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Disclosery

LPL Financial LLC: SCHW position timeline

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

LPL Financial LLC held 1,850,432 SCHW 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 1,850,432 shares
    Change vs previous 13F +56,711 shares

    0.04% of the 13F portfolio, value $170,739,370.

    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 1,793,721 shares
    Change vs previous 13F +12,574 shares

    0.04% of the 13F portfolio, value $168,573,856.

    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 1,781,147 shares
    Change vs previous 13F +68,435 shares

    0.05% of the 13F portfolio, value $177,954,356.

    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 1,712,712 shares
    Change vs previous 13F +154,474 shares

    0.05% of the 13F portfolio, value $163,512,613.

    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 1,558,238 shares
    Change vs previous 13F +209,846 shares

    0.05% of the 13F portfolio, value $142,173,650.

    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 1,348,392 shares
    Change vs previous 13F +89,882 shares

    0.04% of the 13F portfolio, value $105,552,103.

    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 1,258,510 shares
    Change vs previous 13F +55,118 shares

    0.04% of the 13F portfolio, value $93,142,288.

    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 1,203,392 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $77,991,779.

    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).