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Schwab Strategic Tr us lrg cap etf shares owned by L.K. Benson & Company, P.C.

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) 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 us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by L.K. Benson & Company, P.C.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 86k 26.34
2025-06-30 $2.1M 85k 24.44
2025-03-31 $1.9M 85k 22.08

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 us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf