Back to LPL Financial LLC LPL Financial LLC

SCHBSCHB
Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SCHWAB STRATEGIC TR

LPL Financial LLC holds 3M shares of SCHB (SCHWAB STRATEGIC TR), worth $86.1M as of 2026-Q2. The position was increased (+2.3% shares). SCHB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$86.1M

Current Shares

3M

Total Value Change

+$42.1M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+2.3%
$86.1M0.0%$28.96
30
2026-Q1
Increased
2.9M
+2.0%
$73M0.0%$26.25
30
2025-Q4
Increased
2.8M
+0.7%
$74.7M0.0%$26.44
30
2025-Q3
Increased
2.8M
+2.6%
$72.7M0.0%$25.55
30
2025-Q2
Increased
2.8M
+3.1%
$65.7M0.0%$23.57
30
2025-Q1
Increased
2.7M
+29.1%
$57.6M0.0%$21.25
37
2024-Q4
Increased
2.1M
+212.9%
$47M0.0%$22.51
47
2024-Q3
Increased
661,999
+3.3%
$44M0.0%$21.74
30

Other major holders of SCHB: Wealthfront Advisers LLC, UBS Group AG

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used