Lpl Financial LLC Schwab Strategic Tr Us Dividen Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lpl Financial LLC holds 39,215,993 shares of SCHD stock, worth $1.04 Billion. This represents 0.37% of its overall portfolio holdings.

Number of Shares
39,215,993
Previous 38,785,482 1.11%
Holding current value
$1.04 Billion
Previous $1.08 Billion 4.17%
% of portfolio
0.37%
Previous 0.44%

Shares

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

Aug 12, 2025
BUY
$24.32 - $27.87 $10.5 Million - $12 Million
430,511 Added 1.11%
39,215,993 $1.04 Billion
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $66.7 Million - $70.5 Million
2,470,706 Added 6.8%
38,785,482 $1.08 Billion
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $667 Million - $2.11 Billion
24,783,386 Added 214.92%
36,314,776 $992 Million
Q3 2024

Nov 08, 2024
BUY
$77.02 - $85.06 $27 Million - $29.8 Million
350,872 Added 3.14%
11,531,390 $975 Million
Q2 2024

Aug 07, 2024
BUY
$75.81 - $80.15 $25.7 Million - $27.2 Million
339,256 Added 3.13%
11,180,518 $869 Million
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $47.3 Million - $50.7 Million
-629,196 Reduced 5.49%
10,841,262 $874 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $13.2 Million - $15.1 Million
197,923 Added 1.76%
11,470,458 $873 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $35.6 Million - $38.1 Million
503,970 Added 4.68%
11,272,535 $798 Million
Q2 2023

Jul 31, 2023
BUY
$69.18 - $73.94 $45.2 Million - $48.3 Million
653,862 Added 6.46%
10,768,565 $782 Million
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $78 Million - $86.6 Million
1,110,089 Added 12.33%
10,114,703 $740 Million
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $90.8 Million - $107 Million
1,352,164 Added 17.67%
9,004,614 $680 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $50.1 Million - $58.7 Million
753,867 Added 10.93%
7,652,450 $508 Million
Q2 2022

Aug 12, 2022
BUY
$70.31 - $80.24 $103 Million - $117 Million
1,459,810 Added 26.84%
6,898,583 $494 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $50 Million - $54.5 Million
665,061 Added 13.93%
5,438,773 $429 Million
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $48.8 Million - $52.7 Million
651,343 Added 15.8%
4,773,712 $386 Million
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $41.2 Million - $43.3 Million
554,812 Added 15.55%
4,122,369 $306 Million
Q2 2021

Aug 13, 2021
BUY
$73.32 - $77.65 $46.7 Million - $49.4 Million
636,517 Added 21.72%
3,567,557 $270 Million
Q1 2021

May 14, 2021
BUY
$63.23 - $73.67 $31.4 Million - $36.5 Million
496,016 Added 20.37%
2,931,040 $214 Million
Q4 2020

Feb 12, 2021
BUY
$54.8 - $65.16 $29.7 Million - $35.4 Million
542,871 Added 28.69%
2,435,024 $156 Million
Q3 2020

Nov 09, 2020
BUY
$50.37 - $58.54 $12.9 Million - $15 Million
256,430 Added 15.68%
1,892,153 $105 Million
Q2 2020

Aug 13, 2020
BUY
$43.56 - $56.5 $2.8 Million - $3.63 Million
64,236 Added 4.09%
1,635,723 $84.6 Million
Q1 2020

May 14, 2020
BUY
$39.5 - $59.28 $4.78 Million - $7.17 Million
120,972 Added 8.34%
1,571,487 $70.7 Million
Q4 2019

Feb 14, 2020
BUY
$52.87 - $58.15 $10.4 Million - $11.4 Million
196,082 Added 15.63%
1,450,515 $84 Million
Q3 2019

Nov 13, 2019
BUY
$54.39 - $55.76 $10.2 Million - $10.4 Million
186,984 Added 17.52%
1,254,433 $68.7 Million
Q2 2019

Aug 09, 2019
BUY
N/A
123,643 Added 13.1%
1,067,449 $56.7 Million
Q1 2019

May 08, 2019
BUY
N/A
54,126 Added 6.08%
943,806 $49.3 Million
Q4 2018

Feb 07, 2019
BUY
N/A
349,613 Added 64.74%
889,680 $41.8 Million
Q3 2018

Nov 14, 2018
BUY
N/A
99,405 Added 22.56%
540,067 $28.6 Million
Q2 2018

Aug 14, 2018
BUY
N/A
28,884 Added 7.01%
440,662 $21.7 Million
Q1 2018

May 15, 2018
BUY
N/A
104,015 Added 33.8%
411,778 $20.2 Million
Q4 2017

Feb 14, 2018
BUY
N/A
37,732 Added 13.97%
307,763 $15.7 Million
Q3 2017

Nov 14, 2017
BUY
N/A
6,283 Added 2.38%
270,031 $12.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
263,748
263,748 $11.9 Million

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email