Schwab 1000 Index Etf etf shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 210k | 32.12 |
| 2025-06-30 | $4.6M | 153k | 29.82 |
| 2025-03-31 | $3.5M | 129k | 26.92 |
| 2024-12-31 | $2.9M | 103k | 28.31 |
| 2024-09-30 | $2.7M | 49k | 55.29 |
| 2024-06-30 | $1.6M | 31k | 52.33 |
| 2024-03-31 | $1.3M | 25k | 50.67 |
| 2023-09-30 | $980k | 24k | 41.30 |
| 2023-06-30 | $720k | 17k | 42.79 |
| 2023-03-31 | $611k | 16k | 39.55 |
| 2022-12-31 | $570k | 15k | 36.93 |
| 2022-09-30 | $486k | 14k | 34.62 |
| 2022-06-30 | $421k | 12k | 36.45 |
| 2022-03-31 | $509k | 12k | 44.05 |
| 2021-12-31 | $494k | 11k | 46.60 |
| 2021-09-30 | $476k | 11k | 42.64 |
| 2021-06-30 | $442k | 10k | 42.70 |
| 2021-03-31 | $392k | 9.9k | 39.42 |
| 2020-12-31 | $365k | 9.8k | 37.42 |
| 2020-09-30 | $344k | 10k | 33.00 |
| 2020-06-30 | $341k | 11k | 30.39 |
| 2020-03-31 | $271k | 11k | 25.06 |
| 2019-12-31 | $854k | 27k | 31.57 |
| 2019-09-30 | $232k | 8.0k | 29.15 |
| 2019-06-30 | $423k | 15k | 28.85 |
| 2019-03-31 | $502k | 18k | 27.85 |