Christensen, King & Associates Investment Services, Inc. SCHX holdings history
SCHWAB US LARGE-CAP ETF · CUSIP 808524201 · CIK 2032544
As of 2026-06-30, Christensen, King & Associates Investment Services, Inc. reported 1.14M SCHX (shares), valued at $33.62M, or 13.36% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 0.59%; reported value increased 14.10%, and weight changed +0.72 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 | 13.36% | 1,142,534 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 12.64% | 1,149,357 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 13.11% | 1,141,964 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 13.29% | 1,174,731 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 13.34% | 1,190,600 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 13.05% | 1,204,879 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 13.57% | 1,216,255 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 12.85% | 402,426 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 12.83% | 404,713 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 12.72% | 410,366 | SEC filing ↗Filed Aug 8, 2024 |
| Q4 2023 | 12.25% | 405,637 | SEC filing ↗Filed Aug 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 12.25% | 405,637 | $22.88M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 8, 2024 |
| Q1 2024 | 12.72% | 410,366 | $25.47M | Shares increased 1.17%; reported value increased 11.32%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q2 2024 | 12.83% | 404,713 | $26.00M | Shares decreased 1.38%; reported value increased 2.10%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 12.85% | 402,426 | $27.30M | Shares decreased 0.57%; reported value increased 5.01%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 13.57% | 1,216,255 | $28.95M | Shares increased 202.23%; reported value increased 6.01%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 13.05% | 1,204,879 | $27.51M | Shares decreased 0.94%; reported value decreased 4.97%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 13.34% | 1,190,600 | $29.10M | Shares decreased 1.19%; reported value increased 5.78%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 13.29% | 1,174,731 | $30.94M | Shares decreased 1.33%; reported value increased 6.34%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 13.11% | 1,141,964 | $30.73M | Shares decreased 2.79%; reported value decreased 0.69%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 12.64% | 1,149,357 | $29.47M | Shares increased 0.65%; reported value decreased 4.10%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 13.36% | 1,142,534 | $33.62M | Shares decreased 0.59%; reported value increased 14.10%, and weight changed +0.72 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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