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Disclosery

LPL Financial LLC: SCHG position timeline

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

LPL Financial LLC held 38,293,135 SCHG 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 38,293,135 shares
    Change vs previous 13F +1,009,279 shares

    0.29% of the 13F portfolio, value $1,295,839,665.

    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 37,283,856 shares
    Change vs previous 13F +3,117,202 shares

    0.29% of the 13F portfolio, value $1,086,078,685.

    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 34,166,654 shares
    Change vs previous 13F +2,464,714 shares

    0.3% of the 13F portfolio, value $1,114,516,212.

    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 31,701,940 shares
    Change vs previous 13F +3,847,060 shares

    0.3% of the 13F portfolio, value $1,011,608,869.

    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 27,854,880 shares
    Change vs previous 13F +3,247,710 shares

    0.27% of the 13F portfolio, value $813,641,005.

    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 24,607,170 shares
    Change vs previous 13F +2,554,009 shares

    0.24% of the 13F portfolio, value $616,163,484.

    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 22,053,161 shares
    Change vs previous 13F +17,759,913 shares

    0.25% of the 13F portfolio, value $614,621,556.

    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 4,293,248 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $447,270,574.

    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).