Christensen, King & Associates Investment Services, Inc. Schwab Strategic U.S. Mid Cap 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 Strategic U.S. Mid Cap stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 117,867 shares of SCHM stock, worth $3.5 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
117,867
Previous 120,134 1.89%
Holding current value
$3.5 Million
Previous $9.35 Billion 4.74%
% of portfolio
4.61%
Previous 4.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Christensen, King & Associates Investment Services, Inc. Portfolio

Follow Christensen, King & Associates Investment Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Christensen, King & Associates Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Christensen, King & Associates Investment Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email