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

Christensen, King & Associates Investment Services, Inc.

$213 Billion
Q4 2024

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 208,804 shares of SCHR stock, worth $5.07 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

208,804

Previous 89,548 133.18%

Holding current value

$5.07 Million

Previous $4.53 Billion 11.56%

% of portfolio

2.37%

Previous 2.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

403

Shares Held

191M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

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