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LPL Financial LLC: SCHP position timeline

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

LPL Financial LLC held 1,658,178 SCHP 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 1,658,178 shares
    Change vs previous 13F +137,100 shares

    0.01% of the 13F portfolio, value $43,941,705.

    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 1,521,078 shares
    Change vs previous 13F +98,786 shares

    0.01% of the 13F portfolio, value $40,475,886.

    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 1,422,292 shares
    Change vs previous 13F +112,479 shares

    0.01% of the 13F portfolio, value $37,676,521.

    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 1,309,813 shares
    Change vs previous 13F +2,933 shares

    0.01% of the 13F portfolio, value $35,299,455.

    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 1,306,880 shares
    Change vs previous 13F -12,097 shares

    0.01% of the 13F portfolio, value $34,867,562.

    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 1,318,977 shares
    Change vs previous 13F +284,066 shares

    0.01% of the 13F portfolio, value $35,467,295.

    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 1,034,911 shares
    Change vs previous 13F +576,580 shares

    0.01% of the 13F portfolio, value $26,731,741.

    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 458,331 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,580,266.

    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).