LPL Financial
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LPL Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

LPL Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Hold
11,700
– – ﹤0.01% 5353
2026
Q1 		$294K Sell
11,700
-3,300
-22% -$86.6K ﹤0.01% 5199
2025
Q4 		$393K Buy
15,000
+4,300
+40% +$112K ﹤0.01% 4932
2025
Q3 		$275K Buy
+10,700
New +$265K ﹤0.01% 5115

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

LPL Financial's SCHB Position: Q2 2026 in Review

LPL Financial increased its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q2 2026, buying an estimated $1.83M and bringing the position to 2,973,417 shares worth $86.1M. The position accounts for 0.02% of the portfolio, ranked #749.

LPL Financial first reported a position in SCHB in Q2 2013 and has held it in 53 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • LPL Financial held 2,973,417 shares of Schwab US Broad Market ETF worth $86.1M as of Q2 2026.
  • LPL Financial bought 65,381 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.83M.
  • Schwab US Broad Market ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #749 holding.
  • LPL Financial first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.