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Disclosery

LPL Financial LLC: SCHR position timeline

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

LPL Financial LLC held 3,926,926 SCHR 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 3,926,926 shares
    Change vs previous 13F +1,804,333 shares

    0.02% of the 13F portfolio, value $96,837,988.

    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 2,122,593 shares
    Change vs previous 13F +222,928 shares

    0.01% of the 13F portfolio, value $52,873,782.

    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 1,899,665 shares
    Change vs previous 13F +337,069 shares

    0.01% of the 13F portfolio, value $47,643,599.

    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 1,562,596 shares
    Change vs previous 13F +549,712 shares

    0.01% of the 13F portfolio, value $39,268,043.

    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 1,012,884 shares
    Change vs previous 13F +95,117 shares

    0.01% of the 13F portfolio, value $25,352,487.

    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 917,767 shares
    Change vs previous 13F -79,712 shares

    0.01% of the 13F portfolio, value $22,815,688.

    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 997,479 shares
    Change vs previous 13F +576,956 shares

    0.01% of the 13F portfolio, value $24,228,769.

    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 420,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,278,464.

    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).