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Disclosery

Larson Financial Group LLC: SCHM position timeline

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

Larson Financial Group LLC held 310,019 SCHM 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 310,019 shares
    Change vs previous 13F -19,774 shares

    0.3% of the 13F portfolio, value $11,430,382.

    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 329,793 shares
    Change vs previous 13F -16,892 shares

    0.33% of the 13F portfolio, value $10,210,398.

    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 346,685 shares
    Change vs previous 13F +7,828 shares

    0.35% of the 13F portfolio, value $10,424,812.

    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 338,857 shares
    Change vs previous 13F -16,189 shares

    0.35% of the 13F portfolio, value $10,043,731.

    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 355,046 shares
    Change vs previous 13F -73,486 shares

    0.4% of the 13F portfolio, value $9,959,038.

    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 428,532 shares
    Change vs previous 13F -15,068 shares

    0.53% of the 13F portfolio, value $11,227,546.

    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 443,600 shares
    Change vs previous 13F +288,201 shares

    0.64% of the 13F portfolio, value $12,292,148.

    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 155,399 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $12,912,084.

    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).