Schwab Strategic Tr schwab fdt us bm shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab Strategic Tr schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.4M | 82k | 65.58 |
| 2024-03-31 | $5.1M | 76k | 66.26 |
| 2023-09-30 | $4.5M | 81k | 55.09 |
| 2023-06-30 | $972k | 17k | 56.74 |
| 2023-03-31 | $801k | 15k | 54.12 |
| 2022-12-31 | $760k | 14k | 52.62 |
| 2022-09-30 | $752k | 16k | 47.12 |
| 2022-06-30 | $839k | 17k | 50.24 |
| 2022-03-31 | $962k | 17k | 57.73 |
| 2021-12-31 | $728k | 13k | 58.06 |
| 2021-09-30 | $678k | 13k | 53.58 |
| 2021-06-30 | $276k | 5.1k | 54.34 |
| 2021-03-31 | $257k | 5.0k | 51.29 |
| 2020-12-31 | $229k | 5.1k | 44.81 |
| 2020-09-30 | $205k | 5.4k | 38.16 |
| 2020-06-30 | $222k | 6.1k | 36.24 |
| 2020-03-31 | $212k | 6.9k | 30.64 |
| 2019-12-31 | $561k | 13k | 42.13 |
| 2019-09-30 | $505k | 13k | 39.11 |
| 2019-06-30 | $397k | 10k | 38.72 |
| 2019-03-31 | $386k | 10k | 37.64 |
| 2018-12-31 | $335k | 10k | 33.51 |
| 2018-09-30 | $501k | 13k | 39.50 |
| 2018-06-30 | $482k | 13k | 37.41 |
| 2018-03-31 | $483k | 13k | 36.19 |
| 2017-12-31 | $644k | 17k | 37.26 |
| 2017-09-30 | $615k | 18k | 35.08 |
| 2017-06-30 | $629k | 19k | 33.70 |
| 2017-03-31 | $664k | 20k | 33.40 |
| 2016-12-31 | $466k | 14k | 32.84 |
| 2016-09-30 | $429k | 14k | 30.59 |
| 2016-06-30 | $726k | 24k | 29.98 |
| 2016-03-31 | $373k | 13k | 28.98 |
| 2015-12-31 | $393k | 14k | 28.17 |
| 2015-06-30 | $217k | 7.3k | 29.68 |
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