Lpl Financial LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Lpl Financial LLC holds 157,257 shares of SCHJ stock, worth $3.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

157,257

Previous 166,222 5.39%

Holding current value

$3.87 Million

Previous $4.05 Million 4.39%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$24.29 - $24.65 $217,759 - $220,987	-8,965 Reduced 5.39%	157,257 $3.87 Million
Q4 2024 Feb 11, 2025	BUY	$24.31 - $49.53 $2.12 Million - $4.31 Million	87,101 Added 110.09%	166,222 $4.05 Million
Q3 2024 Nov 08, 2024	BUY	$48.09 - $49.69 $375,775 - $388,277	7,814 Added 10.96%	79,121 $3.93 Million
Q2 2024 Aug 07, 2024	BUY	$47.73 - $48.35 $95,269 - $96,506	1,996 Added 2.88%	71,307 $3.44 Million
Q1 2024 May 10, 2024	BUY	$48.03 - $48.53 $594,179 - $600,364	12,371 Added 21.73%	69,311 $3.35 Million
Q4 2023 Feb 14, 2024	BUY	$46.51 - $48.38 $2.33 Million - $2.43 Million	50,180 Added 742.31%	56,940 $2.75 Million
Q3 2023 Nov 13, 2023	BUY	$46.87 - $47.5 $30,746 - $31,160	656 Added 10.75%	6,760 $317,000
Q2 2023 Jul 31, 2023	BUY	$47.14 - $47.79 $287,742 - $291,710	6,104 New	6,104 $288,000

Others Institutions Holding SCHJ

# of Institutions

128

Shares Held

7.67M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Lpl Financial LLC Schwab Strategic Tr 1 5 Yr C Transaction History