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Disclosery

Larson Financial Group LLC: SCHX position timeline

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

Larson Financial Group LLC held 81,416 SCHX 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 81,416 shares
    Change vs previous 13F -59,497 shares

    0.06% of the 13F portfolio, value $2,396,085.

    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 140,913 shares
    Change vs previous 13F +38,419 shares

    0.12% of the 13F portfolio, value $3,613,018.

    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 102,494 shares
    Change vs previous 13F -4,184 shares

    0.09% of the 13F portfolio, value $2,758,122.

    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 106,678 shares
    Change vs previous 13F +367 shares

    0.1% of the 13F portfolio, value $2,809,901.

    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 106,311 shares
    Change vs previous 13F -61,253 shares

    0.1% of the 13F portfolio, value $2,598,253.

    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 167,564 shares
    Change vs previous 13F +78,829 shares

    0.18% of the 13F portfolio, value $3,699,814.

    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 88,735 shares
    Change vs previous 13F +61,069 shares

    0.11% of the 13F portfolio, value $2,056,882.

    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 27,666 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,877,109.

    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).