How many shares of SCHO does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 4.4M shares of SCHO (SCHWAB SHORT-TERM US TREAS).

What is LPL Financial LLC's SCHO position worth?

As of 2026-Q2, LPL Financial LLC's SCHO position is worth $105.1M.

In 2026-Q2, LPL Financial LLC increased their SCHO position (+87.2% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in SCHO in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in SCHWAB SHORT-TERM US TREAS

Current Value

$105.1M

Current Shares

4.4M

Total Value Change

+$104M

Total Shares Change

+4.3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.4M	+87.2%	$105.1M	0.0%	$24.06	47
2026-Q1	Increased	2.3M	+34.5%	$56.4M	0.0%	$24.34	38
2025-Q4	Decreased	1.7M	-46.4%	$42.1M	0.0%	$24.28	0
2025-Q3	Decreased	3.2M	-24.8%	$78.7M	0.0%	$24.00	0
2025-Q2	Increased	4.3M	+24.4%	$104.6M	0.0%	$23.72	37
2025-Q1	Increased	3.5M	+2.6%	$84M	0.0%	$23.45	31
2024-Q4	Increased	3.4M	+95.6%	$80.9M	0.0%	$23.08	47
2024-Q3	Increased	1.7M	+2.4%	$84.2M	0.0%	$23.15	30
2024-Q2	Increased	1.7M	+60.8%	$80.8M	0.0%	$22.47	43
2024-Q1	Increased	1M	+25.8%	$50.3M	0.0%	$22.26	36
2023-Q4	Decreased	830,055	-11.3%	$40.2M	0.0%	$22.21	0
2023-Q3	Increased	935,715	+7.1%	$44.8M	0.0%	$21.65	31
2023-Q2	Decreased	873,678	-4.9%	$42M	0.0%	$21.51	0
2023-Q1	Increased	918,976	+207.0%	$44.8M	0.0%	$21.61	47
2022-Q4	Increased	299,355	+59.4%	$14.4M	0.0%	$21.29	40
2022-Q3	Decreased	187,816	-79.0%	$9.1M	0.0%	$21.17	0
2022-Q2	Increased	895,592	+98.5%	$44.1M	0.0%	$21.45	47
2022-Q1	Increased	451,303	+105.1%	$22.4M	0.0%	$21.59	46
2021-Q4	Increased	220,053	+30.7%	$11.2M	0.0%	$22.15	35
2021-Q3	Increased	168,395	+21.2%	$8.6M	0.0%	$22.27	33
2021-Q2	Decreased	138,891	-1.6%	$7.1M	0.0%	$22.27	0
2021-Q1	Increased	141,187	+11.2%	$7.2M	0.0%	$22.28	30
2020-Q4	Increased	127,016	+20.2%	$6.5M	0.0%	$22.29	32
2020-Q3	Increased	105,638	+62.0%	$5.4M	0.0%	$22.28	39
2020-Q2	Decreased	65,197	-19.6%	$3.4M	0.0%	$22.26	0
2020-Q1	Increased	81,075	+49.1%	$4.2M	0.0%	$22.21	37
2019-Q4	Increased	54,364	+30.9%	$2.7M	0.0%	$21.62	33
2019-Q3	Increased	41,517	+4.4%	$2.1M	0.0%	$21.51	27
2019-Q2	Increased	39,781	+4.2%	$2M	0.0%	$21.39	27
2019-Q1	Increased	38,180	+78.3%	$1.9M	0.0%	$21.09	39
2018-Q4	New	21,419	-	$1.1M	0.0%	$20.87	35

Other major holders of SCHO: BANK OF AMERICA CORP /DE/