Charles Schwab Corporation shares owned by LPL Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $164M | 1.7M | 95.47 |
| 2025-06-30 | $142M | 1.6M | 91.24 |
| 2025-03-31 | $106M | 1.3M | 78.28 |
| 2024-12-31 | $93M | 1.3M | 74.01 |
| 2024-09-30 | $78M | 1.2M | 64.81 |
| 2024-06-30 | $82M | 1.1M | 73.69 |
| 2024-03-31 | $74M | 1.0M | 72.34 |
| 2023-09-30 | $46M | 841k | 54.90 |
| 2023-06-30 | $51M | 904k | 56.68 |
| 2023-03-31 | $36M | 678k | 52.38 |
| 2022-12-31 | $36M | 434k | 83.26 |
| 2022-09-30 | $30M | 415k | 71.87 |
| 2022-06-30 | $23M | 360k | 63.18 |
| 2022-03-31 | $39M | 462k | 84.31 |
| 2021-12-31 | $35M | 412k | 84.10 |
| 2021-09-30 | $26M | 354k | 72.84 |
| 2021-06-30 | $23M | 322k | 72.81 |
| 2021-03-31 | $18M | 280k | 65.18 |
| 2020-12-31 | $9.4M | 178k | 53.04 |
| 2020-09-30 | $5.4M | 148k | 36.23 |
| 2020-06-30 | $6.6M | 194k | 33.74 |
| 2020-03-31 | $8.2M | 244k | 33.62 |
| 2019-12-31 | $11M | 225k | 47.55 |
| 2019-09-30 | $9.3M | 222k | 41.83 |
| 2019-06-30 | $8.3M | 205k | 40.21 |
| 2019-03-31 | $8.7M | 204k | 42.79 |
| 2018-12-31 | $9.4M | 226k | 41.53 |
| 2018-09-30 | $11M | 225k | 49.15 |
| 2018-06-30 | $11M | 220k | 51.10 |
| 2018-03-31 | $11M | 212k | 52.22 |
| 2017-12-31 | $10M | 199k | 51.37 |
| 2017-09-30 | $8.0M | 183k | 43.74 |
| 2017-06-30 | $6.4M | 150k | 42.96 |
| 2017-03-31 | $4.9M | 120k | 40.58 |
| 2016-12-31 | $4.9M | 122k | 40.18 |
| 2016-09-30 | $6.3M | 197k | 31.85 |
| 2016-06-30 | $3.8M | 153k | 24.69 |
| 2016-03-31 | $2.9M | 107k | 27.41 |
| 2015-12-31 | $3.1M | 96k | 31.91 |
| 2015-09-30 | $3.8M | 134k | 28.37 |
| 2015-06-30 | $4.5M | 137k | 32.50 |
| 2015-03-31 | $4.3M | 143k | 29.93 |
| 2014-12-31 | $5.0M | 164k | 30.19 |
| 2014-09-30 | $4.7M | 164k | 28.79 |
| 2014-06-30 | $4.5M | 166k | 26.93 |
| 2014-03-31 | $4.7M | 172k | 27.33 |
| 2013-12-31 | $4.5M | 174k | 26.00 |
| 2013-09-30 | $4.8M | 220k | 22.01 |
| 2013-06-30 | $4.5M | 213k | 21.23 |
| 2012-12-31 | $2.5M | 165k | 15.08 |
| 2012-09-30 | $2.2M | 176k | 12.78 |
| 2011-09-30 | $2.3M | 201k | 11.27 |
| 2011-03-31 | $3.0M | 165k | 18.03 |