Christensen, King & Associates Investment Services, Inc. Schwab Us Aggregate Bond ETF 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 Us Aggregate Bond ETF stock. As of the latest transaction made, Christensen, King & Associates Investment Services, Inc. holds 498,094 shares of SCHZ stock, worth $11.4 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares

498,094

Previous 250,578 98.78%

Holding current value

$11.4 Million

Previous $11.9 Billion 5.17%

% of portfolio

5.29%

Previous 5.6%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.63 - $47.53 $5.6 Million - $11.8 Million	247,516 Added 98.78%	498,094 $11.3 Billion
Q3 2024 Oct 21, 2024	SELL	$45.2 - $47.87 $56,138 - $59,454	-1,242 Reduced 0.49%	250,578 $11.9 Billion
Q2 2024 Aug 08, 2024	SELL	$44.66 - $45.99 $2,366 - $2,437	-53 Reduced 0.02%	251,820 $11.5 Billion
Q1 2024 Aug 08, 2024	BUY	$45.44 - $46.67 $116,053 - $119,195	2,554 Added 1.02%	251,873 $11.6 Billion
Q4 2023 Aug 08, 2024	BUY	$43.09 - $46.83 $10.7 Million - $11.7 Million	249,319 New	249,319 $11.6 Billion

Others Institutions Holding SCHZ

# of Institutions

638

Shares Held

110M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

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.

Account

Christensen, King & Associates Investment Services, Inc. Schwab Us Aggregate Bond ETF Transaction History