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 85,661 shares of SCHX stock, worth $2.27 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
85,661
Previous 85,005 0.77%
Holding current value
$2.27 Million
Previous $2.08 Billion 8.6%
% of portfolio
1.22%
Previous 1.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$24.46 - $26.5 $16,045 - $17,384
656 Added 0.77%
85,661 $2.26 Billion
Q2 2025

Jul 23, 2025

BUY
$19.6 - $24.44 $5,115 - $6,378
261 Added 0.31%
85,005 $2.08 Billion
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track L.K. Benson & Company, P.C. Portfolio

Follow L.K. Benson & Company, P.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of L.K. Benson & Company, P.C., based on Form 13F filings with the SEC.

News

Stay updated on L.K. Benson & Company, P.C. with notifications on news.