Benson Investment Management Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Benson Investment Management Company’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-348	Closed	-$4K	–	58
2020 Q2	$4K	Hold	348	–	–	﹤0.01%	53
2020 Q1	$4K	Hold	348	–	–	﹤0.01%	52
2019 Q4	$4K	Hold	348	–	–	﹤0.01%	56
2019 Q3	$4K	Hold	348	–	–	﹤0.01%	58
2019 Q2	$4K	Hold	348	–	–	﹤0.01%	56
2019 Q1	$4K	Hold	348	–	–	﹤0.01%	61
2018 Q4	$3K	Hold	348	–	–	﹤0.01%	62
2018 Q3	$4K	Hold	348	–	–	﹤0.01%	65
2018 Q2	$4K	Hold	348	–	–	﹤0.01%	69
2018 Q1	$4K	Buy	+348	New	+$3.82K	﹤0.01%	77
2017 Q1	–	Sell	-1,188	Closed	-$11K	–	96
2016 Q4	$11K	Buy	+1,188	New	+$10.5K	0.01%	78

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Benson Investment Management Company's SCHB Position: Q3 2020 in Review

Benson Investment Management Company sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 348 shares — an estimated $4K sold.

Benson Investment Management Company first reported a position in SCHB in Q4 2016 and held it in 11 quarters. The position peaked at $11K in Q4 2016. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

Benson Investment Management Company reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
Benson Investment Management Company sold 348 Schwab US Broad Market ETF shares in Q3 2020, an estimated $4K.
Benson Investment Management Company first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 11 quarters.
Benson Investment Management Company's Schwab US Broad Market ETF position peaked at $11K in Q4 2016.
670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Benson Investment Management Company's 13F filing for Q3 2020, filed 20 Oct 2020.