L.K. Benson & Company, P.C. Schwab Strategic Tr Us Broad M Transaction History
L.K. Benson & Company, P.C.
- $163 Billion
- Q2 2025
A detailed history of L.K. Benson & Company, P.C. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 44,715 shares of SCHB stock, worth $1.09 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
44,715
Previous 44,542
0.39%
Holding current value
$1.09 Million
Previous $959 Million
11.11%
% of portfolio
0.65%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio