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SCHISCHI
17 quarters

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

Yes. LPL Financial holds 521,044 shares of SCHI, worth $11.8M, as of its Q2 2026 13F filing. It increased the position by 23,623 shares (+4.8%) from Q1 2026. LPL Financial has held SCHI since Q3 2023, across 12 quarterly 13F filings.

Current Value

$11.8M

Current Shares

521,044

Total Value Change

+$11.6M

Total Shares Change

+517,092

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
521,044
+4.8%
$11.8M0.0%$22.44
29
2026-Q1
Decreased
497,421
-5.7%
$11.3M0.0%$22.21
0
2025-Q4
Increased
527,509
+24.5%
$12.1M0.0%$22.30
34
2025-Q3
Increased
423,680
+15.3%
$9.8M0.0%$22.05
32
2025-Q2
Increased
367,337
+16.8%
$8.4M0.0%$21.47
32
2025-Q1
Increased
314,553
+31.6%
$7.1M0.0%$20.92
35
2024-Q4
Increased
239,087
+178.5%
$5.3M0.0%$20.37
44
2024-Q3
Increased
85,860
+35.5%
$4M0.0%$20.96
35
2024-Q2
Increased
63,384
+22.7%
$2.8M0.0%$19.77
32
2024-Q1
Increased
51,647
+265.1%
$2.3M0.0%$19.68
42
2023-Q4
Increased
14,148
+101.8%
$635,8110.0%$19.72
39
2023-Q3
New
7,011
-
$295,8640.0%$18.20
32
2022-Q1
Exited
0
-100.0%
$00.0%$19.58
0
2021-Q4
Increased
6,960
+0.8%
$360,0000.0%$21.05
24
2021-Q3
Increased
6,903
+0.4%
$360,0000.0%$21.13
24
2021-Q2
Increased
6,878
+74.0%
$362,0000.0%$21.18
36
2021-Q1
New
3,952
-
$203,0000.0%$20.59
32

Other major holders of SCHI: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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