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
- period ended2026-06-3013F 126,302 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 113,713 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 108,289 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 107,296 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 105,121 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 94,250 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 94,360 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,007 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).