L.K. Benson & Company, P.C. Schwab Strategic Tr Us Small C Transaction History

L.K. Benson & Company, P.C.

$144 Billion
Q1 2025

A detailed history of L.K. Benson & Company, P.C. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 88,949 shares of SCHA stock, worth $2.03 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

88,949

Previous 88,865 0.09%

Holding current value

$2.03 Million

Previous $2.3 Billion 9.31%

% of portfolio

1.44%

Previous 1.62%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$23.16 - $27.04 $1,945 - $2,271	84 Added 0.09%	88,949 $2.08 Billion
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $2.25 Million - $4.55 Million	88,865 New	88,865 $2.3 Billion

Others Institutions Holding SCHA

# of Institutions

1,265

Shares Held

273M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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L.K. Benson & Company, P.C. Schwab Strategic Tr Us Small C Transaction History