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Disclosery

LPL Financial LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SCHA, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 2,640,354 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,640,354 shares
    Change vs previous 13F -56,838 shares

    0.02% of the 13F portfolio, value $95,395,981.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,697,192 shares
    Change vs previous 13F +48,575 shares

    0.02% of the 13F portfolio, value $78,434,349.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,648,617 shares
    Change vs previous 13F +189,200 shares

    0.02% of the 13F portfolio, value $75,432,602.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,459,417 shares
    Change vs previous 13F +34,287 shares

    0.02% of the 13F portfolio, value $68,617,717.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,425,130 shares
    Change vs previous 13F +45,426 shares

    0.02% of the 13F portfolio, value $61,355,785.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,379,704 shares
    Change vs previous 13F -25,559 shares

    0.02% of the 13F portfolio, value $55,756,461.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,405,263 shares
    Change vs previous 13F +1,278,131 shares

    0.03% of the 13F portfolio, value $62,200,108.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,127,132 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,047,279.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).