Skip to content
Disclosery

Larson Financial Group LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larson Financial Group LLC on SCHD, newest first. How the timeline and the estimate are built.

Larson Financial Group LLC held 228,658 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,658 shares
    Change vs previous 13F +122,115 shares

    0.19% of the 13F portfolio, value $7,250,731.

    13F-HR 0001104659-26-096672 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 106,543 shares
    Change vs previous 13F -3,293 shares

    0.1% of the 13F portfolio, value $3,268,752.

    13F-HR 0001104659-26-061944 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 109,836 shares
    Change vs previous 13F -7,072 shares

    0.1% of the 13F portfolio, value $3,012,811.

    13F-HR 0001104659-26-011251 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 116,908 shares
    Change vs previous 13F +4,140 shares

    0.11% of the 13F portfolio, value $3,191,592.

    13F-HR 0001104659-25-112247 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,768 shares
    Change vs previous 13F +11,127 shares

    0.12% of the 13F portfolio, value $2,988,363.

    13F-HR 0001104659-25-075565 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 101,641 shares
    Change vs previous 13F +10,194 shares

    0.14% of the 13F portfolio, value $2,841,893.

    13F-HR 0001104659-25-043932 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 91,447 shares
    Change vs previous 13F +65,400 shares

    0.13% of the 13F portfolio, value $2,498,343.

    13F-HR 0001104659-25-010344 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,047 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,201,731.

    13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).