Christensen, King & Associates Investment Services, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 1,216,255 shares of SCHX stock, worth $29.3 Million. This represents 13.57% of its overall portfolio holdings.

Number of Shares

1,216,255

Previous 402,426 202.23%

Holding current value

$29.3 Million

Previous $27.3 Billion 6.01%

% of portfolio

13.57%

Previous 12.85%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $18.2 Million - $55.6 Million	813,829 Added 202.23%	1,216,255 $28.9 Billion
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $139,758 - $155,172	-2,287 Reduced 0.57%	402,426 $27.3 Billion
Q2 2024 Aug 08, 2024	SELL	$58.7 - $64.78 $331,831 - $366,201	-5,653 Reduced 1.38%	404,713 $26 Billion
Q1 2024 Aug 08, 2024	BUY	$55.41 - $62.08 $262,033 - $293,576	4,729 Added 1.17%	410,366 $25.5 Billion
Q4 2023 Aug 08, 2024	BUY	$48.47 - $56.6 $19.7 Million - $23 Million	405,637 New	405,637 $22.9 Billion

Others Institutions Holding SCHX

# of Institutions

1,363

Shares Held

448M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Christensen, King & Associates Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Christensen, King & Associates Investment Services, Inc. with notifications on news.

Account

Christensen, King & Associates Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History