Benson Wealth Management INC

Position in SCHW — Schwab Charles Corp

CIK 2109863 OOLTEWAH, TN, TN

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,229

-$60 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,256

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Benson Wealth Management INC holds $37,790 across 5 Capital Markets names. SCHW ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLSK	Cleanspark, Inc.	1,621	$23,585
2	HOOD	Robinhood Markets, Inc.	87	$8,724
3	SCHW	Schwab Charles Corp This page	35	$3,229
4	GS	Goldman Sachs Group Inc	2	$2,022
5	HUT	Hut 8 Corp.	2	$230

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,229	35	0.0%	Shares	Sole	2026-08-10
2026-03-31	$3,289	35	0.0%	Shares	Sole	2026-05-12
2025-12-31	$3,496	35	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.