Christensen, King & Associates Investment Services, Inc. SCHD Holdings History
Christensen, King & Associates Investment Services, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Christensen, King & Associates Investment Services, Inc. held 521,382.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.82 Mil. This investment constitutes 6.33% of their stock portfolio, and Christensen, King & Associates Investment Services, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Christensen, King & Associates Investment Services, Inc. has made 1 purchases of SCHD, at an average price of $42.96, for a total of 555,977.00 shares. In addition, there have been 5 sales at an average price of $40.25 for 34,595.00 shares. Based on historical transaction data and SCHD's current price of $27.23, Christensen, King & Associates Investment Services, Inc.'s estimated gain on his SCHD holdings is $-8.30 Mil, reflecting a -34.74% gain to date.
Christensen, King & Associates Investment Services, Inc. SCHD ($27.23) Holding Chart
Christensen, King & Associates Investment Services, Inc. SCHD ($27.23) 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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