$7K Hold
100
– – ﹤0.01% 890
2022
Q2 		$6K Buy
+100
New +$6.9K ﹤0.01% 840
2021
Q4 		– Sell
-500
Closed -$36K – 1162
2021
Q3 		$36K Buy
+500
New +$35.7K 0.01% 356

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Larson Financial Group increased its Charles Schwab (SCHW) stake by 1.2% in Q2 2026, buying an estimated $19.3K and bringing the position to 17,473 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #285.

Larson Financial Group first reported a position in SCHW in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Larson Financial Group held 17,473 shares of Charles Schwab worth $1.61M as of Q2 2026.
  • Larson Financial Group bought 212 Charles Schwab shares in Q2 2026, an estimated $19.3K.
  • Charles Schwab made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #285 holding.
  • Larson Financial Group first reported a position in Charles Schwab in Q3 2021 and has held it in 18 quarters since.
  • Larson Financial Group's Charles Schwab position peaked at $1.62M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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