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Disclosery

LPL Financial LLC: SCHH position timeline

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

LPL Financial LLC held 519,851 SCHH 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 519,851 shares
    Change vs previous 13F +152,002 shares

    <0.01% of the 13F portfolio, value $12,310,069.

    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 367,849 shares
    Change vs previous 13F +20,103 shares

    <0.01% of the 13F portfolio, value $7,905,081.

    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 347,746 shares
    Change vs previous 13F +2,350 shares

    <0.01% of the 13F portfolio, value $7,264,418.

    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 345,396 shares
    Change vs previous 13F +65,620 shares

    <0.01% of the 13F portfolio, value $7,450,197.

    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 279,776 shares
    Change vs previous 13F -6,154 shares

    <0.01% of the 13F portfolio, value $5,920,063.

    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 285,930 shares
    Change vs previous 13F -252,635 shares

    <0.01% of the 13F portfolio, value $6,150,345.

    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 538,565 shares
    Change vs previous 13F -14,350 shares

    <0.01% of the 13F portfolio, value $11,342,186.

    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 552,915 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,811,030.

    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).