Schwab Strategic Tr intrm trm shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 1.6M | 25.13 |
| 2025-06-30 | $25M | 1.0M | 25.03 |
| 2025-03-31 | $23M | 918k | 24.86 |
| 2024-12-31 | $24M | 998k | 24.29 |
| 2024-09-30 | $21M | 421k | 50.60 |
| 2024-06-30 | $17M | 351k | 48.77 |
| 2024-03-31 | $17M | 346k | 49.05 |
| 2023-09-30 | $16M | 331k | 47.94 |
| 2023-06-30 | $16M | 318k | 49.28 |
| 2023-03-31 | $15M | 306k | 50.43 |
| 2022-12-31 | $490M | 9.9M | 49.23 |
| 2022-09-30 | $487M | 9.9M | 49.14 |
| 2022-06-30 | $5.8M | 113k | 51.60 |
| 2022-03-31 | $5.8M | 110k | 53.25 |
| 2021-12-31 | $5.7M | 101k | 56.14 |
| 2021-09-30 | $4.8M | 85k | 56.71 |
| 2021-06-30 | $4.2M | 73k | 56.87 |
| 2021-03-31 | $3.8M | 68k | 56.41 |
| 2020-12-31 | $3.2M | 54k | 58.21 |
| 2020-09-30 | $2.6M | 45k | 58.68 |
| 2020-06-30 | $2.3M | 40k | 58.79 |
| 2020-03-31 | $4.0M | 69k | 58.79 |
| 2019-12-31 | $2.1M | 38k | 54.92 |
| 2019-09-30 | $1.8M | 33k | 55.56 |
| 2019-06-30 | $1.5M | 27k | 54.96 |
| 2019-03-31 | $1.3M | 24k | 53.78 |
| 2018-12-31 | $1.3M | 24k | 52.96 |
| 2018-09-30 | $668k | 13k | 51.76 |
| 2018-06-30 | $795k | 15k | 52.35 |
| 2018-03-31 | $913k | 17k | 52.58 |
| 2017-12-31 | $861k | 16k | 53.35 |
| 2017-09-30 | $848k | 16k | 53.93 |
| 2017-06-30 | $659k | 12k | 53.95 |
| 2017-03-31 | $628k | 12k | 53.61 |
| 2016-12-31 | $574k | 11k | 53.41 |
| 2016-09-30 | $553k | 10k | 55.27 |
| 2016-06-30 | $328k | 5.8k | 56.14 |
| 2016-03-31 | $444k | 8.0k | 55.25 |
| 2015-12-31 | $292k | 5.4k | 53.66 |
| 2014-06-30 | $348k | 6.6k | 53.11 |
| 2014-03-31 | $367k | 7.0k | 52.56 |
| 2013-12-31 | $236k | 4.5k | 52.18 |
| 2013-09-30 | $248k | 4.7k | 52.51 |
| 2013-06-30 | $375k | 7.1k | 52.68 |
| 2012-09-30 | $411k | 7.6k | 54.39 |
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