L.K. Benson & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

L.K. Benson & 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	$2.51M	Buy	85,214 +115	+0.1%	+$3.28K	0.76%	21
2026 Q1	$2.18M	Buy	85,099 +131	+0.2%	+$3.51K	0.72%	23
2025 Q4	$2.29M	Sell	84,968 -693	-0.8%	-$18.5K	1.15%	20
2025 Q3	$2.26M	Buy	85,661 +656	+0.8%	+$16.7K	1.22%	20
2025 Q2	$2.08M	Buy	85,005 +261	+0.3%	+$5.9K	1.28%	20
2025 Q1	$1.87M	Sell	84,744 -288	-0.3%	-$6.7K	1.3%	19
2024 Q4	$1.97M	Buy	+85,032	New	+$1.98M	1.39%	16

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

KBFS

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

L.K. Benson & Company increased its Schwab US Large- Cap ETF (SCHX) stake by 0.14% in Q2 2026, buying an estimated $3.28K and bringing the position to 85,214 shares worth $2.51M. The position accounts for 0.76% of the portfolio, ranked #21.

L.K. Benson & Company first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

L.K. Benson & Company held 85,214 shares of Schwab US Large- Cap ETF worth $2.51M as of Q2 2026.
L.K. Benson & Company bought 115 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.28K.
Schwab US Large- Cap ETF made up 0.76% of L.K. Benson & Company's portfolio in Q2 2026, its #21 holding.
L.K. Benson & Company first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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