Schwab Strategic Tr us aggregate b shares owned by LPL Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.7M | 211k | 46.00 |
| 2023-09-30 | $8.9M | 201k | 44.23 |
| 2023-06-30 | $9.3M | 201k | 46.16 |
| 2023-03-31 | $10M | 214k | 46.91 |
| 2022-12-31 | $9.2M | 201k | 45.65 |
| 2022-09-30 | $9.5M | 210k | 45.31 |
| 2022-06-30 | $9.8M | 206k | 47.87 |
| 2022-03-31 | $12M | 242k | 50.57 |
| 2021-12-31 | $15M | 275k | 53.90 |
| 2021-09-30 | $16M | 293k | 54.26 |
| 2021-06-30 | $17M | 311k | 54.60 |
| 2021-03-31 | $16M | 299k | 53.95 |
| 2020-12-31 | $16M | 290k | 56.03 |
| 2020-09-30 | $15M | 275k | 56.08 |
| 2020-06-30 | $11M | 188k | 56.24 |
| 2020-03-31 | $9.8M | 180k | 54.27 |
| 2019-12-31 | $8.7M | 163k | 53.43 |
| 2019-09-30 | $8.5M | 157k | 53.85 |
| 2019-06-30 | $8.1M | 153k | 53.00 |
| 2019-03-31 | $9.2M | 177k | 51.88 |
| 2018-12-31 | $8.4M | 166k | 50.59 |
| 2018-09-30 | $2.2M | 43k | 50.25 |
| 2018-06-30 | $1.1M | 21k | 50.63 |
| 2018-03-31 | $11M | 220k | 51.02 |
| 2017-12-31 | $11M | 209k | 52.04 |
| 2017-09-30 | $1.5M | 29k | 52.36 |
| 2017-06-30 | $1.6M | 31k | 52.26 |
| 2017-03-31 | $1.8M | 34k | 51.82 |
| 2016-12-31 | $1.3M | 25k | 51.61 |
| 2016-09-30 | $881k | 17k | 53.36 |
| 2016-06-30 | $634k | 12k | 53.94 |
| 2016-03-31 | $930k | 18k | 52.78 |
| 2015-12-31 | $575k | 11k | 51.59 |
| 2015-09-30 | $318k | 6.1k | 52.03 |
| 2015-06-30 | $463k | 9.0k | 51.59 |
| 2015-03-31 | $364k | 6.9k | 53.01 |
| 2014-12-31 | $369k | 7.0k | 52.37 |
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