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Benson Investment Management Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Benson Investment Management Company’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.78M Buy
230,404
+79,602
+53% +$2.27M 36.1% 1
2026
Q1 		$3.87M Buy
+150,802
New +$4.05M 34.32% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Benson Investment Management Company's SCHX Position: Q2 2026 in Review

Benson Investment Management Company increased its Schwab US Large- Cap ETF (SCHX) stake by 53% in Q2 2026, buying an estimated $2.27M and bringing the position to 230,404 shares worth $6.78M. The position accounts for 36.1% of the portfolio, ranked #1.

Benson Investment Management Company first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Benson Investment Management Company held 230,404 shares of Schwab US Large- Cap ETF worth $6.78M as of Q2 2026.
  • Benson Investment Management Company bought 79,602 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.27M.
  • Schwab US Large- Cap ETF made up 36.1% of Benson Investment Management Company's portfolio in Q2 2026, its #1 holding.
  • Benson Investment Management Company first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Benson Investment Management Company's 13F filing for Q2 2026, filed 14 Jul 2026.