Lpl Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lpl Financial LLC holds 1,634,298 shares of SCHM stock, worth $46.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,634,298
Previous 1,648,859 0.88%
Holding current value
$46.3 Million
Previous $43.2 Million 6.12%
% of portfolio
0.02%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$22.92 - $28.05 $333,738 - $408,436
-14,561 Reduced 0.88%
1,634,298 $45.8 Million
Q1 2025

May 07, 2025
BUY
$25.58 - $29.24 $475,839 - $543,922
18,602 Added 1.14%
1,648,859 $43.2 Million
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $30 Million - $90.6 Million
1,090,600 Added 202.09%
1,630,257 $45.2 Million
Q3 2024

Nov 08, 2024
BUY
$75.47 - $83.18 $1.79 Million - $1.97 Million
23,678 Added 4.59%
539,657 $44.8 Million
Q2 2024

Aug 07, 2024
SELL
$75.69 - $81.19 $195,204 - $209,389
-2,579 Reduced 0.5%
515,979 $40.2 Million
Q1 2024

May 10, 2024
SELL
$72.89 - $81.43 $13.6 Million - $15.2 Million
-186,165 Reduced 26.42%
518,558 $42.2 Million
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $2.09 Million - $2.52 Million
-33,230 Reduced 4.5%
704,723 $53.1 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $2.14 Million - $2.37 Million
32,051 Added 4.54%
737,953 $49.9 Million
Q2 2023

Jul 31, 2023
BUY
$65.29 - $71.03 $1.31 Million - $1.43 Million
20,117 Added 2.93%
705,902 $50.1 Million
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $2.09 Million - $2.4 Million
32,475 Added 4.97%
685,785 $46.5 Million
Q4 2022

Feb 07, 2023
BUY
$61.05 - $69.94 $1.71 Million - $1.96 Million
28,026 Added 4.48%
653,310 $42.9 Million
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $1.44 Million - $1.73 Million
23,862 Added 3.97%
625,284 $37.8 Million
Q2 2022

Aug 12, 2022
BUY
$60.91 - $76.4 $1.17 Million - $1.47 Million
19,243 Added 3.31%
601,422 $37.7 Million
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $4.07 Million - $4.66 Million
-57,600 Reduced 9.0%
582,179 $44.2 Million
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $4.63 Million - $5.08 Million
60,916 Added 10.52%
639,779 $51.5 Million
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $4.74 Million - $5.14 Million
63,454 Added 12.31%
578,863 $44.4 Million
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $2.43 Million - $2.57 Million
32,523 Added 6.74%
515,409 $40.3 Million
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $1.07 Million - $1.23 Million
15,973 Added 3.42%
482,886 $35.9 Million
Q4 2020

Feb 12, 2021
BUY
$55.93 - $68.45 $841,802 - $1.03 Million
15,051 Added 3.33%
466,913 $31.8 Million
Q3 2020

Nov 09, 2020
BUY
$51.99 - $58.83 $3.63 Million - $4.11 Million
69,795 Added 18.27%
451,862 $25.1 Million
Q2 2020

Aug 13, 2020
SELL
$39.01 - $57.03 $136,378 - $199,376
-3,496 Reduced 0.91%
382,067 $20.1 Million
Q1 2020

May 14, 2020
SELL
$35.83 - $62.24 $260,806 - $453,044
-7,279 Reduced 1.85%
385,563 $16.3 Million
Q4 2019

Feb 14, 2020
BUY
$54.56 - $60.24 $722,756 - $797,999
13,247 Added 3.49%
392,842 $23.6 Million
Q3 2019

Nov 13, 2019
BUY
$56.23 - $57.59 $666,494 - $682,614
11,853 Added 3.22%
379,595 $21.5 Million
Q2 2019

Aug 09, 2019
BUY
N/A
27,834 Added 8.19%
367,742 $21 Million
Q1 2019

May 08, 2019
BUY
N/A
40,867 Added 13.67%
339,908 $18.8 Million
Q4 2018

Feb 07, 2019
BUY
N/A
16,550 Added 5.86%
299,041 $14.3 Million
Q3 2018

Nov 14, 2018
BUY
N/A
13,064 Added 4.85%
282,491 $16.3 Million
Q2 2018

Aug 14, 2018
BUY
N/A
9,267 Added 3.56%
269,427 $14.8 Million
Q1 2018

May 15, 2018
BUY
N/A
63,556 Added 32.33%
260,160 $13.8 Million
Q4 2017

Feb 14, 2018
BUY
N/A
31,381 Added 18.99%
196,604 $10.5 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-2,412 Reduced 1.44%
165,223 $8.28 Million
Q2 2017

Aug 14, 2017
BUY
N/A
167,635
167,635 $8.07 Million

Others Institutions Holding SCHM

# of Institutions
1,026
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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