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

Christensen, King & Associates Investment Services, Inc.

  • $218 Billion
  • Q2 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 352,121 shares of SCHM stock, worth $9.98 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares
352,121
Previous 354,897 0.78%
Holding current value
$9.98 Million
Previous $9.62 Billion 2.66%
% of portfolio
4.53%
Previous 4.56%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$22.92 - $28.05 $63,625 - $77,866
-2,776 Reduced 0.78%
352,121 $9.88 Billion
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
1,022
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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