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

LPL Financial LLC holds 2.1M shares of SCHR (SCHWAB STRATEGIC TR), worth $52.9M as of 2026-Q1. The position was increased (+11.7% shares). SCHR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$52.9M

Current Shares

2.1M

Total Value Change

+$35.7M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.1M
+11.7%
$52.9M0.0%$25.20
33
2025-Q4
Increased
1.9M
+21.6%
$47.6M0.0%$25.04
35
2025-Q3
Increased
1.6M
+54.3%
$39.3M0.0%$24.71
41
2025-Q2
Increased
1M
+10.4%
$25.4M0.0%$24.33
32
2025-Q1
Decreased
917,767
-8.0%
$22.8M0.0%$23.94
0
2024-Q4
Increased
997,479
+137.2%
$24.2M0.0%$23.31
46
2024-Q3
Increased
420,523
+19.8%
$21.3M0.0%$24.01
34
2024-Q2
Increased
351,149
+1.6%
$17.1M0.0%$22.88
29

Other major holders of SCHR: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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