Lpl Financial LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Lpl Financial LLC

$196 Billion
Q2 2024

A detailed history of Lpl Financial LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Lpl Financial LLC holds 63,384 shares of SCHI stock, worth $1.43 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

63,384

Previous 51,647 22.73%

Holding current value

$1.43 Million

Previous $2.3 Million 21.68%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$43.11 - $44.42 $505,982 - $521,357	11,737 Added 22.73%	63,384 $2.8 Million
Q1 2024 May 10, 2024	BUY	$43.87 - $44.99 $1.65 Million - $1.69 Million	37,499 Added 265.05%	51,647 $2.3 Million
Q4 2023 Feb 14, 2024	BUY	$40.96 - $45.17 $292,331 - $322,378	7,137 Added 101.8%	14,148 $635,000
Q3 2023 Nov 13, 2023	BUY	$42.12 - $44.19 $295,303 - $309,816	7,011 New	7,011 $295,000
Q1 2022 May 16, 2022	SELL	$47.33 - $51.36 $329,416 - $357,465	-6,960 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$51.18 - $52.35 $2,917 - $2,983	57 Added 0.83%	6,960 $360,000
Q3 2021 Nov 15, 2021	BUY	$52.2 - $53.14 $1,305 - $1,328	25 Added 0.36%	6,903 $360,000
Q2 2021 Aug 13, 2021	BUY	$51.28 - $52.56 $150,045 - $153,790	2,926 Added 74.04%	6,878 $362,000
Q1 2021 May 14, 2021	BUY	$51.17 - $53.57 $202,223 - $211,708	3,952 New	3,952 $203,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

136M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Lpl Financial LLC Schwab Strategic Tr 5 10 Yr C Transaction History