Back to LPL Financial LLC LPL Financial LLC

SCHMSCHM
Showing 8 of 31 quarters

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

Yes. LPL Financial holds 2,017,782 shares of SCHM, worth $74.4M, as of its Q2 2026 13F filing. It increased the position by 90,945 shares (+4.7%) from Q1 2026. LPL Financial has held SCHM in every 13F on record since Q4 2018, 31 quarterly filings.

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%$30.87
29
2025-Q4
Increased
1.9M
+17.4%
$57.7M0.0%$29.91
34
2025-Q3
Increased
1.6M
+0.0%
$48.5M0.0%$29.35
29
2025-Q2
Decreased
1.6M
-0.9%
$45.8M0.0%$27.66
0
2025-Q1
Increased
1.6M
+1.1%
$43.2M0.0%$25.74
29
2024-Q4
Increased
1.6M
+202.1%
$45.2M0.0%$27.15
47
2024-Q3
Increased
539,657
+4.6%
$44.8M0.0%$27.02
31

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

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