L.K. Benson & Company, P.C. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 84,744 shares of SCHX stock, worth $1.86 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

84,744

Previous 85,032 0.34%

Holding current value

$1.86 Million

Previous $1.97 Billion 5.07%

% of portfolio

1.3%

Previous 1.39%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	SELL	$21.75 - $24.28 $6,264 - $6,992	-288 Reduced 0.34%	84,744 $1.87 Billion
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $1.9 Million - $5.81 Million	85,032 New	85,032 $1.97 Billion

Others Institutions Holding SCHX

# of Institutions

1,485

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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