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LPL Financial LLC: SCHO position timeline

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

LPL Financial LLC held 4,352,014 SCHO 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 4,352,014 shares
    Change vs previous 13F +2,027,374 shares

    0.02% of the 13F portfolio, value $105,057,624.

    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 2,324,640 shares
    Change vs previous 13F +596,186 shares

    0.01% of the 13F portfolio, value $56,419,001.

    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 1,728,454 shares
    Change vs previous 13F -1,497,729 shares

    0.01% of the 13F portfolio, value $42,122,432.

    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 3,226,183 shares
    Change vs previous 13F -1,065,544 shares

    0.02% of the 13F portfolio, value $78,718,861.

    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 4,291,727 shares
    Change vs previous 13F +841,439 shares

    0.03% of the 13F portfolio, value $104,632,313.

    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 3,450,288 shares
    Change vs previous 13F +89,182 shares

    0.03% of the 13F portfolio, value $83,980,020.

    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 3,361,106 shares
    Change vs previous 13F +1,642,412 shares

    0.03% of the 13F portfolio, value $80,868,212.

    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 1,718,694 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $84,181,611.

    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).