Christensen, King & Associates Investment Services, Inc. SCHB Holdings History
Christensen, King & Associates Investment Services, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Christensen, King & Associates Investment Services, Inc. held 624,335.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $14.88 Mil. This investment constitutes 6.82% of their stock portfolio, and Christensen, King & Associates Investment Services, Inc. now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Christensen, King & Associates Investment Services, Inc. has made 2 purchases of SCHB, at an average price of $31.88, for a total of 679,547.00 shares. In addition, there have been 4 sales at an average price of $24.70 for 55,212.00 shares. Based on historical transaction data and SCHB's current price of $24.25, Christensen, King & Associates Investment Services, Inc.'s estimated gain on his SCHB holdings is $-5.16 Mil, reflecting a -23.83% gain to date.
Christensen, King & Associates Investment Services, Inc. SCHB ($24.25) Holding Chart
Christensen, King & Associates Investment Services, Inc. SCHB ($24.25) 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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