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Disclosery

LPL Financial LLC: SCHZ position timeline

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

LPL Financial LLC held 1,118,991 SCHZ 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 1,118,991 shares
    Change vs previous 13F +24,216 shares

    0.01% of the 13F portfolio, value $25,882,270.

    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 1,094,775 shares
    Change vs previous 13F +252,137 shares

    0.01% of the 13F portfolio, value $25,420,664.

    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 842,638 shares
    Change vs previous 13F -20,413 shares

    0.01% of the 13F portfolio, value $19,692,453.

    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 863,051 shares
    Change vs previous 13F +180,090 shares

    0.01% of the 13F portfolio, value $20,255,810.

    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 682,961 shares
    Change vs previous 13F +151,103 shares

    0.01% of the 13F portfolio, value $15,872,008.

    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 531,858 shares
    Change vs previous 13F -18,968 shares

    <0.01% of the 13F portfolio, value $12,317,838.

    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 550,826 shares
    Change vs previous 13F +336,270 shares

    0.01% of the 13F portfolio, value $12,503,748.

    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 214,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,195,691.

    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).