LKBC
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,224
Closed -$209K – 100
2024
Q4 		$209K Buy
+9,224
New +$209K 0.15% 94