Operating

Change in Broker-Dealer Receivables

LPL Financial Holdings Change in Broker-Dealer Receivables increased by 380.7% to $29.11M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 18.5%, from $35.70M to $29.11M. Over 2 years (FY 2021 to FY 2025), Change in Broker-Dealer Receivables shows a downward trend with a 25.4% CAGR.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryEfficiency
SignalContext dependent
VolatilityVolatile
First reportedQ1 2013
Last reportedQ1 2026May 4, 2026

How to read this metric

An increase suggests higher unsettled trade volume or potential delays in clearing, while a decrease indicates faster settlement or reduced trading activity.

Detailed definition

This tracks the net change in amounts owed to the firm by other broker-dealers, clearing houses, or financial institutio...

Peer comparison

Commonly reported by firms with significant clearing and brokerage operations.

Metric ID: schw_change_in_broker_dealer_receivables

Historical Data

17 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q1 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$16.60M-$18.14M$5.74M$51.90M-$82.84M$48.66M-$63.94M-$4.68M$15.33M-$25.84M$53.17M$9.05M$35.70M$17.24M-$50.06M-$10.37M$29.11M
QoQ Change-209.3%+131.6%+803.9%-259.6%+158.7%-231.4%+92.7%+427.5%-268.6%+305.7%-83.0%+294.6%-51.7%-390.4%+79.3%+380.7%
YoY Change-599.0%+368.2%<-999%-109.0%+118.5%-153.1%>999%-32.8%-214.6%-18.5%
Range-$82.84M$53.17M
CAGR+15.1%
Avg YoY Growth-61.8%
Median YoY Growth-70.9%
Current Streak2 quarters growth

Change in Broker-Dealer Receivables at Other Companies

Frequently Asked Questions

What is LPL Financial Holdings's change in broker-dealer receivables?
LPL Financial Holdings (LPLA) reported change in broker-dealer receivables of $29.11M in Q1 2026.
How has LPL Financial Holdings's change in broker-dealer receivables changed year-over-year?
LPL Financial Holdings's change in broker-dealer receivables decreased by 18.5% year-over-year, from $35.70M to $29.11M.
What is the long-term trend for LPL Financial Holdings's change in broker-dealer receivables?
Over 2 years (2021 to 2025), LPL Financial Holdings's change in broker-dealer receivables has grown at a 25.4% compound annual growth rate (CAGR), from $4.76M to -$7.49M.
What does change in broker-dealer receivables mean?
The net change in money owed to the firm by other financial institutions for trade clearing.