Christensen, King & Associates Investment Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Christensen, King & Associates Investment Services, Inc.
- $203 Billion
- Q2 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 120,134 shares of SCHM stock, worth $9.93 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
120,134
Previous 120,107
0.02%
Holding current value
$9.93 Million
Previous $9.78 Billion
4.4%
% of portfolio
4.61%
Previous 4.89%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$830 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$263 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$189 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio