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Disclosed positions
Benson Investment Management Company, Inc.: source evidence dated 2026-07-15T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHX
- Class
- US LRG CAP ETF
- Reported value
- $6,780,790
- Reported amount
- 230,404
- Unit
- SH
- Option
- None
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What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002616Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $6,780,790 | 230,404 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $3,979,388 | 96,470 | SH | None |
| LAZARD ACTIVE ETF TR | IDEQ | INTL DYNAMIC EQT | $3,558,904 | 101,480 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $1,711,344 | 42,645 | SH | None |
| WELLS FARGO & CO | WFC | PERP PFD CNV A | $711,555 | 615 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $648,752 | 5,200 | SH | None |
| BANK OF AMER CORP | BAC | 7.25%CNV PFD L | $595,888 | 475 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $424,912 | 569 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $372,251 | 542 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.