Back to LPL Financial LLC LPL Financial LLC

SCHKSCHK
30 quarters

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

LPL Financial LLC holds 247,609 shares of SCHK (SCHWAB STRATEGIC TR), worth $8.9M as of 2026-Q2. The position was increased (+0.5% shares). SCHK represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$8.9M

Current Shares

247,609

Total Value Change

+$8.4M

Total Shares Change

+229,586

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
247,609
+0.5%
$8.9M0.0%$36.06
28
2026-Q1
Increased
246,307
+4.3%
$7.7M0.0%$32.77
29
2025-Q4
Increased
236,115
+12.2%
$7.7M0.0%$33.06
31
2025-Q3
Increased
210,418
+37.3%
$6.8M0.0%$31.91
36
2025-Q2
Increased
153,283
+19.2%
$4.6M0.0%$29.50
32
2025-Q1
Increased
128,554
+25.0%
$3.5M0.0%$26.53
33
2024-Q4
Increased
102,825
+110.2%
$2.9M0.0%$28.08
42
2024-Q3
Increased
48,927
+55.8%
$2.7M0.0%$27.12
37
2024-Q2
Increased
31,404
+26.8%
$1.6M0.0%$25.70
32
2024-Q1
Increased
24,772
+10.8%
$1.3M0.0%$24.80
28
2023-Q4
Decreased
22,361
-5.8%
$1M0.0%$22.48
0
2023-Q3
Increased
23,739
+41.1%
$980,4260.0%$20.07
33
2023-Q2
Increased
16,825
+8.9%
$719,9500.0%$20.47
27
2023-Q1
Increased
15,454
+0.2%
$611,2180.0%$18.80
24
2022-Q4
Increased
15,425
+9.9%
$569,6530.0%$17.75
27
2022-Q3
Increased
14,039
+21.6%
$486,0000.0%$16.79
29
2022-Q2
Decreased
11,550
-0.0%
$421,0000.0%$17.54
0
2022-Q1
Increased
11,554
+9.0%
$509,0000.0%$21.20
26
2021-Q4
Decreased
10,602
-5.0%
$494,0000.0%$22.12
0
2021-Q3
Increased
11,163
+7.8%
$476,0000.0%$20.31
26
2021-Q2
Increased
10,352
+4.1%
$442,0000.0%$20.05
25
2021-Q1
Increased
9,945
+2.0%
$392,0000.0%$18.38
24
2020-Q4
Decreased
9,753
-6.4%
$365,0000.0%$17.39
0
2020-Q3
Decreased
10,423
-7.1%
$344,0000.0%$15.24
0
2020-Q2
Increased
11,220
+3.7%
$341,0000.0%$13.86
24
2020-Q1
Decreased
10,815
-60.0%
$271,0000.0%$11.73
0
2019-Q4
Increased
27,055
+240.0%
$854,0000.0%$14.43
40
2019-Q3
Decreased
7,958
-45.7%
$232,0000.0%$13.24
0
2019-Q2
Decreased
14,661
-18.6%
$423,0000.0%$13.10
0
2019-Q1
New
18,023
-
$502,0000.0%$12.57
33

Other major holders of SCHK: Financial Engines Advisors L.L.C.

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