Schwab U S Broad Market ETF shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 2.8M | 25.71 |
| 2025-06-30 | $66M | 2.8M | 23.83 |
| 2025-03-31 | $58M | 2.7M | 21.53 |
| 2024-12-31 | $47M | 2.1M | 22.70 |
| 2024-09-30 | $44M | 662k | 66.52 |
| 2024-06-30 | $40M | 641k | 62.87 |
| 2024-03-31 | $40M | 651k | 61.05 |
| 2023-09-30 | $25M | 498k | 49.85 |
| 2023-06-30 | $25M | 474k | 51.70 |
| 2023-03-31 | $23M | 474k | 47.85 |
| 2022-12-31 | $26M | 580k | 44.81 |
| 2022-09-30 | $23M | 557k | 41.99 |
| 2022-06-30 | $26M | 585k | 44.19 |
| 2022-03-31 | $29M | 548k | 53.39 |
| 2021-12-31 | $34M | 304k | 113.01 |
| 2021-09-30 | $29M | 280k | 103.86 |
| 2021-06-30 | $26M | 249k | 104.27 |
| 2021-03-31 | $24M | 250k | 96.71 |
| 2020-12-31 | $22M | 244k | 90.99 |
| 2020-09-30 | $19M | 244k | 79.64 |
| 2020-06-30 | $18M | 244k | 73.47 |
| 2020-03-31 | $16M | 266k | 60.43 |
| 2019-12-31 | $21M | 268k | 76.88 |
| 2019-09-30 | $17M | 245k | 71.02 |
| 2019-06-30 | $19M | 269k | 70.53 |
| 2019-03-31 | $19M | 276k | 68.05 |
| 2018-12-31 | $16M | 273k | 59.93 |
| 2018-09-30 | $16M | 225k | 70.39 |
| 2018-06-30 | $11M | 167k | 65.99 |
| 2018-03-31 | $19M | 291k | 63.79 |
| 2017-12-31 | $15M | 235k | 64.52 |
| 2017-09-30 | $6.5M | 106k | 60.91 |
| 2017-06-30 | $7.4M | 127k | 58.46 |
| 2017-03-31 | $6.5M | 114k | 56.91 |
| 2016-12-31 | $5.2M | 95k | 54.55 |
| 2016-09-30 | $4.4M | 84k | 51.90 |
| 2016-06-30 | $5.0M | 99k | 50.32 |
| 2016-03-31 | $11M | 215k | 48.89 |
| 2015-12-31 | $9.3M | 193k | 48.35 |
| 2015-09-30 | $4.8M | 101k | 48.02 |
| 2015-06-30 | $4.3M | 86k | 50.36 |
| 2015-03-31 | $5.2M | 104k | 50.31 |
| 2014-12-31 | $4.1M | 83k | 49.82 |
| 2014-09-30 | $3.7M | 78k | 46.91 |
| 2014-06-30 | $3.4M | 72k | 47.71 |
| 2014-03-31 | $3.2M | 69k | 45.72 |
| 2013-12-31 | $2.3M | 51k | 45.01 |
| 2013-09-30 | $1.9M | 47k | 41.77 |
| 2013-06-30 | $1.4M | 36k | 38.90 |
| 2012-09-30 | $1.7M | 49k | 34.54 |
| 2011-09-30 | $437k | 16k | 27.10 |