Christensen, King & Associates Investment Services, Inc. SCHR Holdings History
Christensen, King & Associates Investment Services, Inc.'s Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, Christensen, King & Associates Investment Services, Inc. held 212,328.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $5.31 Mil. This investment constitutes 2.44% of their stock portfolio, and Christensen, King & Associates Investment Services, Inc. now holds 0.05% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2023Q4. And since then Christensen, King & Associates Investment Services, Inc. has made 4 purchases of SCHR, at an average price of $34.96, for a total of 217,358.00 shares. In addition, there have been 2 sales at an average price of $36.23 for 5,030.00 shares. Based on historical transaction data and SCHR's current price of $24.85, Christensen, King & Associates Investment Services, Inc.'s estimated gain on his SCHR holdings is $-2.14 Mil, reflecting a -28.17% gain to date.
Christensen, King & Associates Investment Services, Inc. SCHR ($24.85) Holding Chart
Christensen, King & Associates Investment Services, Inc. SCHR ($24.85) 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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