Christensen, King & Associates Investment Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Christensen, King & Associates Investment Services, Inc.
- $212 Billion
- Q3 2024
A detailed history of Christensen, King & Associates Investment Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 250,578 shares of SCHZ stock, worth $5.7 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
250,578
Previous 251,820
0.49%
Holding current value
$5.7 Million
Previous $11.5 Billion
3.74%
% of portfolio
5.6%
Previous 5.66%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio