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 $1.16 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
44,715
Previous 44,542
0.39%
Holding current value
$1.16 Million
Previous $959 Million
11.11%
% of portfolio
0.65%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.68 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$436 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$341 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$317 Million3.25% of portfolio