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Disclosery

LPL Financial LLC: SCHX position timeline

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

LPL Financial LLC held 8,562,609 SCHX 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 8,562,609 shares
    Change vs previous 13F +1,024,193 shares

    0.06% of the 13F portfolio, value $251,997,574.

    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 7,538,416 shares
    Change vs previous 13F -158,474 shares

    0.05% of the 13F portfolio, value $193,284,967.

    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 7,696,890 shares
    Change vs previous 13F -522,670 shares

    0.06% of the 13F portfolio, value $207,123,311.

    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 8,219,560 shares
    Change vs previous 13F +1,175,645 shares

    0.06% of the 13F portfolio, value $216,503,210.

    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 7,043,915 shares
    Change vs previous 13F +218,688 shares

    0.06% of the 13F portfolio, value $172,153,271.

    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 6,825,227 shares
    Change vs previous 13F -187,203 shares

    0.06% of the 13F portfolio, value $150,700,993.

    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 7,012,430 shares
    Change vs previous 13F +4,762,550 shares

    0.07% of the 13F portfolio, value $162,548,131.

    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 2,249,880 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $152,654,365.

    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).