Benson Investment Management Company, Inc. Schwab Strategic Tr Us Broad M Transaction History

Benson Investment Management Company, Inc.

$247 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 20, 2020	SELL	$36.93 - $42.52 $2,141 - $2,466	-58 Closed	0 $0
Q1 2018 Apr 06, 2018	BUY	N/A	58 New	58 $4,000

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$486 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$142 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$108 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$89.4 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.8 Million
18.64% of portfolio

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