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Schwab Strategic Tr sht tm us tres shares owned by LPL Financial

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $84M 1.7M 48.98
2024-06-30 $81M 1.7M 48.13
2024-03-31 $50M 1.0M 48.21
2023-09-30 $45M 936k 47.89
2023-06-30 $42M 874k 48.06
2023-03-31 $45M 919k 48.79
2022-12-31 $14M 299k 48.24
2022-09-30 $9.1M 188k 48.26
2022-06-30 $44M 896k 49.19
2022-03-31 $22M 451k 49.54
2021-12-31 $11M 220k 50.85
2021-09-30 $8.6M 168k 51.19
2021-06-30 $7.1M 139k 51.22
2021-03-31 $7.2M 141k 51.31
2020-12-31 $6.5M 127k 51.39
2020-09-30 $5.4M 106k 51.50
2020-06-30 $3.4M 65k 51.63
2020-03-31 $4.2M 81k 51.73
2019-12-31 $2.7M 54k 50.47
2019-09-30 $2.1M 42k 50.58
2019-06-30 $2.0M 40k 50.60
2019-03-31 $1.9M 38k 50.18
2018-12-31 $1.1M 21k 49.91
2018-09-30 $910k 18k 49.56
2018-06-30 $813k 16k 49.76
2018-03-31 $1.2M 24k 49.86
2017-12-31 $842k 17k 50.02
2017-09-30 $860k 17k 50.40
2017-06-30 $669k 13k 50.42
2017-03-31 $672k 13k 50.40
2016-12-31 $746k 15k 50.41
2016-09-30 $715k 14k 50.69
2016-06-30 $538k 11k 50.98
2016-03-31 $934k 18k 50.79
2015-12-31 $783k 16k 50.45
2015-09-30 $431k 8.5k 50.74

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres