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SCHMSCHM
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Position history for LPL Financial LLCLPL Financial LLC's holdings in SCHWAB US MID CAP ETF

LPL Financial LLC holds 2M shares of SCHM (SCHWAB US MID CAP ETF), worth $74.4M as of 2026-Q2. The position was increased (+4.7% shares). SCHM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$74.4M

Current Shares

2M

Total Value Change

+$29.6M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+4.7%
$74.4M0.0%$36.87
31
2026-Q1
Increased
1.9M
+0.4%
$59.7M0.0%$32.49
29
2025-Q4
Increased
1.9M
+17.4%
$57.7M0.0%$30.38
34
2025-Q3
Increased
1.6M
+0.0%
$48.5M0.0%$29.49
29
2025-Q2
Decreased
1.6M
-0.9%
$45.8M0.0%$27.71
0
2025-Q1
Increased
1.6M
+1.1%
$43.2M0.0%$25.85
29
2024-Q4
Increased
1.6M
+202.1%
$45.2M0.0%$27.25
47
2024-Q3
Increased
539,657
+4.6%
$44.8M0.0%$27.17
31

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

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