CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $149,502,075 | 418,574 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $134,790,018 | 405,152 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $145,536,731 | 388,129 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $115,807,887 | 354,001 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $109,625,405 | 335,749 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $74,863,358 | 321,813 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $79,398,705 | 300,525 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $66,799,869 | 293,471 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $67,476,439 | 283,932 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $104,325,049 | 651,665 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $100,438,796 | 640,717 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $84,571,314 | 626,547 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $86,836,445 | 610,836 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $62,074,057 | 595,606 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $44,936,440 | 586,102 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $46,451,843 | 592,498 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $31,667,755 | 581,807 | Shares | Sole | 2020-05-15 |