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Schwab Strategic Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $893k 35k 25.76
2025-09-30 $879k 34k 25.61
2025-06-30 $315k 13k 25.18

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View all positions for LPL Financial

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jpmorgan Chase & Co
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Wealth Enhancement Advisory Services
Garrett Investment Advisors
Adviser Investments
Mml Investors Services
Beaird Harris Wealth Management
Perigon Wealth Management

View all funds holding Schwab Strategic Tr