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
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

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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: Q1 2026 in Review

LPL Financial increased its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q1 2026, buying an estimated $1.54M and bringing the position to 2,908,036 shares worth $73M. The position accounts for 0.02% of the portfolio, ranked #746.

LPL Financial first reported a position in SCHB in Q2 2013 and has held it in 52 quarters since. The position peaked at $74.7M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • LPL Financial held 2,908,036 shares of Schwab US Broad Market ETF worth $73M as of Q1 2026.
  • LPL Financial bought 58,506 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.54M.
  • Schwab US Broad Market ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #746 holding.
  • LPL Financial first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Schwab US Broad Market ETF position peaked at $74.7M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.