Larson Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.6M	Sell	106,311 -61,253	-37%	-$1.5M	0.1%	179
2025 Q1	$3.7M	Buy	167,564 +78,829	+89%	+$1.74M	0.18%	111
2024 Q4	$2.06M	Buy	88,735 +5,737	+7%	+$133K	0.11%	166
2024 Q3	$1.88M	Buy	82,998 +10,680	+15%	+$242K	0.11%	168
2024 Q2	$1.55M	Buy	72,318 +16,155	+29%	+$346K	0.11%	159
2024 Q1	$1.16M	Sell	56,163 -21,159	-27%	-$438K	0.09%	161
2023 Q4	$1.45M	Buy	77,322 +9,657	+14%	+$182K	0.13%	142
2023 Q3	$1.14M	Buy	67,665 +339	+0.5%	+$5.72K	0.11%	151
2023 Q2	$1.18M	Buy	67,326 +3,465	+5%	+$60.5K	0.12%	148
2023 Q1	$1.03M	Buy	63,861 +4,041	+7%	+$65.2K	0.11%	152
2022 Q4	$900K	Buy	59,820 +1,119	+2%	+$16.8K	0.11%	155
2022 Q3	$829K	Buy	58,701 +25,197	+75%	+$356K	0.12%	142
2022 Q2	$499K	Buy	33,504 +7,179	+27%	+$107K	0.09%	105
2022 Q1	$473K	Buy	26,325 +1,695	+7%	+$30.5K	0.08%	115
2021 Q4	$467K	Sell	24,630 -54	-0.2%	-$1.02K	0.07%	120
2021 Q3	$428K	Buy	24,684 +234	+1%	+$4.06K	0.08%	94
2021 Q2	$424K	Buy	24,450 +1,818	+8%	+$31.5K	0.1%	80
2021 Q1	$362K	Buy	22,632 +3,396	+18%	+$54.3K	0.11%	75
2020 Q4	$292K	Sell	19,236 -5,934	-24%	-$90.1K	0.1%	73
2020 Q3	$338K	Buy	25,170 +366	+1%	+$4.92K	0.14%	68
2020 Q2	$306K	Sell	24,804 -888	-3%	-$11K	0.15%	73
2020 Q1	$262K	Buy	25,692 +6,840	+36%	+$69.8K	0.16%	71
2019 Q4	$241K	Sell	18,852 -2,094	-10%	-$26.8K	0.14%	70
2019 Q3	$248K	Buy	20,946 +186	+0.9%	+$2.2K	0.16%	64
2019 Q2	$243K	Buy	20,760 +1,860	+10%	+$21.8K	0.18%	50
2019 Q1	$213K	Buy	18,900 +1,452	+8%	+$16.4K	0.17%	54
2018 Q4	$174K	Sell	17,448 -1,116	-6%	-$11.1K	0.16%	58
2018 Q3	$215K	Sell	18,564 -1,368	-7%	-$15.8K	0.25%	44
2018 Q2	$216K	Buy	+19,932	New	+$216K	0.25%	44
2018 Q1	–	Sell	-38,934	Closed	-$414K	–	66
2017 Q4	$414K	Buy	+38,934	New	+$414K	0.35%	46