Lpl Financial LLC Schwab Strategic Tr Long Term Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

A detailed history of Lpl Financial LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Lpl Financial LLC holds 951,610 shares of SCHQ stock, worth $30.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

951,610

Previous 1,007,643 5.56%

Holding current value

$30.1 Million

Previous $33 Million 8.07%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$30.46 - $33.4 $1.71 Million - $1.87 Million	-56,033 Reduced 5.56%	951,610 $30.3 Million
Q1 2025 May 07, 2025	BUY	$30.72 - $33.22 $23.3 Million - $25.2 Million	757,652 Added 303.07%	1,007,643 $33 Million
Q4 2024 Feb 11, 2025	BUY	$31.33 - $35.13 $63,568 - $71,278	2,029 Added 0.82%	249,991 $7.86 Million
Q3 2024 Nov 08, 2024	BUY	$32.17 - $35.98 $4.84 Million - $5.41 Million	150,320 Added 153.95%	247,962 $8.68 Million
Q2 2024 Aug 07, 2024	BUY	$31.45 - $33.71 $3.07 Million - $3.29 Million	97,642 New	97,642 $3.2 Million

Others Institutions Holding SCHQ

# of Institutions

110

Shares Held

16.9M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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Lpl Financial LLC Schwab Strategic Tr Long Term Transaction History