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Benchmark Wealth Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Benchmark Wealth Management, LLC held 197,131 SCHB shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 197,131 shares
    Change vs previous 13F -43 shares

    2.09% of the 13F portfolio, value $4,697,634.

    13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 197,174 shares
    Change vs previous 13F -2,485 shares

    2.05% of the 13F portfolio, value $4,245,150.

    13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 199,659 shares
    Change vs previous 13F +138,517 shares

    2.23% of the 13F portfolio, value $4,532,253.

    13F-HR 0001788241-25-000002 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 61,142 shares
    Change vs previous 13F +3,313 shares

    2.01% of the 13F portfolio, value $4,067,136.

    13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 57,829 shares
    Change vs previous 13F +138 shares

    1.94% of the 13F portfolio, value $3,635,692.

    13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 57,691 shares
    Change vs previous 13F +5,038 shares

    1.92% of the 13F portfolio, value $3,522,019.

    13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 52,653 shares
    Change vs previous 13F +6,114 shares

    1.73% of the 13F portfolio, value $2,931,200.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 46,539 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,319,955.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).