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Disclosery

LPL Financial LLC: SCHB position timeline

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

LPL Financial LLC held 2,973,417 SCHB 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 2,973,417 shares
    Change vs previous 13F +65,381 shares

    0.02% of the 13F portfolio, value $86,110,145.

    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 2,908,036 shares
    Change vs previous 13F +58,506 shares

    0.02% of the 13F portfolio, value $72,991,690.

    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 2,849,530 shares
    Change vs previous 13F +20,276 shares

    0.02% of the 13F portfolio, value $74,743,161.

    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 2,829,254 shares
    Change vs previous 13F +71,357 shares

    0.02% of the 13F portfolio, value $72,740,130.

    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 2,757,897 shares
    Change vs previous 13F +83,681 shares

    0.02% of the 13F portfolio, value $65,720,693.

    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 2,674,216 shares
    Change vs previous 13F +603,059 shares

    0.02% of the 13F portfolio, value $57,575,859.

    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 2,071,157 shares
    Change vs previous 13F +1,409,158 shares

    0.02% of the 13F portfolio, value $47,015,270.

    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 661,999 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,036,174.

    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).