Schwab Strategic Tr cmn shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $70M | 1.1M | 64.46 |
| 2023-06-30 | $73M | 1.1M | 67.09 |
| 2023-03-31 | $71M | 1.1M | 65.58 |
| 2022-12-31 | $97M | 1.5M | 66.02 |
| 2022-09-30 | $77M | 1.3M | 58.51 |
| 2022-06-30 | $76M | 1.2M | 62.42 |
| 2022-03-31 | $88M | 1.2M | 71.39 |
| 2021-12-31 | $85M | 1.2M | 73.22 |
| 2021-09-30 | $69M | 1.0M | 67.48 |
| 2021-06-30 | $65M | 956k | 68.37 |
| 2021-03-31 | $54M | 829k | 65.28 |
| 2020-12-31 | $45M | 763k | 59.53 |
| 2020-09-30 | $43M | 822k | 52.19 |
| 2020-06-30 | $42M | 847k | 50.11 |
| 2020-03-31 | $35M | 800k | 44.27 |
| 2019-12-31 | $38M | 630k | 60.12 |
| 2019-09-30 | $35M | 608k | 56.73 |
| 2019-06-30 | $34M | 604k | 56.14 |
| 2019-03-31 | $30M | 539k | 54.74 |
| 2018-12-31 | $21M | 422k | 49.29 |
| 2018-09-30 | $20M | 351k | 56.08 |
| 2018-06-30 | $15M | 291k | 53.12 |
| 2018-03-31 | $14M | 262k | 52.84 |
| 2017-12-31 | $13M | 246k | 54.67 |
| 2017-09-30 | $11M | 213k | 51.82 |
| 2017-06-30 | $11M | 210k | 50.20 |
| 2017-03-31 | $9.8M | 198k | 49.56 |
| 2016-12-31 | $10M | 214k | 48.43 |
| 2016-09-30 | $8.0M | 177k | 45.12 |
| 2016-06-30 | $7.6M | 169k | 44.76 |
| 2016-03-31 | $15M | 342k | 42.91 |
| 2015-12-31 | $17M | 393k | 42.09 |
| 2015-09-30 | $7.9M | 193k | 41.17 |
| 2015-06-30 | $7.2M | 166k | 43.15 |
| 2015-03-31 | $5.5M | 127k | 43.10 |
| 2014-12-31 | $4.4M | 100k | 44.10 |
| 2014-09-30 | $4.1M | 97k | 42.06 |
| 2014-06-30 | $3.6M | 84k | 42.84 |
| 2014-03-31 | $2.8M | 69k | 41.21 |
| 2013-12-31 | $2.6M | 64k | 40.72 |
| 2013-09-30 | $2.3M | 62k | 37.95 |
| 2013-06-30 | $2.2M | 62k | 36.21 |
| 2012-09-30 | $1.5M | 46k | 31.97 |