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Disclosery

LPL Financial LLC: SCHJ position timeline

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

LPL Financial LLC held 412,877 SCHJ 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 412,877 shares
    Change vs previous 13F +356,706 shares

    <0.01% of the 13F portfolio, value $10,181,546.

    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 56,171 shares
    Change vs previous 13F +6,831 shares

    <0.01% of the 13F portfolio, value $1,388,832.

    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 49,340 shares
    Change vs previous 13F +3,672 shares

    <0.01% of the 13F portfolio, value $1,228,554.

    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 45,668 shares
    Change vs previous 13F -10,558 shares

    <0.01% of the 13F portfolio, value $1,139,189.

    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 56,226 shares
    Change vs previous 13F -101,031 shares

    <0.01% of the 13F portfolio, value $1,394,977.

    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 157,257 shares
    Change vs previous 13F -8,965 shares

    <0.01% of the 13F portfolio, value $3,874,812.

    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 166,222 shares
    Change vs previous 13F +87,101 shares

    <0.01% of the 13F portfolio, value $4,051,661.

    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 79,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,925,208.

    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).