Christensen, King & Associates Investment Services, Inc. SCHM Holdings History
Christensen, King & Associates Investment Services, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Christensen, King & Associates Investment Services, Inc. held 352,121.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $9.88 Mil. This investment constitutes 4.53% of their stock portfolio, and Christensen, King & Associates Investment Services, Inc. now holds 0.09% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2023Q4. And since then Christensen, King & Associates Investment Services, Inc. has made 4 purchases of SCHM, at an average price of $40.82, for a total of 357,674.00 shares. In addition, there have been 2 sales at an average price of $27.12 for 5,553.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Christensen, King & Associates Investment Services, Inc.'s estimated gain on his SCHM holdings is $-4.32 Mil, reflecting a -29.60% gain to date.
Christensen, King & Associates Investment Services, Inc. SCHM ($28.76) Holding Chart
Christensen, King & Associates Investment Services, Inc. SCHM ($28.76) 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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