BARROW HANLEY MEWHINNEY & STRAUSS LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 313028 DALLAS, TX

Position in LPLA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$290,480,528

-$38,448,797 QoQ

Shares Held

1,031,243

-5.7% QoQ

Ownership

1.31%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#21

of 761 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Financial Services · as of Jun 30, 2026

BARROW HANLEY MEWHINNEY & STRAUSS LLC holds $943,971,679 across 3 Capital Markets names. LPLA ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	5,703,361	$526,249,119
2	LPLA	LPL Financial Holdings Inc. This page	1,031,243	$290,480,528
3	JEF	Jefferies Financial Group Inc.	2,545,859	$127,242,032

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,480,528	1,031,243	-5.7%	Shares	Defined	2026-08-12
2026-03-31	$328,929,325	1,093,406	-13.3%	Shares	Sole	2026-05-13
2025-12-31	$450,493,163	1,261,285	—	Shares	Defined	2026-02-11
No filing history on record for this holder in this stock.