Christensen, King & Associates Investment Services, Inc. Schwab Strategic Tr Us Dividen Transaction History
Christensen, King & Associates Investment Services, Inc.
- $213 Billion
- Q4 2024
A detailed history of Christensen, King & Associates Investment Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 538,250 shares of SCHD stock, worth $14.8 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
538,250
Previous 182,354
195.17%
Holding current value
$14.8 Million
Previous $15.4 Billion
3.69%
% of portfolio
6.96%
Previous 7.26%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,951Shares Held
849MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio