Christensen, King & Associates Investment Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Christensen, King & Associates Investment Services, Inc.

$211 Billion
Q1 2025

A detailed history of Christensen, King & Associates Investment Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 354,897 shares of SCHM stock, worth $9.07 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares

354,897

Previous 357,674 0.78%

Holding current value

$9.07 Million

Previous $10 Billion 4.24%

% of portfolio

4.56%

Previous 4.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$25.58 - $29.24 $71,035 - $81,199	-2,777 Reduced 0.78%	354,897 $9.62 Billion
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $6.6 Million - $19.9 Million	239,807 Added 203.46%	357,674 $10 Billion
Q3 2024 Oct 21, 2024	SELL	$75.47 - $83.18 $171,090 - $188,569	-2,267 Reduced 1.89%	117,867 $9.79 Billion
Q2 2024 Aug 08, 2024	BUY	$75.69 - $81.19 $2,043 - $2,192	27 Added 0.02%	120,134 $9.35 Billion
Q1 2024 Aug 08, 2024	BUY	$72.89 - $81.43 $166,990 - $186,556	2,291 Added 1.94%	120,107 $9.78 Billion
Q4 2023 Aug 08, 2024	BUY	$63.01 - $75.95 $7.42 Million - $8.95 Million	117,816 New	117,816 $8.87 Billion

Others Institutions Holding SCHM

# of Institutions

1,000

Shares Held

284M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Christensen, King & Associates Investment Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History