Schwab Strategic Tr us lrg cap etf shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by LPL Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $153M | 2.2M | 67.85 |
2024-06-30 | $141M | 2.2M | 64.25 |
2024-03-31 | $138M | 2.2M | 62.06 |
2023-09-30 | $113M | 2.2M | 50.60 |
2023-06-30 | $115M | 2.2M | 52.37 |
2023-03-31 | $104M | 2.2M | 48.37 |
2022-12-31 | $96M | 2.1M | 45.15 |
2022-09-30 | $90M | 2.1M | 42.35 |
2022-06-30 | $88M | 2.0M | 44.66 |
2022-03-31 | $99M | 1.8M | 53.85 |
2021-12-31 | $120M | 1.1M | 113.82 |
2021-09-30 | $97M | 933k | 104.03 |
2021-06-30 | $86M | 822k | 103.97 |
2021-03-31 | $78M | 817k | 96.03 |
2020-12-31 | $70M | 770k | 90.95 |
2020-09-30 | $61M | 757k | 80.63 |
2020-06-30 | $52M | 704k | 74.10 |
2020-03-31 | $41M | 674k | 61.25 |
2019-12-31 | $48M | 621k | 76.81 |
2019-09-30 | $40M | 562k | 70.93 |
2019-06-30 | $38M | 541k | 70.19 |
2019-03-31 | $30M | 447k | 67.61 |
2018-12-31 | $25M | 420k | 59.70 |
2018-09-30 | $20M | 283k | 69.56 |
2018-06-30 | $15M | 227k | 64.99 |
2018-03-31 | $13M | 206k | 63.08 |
2017-12-31 | $9.6M | 151k | 63.78 |
2017-09-30 | $8.6M | 144k | 60.04 |
2017-06-30 | $9.0M | 155k | 57.77 |
2017-03-31 | $8.2M | 146k | 56.19 |
2016-12-31 | $7.2M | 135k | 53.62 |
2016-09-30 | $5.9M | 115k | 51.28 |
2016-06-30 | $6.1M | 122k | 49.83 |
2016-03-31 | $10M | 210k | 48.53 |
2015-12-31 | $11M | 223k | 47.98 |
2015-09-30 | $5.0M | 105k | 47.34 |
2015-06-30 | $4.5M | 91k | 49.48 |
2015-03-31 | $1.4M | 28k | 49.37 |
2014-12-31 | $838k | 17k | 49.03 |
2014-09-30 | $775k | 17k | 46.37 |
2014-06-30 | $730k | 16k | 46.85 |
2014-03-31 | $664k | 15k | 44.71 |
2013-12-31 | $658k | 15k | 44.08 |
2013-09-30 | $592k | 15k | 40.88 |
2013-06-30 | $409k | 11k | 38.23 |
2012-09-30 | $248k | 7.3k | 34.14 |
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