SCHH SCHWAB STRATEGIC TR

Ownership history in Bensler, LLC  ·  11 quarters on record

AI Ownership Summary

Bensler, LLC reported SCHWAB STRATEGIC TR (SCHH) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.28% in 2023 Q3. The latest visible filing shows SCHH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bensler, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bensler, LLC held SCHH — position size vs. price
% of Fund (quarterly)    SCHH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,051 -1,406 -12.3% 0.02% $217K 2025-11-03 $20.72
2025 Q2 REDUCED 11,457 -7,266 -38.8% 0.03% $242K 2025-08-06 $20.51
2025 Q1 REDUCED 18,723 -11,229 -37.5% 0.05% $403K 2025-04-16 $19.76
2024 Q4 REDUCED 29,952 -3,861 -11.4% 0.07% $631K 2025-01-22 $20.36
2024 Q3 REDUCED 33,813 -6,437 -16.0% 0.10% $783K 2024-10-31 $21.33
2024 Q2 REDUCED 40,250 -8,311 -17.1% 0.11% $804K 2024-07-26 $20.13
2024 Q1 REDUCED 48,561 -15,698 -24.4% 0.14% $986K 2024-04-30 $17.63
2023 Q4 REDUCED 64,259 -16,616 -20.5% 0.22% $1.3M 2024-01-22 $18.88
2023 Q3 REDUCED 80,875 -9,098 -10.1% 0.28% $1.4M 2023-10-25 $15.49
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bensler, LLC and SCHH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bensler, LLC reported owning SCHH?

Bensler, LLC reported SCHH across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SCHH position in Bensler, LLC's portfolio?

The largest reported portfolio weight for SCHH was 0.28% in 2023 Q3.

What is the latest reported SCHH position on this page?

The most recent filing on this page is 2025 Q3, when Bensler, LLC reported 10,051 shares, equal to 0.02% of portfolio, with an estimated market value of $217K.

What does the chart on this SCHH ownership page compare?

The chart compares Bensler, LLC's quarterly SCHH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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