CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 884546
SAN FRANCISCO, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$135,592,582
+$3,087,797 QoQ
Shares Held
481,371
+9.3% QoQ
Ownership
0.611%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,678,934,089 across 50 Capital Markets names. LPLA ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,956,067 | $2,081,216,245 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,896,345 | $1,917,906,442 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,472,684 | $874,044,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,302,342 | $631,998,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,838,547 | $334,107,130 | |
| 6 | MC |
Moelis & Co
|
2,955,235 | $193,331,473 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
481,371 | $135,592,582 | |
| 8 | HUT |
Hut 8 Corp.
|
966,573 | $111,586,019 |
All Filings in LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,592,582 | 481,371 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $132,504,785 | 440,464 | Shares | Sole | 2026-05-15 | |
| 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 | |
| 2024-06-30 | $87,117,580 | 311,914 | Shares | Sole | 2024-08-12 | |
| 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 | |
| 2023-06-30 | $106,592,665 | 490,239 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $100,620,326 | 497,136 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $107,775,228 | 498,567 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $104,704,792 | 479,242 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $122,194,571 | 662,373 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $122,578,097 | 670,999 | Shares | Sole | 2022-05-13 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||