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

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

$186 Billion
Q3 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 45,285 shares of SCHB stock, worth $1.17 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

45,285

Previous 44,715 1.27%

Holding current value

$1.17 Million

Previous $1.07 Billion 9.27%

% of portfolio

0.63%

Previous 0.65%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$23.82 - $25.84 $13,577 - $14,728	570 Added 1.27%	45,285 $1.16 Billion
Q2 2025 Jul 23, 2025	BUY	$19.1 - $23.83 $3,304 - $4,122	173 Added 0.39%	44,715 $1.07 Billion
Q1 2025 Apr 24, 2025	BUY	$21.23 - $23.75 $13,926 - $15,580	656 Added 1.49%	44,542 $959 Million
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $965,930 - $2.93 Million	43,886 New	43,886 $996 Million

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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L.K. Benson & Company, P.C. Schwab Strategic Tr Us Broad M Transaction History