Christensen, King & Associates Investment Services, Inc. Schwab Intermediate Term Us Tr 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 Intermediate Term Us Tr stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 214,920 shares of SCHR stock, worth $5.39 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

214,920

Previous 208,804 2.93%

Holding current value

$5.39 Million

Previous $5.06 Billion 5.01%

% of portfolio

2.52%

Previous 2.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$24.05 - $24.86 $147,089 - $152,043	6,116 Added 2.93%	214,920 $5.31 Billion
Q4 2024 Jan 13, 2025	BUY	$24.19 - $50.58 $2.88 Million - $6.03 Million	119,256 Added 133.18%	208,804 $5.06 Billion
Q3 2024 Oct 21, 2024	SELL	$48.4 - $50.91 $73,326 - $77,128	-1,515 Reduced 1.66%	89,548 $4.53 Billion
Q2 2024 Aug 08, 2024	SELL	$47.85 - $49.0 $116,658 - $119,462	-2,438 Reduced 2.61%	91,063 $4.44 Billion
Q1 2024 Aug 08, 2024	BUY	$48.64 - $49.88 $59,000 - $60,504	1,213 Added 1.31%	93,501 $4.59 Billion
Q4 2023 Aug 08, 2024	BUY	$47.09 - $49.87 $4.35 Million - $4.6 Million	92,288 New	92,288 $4.59 Billion

Others Institutions Holding SCHR

# of Institutions

457

Shares Held

357M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Christensen, King & Associates Investment Services, Inc. Schwab Intermediate Term Us Tr Transaction History