Schwab U S Small Cap ETF shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $60M | 1.2M | 49.24 |
| 2023-09-30 | $48M | 1.2M | 41.42 |
| 2023-06-30 | $49M | 1.1M | 43.80 |
| 2023-03-31 | $42M | 1.0M | 41.93 |
| 2022-12-31 | $42M | 1.0M | 40.51 |
| 2022-09-30 | $37M | 988k | 37.80 |
| 2022-06-30 | $36M | 934k | 38.99 |
| 2022-03-31 | $43M | 899k | 47.36 |
| 2021-12-31 | $48M | 469k | 102.40 |
| 2021-09-30 | $44M | 441k | 100.10 |
| 2021-06-30 | $43M | 415k | 104.18 |
| 2021-03-31 | $42M | 419k | 99.67 |
| 2020-12-31 | $35M | 389k | 89.00 |
| 2020-09-30 | $27M | 391k | 68.32 |
| 2020-06-30 | $20M | 304k | 65.34 |
| 2020-03-31 | $15M | 296k | 51.52 |
| 2019-12-31 | $25M | 333k | 75.64 |
| 2019-09-30 | $22M | 311k | 69.73 |
| 2019-06-30 | $21M | 291k | 71.48 |
| 2019-03-31 | $19M | 268k | 69.93 |
| 2018-12-31 | $15M | 251k | 60.68 |
| 2018-09-30 | $16M | 206k | 76.17 |
| 2018-06-30 | $14M | 195k | 73.57 |
| 2018-03-31 | $12M | 178k | 69.13 |
| 2017-12-31 | $11M | 157k | 69.74 |
| 2017-09-30 | $4.7M | 70k | 67.37 |
| 2017-06-30 | $4.9M | 77k | 63.91 |
| 2017-03-31 | $4.7M | 75k | 62.46 |
| 2016-12-31 | $7.2M | 117k | 61.87 |
| 2016-09-30 | $3.5M | 62k | 57.17 |
| 2016-06-30 | $3.4M | 63k | 53.89 |
| 2016-03-31 | $8.2M | 161k | 51.25 |
| 2015-12-31 | $7.8M | 152k | 51.16 |
| 2015-09-30 | $3.8M | 73k | 52.67 |
| 2015-06-30 | $6.3M | 110k | 57.21 |
| 2015-03-31 | $9.4M | 163k | 57.53 |
| 2014-12-31 | $2.0M | 37k | 55.11 |
| 2014-09-30 | $1.6M | 31k | 50.64 |
| 2014-06-30 | $1.8M | 33k | 54.81 |
| 2014-03-31 | $1.7M | 31k | 53.59 |
| 2013-12-31 | $1.2M | 22k | 52.51 |
| 2013-09-30 | $960k | 20k | 48.99 |
| 2013-06-30 | $539k | 12k | 43.98 |