LPL Financial LLC
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1403438
FORT MILL, SC
All Filings in SMBS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $1,213,395 | 47,491 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 SMBS | $752,970 | 29,327 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 SMBS | $627,915 | 24,423 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SMBS | $424,839 | 16,680 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||