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Disclosery

LPL Financial LLC: SCHM position timeline

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

LPL Financial LLC held 2,017,782 SCHM 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 2,017,782 shares
    Change vs previous 13F +90,945 shares

    0.02% of the 13F portfolio, value $74,395,627.

    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 1,926,837 shares
    Change vs previous 13F +7,597 shares

    0.02% of the 13F portfolio, value $59,654,853.

    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 1,919,240 shares
    Change vs previous 13F +284,581 shares

    0.02% of the 13F portfolio, value $57,711,539.

    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 1,634,659 shares
    Change vs previous 13F +361 shares

    0.01% of the 13F portfolio, value $48,451,287.

    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 1,634,298 shares
    Change vs previous 13F -14,561 shares

    0.02% of the 13F portfolio, value $45,842,041.

    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 1,648,859 shares
    Change vs previous 13F +18,602 shares

    0.02% of the 13F portfolio, value $43,200,107.

    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 1,630,257 shares
    Change vs previous 13F +1,090,600 shares

    0.02% of the 13F portfolio, value $45,174,422.

    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 539,657 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,840,070.

    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).