Christensen, King & Associates Investment Services, Inc. Schwab Intermediate Term Us Tr Transaction History

Christensen, King & Associates Investment Services, Inc.

$212 Billion
Q3 2024

A detailed history of Christensen, King & Associates Investment Services, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 89,548 shares of SCHR stock, worth $2.21 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

89,548

Previous 91,063 1.66%

Holding current value

$2.21 Million

Previous $4.44 Billion 2.03%

% of portfolio

2.13%

Previous 2.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$48.4 - $50.91 $73,326 - $77,128	-1,515 Reduced 1.66%	89,548 $4.53 Billion
Q2 2024 Aug 08, 2024	SELL	$47.85 - $49.0 $116,658 - $119,462	-2,438 Reduced 2.61%	91,063 $4.44 Billion
Q1 2024 Aug 08, 2024	BUY	$48.64 - $49.88 $59,000 - $60,504	1,213 Added 1.31%	93,501 $4.59 Billion
Q4 2023 Aug 08, 2024	BUY	$47.09 - $49.87 $4.35 Million - $4.6 Million	92,288 New	92,288 $4.59 Billion

Others Institutions Holding SCHR

# of Institutions

402

Shares Held

146M

Call Options Held

2.3K

Put Options Held

7.4K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

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 Intermediate Term Us Tr Transaction History