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Disclosery

LPL Financial LLC: SCHQ position timeline

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

LPL Financial LLC held 601,655 SCHQ 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 601,655 shares
    Change vs previous 13F -758,520 shares

    <0.01% of the 13F portfolio, value $18,831,785.

    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 1,360,175 shares
    Change vs previous 13F -544,242 shares

    0.01% of the 13F portfolio, value $42,750,305.

    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 1,904,417 shares
    Change vs previous 13F +990,099 shares

    0.02% of the 13F portfolio, value $60,370,024.

    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 914,318 shares
    Change vs previous 13F -37,292 shares

    0.01% of the 13F portfolio, value $29,541,600.

    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 951,610 shares
    Change vs previous 13F -56,033 shares

    0.01% of the 13F portfolio, value $30,346,829.

    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 1,007,643 shares
    Change vs previous 13F +757,652 shares

    0.01% of the 13F portfolio, value $33,010,364.

    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 249,991 shares
    Change vs previous 13F +2,029 shares

    <0.01% of the 13F portfolio, value $7,857,215.

    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 247,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,676,190.

    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).