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 $3.25 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
117,867
Previous 120,134
1.89%
Holding current value
$3.25 Million
Previous $9.35 Billion
4.74%
% of portfolio
4.61%
Previous 4.61%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio