Larson Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.61M | Buy |
140,913
+38,419
| +37% | +$1.03M | 0.12% | 157 |
|
|
2025
Q4 | $2.76M | Sell |
102,494
-4,184
| -4% | -$112K | 0.09% | 187 |
|
|
2025
Q3 | $2.81M | Buy |
106,678
+367
| +0.3% | +$9.32K | 0.1% | 181 |
|
|
2025
Q2 | $2.6M | Sell |
106,311
-61,253
| -37% | -$1.38M | 0.1% | 180 |
|
|
2025
Q1 | $3.7M | Buy |
167,564
+78,829
| +89% | +$1.84M | 0.18% | 112 |
|
|
2024
Q4 | $2.06M | Buy |
88,735
+5,737
| +7% | +$134K | 0.11% | 167 |
|
|
2024
Q3 | $1.88M | Buy |
82,998
+10,680
| +15% | +$233K | 0.11% | 168 |
|
|
2024
Q2 | $1.55M | Buy |
72,318
+16,155
| +29% | +$334K | 0.11% | 159 |
|
|
2024
Q1 | $1.16M | Sell |
56,163
-21,159
| -27% | -$417K | 0.09% | 161 |
|
|
2023
Q4 | $1.45M | Buy |
77,322
+9,657
| +14% | +$170K | 0.13% | 142 |
|
|
2023
Q3 | $1.14M | Buy |
67,665
+339
| +0.5% | +$5.95K | 0.11% | 151 |
|
|
2023
Q2 | $1.18M | Buy |
67,326
+3,465
| +5% | +$57.2K | 0.12% | 148 |
|
|
2023
Q1 | $1.03M | Buy |
63,861
+4,041
| +7% | +$63.6K | 0.11% | 152 |
|
|
2022
Q4 | $900K | Buy |
59,820
+1,119
| +2% | +$16.9K | 0.11% | 155 |
|
|
2022
Q3 | $829K | Buy |
58,701
+25,197
| +75% | +$395K | 0.12% | 142 |
|
|
2022
Q2 | $499K | Buy |
33,504
+7,179
| +27% | +$116K | 0.09% | 105 |
|
|
2022
Q1 | $473K | Buy |
26,325
+1,695
| +7% | +$30K | 0.08% | 115 |
|
|
2021
Q4 | $467K | Sell |
24,630
-54
| -0.2% | -$998 | 0.07% | 120 |
|
|
2021
Q3 | $428K | Buy |
24,684
+234
| +1% | +$4.17K | 0.08% | 94 |
|
|
2021
Q2 | $424K | Buy |
24,450
+1,818
| +8% | +$30.7K | 0.1% | 80 |
|
|
2021
Q1 | $362K | Buy |
22,632
+3,396
| +18% | +$53.2K | 0.11% | 75 |
|
|
2020
Q4 | $292K | Sell |
19,236
-5,934
| -24% | -$84.9K | 0.1% | 73 |
|
|
2020
Q3 | $338K | Buy |
25,170
+366
| +1% | +$4.86K | 0.14% | 68 |
|
|
2020
Q2 | $306K | Sell |
24,804
-888
| -3% | -$10.3K | 0.15% | 73 |
|
|
2020
Q1 | $262K | Buy |
25,692
+6,840
| +36% | +$83.1K | 0.16% | 71 |
|
|
2019
Q4 | $241K | Sell |
18,852
-2,094
| -10% | -$25.7K | 0.14% | 70 |
|
|
2019
Q3 | $248K | Buy |
20,946
+186
| +0.9% | +$2.19K | 0.16% | 64 |
|
|
2019
Q2 | $243K | Buy |
20,760
+1,860
| +10% | +$21.4K | 0.18% | 50 |
|
|
2019
Q1 | $213K | Buy |
18,900
+1,452
| +8% | +$15.7K | 0.17% | 54 |
|
|
2018
Q4 | $174K | Sell |
17,448
-1,116
| -6% | -$12K | 0.16% | 58 |
|
|
2018
Q3 | $215K | Sell |
18,564
-1,368
| -7% | -$15.6K | 0.25% | 44 |
|
|
2018
Q2 | $216K | Buy |
+19,932
| New | +$215K | 0.25% | 44 |
|
|
2018
Q1 | – | Sell |
-38,934
| Closed | -$414K | – | 66 |
|
|
2017
Q4 | $414K | Buy |
+38,934
| New | +$403K | 0.35% | 46 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Larson Financial Group's SCHX Position: Q1 2026 in Review
Larson Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 37% in Q1 2026, buying an estimated $1.03M and bringing the position to 140,913 shares worth $3.61M. The position accounts for 0.12% of the portfolio, ranked #157.
Larson Financial Group first reported a position in SCHX in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.7M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Larson Financial Group held 140,913 shares of Schwab US Large- Cap ETF worth $3.61M as of Q1 2026.
- Larson Financial Group bought 38,419 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.03M.
- Schwab US Large- Cap ETF made up 0.12% of Larson Financial Group's portfolio in Q1 2026, its #157 holding.
- Larson Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 33 quarters since.
- Larson Financial Group's Schwab US Large- Cap ETF position peaked at $3.7M in Q1 2025.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.