Christensen, King & Associates Investment Services, Inc. SCHG Holdings History
Christensen, King & Associates Investment Services, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Christensen, King & Associates Investment Services, Inc. held 441,341.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $12.89 Mil. This investment constitutes 5.91% of their stock portfolio, and Christensen, King & Associates Investment Services, Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then Christensen, King & Associates Investment Services, Inc. has made 3 purchases of SCHG, at an average price of $38.46, for a total of 452,512.00 shares. In addition, there have been 3 sales at an average price of $27.28 for 11,171.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Christensen, King & Associates Investment Services, Inc.'s estimated gain on his SCHG holdings is $-3.83 Mil, reflecting a -22.02% gain to date.
Christensen, King & Associates Investment Services, Inc. SCHG ($30.06) Holding Chart
Christensen, King & Associates Investment Services, Inc. SCHG ($30.06) 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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