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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Buy	44,715 +173	+0.4%	+$4.12K	0.65%	36
2025 Q1	$959K	Buy	44,542 +656	+1%	+$14.1K	0.66%	34
2024 Q4	$996K	Buy	+43,886	New	+$996K	0.7%	32