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SCHZSCHZ
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SCHWAB US AGGREGATE BOND ETF

LPL Financial LLC holds 1.1M shares of SCHZ (SCHWAB US AGGREGATE BOND ETF), worth $25.9M as of 2026-Q2. The position was increased (+2.2% shares). SCHZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$25.9M

Current Shares

1.1M

Total Value Change

+$17.5M

Total Shares Change

+952,847

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+2.2%
$25.9M0.0%$22.96
29
2026-Q1
Increased
1.1M
+29.9%
$25.4M0.0%$22.81
36
2025-Q4
Decreased
842,638
-2.4%
$19.7M0.0%$22.80
0
2025-Q3
Increased
863,051
+26.4%
$20.3M0.0%$22.60
35
2025-Q2
Increased
682,961
+28.4%
$15.9M0.0%$22.15
35
2025-Q1
Decreased
531,858
-3.4%
$12.3M0.0%$21.85
0
2024-Q4
Increased
550,826
+156.7%
$12.5M0.0%$21.26
45
2024-Q3
Decreased
214,556
-4.3%
$10.2M0.0%$21.97
0
2024-Q2
Increased
224,095
+6.5%
$10.2M0.0%$20.87
30
2024-Q1
Decreased
210,457
-2.8%
$9.7M0.0%$20.85
0
2023-Q4
Increased
216,420
+7.9%
$10.1M0.0%$21.00
30
2023-Q3
Decreased
200,508
-0.3%
$8.9M0.0%$19.68
0
2023-Q2
Decreased
201,062
-6.1%
$9.3M0.0%$20.37
0
2023-Q1
Increased
214,169
+6.7%
$10M0.0%$20.54
30
2022-Q4
Decreased
200,762
-4.2%
$9.2M0.0%$19.89
0
2022-Q3
Increased
209,567
+1.9%
$9.5M0.0%$19.56
28
2022-Q2
Decreased
205,592
-15.1%
$9.8M0.0%$20.53
0
2022-Q1
Decreased
242,158
-12.1%
$12.2M0.0%$21.56
0
2021-Q4
Decreased
275,367
-6.0%
$14.8M0.0%$22.90
0
2021-Q3
Decreased
293,025
-5.9%
$15.9M0.0%$22.89
0
2021-Q2
Increased
311,329
+4.2%
$17M0.0%$22.92
29
2021-Q1
Increased
298,696
+2.9%
$16.1M0.0%$22.52
29
2020-Q4
Increased
290,221
+5.5%
$16.3M0.0%$23.30
30
2020-Q3
Increased
275,116
+46.0%
$15.4M0.0%$23.14
38
2020-Q2
Increased
188,423
+4.7%
$10.6M0.0%$23.07
29
2020-Q1
Increased
179,937
+10.7%
$9.8M0.0%$22.12
31
2019-Q4
Increased
162,582
+3.3%
$8.7M0.0%$21.68
28
2019-Q3
Increased
157,421
+3.3%
$8.5M0.0%$21.66
28
2019-Q2
Decreased
152,473
-14.0%
$8.1M0.0%$21.17
0
2019-Q1
Increased
177,281
+6.7%
$9.2M0.0%$20.57
30
2018-Q4
New
166,144
-
$8.4M0.0%$19.96
38

Other major holders of SCHZ: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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