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L.K. Benson & Company’s Schwab US Broad Market ETF SCHB Stock Holding History

L.K. Benson & 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
2026
Q2 		$1.31M Buy
45,297
+34
+0.1% +$952 0.4% 36
2026
Q1 		$1.14M Buy
45,263
+39
+0.1% +$1.02K 0.38% 39
2025
Q4 		$1.19M Sell
45,224
-61
-0.1% -$1.59K 0.6% 38
2025
Q3 		$1.16M Buy
45,285
+570
+1% +$14.1K 0.63% 36
2025
Q2 		$1.07M Buy
44,715
+173
+0.4% +$3.81K 0.65% 36
2025
Q1 		$959K Buy
44,542
+656
+1% +$14.9K 0.66% 34
2024
Q4 		$996K Buy
+43,886
New +$1M 0.7% 32

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

L.K. Benson & Company increased its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q2 2026, buying an estimated $952 and bringing the position to 45,297 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #36.

L.K. Benson & Company first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • L.K. Benson & Company held 45,297 shares of Schwab US Broad Market ETF worth $1.31M as of Q2 2026.
  • L.K. Benson & Company bought 34 Schwab US Broad Market ETF shares in Q2 2026, an estimated $952.
  • Schwab US Broad Market ETF made up 0.4% of L.K. Benson & Company's portfolio in Q2 2026, its #36 holding.
  • L.K. Benson & Company first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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