Christensen, King & Associates Investment Services, Inc. SCHB holdings history
SCHWAB US BROAD MARKET ETF · CUSIP 808524102 · CIK 2032544
As of 2026-06-30, Christensen, King & Associates Investment Services, Inc. reported 595.15K SCHB (shares), valued at $17.24M, or 6.85% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 3.18%; reported value increased 11.71%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.85% | 595,154 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 6.62% | 614,671 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 6.88% | 615,113 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 6.85% | 620,086 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 6.82% | 624,335 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 6.77% | 640,783 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 7.19% | 659,273 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 7.06% | 225,483 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 7.17% | 231,288 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 7.15% | 234,386 | SEC filing ↗Filed Aug 8, 2024 |
| Q4 2023 | 6.90% | 231,323 | SEC filing ↗Filed Aug 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.90% | 231,323 | $12.88M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 8, 2024 |
| Q1 2024 | 7.15% | 234,386 | $14.31M | Shares increased 1.32%; reported value increased 11.12%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q2 2024 | 7.17% | 231,288 | $14.54M | Shares decreased 1.32%; reported value increased 1.62%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 7.06% | 225,483 | $15.00M | Shares decreased 2.51%; reported value increased 3.15%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 7.19% | 659,273 | $15.33M | Shares increased 192.38%; reported value increased 2.24%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 6.77% | 640,783 | $14.27M | Shares decreased 2.80%; reported value decreased 6.94%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 6.82% | 624,335 | $14.88M | Shares decreased 2.57%; reported value increased 4.26%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 6.85% | 620,086 | $15.94M | Shares decreased 0.68%; reported value increased 7.15%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 6.88% | 615,113 | $16.13M | Shares decreased 0.80%; reported value increased 1.20%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 6.62% | 614,671 | $15.43M | Shares decreased 0.07%; reported value decreased 4.38%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 6.85% | 595,154 | $17.24M | Shares decreased 3.18%; reported value increased 11.71%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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