L.K. Benson & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

L.K. Benson & Company’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21M	Buy	88,842 +101	+0.1%	+$3.34K	0.97%	18
2026 Q1	$2.58M	Sell	88,741 -117	-0.1%	-$3.51K	0.85%	19
2025 Q4	$2.53M	Buy	88,858 +56	+0.1%	+$1.58K	1.27%	19
2025 Q3	$2.48M	Sell	88,802 -262	-0.3%	-$7.01K	1.34%	18
2025 Q2	$2.25M	Buy	89,064 +115	+0.1%	+$2.72K	1.38%	17
2025 Q1	$2.08M	Buy	88,949 +84	+0.1%	+$2.14K	1.44%	16
2024 Q4	$2.3M	Buy	+88,865	New	+$2.36M	1.62%	14

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

L.K. Benson & Company's SCHA Position: Q2 2026 in Review

L.K. Benson & Company increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.11% in Q2 2026, buying an estimated $3.34K and bringing the position to 88,842 shares worth $3.21M. The position accounts for 0.97% of the portfolio, ranked #18.

L.K. Benson & Company first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

L.K. Benson & Company held 88,842 shares of Schwab U.S Small- Cap ETF worth $3.21M as of Q2 2026.
L.K. Benson & Company bought 101 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.34K.
Schwab U.S Small- Cap ETF made up 0.97% of L.K. Benson & Company's portfolio in Q2 2026, its #18 holding.
L.K. Benson & Company first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.