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Larson Financial Group LLC: SCHG position timeline

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

Larson Financial Group LLC held 126,302 SCHG 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 126,302 shares
    Change vs previous 13F +12,589 shares

    0.11% of the 13F portfolio, value $4,274,072.

    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 113,713 shares
    Change vs previous 13F +5,424 shares

    0.11% of the 13F portfolio, value $3,312,455.

    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 108,289 shares
    Change vs previous 13F +993 shares

    0.12% of the 13F portfolio, value $3,532,397.

    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 107,296 shares
    Change vs previous 13F +2,175 shares

    0.12% of the 13F portfolio, value $3,423,819.

    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 105,121 shares
    Change vs previous 13F +10,871 shares

    0.12% of the 13F portfolio, value $3,070,580.

    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 94,250 shares
    Change vs previous 13F -110 shares

    0.11% of the 13F portfolio, value $2,360,015.

    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 94,360 shares
    Change vs previous 13F +70,353 shares

    0.14% of the 13F portfolio, value $2,629,809.

    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 24,007 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,501,066.

    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).