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Disclosery

LPL Financial LLC: SCHD position timeline

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

LPL Financial LLC held 33,495,236 SCHD 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 33,495,236 shares
    Change vs previous 13F +2,633,635 shares

    0.24% of the 13F portfolio, value $1,062,133,880.

    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 30,861,601 shares
    Change vs previous 13F -1,291,833 shares

    0.25% of the 13F portfolio, value $946,833,875.

    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 32,153,434 shares
    Change vs previous 13F -4,139,914 shares

    0.24% of the 13F portfolio, value $881,968,645.

    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 36,293,348 shares
    Change vs previous 13F -2,922,645 shares

    0.29% of the 13F portfolio, value $990,808,350.

    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 39,215,993 shares
    Change vs previous 13F +430,511 shares

    0.35% of the 13F portfolio, value $1,039,223,713.

    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 38,785,482 shares
    Change vs previous 13F +2,470,706 shares

    0.42% of the 13F portfolio, value $1,084,441,986.

    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 36,314,776 shares
    Change vs previous 13F +24,783,386 shares

    0.4% of the 13F portfolio, value $992,119,631.

    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 11,531,390 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $974,748,310.

    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).