Christensen, King & Associates Investment Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Christensen, King & Associates Investment Services, Inc.

$213 Billion
Q4 2024

A detailed history of Christensen, King & Associates Investment Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 659,273 shares of SCHB stock, worth $14.8 Million. This represents 7.19% of its overall portfolio holdings.

Number of Shares

659,273

Previous 225,483 192.38%

Holding current value

$14.8 Million

Previous $15 Billion 2.24%

% of portfolio

7.19%

Previous 7.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $9.55 Million - $29 Million	433,790 Added 192.38%	659,273 $15.3 Billion
Q3 2024 Oct 21, 2024	SELL	$59.93 - $66.52 $347,893 - $386,148	-5,805 Reduced 2.51%	225,483 $15 Billion
Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $178,351 - $196,103	-3,098 Reduced 1.32%	231,288 $14.5 Billion
Q1 2024 Aug 08, 2024	BUY	$54.61 - $61.05 $167,270 - $186,996	3,063 Added 1.32%	234,386 $14.3 Billion
Q4 2023 Aug 08, 2024	BUY	$47.61 - $55.91 $11 Million - $12.9 Million	231,323 New	231,323 $12.9 Billion

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Christensen, King & Associates Investment Services, Inc. Schwab Strategic Tr Us Broad M Transaction History