CK

Christensen, King & Associates Investment Services, Inc.

13F
Christensen, King & Associates Investment Services, Inc.
Last update 2024-10-21 99 Stocks (7 new)
Value $212.00 Mil Turnover 40 %
Countries:
Top Holdings: SCHX(12.85%)SCHD(7.26%)SCHB(7.06%)SCHZ(5.60%)SCHG(5.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
Christensen, King & Associates... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
1,207,278
27304.590
+198.30%
12.850
+8.54%
0.060
+11.93%
+21.28%
50142.900
 
SCHD 		Schwab US Dividend Equity ETF
547,062
15414.380
+190.03%
7.260
+4.76%
0.020
+7.79%
+11.82%
63886.218
 
SCHB 		Schwab U.S. Broad Market ETF
676,449
14999.110
+192.47%
7.060
+4.65%
0.050
+11.86%
+20.42%
31646.483
 
SCHZ 		Schwab US Aggregate Bond ETF
501,156
11907.470
+99.01%
5.600
+2.79%
0.070
-1.95%
-1.03%
8379.024
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
452,512
11785.640
+296.72%
5.550
+4.15%
0.040
+14.16%
+27.48%
33886.826
 
SCHA 		Schwab U.S. Small-Cap ETF
418,972
10788.540
+95.61%
5.080
+2.48%
0.060
+11.47%
+10.67%
18369.885
 
SCHF 		Schwab International Equity ETF
499,362
10266.900
+95.38%
4.830
+2.36%
0.010
+7.08%
+7.14%
40986.000
 
SCHM 		Schwab U.S. Mid-Cap ETF
353,601
9793.570
+194.34%
4.610
+3.04%
0.030
+11.49%
+11.71%
11424.765
 
SCHV 		Schwab U.S. Large-Cap Value ETF
279,240
7480.810
+196.09%
3.520
+2.33%
0.020
+9.15%
+14.33%
11806.232
 
SCHP 		Schwab U.S. Tips ETF
182,382
4890.570
+97.49%
2.300
+1.14%
0.020
-0.94%
+0.50%
11546.446
 

Christensen, King & Associates Investment Services, Inc.'s Historical Top Holdings Breakdowns

Christensen, King & Associates Investment Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+8.54%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 198.3%
1,207,278
267,522
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+4.76%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 190.03%
547,062
119,480
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+4.65%
●
19.98 ($21.35) 22.17
$22.35
4.68%
Add 192.47%
676,449
148,387
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+4.15%
●
23.16 ($25.16) 26.42
$26.44
5.09%
Add 296.72%
452,512
84,612
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+3.04%
●
25.16 ($26.59) 27.75
$28.05
5.49%
Add 194.34%
353,601
77,822
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+2.79%
●
22.6 ($23.41) 23.93
$23.07
-1.45%
Add 99.01%
501,156
124,668
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+2.48%
●
23.45 ($24.83) 25.98
$26.14
5.28%
Add 95.61%
418,972
102,394
SCHF 		Schwab International Equity ETF2024-09-30Add
+2.36%
●
18.49 ($19.77) 20.77
$19.80
0.15%
Add 95.38%
499,362
121,891
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+2.33%
●
24.48 ($25.69) 26.79
$26.72
4.01%
Add 196.09%
279,240
61,644
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+1.14%
●
25.79 ($26.41) 26.9
$26.23
-0.68%
Add 97.49%
182,382
45,016

Christensen, King & Associates Investment Services, Inc. Total Holding History ($B)

To

Christensen, King & Associates Investment Services, Inc.'s Asset Allocation

To

Christensen, King & Associates Investment Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Christensen, King & Associates Investment Services, Inc.'s Hypothetical Growth since 2024-09-30

Christensen, King & Associates Investment Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Christensen, King & Associates Investment Services, Inc.'s Holdings Heat Map

Size field:

Christensen, King & Associates Investment Services, Inc.'s Holdings Bubble Chart

Christensen, King & Associates Investment Services, Inc. News

  • 1

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