Schwab Strategic Tr shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab Strategic Tr
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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 |
|---|---|---|---|
| 2024-03-31 | $5.4M | 222k | 24.26 |
| 2023-09-30 | $4.3M | 188k | 23.00 |
| 2023-06-30 | $3.2M | 133k | 23.94 |
| 2023-03-31 | $1.9M | 81k | 23.63 |
| 2022-12-31 | $793k | 35k | 22.42 |
| 2022-09-30 | $529k | 27k | 19.99 |
| 2022-06-30 | $1.2M | 52k | 22.48 |