LKBC
SCHZ icon

L.K. Benson & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

L.K. Benson & Company’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,224
Closed -$209K – 100
2024
Q4 		$209K Buy
+9,224
New +$213K 0.15% 94

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OIA
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TWP
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L.K. Benson & Company's SCHZ Position: Q1 2025 in Review

L.K. Benson & Company sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 9,224 shares — an estimated $209K sold.

L.K. Benson & Company first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • L.K. Benson & Company reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • L.K. Benson & Company sold 9,224 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $209K.
  • L.K. Benson & Company first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • L.K. Benson & Company's Schwab US Aggregate Bond ETF position peaked at $209K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on L.K. Benson & Company's 13F filing for Q1 2025, filed 25 Apr 2025.