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Disclosery

LPL Financial LLC: SCHF position timeline

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

LPL Financial LLC held 7,201,261 SCHF 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 7,201,261 shares
    Change vs previous 13F +980,027 shares

    0.04% of the 13F portfolio, value $199,474,909.

    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 6,221,234 shares
    Change vs previous 13F +136,280 shares

    0.04% of the 13F portfolio, value $153,975,522.

    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 6,084,954 shares
    Change vs previous 13F +311,086 shares

    0.04% of the 13F portfolio, value $146,282,289.

    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 5,773,868 shares
    Change vs previous 13F +213,448 shares

    0.04% of the 13F portfolio, value $134,415,630.

    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 5,560,420 shares
    Change vs previous 13F +620,121 shares

    0.04% of the 13F portfolio, value $122,885,269.

    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 4,940,299 shares
    Change vs previous 13F -288,507 shares

    0.04% of the 13F portfolio, value $97,719,106.

    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 5,228,806 shares
    Change vs previous 13F +2,749,823 shares

    0.04% of the 13F portfolio, value $96,732,913.

    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 2,478,983 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $101,935,757.

    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).