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Schwab Strategic Tr intrm trm shares owned by L.K. Benson & Company, P.C.

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by L.K. Benson & Company, P.C. from 13F filings

Historical chart of L.K. Benson & Company, P.C. investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by L.K. Benson & Company, P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by L.K. Benson & Company, P.C.

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 158k 25.13
2025-06-30 $3.1M 124k 25.03
2025-03-31 $2.4M 98k 24.86

More positions owned by L.K. Benson & Company, P.C.

T. Rowe Price (TROW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ea Series Trust Alpha Architect (CAOS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for L.K. Benson & Company, P.C.

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm