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Disclosery

Larson Financial Group LLC: SCHW position timeline

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

Larson Financial Group LLC held 17,473 SCHW 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 17,473 shares
    Change vs previous 13F +212 shares

    0.04% of the 13F portfolio, value $1,612,265.

    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 17,261 shares
    Change vs previous 13F +3,614 shares

    0.05% of the 13F portfolio, value $1,622,188.

    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 13,647 shares
    Change vs previous 13F +1,399 shares

    0.05% of the 13F portfolio, value $1,363,520.

    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 12,248 shares
    Change vs previous 13F +5,870 shares

    0.04% of the 13F portfolio, value $1,169,326.

    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 6,378 shares
    Change vs previous 13F -55 shares

    0.02% of the 13F portfolio, value $581,915.

    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 6,433 shares
    Change vs previous 13F -1,330 shares

    0.02% of the 13F portfolio, value $503,604.

    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 7,763 shares
    Change vs previous 13F -997 shares

    0.03% of the 13F portfolio, value $574,566.

    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 8,760 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $567,753.

    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).