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Disclosery

LPL Financial LLC: SCHV position timeline

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

LPL Financial LLC held 3,674,944 SCHV 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 3,674,944 shares
    Change vs previous 13F +362,628 shares

    0.03% of the 13F portfolio, value $127,924,780.

    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 3,312,316 shares
    Change vs previous 13F +60,777 shares

    0.03% of the 13F portfolio, value $101,025,638.

    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 3,251,539 shares
    Change vs previous 13F -529,558 shares

    0.03% of the 13F portfolio, value $96,278,081.

    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 3,781,097 shares
    Change vs previous 13F +211,920 shares

    0.03% of the 13F portfolio, value $110,067,745.

    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 3,569,177 shares
    Change vs previous 13F +45,462 shares

    0.03% of the 13F portfolio, value $98,759,113.

    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 3,523,715 shares
    Change vs previous 13F +28,552 shares

    0.04% of the 13F portfolio, value $93,660,339.

    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 3,495,163 shares
    Change vs previous 13F +2,393,802 shares

    0.04% of the 13F portfolio, value $91,118,885.

    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 1,101,361 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $88,516,399.

    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).