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Schwab Strategic Tr us dividend eq shares owned by LPL Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $798M 11M 70.76
2023-06-30 $782M 11M 72.62
2023-03-31 $740M 10M 73.16
2022-12-31 $680M 9.0M 75.54
2022-09-30 $508M 7.7M 66.43
2022-06-30 $494M 6.9M 71.63
2022-03-31 $429M 5.4M 78.89
2021-12-31 $386M 4.8M 80.83
2021-09-30 $306M 4.1M 74.24
2021-06-30 $270M 3.6M 75.62
2021-03-31 $214M 2.9M 72.92
2020-12-31 $156M 2.4M 64.14
2020-09-30 $105M 1.9M 55.30
2020-06-30 $85M 1.6M 51.75
2020-03-31 $71M 1.6M 44.98
2019-12-31 $84M 1.5M 57.92
2019-09-30 $69M 1.3M 54.78
2019-06-30 $57M 1.1M 53.07
2019-03-31 $49M 944k 52.28
2018-12-31 $42M 890k 46.97
2018-09-30 $29M 540k 53.00
2018-06-30 $22M 441k 49.29
2018-03-31 $20M 412k 49.03
2017-12-31 $16M 308k 51.17
2017-09-30 $13M 270k 46.80
2017-06-30 $12M 264k 45.10
2017-03-31 $11M 248k 44.45
2016-12-31 $10M 234k 43.80
2016-09-30 $9.4M 225k 41.83
2016-06-30 $8.1M 196k 41.48
2016-03-31 $14M 340k 39.96
2015-12-31 $15M 399k 38.34
2015-09-30 $7.3M 195k 37.19
2015-06-30 $7.8M 203k 38.40
2015-03-31 $7.1M 182k 39.19
2014-12-31 $5.6M 141k 39.85
2014-09-30 $4.5M 118k 38.07
2014-06-30 $4.3M 112k 38.27
2014-03-31 $3.8M 104k 36.85
2013-12-31 $907k 25k 36.67
2013-09-30 $686k 20k 34.19
2013-06-30 $663k 20k 32.71

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Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Wealthfront Advisers
Sontag Advisory
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq