Christensen, King & Associates Investment Services, Inc. SCHA Holdings History
Christensen, King & Associates Investment Services, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Christensen, King & Associates Investment Services, Inc. held 420,054.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $10.63 Mil. This investment constitutes 4.87% of their stock portfolio, and Christensen, King & Associates Investment Services, Inc. now holds 0.06% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2023Q4. And since then Christensen, King & Associates Investment Services, Inc. has made 4 purchases of SCHA, at an average price of $33.67, for a total of 424,723.00 shares. In addition, there have been 1 sales at an average price of $23.64 for 4,669.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Christensen, King & Associates Investment Services, Inc.'s estimated gain on his SCHA holdings is $-3.18 Mil, reflecting a -22.27% gain to date.
Christensen, King & Associates Investment Services, Inc. SCHA ($26.20) Holding Chart
Christensen, King & Associates Investment Services, Inc. SCHA ($26.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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