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

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

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 314,553 shares of SCHI stock, worth $7.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
314,553
Previous 239,087 31.56%
Holding current value
$7.06 Million
Previous $5.28 Million 33.89%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$21.77 - $22.56 $1.64 Million - $1.7 Million
75,466 Added 31.56%
314,553 $7.06 Million
Q4 2024

Feb 11, 2025
BUY
$22.02 - $46.16 $3.37 Million - $7.07 Million
153,227 Added 178.46%
239,087 $5.28 Million
Q3 2024

Nov 08, 2024
BUY
$43.73 - $46.29 $982,875 - $1.04 Million
22,476 Added 35.46%
85,860 $3.96 Million
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
232
Shares Held
48.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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