Back to SCHW-PJ
L.K. Benson & Company, P.C. → SCHW-PJ
L.K. Benson & Company, P.C. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
51
Latest value
$2.1M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $2.3M |
| Q3 2025 | $2.5M |
| Q3 2025 | $1.1M |
| Q3 2025 | $2.1M |
| Q3 2025 | $700K |
| Q3 2025 | $6.4M |
| Q3 2025 | $4M |
| Q3 2025 | $397K |
| Q3 2025 | $1.4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $724K |
| Q4 2025 | $6.6M |
| Q4 2025 | $5.6M |
| Q4 2025 | $728K |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.2M |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.3M |
| Q1 2026 | $744K |
| Q1 2026 | $6.7M |
| Q1 2026 | $7.2M |
| Q1 2026 | $729K |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.5M |
| Q2 2026 | $3.2M |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.5M |
| Q2 2026 | $834K |
| Q2 2026 | $7.3M |
| Q2 2026 | $7.2M |
| Q2 2026 | $693K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.6M |
| Q3 2026 | $2.9M |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.4M |
| Q3 2026 | $848K |
| Q3 2026 | $7M |
| Q3 2026 | $290K |
| Q3 2026 | $8.9M |
| Q3 2026 | $808K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 84.7K | — | — |
| Q3 2026 | $808K | 33.9K | — | — |
| Q3 2026 | $8.9M | 375.2K | — | — |
| Q3 2026 | $290K | 13.1K | — | — |
| Q3 2026 | $7M | 255.0K | — | — |
| Q3 2026 | $848K | 26.9K | — | — |
| Q3 2026 | $2.4M | 45.0K | — | — |
| Q3 2026 | $1.2M | 33.9K | — | — |
| Q3 2026 | $2.9M | 88.6K | — | — |
| Q3 2026 | $2.6M | 85.3K | — | — |
| Q3 2026 | $1.2M | 40.3K | — | — |
| Q2 2026 | $1.2M | 44.7K | — | — |
| Q2 2026 | $693K | 28.7K | — | — |
| Q2 2026 | $7.2M | 293.5K | — | — |
| Q2 2026 | $7.3M | 262.3K | — | — |
| Q2 2026 | $834K | 26.8K | — | — |
| Q2 2026 | $2.5M | 46.7K | — | — |
| Q2 2026 | $1.3M | 35.0K | — | — |
| Q2 2026 | $3.2M | 88.8K | — | — |
| Q2 2026 | $2.5M | 85.2K | — | — |
| Q2 2026 | $1.3M | 45.3K | — | — |
| Q1 2026 | $1.3M | 47.7K | — | — |
| Q1 2026 | $729K | 30.0K | — | — |
| Q1 2026 | $7.2M | 288.9K | — | — |
| Q1 2026 | $6.7M | 270.9K | — | — |
| Q1 2026 | $744K | 26.7K | — | — |
| Q1 2026 | $2.3M | 46.6K | — | — |
| Q1 2026 | $1.1M | 34.8K | — | — |
| Q1 2026 | $2.6M | 88.7K | — | — |
| Q1 2026 | $2.2M | 85.1K | — | — |
| Q1 2026 | $1.1M | 45.3K | — | — |
| Q4 2025 | $1.3M | 48.3K | — | — |
| Q4 2025 | $728K | 29.9K | — | — |
| Q4 2025 | $5.6M | 225.2K | — | — |
| Q4 2025 | $6.6M | 272.8K | — | — |
| Q4 2025 | $724K | 26.6K | — | — |
| Q4 2025 | $2.2M | 48.1K | — | — |
| Q4 2025 | $1.1M | 34.8K | — | — |
| Q4 2025 | $2.5M | 88.9K | — | — |
| Q4 2025 | $2.3M | 85.0K | — | — |
| Q4 2025 | $1.2M | 45.2K | — | — |
| Q3 2025 | $1.4M | 52.8K | — | — |
| Q3 2025 | $397K | 16.3K | — | — |
| Q3 2025 | $4M | 158.3K | — | — |
| Q3 2025 | $6.4M | 275.5K | — | — |
| Q3 2025 | $700K | 26.6K | — | — |
| Q3 2025 | $2.1M | 47.9K | — | — |
| Q3 2025 | $1.1M | 34.2K | — | — |
| Q3 2025 | $2.5M | 88.8K | — | — |
| Q3 2025 | $2.3M | 85.7K | — | — |
| Q3 2025 | $1.2M | 45.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B